ROK Rockwell Automation Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
21:56
May 21
May 21
Bearish view on Rockwell Automation as higher semiconductor input costs from premium analog suppliers squeeze operating margins in industrial automation.
HIGH
18:33
May 21
May 21
Buy industrial AI beneficiaries.
I am inclined to buy more industrial plays exposed to AI infrastructure, specifically Rockwell Automation (ROK), Teradyne (TER), Quanta Services (PWR), Eaton (ETN), Caterpillar (CAT), and Vertiv (VRT). The thesis: Nvidia's data center revenue (up 115% hyperscale, 74% AI cloud/industrial), physical AI at $9B, supports robotics and industrial automation. Backlogs at these companies are up 34% Y/Y vs historical 3-5%, providing extreme visibility.
HIGH
10:24
May 21
May 21
Long ABB and Rockwell Automation as robotics and industrial automation enablers benefit from growing physical AI deployments.
HIGH
12:45
May 19
May 19
Rockwell Automation owns the full-stack platform (FactoryTalk, DataMosaix, PlantPAx) for AI-driven manufacturing. Physical AI scales first in factories, and ROK’s recurring software and reshoring tail
Rockwell Automation owns the full-stack platform (FactoryTalk, DataMosaix, PlantPAx) for AI-driven manufacturing. Physical AI scales first in factories, and ROK’s recurring software and reshoring tailwinds position it as the industrial orchestration layer with 10x potential.
HIGH
00:06
May 15
May 15
Bearish view on ROK as Forgent’s strength in project-based power infrastructure vs short-cycle automation suggests relative underperformance; sector rotation risk.
HIGH
23:54
May 05
May 05
Rockwell early in data center cycle
Rockwell Automation's data center and warehouse automation business more than doubled, and the company is still in the early innings of this growth.
HIGH
17:00
May 05
May 05
Long industrial automation and controls suppliers as power infrastructure becomes more software- and service-intensive, driving demand for automation, monitoring, and lifecycle services.
HIGH
02:32
May 05
May 05
Own robots via Rockwell Automation.
Josh Brown recommends owning robotics-related stocks because humanoid robot shipments are forecast to surge 86% annually, creating a multi-trillion-dollar market. He specifically mentions Rockwell Automation as a stock that continually goes up as smart investors recognize the long-term robotics trend.
MED
22:49
May 04
May 04
Long physical AI and robotics plays as durable embedded semi demand vector emerges, benefiting automation hardware and analog/control suppliers.
HIGH
16:11
Apr 29
Apr 29
Long Siemens, Schneider, ABB, and Rockwell on industrial automation and electrification recovery.
HIGH
21:23
Mar 06
Mar 06
In the Cleveland district, the primary complaint is that "it's hard to find skilled laborers and tradesmen" and this shortage is a "real barrier to growth." When human labor is scarce or too expensive, industrial companies are forced to invest in capital expenditures (Capex) focused on automation and efficiency to maintain output. This directly benefits industrial automation and motion control firms, particularly those with strong Midwest industrial ties. Long Industrial Automation (Rockwell, Eaton, Parker-Hannifin) as the solution to the structural labor shortage. A recession causing a total freeze in industrial Capex.
14:38
Mar 05
Mar 05
Barkin attributes the impressive 2.8% productivity number to companies that "invested in new processes, new staffing models, automation" and "AI" because they were caught short of workers three years ago. The "Productivity" Barkin praises is not magic; it is Capex spending. Companies are buying hardware (Rockwell), software (Microsoft), and automation tools (UiPath) to protect margins. If the Fed sees this as the solution to inflation, corporate spend will continue to funnel here. LONG. This is a structural play on the "Margin Protection" trade. Tech valuation compression if interest rates spike due to the oil shock.
About ROK Analyst Coverage
Buzzberg tracks ROK (Rockwell Automation) across 5 sources. 6 bullish vs 0 bearish calls from 7 analysts. Sentiment: predominantly bullish (50%). 12 total trade ideas tracked.