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Rockwell Automation, Inc. (NYSE:ROK) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the company’s recent quarter and gains over the past year, as he said:
Alright, how about this incredible run in Rockwell Automation, a company that dominates the U.S. market for what are called programmable logic controllers, basically industrial computers that are the brains of manufacturing operations. This morning, Rockwell Automation reported a terrific quarter. Their e-commerce and warehouse automation sales were up roughly 30%. Their data center business more than doubled. Stock then jumped nearly 9% today, of course, in response to that. It’s now up more than 71% over the past 12 months.
Stock market data. Photo by Burak The Weekender on Pexels
Rockwell Automation, Inc. (NYSE:ROK) provides industrial automation and digital transformation technologies, including devices, control systems, software, engineered solutions, and other support services. Cramer was bullish on the company’s stock during the November 18, 2025, episode, as he commented:
It doesn’t get as much attention as artificial intelligence, but there’s another big, profitable theme this year, and that’s the reindustrialization of America. It’s about bringing companies… getting their manufacturing back here in the US, probably because it’s cheaper than dealing with some of these tariffs. Of course, if you’re going to manufacture in America, you don’t want to necessarily pay American wages.
So these companies embrace automation, which brings me to Rockwell Automation, the Wisconsin-based company that dominates the US market for what are called programmable logic controllers, basically industrial computers that are the brains of manufacturing operations. They also have a whole suite of software to help factories run more efficiently. Rockwell’s had a great year in 2025. And earlier this month, management gave some strong guidance for 2026, talking about 10% earnings growth at the midpoint of their forecast. No wonder the stock’s up 28% for the year. Can it keep running? I think it can.
While we acknowledge the potential of ROK as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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