Eaton Corp. (NYSE:ETN) is one of the 10 Data Center Cooling Companies to Invest In. On December 9, Wolfe Research upgraded the company’s stock from Peer Perform to Outperform. The firm also assigned a target price of $413. 12 high-growth utility stocks to buy now High-voltage power lines. Electricity distribution station. high voltage electric transmission tower. Distribution electric substation with power lines and transformers. Analysts at Wolfe Research believe the company’s cyclical business units m ...

Eaton Corp. (NYSE:ETN) stock rose after the company announced a $50-plus million investment to expand U.S. manufacturing capacity in Virginia.The move positions the power-management firm to meet surging data-center demand driven by rapid AI and cloud growth.The company says it will build a 350,000-square-foot facility near Richmond to produce critical power-distribution equipment for data centers. Also Read: Intel, AMD And Texas Instruments Sued Over Chips Allegedly Ending Up In Russian WeaponsEaton aims to ...

Core Insights - Wall Street analysts' recommendations significantly influence investors' decisions regarding stock transactions, particularly for Eaton (ETN) [1][5] - The average brokerage recommendation (ABR) for Eaton is 1.75, indicating a consensus leaning towards a Strong Buy [2] - Despite the favorable ABR, reliance solely on brokerage recommendations may not be advisable due to their historical lack of success in guiding investors effectively [5][11] Brokerage Recommendation Trends - The current ABR of 1.75 is based on 24 brokerage firms, with 14 Strong Buy and 2 Buy recommendations, representing 58.3% and 8.3% of total recommendations respectively [2] - Analysts from brokerage firms tend to exhibit a positive bias, often issuing more favorable ratings than warranted by their research [6][11] Zacks Rank vs. ABR - The Zacks Rank, which is based on earnings estimate revisions, is a more reliable indicator of near-term stock performance compared to the ABR [8][12] - The Zacks Rank is updated more frequently and reflects timely changes in analysts' earnings estimates, unlike the ABR which may not be current [13] Investment Considerations for Eaton - The Zacks Consensus Estimate for Eaton's earnings remains unchanged at $12.09, suggesting stable analyst views on the company's earnings prospects [14] - The Zacks Rank for Eaton is currently 3 (Hold), indicating a cautious approach despite the positive ABR [15]

Core Viewpoint - The report summarizes significant rating changes from Wall Street that are expected to impact the market, highlighting both upgrades and downgrades across various companies and sectors [1][6]. Upgrades - Synopsys (SNPS): Rosenblatt Securities upgraded the rating from "Neutral" to "Buy," lowering the target price from $605 to $560, anticipating that Q4 results will meet market expectations after a disappointing Q3 [5]. - Eaton Corporation (ETN): Wolfe Research upgraded the rating from "In-Line" to "Outperform," setting a target price of $413, expecting benefits from electrical business orders and easing cyclical factors in 2026 [5]. - Colgate-Palmolive (CL): Royal Bank of Canada upgraded the rating from "Sector Perform" to "Outperform," maintaining a target price of $88, noting that earnings expectations are at a reasonable low despite challenges in 2026 [5]. - RPM International (RPM): Royal Bank of Canada upgraded the rating from "Sector Perform" to "Outperform," raising the target price from $121 to $132, indicating that the stock price has "bottomed out" [5]. - Viking Holdings (VIK): Goldman Sachs upgraded the rating from "Neutral" to "Buy," increasing the target price from $66 to $78, citing the company's unique geographic business layout and high-income customer focus [5]. Downgrades - Warner Bros. Discovery (WBD): Harbor Research downgraded the rating from "Buy" to "Neutral" without providing a target price, following a hostile takeover bid from Paramount [5]. - Norwegian Cruise Line (NCLH): Goldman Sachs downgraded the rating from "Buy" to "Neutral," lowering the target price from $23 to $21, citing an unfavorable risk-reward ratio due to market conditions in the Caribbean [5]. - Confluent (CFLT): Royal Bank of Canada downgraded the rating from "Outperform" to "Sector Perform," raising the target price from $30 to $31, following an acquisition agreement with IBM at $31 per share [5]. - SLM Corporation (SLM): Compass Point downgraded the rating from "Buy" to "Sell," reducing the target price from $35 to $23, after revealing updated mid-term outlooks at an investor forum [5]. - Viavi Solutions (VRT): Wolfe Research downgraded the rating from "Outperform" to "In-Line," citing valuation issues as the stock price has increased 14 times since the last upgrade [5]. Initiations - Micron Technology (MU): HSBC initiated coverage with a "Buy" rating and a target price of $330, identifying the company as a core beneficiary of the storage chip supercycle [9]. - United Airlines (UAL): Montreal Bank Capital Markets initiated coverage with an "Outperform" rating and a target price of $125, noting improvements in the industry environment and recovery in business travel [12]. - Thermo Fisher Scientific (TMO): Goldman Sachs initiated coverage with a "Buy" rating and a target price of $685, expecting the market for life science tools to return to historical growth rates [12]. - Affirm (AFRM): Wolfe Research initiated coverage with a "Sector Perform" rating, setting a fair value range of $72-$82 for the end of 2026 [10]. - Urban Outfitters (URBN): Goldman Sachs initiated coverage with a "Neutral" rating and a target price of $83, acknowledging market positioning but cautioning against high valuation risks [10].

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Goldman Sachs upgraded Viking Holdings (VIK) to Buy from Neutral with a price target of $78, up from $66. The firm says the company's "differentiated" geographic exposure and higher-income demographic have offset "choppier" broader cruise trends.RBC Capital upgraded RPM (RPM) to Outperform from Sector Perform with ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying ETN stock? Here’s what analysts think: Read This Next:Photo via Shutterstock ...

ab 5 December 2025 Powered by YES UBS Evidence Lab Global Research Global Data Centre Equipment Deep dive 4.0. No signs of cooling down AI penetration / monetisation. We see clear evidence of rapid (arguably exponential) GenAI adoption as a technology and some initial evidence of monetisation ($17bn ARR, 6-7% of current total SaaS market). Hyperscalers Capex/Sales more than doubling vs 2023 to 25-30% clearly begs the question of sustainability but we highlight that even on 2026 estimates, capex represents c ...

We came across a bullish thesis on Eaton Corporation plc on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on ETN. Eaton Corporation plc's share was trading at $333.11 as of December 2nd. ETN’s trailing and forward P/E were 34.01 and 25.06 respectively according to Yahoo Finance. Pixabay/Public Domain Eaton Corporation plc operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific. ETN delivered a third-quarter 202 ...

A month has gone by since the last earnings report for Eaton (ETN) . Shares have lost about 12.9% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Eaton due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.Eaton Q3 Earnings Beat Estimates, Organic Sales Boost RevenuesEaton Co ...

This power solutions company could be a good pick-and-shovel play for the growing AI data center buildout.Megatrends are emerging in energy and artificial intelligence (AI), with hyperscalers building data centers at a rapid rate. These data centers, which are power-hungry and run hot, create a need for electrical and cooling solutions, which should bode well for Eaton (ETN 1.94%).If you're not familiar, Eaton provides important electrical solutions, and the robust demand for data centers has it well-positi ...