RBC Bearings: Strong Performance and Promising Future Potential Justify Buy Rating

William Blair analyst Ross Sparenblek has maintained their bullish stance on RBC stock, giving a Buy rating on May 16.

Ross Sparenblek has given his Buy rating due to a combination of factors that highlight RBC Bearings’ strong performance and future potential. The company reported fiscal year-end 2025 results that surpassed expectations, particularly with an adjusted EPS that exceeded both consensus and internal estimates. This performance was bolstered by a record-high backlog and a promising order growth rate, indicating robust demand and operational efficiency.
Additionally, RBC Bearings is positioned favorably in the market, demonstrating resilience and outperformance compared to its industrial peers. The company’s shares are nearing all-time highs, supported by a solid balance sheet and strategic positioning as a reliable option in uncertain times. With a positive outlook for fiscal 2026 and beyond, including potential upward revisions to consensus estimates and opportunities for margin expansion, Sparenblek sees RBC Bearings as a compelling investment opportunity.

In another report released on May 16, Morgan Stanley also maintained a Buy rating on the stock with a $390.00 price target.

Based on the recent corporate insider activity of 56 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of RBC in relation to earlier this year.