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3 S&P 500 Stocks We’re Skeptical Of
StockStory50d agoneutral
3 S&P 500 Stocks We’re Skeptical Of

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

3 Profitable Stocks That Concern Us
StockStory51d agoneutral
3 Profitable Stocks That Concern Us

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

3 Large-Cap Stocks That Concern Us
StockStory54d agoneutral
3 Large-Cap Stocks That Concern Us

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

Should Rockwell’s Expanded Buybacks and SecureOT Push Require Action From Rockwell Automation (ROK) Investors?
Simply Wall St.54d agobullish
Should Rockwell’s Expanded Buybacks and SecureOT Push Require Action From Rockwell Automation (ROK) Investors?

In recent days, Rockwell Automation completed a long-running share repurchase program totaling 36,734,614 shares for US$6.79 billion, increased its overall buyback authorization to US$8.00 billion, and reaffirmed a quarterly dividend of US$1.38 per share payable in September 2026. The company also expanded its SecureOT industrial cybersecurity suite with AI-enabled assessment tools, managed services, and secure remote access, underscoring a push to make operational technology security a...

Honeywell Automation Has Plans for Growth as Breakup Nears
Barrons.com55d agobullish
Honeywell Automation Has Plans for Growth as Breakup Nears

Honeywell’s other business laid out its case to investors on Thursday. Last week, Honeywell Aerospace hosted an investor event. Honeywell’s automation businesses generate annual sales of about $17 billion, and operating profit margins of about 21%, selling hardware, software, and services into the commercial building, energy, and industrial markets.

Morgan Stanley spots hidden multi-decade data center winner
TheStreet55d agoneutral
Morgan Stanley spots hidden multi-decade data center winner

Some categories of investment theses don't make headlines. Not because they're boring, but because they move slowly enough that most investors lose patience before the payoff arrives. U.S. manufacturing reshoring has that kind of story. Morgan Stanley just spent a week with Rockwell Automation ...

Rockwell Automation (ROK) Gets A Major Target Hike As Growth Expectations Improve
Insider Monkey56d agoneutral
Rockwell Automation (ROK) Gets A Major Target Hike As Growth Expectations Improve

With an upside potential of 4.53%, Rockwell Automation, Inc. (NYSE:ROK) is among the 7 Best Automation Stocks to Buy for Warehouse Construction. On May 13, TD Cowen raised its price target on Rockwell Automation, Inc. (NYSE:ROK) to $400 from $350 while maintaining a Hold rating on the shares. The firm acknowledged that growth is expected to moderate during the second half […]

Assessing Rockwell Automation (ROK) Valuation As Shares Trade Near Analyst Fair Value Estimates
Simply Wall St.57d agoneutral
Assessing Rockwell Automation (ROK) Valuation As Shares Trade Near Analyst Fair Value Estimates

Rockwell Automation stock performance snapshot Rockwell Automation (ROK) has recently drawn investor attention as its shares trade around US$451.66, with returns that vary across different time frames and a business focused on industrial automation and digital transformation solutions. See our latest analysis for Rockwell Automation. While the 1-day share price return of 1.11% stands against softer 7-day and 30-day share price returns, the 90-day share price return of 20.74% and 1-year total...

3 Industrials Stocks with Open Questions
StockStory57d agoneutral
3 Industrials Stocks with Open Questions

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. They are also bound to benefit from a friendlier regulatory environment with the Trump administration, and this excitement has led to a six-month gain of 17.2% for the sector - higher than the S&P 500’s 8% return.

Assessing Rockwell Automation (ROK) Valuation After Recent Share Price Momentum And Planned US$2b Investment
Simply Wall St.76d agoneutral
Assessing Rockwell Automation (ROK) Valuation After Recent Share Price Momentum And Planned US$2b Investment

Without a specific news event driving Rockwell Automation (ROK) today, the focus turns to how its recent share performance and financial profile might influence how you think about the stock. See our latest analysis for Rockwell Automation. The recent 3.30% 1 day share price gain to $436.23 comes after a mixed few weeks, with a 7 day share price return of 4.12%, a 90 day share price return of 10.33%, and a 1 year total shareholder return of 46.15% pointing to stronger momentum over a longer...

What Makes Rockwell Automation (ROK) a High-Quality Compounder?
Insider Monkey76d agoneutral
What Makes Rockwell Automation (ROK) a High-Quality Compounder?

Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for […]

How Investors Are Reacting To Rockwell Automation (ROK) Elevating AI And Cybersecurity In Smart Manufacturing
Simply Wall St.76d agoneutral
How Investors Are Reacting To Rockwell Automation (ROK) Elevating AI And Cybersecurity In Smart Manufacturing

In early May 2026, Rockwell Automation released new global and UK findings from its 11th annual State of Smart Manufacturing report, showing manufacturers are moving from pilots to active deployment of smart technologies, with AI and cybersecurity now central to digital transformation efforts. The report reinforces Rockwell Automation’s role as a key enabler of smart manufacturing, highlighting how rising AI-supported operations and real-time data adoption are reshaping industrial execution,...

Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning
24/7 Wall St.78d agoneutral
Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

Everyone’s talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here’s what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on ... Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

5 Insightful Analyst Questions From Rockwell Automation’s Q1 Earnings Call
StockStory82d agoneutral
5 Insightful Analyst Questions From Rockwell Automation’s Q1 Earnings Call

Rockwell Automation delivered a first quarter marked by double-digit year-over-year growth across sales, orders, and non-GAAP earnings, which drove a significant positive market reaction. Management attributed this performance to strong demand in North America and momentum in discrete industries such as data centers, e-commerce, and semiconductors. CEO Blake Moret emphasized that Rockwell’s technology enabled key projects, including NASA’s Artemis II mission and new customer wins in automotive a