u/sooshiii · 9d agono track record yet
Eaton (ETN) - The unseen datacenter power infrastructure play the market is too regarded to appreciate
Eaton is transforming into a pure-play datacenter power infrastructure company but trades at a 40-55% discount to peers due to conglomerate perception. The Mobility spinoff in Q1 2027, Boyd thermal acquisition, record backlog conversion, and re-rating to datacenter multiples of 55-65x should drive 82-115% upside to $733-866.
At post $400.08Now $375.46-6.2% since postedas of Jun 10, 4:59 PM ET
1d+4.4%
3d+4.6%
1w+0.8%
1m—
3m—
6m—
1y—