Data Centers And Electrical Will Face Hurdles And Unlock Promise

AnalystLowTarget

Not Invested

Community Contributor

Published

09 Apr 25

Updated

13 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

-5.8%

-10.6%

-5.8%

-10.6%

You can edit this narrative until Dec 14 7:10 PM. Then, changes will post as Updates.

Author's Valuation

US$336.696.2% undervalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 13 Dec 25

Fair value Increased 12%

ETN: AI Data Center Demand And Boyd Deal Will Shape Outlook

We raise our Eaton price target by approximately $36 to about $337 per share, reflecting analysts' increased confidence in stronger long term revenue growth, modestly higher profitability, and sustained AI driven data center demand supported by recent price target hikes and upgrades. Analyst Commentary Recent Street research reflects a constructive yet increasingly nuanced view on Eaton, with higher price targets and ratings upgrades framed against growing scrutiny of valuation, execution risks, and the durability of AI driven demand.

AnalystLowTarget Fair Value

US$336.69

6.2% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

8.54%

Electrical revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

9.93%

Calculation

US$5.67b

Earnings '28

29.79x

PE Ratio '28

US$168.95b

Market Cap '28

US$168.95b

Market Cap '28

377.80m

No. shares '28

US$447.20

Share Price '28

US$447.20 Share Price '28

Discounted to 2025 @ 10.00% p.a.

US$335.98

Fair Value '25