Rockwell Automation price target lowered to $325 from $360 at UBS

UBS analyst Chris Snyder lowered the firm’s price target on Rockwell Automation to $325 from $360 and keeps a Buy rating on the shares. Production challenges are driving sharp margin pressure in Q1, resulting in a much lower EPS trough than previously anticipated, the analyst tells investors in a research note. The firm views the disruption as a transitory supply issue and does not see any clear impairments to FY25-FY26 EPS power.