Eaton Corporation Plcs ETN is drawing considerable investor attention as it navigates a complex market. They successfully implemented the sale of senior notes, however, concerns over the impact of slowing data centre expansion on the AI supply chain caused a drop in the share price. Yet, the company’s Q1 2025 earnings call highlighted record revenue and increased growth outlook. Despite a drop experienced in 2025, analysts are turning bullish on Eaton due to AI-driven data center growth. Within this context, the stock has become one of Bourgeon Capital's top picks. Despite facing a price target reduction, Eaton remains an attractive non-tech stock for long-term purchase, and foreign dividend stock buy according to analysts. Concerns about the DeepSeek AI model and its impact on data centre and chip demand did see a 16% share price drop. Looking forward, strong 2025 profits are anticipated on AI data center demand, and Eaton remains an AI stock to watch amidst the US-China AI war. Record earnings, record EPS and strong backlog growth marked end of 2024. The stocks price rose 4.06% on May 12, and is listed among the Top 10 stock picks in Philippe Laffont Stock Portfolio.
Eaton Corporation Plcs ETN News Analytics from Thu, 17 Sep 2015 12:28:16 GMT to Thu, 22 May 2025 13:00:11 GMT -
Rating 5
- Innovation 6
- Information 6
- Rumor 3
