EMR stock sentiment todayEmerson Electric Co
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
EMR
Emerson Electric CoEmerson has successfully pivoted from a legacy industrial conglomerate to a high-margin automation pure-play with significant AI-driven data center tailwinds.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for EMR. Not financial advice.
Price · last 12 months
Gossip
The market is applauding management's aggressive portfolio transformation, specifically the divestiture of majority stakes in Copeland and the acquisition of NI (National Instruments). Narrative is focused on Emerson's role as a 'picks and shovels' play for the energy transition and data center build-outs.
- ·Growth in discrete automation and software
- ·Robust backlog in process industries
- ·Near-shoring and domestic manufacturing revitalization
- ·Data center thermal management demand
Financial
Following the NI integration, EMR boasts superior margins compared to historical levels. The company maintains a Dividend King status (67+ years of increases) while pivoting toward high-growth software-defined automation.
- ·P/E Ratio: ~20-22x (Premium but justified by margin expansion)
- ·Operating Margin: Expansion toward 25% target
- ·Free Cash Flow: Strong conversion rate above 100% of adjusted earnings
- ·Backlog: Record levels providing multi-year visibility
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $2.7M on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Integration risks associated with the National Instruments acquisition
- ·Exposure to cyclical downturns in the oil and gas sector
- ·High interest rate environment impacting capital-intensive projects
Peer temperature
How direct competitors stack up against EMR right now.
- NEUTRALROKRockwell Automation
COLDER — higher valuation and more concentrated exposure to lumpy discrete manufacturing compared to EMR's diversified process automation.
See full analysis → - NEUTRALHONHoneywell International
COLDER — remains a complex multi-industry conglomerate while EMR has achieved a cleaner, high-growth pure-play valuation.
See full analysis → - HOTABBABB Ltd
HOTTER — trading at a similar premium but offers superior exposure to the global electrification and robotics super-cycle.
See full analysis →
- EMR+6.3%
- ROK+0.2%
- HON+3.5%
- ABB—
Analyst price target
Consensus average of 15 analysts · median 175.00
Source: StockAnalysis.com · updated 2026-10-19
AI-generated analysis for informational purposes only. Not financial advice.