In recent days, Emerson Electric announced multiple high-profile contracts to deploy its advanced automation and control solutions in large renewable energy and mining projects across the U.S., including a major solar site in Texas and significant lithium and zinc mining operations.
These agreements underscore Emerson’s increasing involvement in supplying digital and automation technologies that help enable the transition to clean energy and critical mineral production in North America.
We’ll look at how these automation contracts highlight Emerson’s expanding presence in energy transition projects and shape its investment narrative.
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To invest in Emerson Electric, you need to believe in the continued adoption of industrial automation and digital technology across sectors like energy and mining, supporting resilient demand for the company’s solutions. The latest automation contracts highlight Emerson’s role in the shift toward clean energy and critical mineral supply, but they do not have a material short-term impact on the most pressing catalysts, such as software-driven growth, or address core risks like margin pressure from foreign exchange and tariffs.
Of the recent news, the Three W Solar project in Texas stands out: Emerson’s Ovation Green solar solutions are now central to integrating advanced field sensor data for performance monitoring and control. This collaboration showcases one way Emerson is tapping into the push for renewables, tying back to the company’s ambitions to grow through digital automation and large energy infrastructure contracts.
However, it is important to remember that despite new project wins, exposure to currency swings and trade barriers continues to present challenges for…
Read the full narrative on Emerson Electric (it’s free!)
Emerson Electric’s narrative projects $21.3 billion revenue and $3.3 billion earnings by 2028. This requires 6.2% yearly revenue growth and a $1.1 billion increase in earnings from $2.2 billion currently.
Uncover how Emerson Electric’s forecasts yield a $150.84 fair value, a 18% upside to its current price.
EMR Community Fair Values as at Nov 2025
Simply Wall St Community members forecast Emerson’s fair value between US$109 and US$228, across 5 distinct views. While these numbers vary, many remain focused on future demand for automation as key to performance, but you should consider a variety of perspectives.