6. Rockwell Automation Inc. (NYSE:ROK)
Number of Hedge Fund Holdings in Q1 2025: 46
Number of Hedge Fund Holdings in Q4 2025: 53
Performance Since Cramer’s Remarks: 9%
Date/Month of Cramer’s Remarks: June 11th, 2025
Rockwell Automation Inc. (NYSE:ROK) is an industrial automation and robotics company that caters to the needs of the manufacturing industry. Its shares are up by 32% over the past year and by 9% since Cramer discussed the firm on Mad Money. While the CNBC TV host was cautiously optimistic about the firm in June, in his earlier comments in January, he had advised viewers to wait before earnings if they wanted to buy. Rockwell Automation Inc. (NYSE:ROK)’s shares closed 5% lower on February 5th, 2026. On that day, the firm reported its fiscal first quarter earnings with its revenue of $2.1 billion and adjusted earnings per share of $2.75 beating estimates of $2.08 billion and $2.48. However, according to media reports, the weakness in the stock following the earnings report was due to Rockwell Automation Inc. (NYSE:ROK)’s cash flow, as the firm’s operating cash flow dipped to $234 million from $364 million, while free cash flow dipped to $170 million from $293 million. Here’s what Cramer had said about the firm in June 2025:
“Still, generally speaking, if we see a huge wave of reshoring, thanks to this one, wow, it’s going to be a winner… Slowly, Rockwell Automation is building back what I regard as being some aberration on Wall Street… At the end of the day, while I still have some scar tissue from this one after multiple failures over the past years, I see enough good things happening here to justify going forward. I think it’s a good one.
Here’s the bottom line: Big picture, Rockwell Automation, it’s a winner from tariffs that force companies to move their manufacturing back to the United States. Matter of fact, it’s the way to play reshoring without losing a fortune. These companies have to rely on Rockwell Automation. But I would not stick my neck out for the thesis if the fundamentals weren’t already on the mend. Fortunately, Rockwell’s going in the right direction, and this trade war, I’m calling simply the icing on the cake.”
While we acknowledge the potential of ROK to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ROK and that has 100x upside potential, check out our report about the cheapest AI stock.
Click to continue reading and see Jim Cramer’s Hottest Robotics and Physical AI Stock Picks: Top 5 Stocks.
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