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Olga Shendetskaya
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ROK margin expectations may be too low, Stephanie Link argues

ROK margin expectations may be too low, Stephanie Link argues
ROK margins and growth seen underestimated

Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights her continued focus on ROK as her final trade over the past two days.

She describes ROK as an ISM proxy, suggesting that current organic growth estimates of 5–8% and margin forecasts may be too conservative. Link believes that the company could achieve a $20 EPS power level in the coming years, particularly with its exposure to AI and robotics.

Link has previously commented on quarterly growth at Snowflake, noting its product revenue rose 34% and the company secured a new $6 billion agreement with Amazon. She has also discussed management’s digital strategy at SLB, with targets for 7% total return and 10% EBITDA growth next year, and a 10-15% CAGR in digital revenue through 2030. These views highlight her focus on companies with strong growth profiles and long-term earnings potential.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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