** Oppenheimer raises PT on Rockwell Automation ROK.N to $371 from $304, an upside of 5.5% to stock's last close

** Maintains rating at 'outperform'

** Brokerage sees co beating margin targets in the second-half of 2025 supported by lower tariff costs, strong productivity gains, and favorable product mix

** Says stronger inventories and a spike in April orders hint at early demand pull-in for co, possibly leading to better-than-expected Q3 orders

** However, adds tariff instability and further delays for inflation reduction act (IRA) related megaprojects in autos and energy sector could potentially dampen demand in second half of 2025

** Shares of the company marginally up 0.34% to $353 on thin premarket volume

** Average of 30 brokerages rate the stock equivalent to 'hold'; their median PT is $348.50- data compiled by LSEG

** As of last close, stock had risen 23% YTD

(Reporting by Apratim Sarkar)

((Apratim.Sarkar@thomsonreuters.com))