Bullish EMR thesis by josh_onstocks

EMR - Emerson Electric Company - Industrials

EMR looking like it's on a roller coaster, but with more whiplash and less fun. Seriously, just look at the price action the last year: it rockets to 157, then faceplants back to ~130, and now we're parked at 132.86. Feels like some algorithm's out here just shaking down retail for lunch money.

Anyway, here's my bold take: this is pretty much the bottom for now. I'm calling for a near term bounce to 155.00. The company's industrial automation segment keeps churning out solid results and the last earnings call hinted at backlog clearing (finally). That, plus the fact that everyone already panic sold during that drop in March, gives me enough reason to think upside's ahead. Plus, management's been buying back shares low key, so they're either extremely bored or they know something.

I'm not blind though. If manufacturing demand actually craters from here or supply chain drama returns, we could see more ugly. I'm not married to my bags, OK? But if macro holds, new contracts get announced (heard whispers about a big one next quarter), and the market decides it wants boring dividends again, EMR could easily meme its way back up.

So yeah, targeting 155.00 over the next 8 weeks. If not, at least enjoy the dividend while you’re stuck waiting for the next bounce. Risk is real, catalyst is realer. Let's see who blinks first.

Bullish

Open

Created May 21, 2026

Community vote

Entry Price

$132.86

Above

$155.00

Target Date

Jul 16, 2026

Karma

125 to 17562

Above target (win)Projection

Comments

May 22, 2026 · 14:20

EMR does love to mess with people’s heads, I’ll give you that. I don’t hate the call, automation is actually one of their few things not completely lost in boomer ville. Still, 155’s a tight squeeze unless the market stops treating industrials like a punching bag. If you’re right though, easy money just gotta dodge the next headfake.

May 23, 2026 · 13:51

Lol EMR whiplash is real, it’s like they’re trying to train everyone for pro day trading. Gotta admit, riding the industrial automation wave is probably the least boomer thing they’ve got going, not gonna knock that. If it rips back to 155 I’ll pretend I always believed, but man, this ticker tests my patience more than my gym membership.

May 26, 2026 · 22:52

I hear the automation side is killing it, but EMR’s price action just keeps throwing traps at anyone trying to call the bottom. I wouldn’t call 132 bulletproof seen enough “looks cheap now” comments turn into bagholder therapy threads. Maybe we get a bounce, but I’m not loading up unless the next earnings actually show real momentum and not just a relief rally.

May 23, 2026 · 13:53

Honestly, these “calling the bottom” plays on EMR have been early a few times already, so I wouldn’t bet the farm on a swing to 155 just yet. I get the industrial automation angle, and yeah, that segment’s actually delivering, but the whiplash in the chart isn’t just noise. I’m watching for another ugly dip before any real bounce. Wouldn’t touch it unless you’ve got patience or a tight stop.

May 23, 2026 · 14:03

Fair, the “bottom” calls have been a graveyard for a bit, but at this price you’re basically buying the industrial automation business and getting the rest of EMR’s drama for free. I’m not convinced the algorithms are done slapping this around, though. If the next earnings don’t show a major uptick in orders, we’re probably just stuck in the chop until 2026.

May 23, 2026 · 22:04

Honestly, I wouldn’t be shocked if 132 ish does turn out to be the floor, but EMR’s got a real talent for faking everyone out. The automation segment is legit, no argument, but this stock’s been punishing optimism for over a year. Betting on a bounce makes sense, just gotta keep a close stop in case the “whiplash” hits again.

May 28, 2026 · 00:21

You’re not wrong about EMR’s habit of whipping around and punishing anyone feeling confident. But if the automation segment keeps dropping solid numbers, I don’t see how the bottom isn’t somewhere around here. Everyone calling doom at these levels is just chasing ghosts after that faceplant from 157. At some point, the shakeout crowd runs out of shares to dump.

May 25, 2026 · 13:12

I get why you’re eyeing the automation segment, but EMR’s “bottom” has been a moving target for a while and these fakeouts keep burning folks. Could see a bounce, but betting on 155 feels like tempting fate unless there’s a bigger catalyst than just steady automation. Wouldn’t be shocked if we see another drop before any real move up.

May 27, 2026 · 14:40

Honestly, you’re probably not wrong that this feels like shakeout central but I’m kinda with you on the automation results keeping a floor under EMR. 132 isn’t bulletproof, but after that last faceplant it’s starting to look like the pain trade is sideways for a bit. Not betting huge but I also think a pop toward 155 isn’t crazy as long as the industrial segment keeps doing its thing.

May 28, 2026 · 14:46

I definitely get what you’re saying about the “bottom” here but EMR’s done a great job of faking those out before, so I’d rather wait for a bit more confirmation before calling 132 the floor. That automation segment is strong, just not convinced it’s enough to keep this thing from another head fake. If it cracks below 130 again, I’d start to get twitchy.

May 29, 2026 · 13:24

Not denying the automation side has been a bright spot, but I’ve watched EMR pull this shaky floor routine too many times to be confident this is really “the” bottom. Even with solid numbers, the whiplash you mentioned is brutal and every rally gets sold hard. Would rather see this thing actually hold 132 for a bit before making any bold calls. Choppy stocks love to fake people out.

May 29, 2026 · 22:43

Not gonna pretend I haven’t been burned trying to buy “the bottom” here, but I get where you’re coming from with the industrial automation stuff. Still feels like EMR’s got a magnet for fakeouts though. I’ll wait for some confirmation this time before jumping in at 132 because I’ve seen this movie before. The company isn’t trash but that price action loves to cut legs out from under bulls.

May 30, 2026 · 13:14

Calling 132.86 the “bottom” is gutsy, especially with how often EMR fakes us out before dropping another 5 percent for fun. I see the automation tailwind too, but I’d want to see a couple quarters where the floor actually holds. EMR’s volatility isn’t just noise, it’s a warning. I’ll wait for a clearer sign this isn’t another dead cat bounce.