Eaton(US:ETN) ZACKSยท2025-06-17 19:00Core Insights - Artificial intelligence (AI) is a leading market topic, with significant investor interest and exposure opportunities, particularly in the data center sector [1][6] - Vertiv (VRT) and Eaton (ETN) are highlighted as key stocks benefiting from the AI trend, showing strong performance and growth potential [1][6] Vertiv (VRT) - Vertiv provides services for data centers and has seen analysts raise their EPS expectations, with a current Zacks Consensus EPS estimate of $3.55, indicating a 25% year-over-year growth [3] - Revenue estimates for Vertiv are optimistic, with an expected 18% year-over-year sales growth in the current fiscal year, supported by double-digit sales growth in the past four quarters [4] - The company reported a 13% year-over-year growth in Q1 orders and a 21% sequential growth, prompting an increase in sales guidance for the current year [8] Eaton (ETN) - Eaton, an intelligent power management company, reported record Q1 adjusted EPS of $2.72 (up 13% year-over-year) and record Q1 sales of $6.4 billion (up 7% year-over-year) [9] - The company achieved record segment margins of 23.9%, reflecting an 80 basis point increase year-over-year [9] - Eaton has a strong dividend history, with a 7% five-year annualized dividend growth rate and consistent dividend payments since 1923 [12] Market Outlook - The AI trend is expected to persist for years, with companies like Vertiv and Eaton positioned well to capitalize on the ongoing demand in the data center market [6][14]