Rockwell Automation (ROK) Stock Benefits From Tariff Relief Prospects

Rockwell Automation Inc. (NYSE:ROK) ranks among the stocks to benefit from an onshoring boom. On July 15, KeyBanc maintained its Overweight rating on Rockwell Automation Inc. (NYSE:ROK) shares, while increasing its price objective for the company from $360 to $370. The firm was upbeat regarding the possible improvement in Rockwell’s fiscal third-quarter 2025 earnings.

Rockwell Automation (ROK) Stock Benefits From Tariff Relief Prospects

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Rockwell’s margins are expected to improve, as evidenced by KeyBanc’s higher price target. The firm has also reduced its second-half 2025 tariff cost headwind forecasts from $125 million to $70 million.

Although second-quarter pricing actions were relatively low, the firm indicated that recent developments in the European Union and Asia could offer Rockwell Automation Inc. (NYSE:ROK) new options for tariff-related relief.

Rockwell Automation Inc. (NYSE:ROK) is a leading player in industrial automation and digital transformation. It offers solutions that assist manufacturers in improving process control, increasing efficiency, and optimizing operations.

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 this cheapest AI stock.

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