Investor Stephanie Link likes this robotics play, a ‘sleeper name for 2026’
Robotics company Rockwell Automation is one stock that investor Stephanie Link has scooped up following its latest earnings beat. The chief investment strategist of Hightower Advisors joined CNBC’s ” Halftime Report ” on Tuesday afternoon to share her take on the name, as well as a pair of other stocks. Rockwell Automation Link applauded Rockwell’s latest quarter. On Thursday, the company posted adjusted earnings of $2.75 per share on revenue of $2.11 billion, beating estimates of $2.47 and $2.08 billion, respectively, from analysts polled by FactSet. Link pointed out that the company’s earnings and revenue respectively grew 50% and 12% year over year. “This is a company that is doing a really good job in automation and robotics, and that hasn’t even really kicked in just yet. This is also a self-help story, which is why I point out to the margins,” she said. “I think it’s absolutely a sleeper name for 2026.” Shares of Rockwell Automation have added 37% over the past 12 months and 7% this year. ROK 6M mountain Rockwell shares over the past six months Synopsys Link also likes semiconductor supplier Synopsys , down 17% in the past year and 6% in 2026. She applauded Synopsys’ 41% market share and backlog of about $11.4 billion, and added that the company just wrapped up an acquisition that should add about $3 billion to its revenue base. “These guys make mission critical software for the semiconductor companies, and the more complex chips get, the more they need Synopsis’ stuff,” she said. “I’m just using the weakness and the bad days of software to be adding to it. I’ll continue to do so.” SNPS 6M mountain Synopsis shares over the past six months. Estée Lauder Finally, Link also singled out Estée Lauder , down 3% this year but up 48% over the past 12 months. The beauty company’s fiscal second-quarter earnings beat estimates last week, while its revenue came in line. Shares of Estée Lauder sank 19% following the report, presenting an opportunity for investors to buy into the name. Link applauded the company’s accelerating growth in China, which came out to 12%. While growth in the U.S. was flat last quarter, the investor sees the region picking up momentum. “I think they are seeing some momentum. You’ll have fits and starts each quarter, but I thought down 20% was a gift,” she said. EL 6M mountain Estee Lauder shares over the past six months.
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