Morgan Stanley cuts target for Rockwell Automation stock to USD 520.00

Published on 10/27/2026 at 16:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Rockwell Automation reported USD 2.31 billion in third-quarter sales. Rockwell Automation stock costs EUR 392.75 at Lang & Schwarz on October 27, 2026.

Target and quarterly sales

Morgan Stanley cut its Rockwell Automation target from USD 545.00 to USD 520.00 on October 16, 2026.
Third-quarter fiscal 2026 sales reached USD 2.31 billion, up 7.9 percent year over year.
Rockwell Automation stock costs EUR 392.75 at Lang & Schwarz on October 27, 2026 at 4:41 p.m. CET.
Rockwell Automation had a USD 48.7 billion market capitalization and a P/E ratio of 41.13 on October 27, 2026.

Rockwell Automation, US7739031091, Illustration mit AI erstellt.

Rockwell Automation (ISIN US7739031091) is trading at EUR 392.75 at Lang & Schwarz on October 27, 2026 at 4:41 p.m. CET. Morgan Stanley cut its price target from USD 545.00 to USD 520.00 in a report dated October 16, 2026, according to MarketScreener.

Quarterly sales set the backdrop

Rockwell Automation reported USD 2.31 billion in sales for the third quarter of fiscal 2026, up 7.9 percent from USD 2.14 billion in the year-earlier quarter. The period ended June 30, 2026, and diluted earnings per share reached USD 3.65, while adjusted earnings per share were USD 3.49, according to TickerScout.

The same results update listed operating cash flow of USD 724 million and free cash flow of USD 654 million for the quarter. Fiscal 2026 guidance was raised to reported and organic sales growth of 7.5 percent to 9.5 percent, while adjusted earnings per share guidance was set at USD 13.00 to USD 13.30.

Price position and valuation

Rockwell Automation last traded at USD 437.56 on the NYSE on October 27, 2026 at 11:49 a.m. EDT. The finance data showed a 52-week range of USD 347.53 to USD 497.36, placing the latest US quotation USD 59.80 below the high and USD 90.03 above the low.

The company had a market capitalization of USD 48.7 billion and a P/E ratio of 41.13 on October 27, 2026. Morgan Stanley's revised USD 520.00 target remains a separate US-dollar reference and is not combined with the euro quotation.

Comparison with peers

Rockwell Automation: P/E 41.13, market capitalization USD 48.7 billion.

Eaton (NYSE, USD): up 3.20 percent, P/E 39.05, market capitalization USD 149.1 billion.

Emerson Electric (NYSE, USD): up 1.73 percent, P/E 35.98, market capitalization USD 91.8 billion.

What the target cut changes

The October 16 target reduction puts the latest analyst reference below Morgan Stanley's previous USD 545.00 level, while the third-quarter sales increase and raised fiscal guidance provide the operating counterweight. For investors, the central tension is between improved reported growth and a valuation that remains above the P/E ratios of both selected peers.

Rockwell Automation stock in euros

Rockwell Automation stock was trading at EUR 392.75 at Lang & Schwarz on October 27, 2026 at 4:41 p.m. CET. The Nasdaq-listed company had a separate US-dollar quotation of USD 437.56 at 11:49 a.m. EDT on the same date.

The further course of trading is shown by the continuously updated real-time quote of Rockwell Automation stock.