Rockwell Automation stock gains 1.33 percent on AI security tie up

Rockwell Automation stock gained 1.33 percent to USD 432.89 on the NYSE on September 23, 2026, placing the industrial automation company at a market capitalization of USD 48.17 billion. The move followed a September 15 update on an AI cybersecurity partnership and came after a quarterly earnings beat.

AI security adds a new angle

Rockwell Automation joined Anthropic's Project Glasswing, giving its security teams controlled access to Claude Mythos 5 for vulnerability discovery, validation, prioritization, and remediation across industrial software and connected systems, Simply Wall St reported on September 15, 2026. The connection matters because Rockwell sells automation hardware, control software, and lifecycle services to manufacturers that depend on connected production systems.

The market reaction on September 23 was positive, but the stock remained USD 64.47 below its 52-week high of USD 497.36. That gap equals 12.96 percent, leaving the yearly range as a more important valuation reference than the single-session gain.

Quarterly beat supports guidance

Rockwell reported fiscal Q3 2026 revenue of USD 2.31 billion, a 7.9 percent increase from the same quarter a year earlier, according to MarketBeat. Adjusted EPS reached USD 3.49, exceeding the USD 3.38 consensus by USD 0.11, while the prior-year EPS figure was USD 2.82.

Management's fiscal 2026 adjusted EPS guidance stood at USD 13.00 to USD 13.30. The combination of 7.9 percent revenue growth and guidance above USD 13.00 gives investors two concrete benchmarks for judging whether automation demand can offset industrial spending cycles.

Stock stays below yearly high

Rockwell Automation stock was trading at USD 432.89 on the NYSE on September 23, 2026, up USD 5.70 from the previous session. Its 52-week range was USD 332.71 to USD 497.36, while volume reached 595,281 shares.