Rockwell Automation Stock Still Screens Undervalued After a 71% Rally From Its Lows

Rockwell Automation (ROK) delivered a strong Q1 FY2026 earnings beat, signaling that its margin expansion program is succeeding despite a soft demand environment. The company is poised for growth with compounding tailwinds including the dissolution of the Sensia joint venture, a new manufacturing facility, and record bookings for its Plex software. While Wall Street awaits broader capital expenditure acceleration, TIKR’s model suggests significant upside, driven by margin expansion and EPS growth, making ROK appear undervalued.

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