Regal Rexnord Corp's stock has fallen 5.01% and hit a 5-day low amid a broader market decline, with the Nasdaq-100 down 1.99% and the S&P 500 down 1.92%.
Despite the stock's decline, Viking Global has increased its stake in Regal Rexnord by approximately $28 million, indicating confidence in the company's long-term growth. The company has secured a $35 million single-site order in North America, emphasizing its critical role in AI infrastructure development. Additionally, Regal Rexnord's strategic partnerships with firms like Honeywell position it well within advanced aerospace and mobility platforms, providing long-term growth drivers.
This investment reflects Viking Global's belief in Regal Rexnord's potential, particularly in the context of increasing demand for AI infrastructure, which may help stabilize the stock in the long run.
Wall Street analysts forecast RRX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RRX is 179.57 USD with a low forecast of 160.00 USD and a high forecast of 212.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
Wall Street analysts forecast RRX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RRX is 179.57 USD with a low forecast of 160.00 USD and a high forecast of 212.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 162.060
Low
160.00
Averages
179.57
High
212.00
Current: 162.060
Low
160.00
Averages
179.57
High
212.00
KeyBanc
NULL -> Overweight
maintain
$170 -> $175
2026-01-26
New
Reason
KeyBanc
Price Target
$170 -> $175
AI Analysis
2026-01-26
New
maintain
NULL -> Overweight
Reason
KeyBanc raised the firm's price target on Regal Rexnord to $175 from $170 and keeps an Overweight rating on the shares. The firm continues to view long-term risk/reward as positive, with greater confidence around short-cycle end markets inflecting.
Citi
Buy
maintain
$175 -> $180
2025-12-11
Reason
Citi
Price Target
$175 -> $180
2025-12-11
maintain
Buy
Reason
Citi raised the firm's price target on Regal Rexnord to $180 from $175 and keeps a Buy rating on the shares. The firm updated models in the machinery group as part of its 2026 outlook. Citi sees value in the space and has the most conviction in construction and mining growth entering next year. The agriculture and truck markets could remain challenged in the near-term, the analyst tells investors in a research note.
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Jefferies
Buy
to
Hold
downgrade
$170 -> $160
2025-12-10
Reason
Jefferies
Price Target
$170 -> $160
2025-12-10
downgrade
Buy
to
Hold
Reason
Jefferies downgraded Regal Rexnord to Hold from Buy with a price target of $160, down from $170. The firm says the company's transformation is taking longer to execute. Regal Rexnord also faces higher uncertainty related to the CEO-transition that is yet to be finalized, the analyst tells investors in a research note. Jefferies believes the company's demand recovery and deleveraging story is fairly priced in at current levels.
Barclays
Julian Mitchell
Overweight
maintain
$161 -> $165
2025-11-03
Reason
Barclays
Julian Mitchell
Price Target
$161 -> $165
2025-11-03
maintain
Overweight
Reason
Barclays analyst Julian Mitchell raised the firm's price target on Regal Rexnord to $165 from $161 and keeps an Overweight rating on the shares. The company's data center exposure is becoming more material than expected, the analyst tells investors in a research note.
About RRX
Regal Rexnord Corporation provides sustainable solutions that power, transmit and control motion. Its electric motors and air moving subsystems provide the power to create motion. Its segments include Industrial Powertrain Solutions (IPS), Power Efficiency Solutions (PES) and Automation & Motion Control (AMC). IPS segment designs, produces and services a broad portfolio of highly-engineered transmission products, including mounted and unmounted bearings, couplings, mechanical power transmission drives and components, gearboxes and gear motors, clutches, brakes, and industrial powertrain components and solutions. PES segment designs and produces fractional to approximately five horsepower AC and DC motors, electronic variable speed controls, electronic drives, fans and blowers, as well as integrated subsystems comprised of two or more of these components. AMC segment designs, produces and services conveyor products, conveying automation subsystems, aerospace components and others.
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.
