AI Robots to Surpass Human Workforce in Coming Decades
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy ROK?
Source: CNBC
- Surge in AI Robots: Former Citi executive Rob Garlick predicts that the number of AI robots will reach 1.3 billion by 2035 and exceed 4 billion by 2050, indicating that the relentless pursuit of cost-cutting by firms will lead to the replacement of human labor.
- Short Payback Period: A Citi report reveals that a $15,000 robot can break even in just 3.8 weeks when replacing a $41 per hour human job, showcasing the significant economic advantages of AI technology and intensifying the pressure on human employment.
- Widespread Adoption of AI Agents: Microsoft's Work Trend Index indicates that 80% of leaders expect to integrate AI agents into their strategies within the next 12 to 18 months, which are software programs capable of completing tasks with minimal human direction, further reducing the need for human resources.
- Layoff Wave Intensifies: As AI technology becomes more prevalent, major companies like Amazon and Salesforce have cited it as a reason for thousands of job cuts, with the IMF warning that AI's impact on the labor market is akin to a tsunami, leaving many countries and businesses unprepared.
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Analyst Views on ROK
Wall Street analysts forecast ROK stock price to fall
15 Analyst Rating
8 Buy
7 Hold
0 Sell
Moderate Buy
Current: 415.730
Low
105.00
Averages
406.87
High
470.00
Current: 415.730
Low
105.00
Averages
406.87
High
470.00
About ROK
Rockwell Automation, Inc. is engaged in industrial automation and digital transformation. The Company operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services. The Intelligent Devices segment portfolio includes power control, motion control, safety, sensing, and industrial components, and micro control and distributed input/output. The Software & Control operating segment contains a comprehensive portfolio of production automation and production operations platforms, including hardware and software. This integrated portfolio is merging information technology (IT) and operational technology (OT), bringing the benefits of the Connected Enterprise to the production system. The Lifecycle Services segment includes consulting services, including cybersecurity and digital transformation strategy and design and professional services, including global automation and information program and project management and delivery capabilities, and connected services.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

- AI-Driven Engineering Transformation: Rockwell Automation showcases a new AI-collaborative industrial automation engineering model at Hannover Messe, significantly enhancing design iteration speed and complexity management through the integration of digital twins and cloud platforms.
- Efficiency Gains: The new workflow allows engineers to interact with AI using natural language to quickly build and validate factory models, enabling comprehensive testing before hardware deployment, thus shortening engineering and commissioning cycles while reducing risk.
- Sustainability and Safety: By combining autonomous AI agents with closed-loop digital twin validation, manufacturers can enhance productivity while improving sustainability and workforce safety, demonstrating a profound impact on the future of industrial development.
- Industry Leadership: As a global leader in industrial automation and digital transformation, Rockwell Automation is committed to driving industry change through technological innovation, showcasing its strong influence and technical prowess in the global market.
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- AI-Driven Engineering Transformation: Rockwell Automation showcases an AI-orchestrated system design at Hannover Messe, aiming to shift industrial automation engineering from traditional fragmented workflows to a more autonomous, outcome-driven model that delivers higher value earlier in the lifecycle.
- Digital Twin Integration: The demonstration integrates Emulate3D® digital twin and emulation software with an AI-assisted engineering interface, utilizing FactoryTalk Design Studio™ cloud platform to address the manual conversion from model to executable controller code, significantly enhancing engineering efficiency.
- Shortened Engineering Cycles: By combining autonomous AI agents with closed-loop digital twin validation, engineers can transition from validated models to fully tested controller projects before hardware deployment, dramatically reducing engineering and commissioning cycles while lowering risks.
- Enhanced Productivity and Safety: This new model not only boosts productivity and sustainability but also enhances workforce safety, showcasing Rockwell's innovative capabilities and market leadership in advancing the industrial automation sector.
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- New Board Appointment: Rockwell Automation has appointed David A. Zapico, Chairman and CEO of AMETEK, to its board of directors effective April 16, aiming to leverage his 36 years of engineering and leadership experience to drive strategic growth.
- Extensive Leadership Experience: Zapico's career at AMETEK spans various engineering and leadership roles, and his extensive industry experience is expected to provide significant support for Rockwell's digital transformation and industrial automation initiatives, enhancing the company's competitive edge.
- Stock Price Increase: Following the announcement, Rockwell's shares gained 0.75% in pre-market trading, reaching $405.82, reflecting a positive market reaction to the new board member, which may boost investor confidence.
- Strong Market Performance: In regular trading on Thursday, Rockwell's stock rose 1.36% to close at $402.81, indicating the company's stable performance in the current economic environment and further solidifying its position in the industrial automation sector.
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- Dividend Declaration: Rockwell Automation has declared a quarterly dividend of $1.38 per share, consistent with previous payouts, demonstrating the company's ongoing commitment to stable cash flow and shareholder returns.
- Yield Metrics: The forward yield of 1.36% reflects the company's attractiveness in the current market environment, potentially drawing in more investors seeking reliable income.
- Payment Schedule: The dividend is payable on June 10, with a record date of May 18 and an ex-dividend date also on May 18, providing investors with a clear timeline to inform their investment decisions.
- Consistent Dividend Policy: Rockwell Automation has maintained the $1.38 dividend for three consecutive quarters, indicating consistency in its dividend policy, which may bolster investor confidence in the company's future financial health.
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- Quarterly Dividend Declaration: Rockwell Automation's Board of Directors has declared a quarterly dividend of $1.38 per share, payable on June 10, 2026, reflecting the company's ongoing financial health and commitment to shareholders.
- Record Date for Shareholders: The dividend will be paid to shareholders of record as of May 18, 2026, ensuring timely returns for investors and enhancing their confidence in the company's performance.
- Global Leadership Position: As a leader in industrial automation and digital transformation, Rockwell Automation employed approximately 26,000 problem solvers by the end of fiscal year 2025, serving customers in over 100 countries, showcasing its significant market influence.
- Commitment to Sustainability: The company is dedicated to enhancing productivity and sustainability through technological innovation, further solidifying its leadership position in the global industrial sector and driving digital transformation across industries.
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- AI-Driven Compliance Monitoring: Pharmaceutical manufacturers are shifting towards AI-driven real-time monitoring systems that dynamically assess compliance throughout the production process, thereby reducing human error and enhancing data integrity to meet increasingly stringent regulatory demands.
- FDA Support for New Technologies: The U.S. FDA encourages the adoption of advanced manufacturing technologies and continuous production models, which is driving the pharmaceutical industry towards intelligent, automated compliance infrastructures, reducing the risk of manufacturing failures and supply disruptions.
- Rise of Pharma 4.0: The emergence of the Pharma 4.0 concept signifies a significant evolution in pharmaceutical development and manufacturing, integrating AI, robotics, and advanced analytics to enhance productivity and product quality while promoting data-driven decision-making.
- Significant Market Potential: The global pharmaceutical manufacturing market is expected to reach $1 trillion, with investments increasingly directed towards automation and digital infrastructure, indicating a strategic shift in companies' focus towards compliance and efficiency.
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