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ETN: Data Center Demand And Cyclical Recovery Will Support Measured Upside Ahead

Published
18 Jul 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
4.7%
7D
-1.5%

Author's Valuation

US$404.216.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

The analyst price target for Eaton has been raised significantly from $412 to $495. This change reflects increased confidence among analysts due to improving earnings momentum, a positive AI-related demand outlook, and expectations for renewed growth in the company's more cyclical businesses.

Shared on 18 Oct 25

Fair value Increased 1.38%

Expanding Electrical Americas And Data Centers Will Unlock New Markets

Eaton's analyst price target has increased from $398.71 to $404.21. This change reflects analysts' improved outlook amid stronger demand prospects and positive updates on valuation and sector growth trends.

Shared on 03 Oct 25

Fair value Increased 1.19%

Expanding Electrical Americas And Data Centers Will Unlock New Markets

Eaton's analyst price target has increased notably from approximately $394 to nearly $399. This change reflects analysts' improved confidence following stronger AI capital expenditure trends and expectations for additional long-term growth in core business segments.

Shared on 04 Sep 25

Fair value Increased 0.94%

Expanding Electrical Americas And Data Centers Will Unlock New Markets

Analysts’ bullish outlook on Eaton, driven by anticipated sector-wide earnings strength and higher valuation multiples, has resulted in the consensus price target holding steady at $390.35. Analyst Commentary Bullish analysts are raising price targets in anticipation of an upward bias to Eaton's earnings estimates and solid Q2 sector results.

Shared on 07 May 25

Fair value Increased 13%

Expanding Electrical Americas And Data Centers Will Unlock New Markets

Shared on 30 Apr 25

Fair value Increased 0.54%

Fibrebond Acquisition And Localized Manufacturing Will Secure Data Center Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.044%

Fibrebond Acquisition And Localized Manufacturing Will Secure Data Center Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 1.71%

Fibrebond Acquisition And Localized Manufacturing Will Secure Data Center Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.45%

Fibrebond Acquisition And Localized Manufacturing Will Secure Data Center Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.55%

Fibrebond Acquisition And Localized Manufacturing Will Secure Data Center Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.94%

Fibrebond Acquisition And Localized Manufacturing Will Secure Data Center Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 2.92%

Fibrebond Acquisition And Localized Manufacturing Will Secure Data Center Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 0.43%

Fibrebond Acquisition And Localized Manufacturing Will Secure Data Center Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.