economy
February 10, 2026
Investor Stephanie Link likes this robotics play, a 'sleeper name for 2026'
Stephanie Link scooped up shares of Rockwell Automation following the robotics firm's latest earnings beat.
TL;DR
- Stephanie Link recommends Rockwell Automation, noting its recent earnings and revenue beat, with 50% earnings growth and 12% revenue growth year over year.
- Link views Rockwell Automation as a 'sleeper name for 2026' due to its strong performance in automation and robotics.
- She also likes semiconductor supplier Synopsys, attracted by its market share, substantial backlog, and a recent acquisition expected to boost revenue.
- Link suggests buying Estée Lauder on its recent stock decline, emphasizing accelerating growth in China and expected U.S. market momentum.
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