Eaton Corporation Overview: Eaton Corporation plc (NYSE: ETN) is highlighted by Jim Cramer as a strong investment, with his Charitable Trust owning the stock and a positive outlook on its performance due to increasing demand from data center construction.
Market Trends and Comparisons: Cramer notes the significant growth in data center orders, linking it to major contractors like ABB and Legrand, and suggests that while ETN is a solid choice, certain AI stocks may offer better potential for returns.
ETN
$329.93+Infinity%1D
Analyst Views on ETN
Wall Street analysts forecast ETN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ETN is 423.21 USD with a low forecast of 362.00 USD and a high forecast of 495.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
Wall Street analysts forecast ETN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ETN is 423.21 USD with a low forecast of 362.00 USD and a high forecast of 495.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
2 Hold
0 Sell
Strong Buy
Current: 333.210
Low
362.00
Averages
423.21
High
495.00
Current: 333.210
Low
362.00
Averages
423.21
High
495.00
Wolfe Research
Nigel Coe
Peer Perform
to
Outperform
upgrade
$413
2025-12-09
Reason
Wolfe Research
Nigel Coe
Price Target
$413
2025-12-09
upgrade
Peer Perform
to
Outperform
Reason
Wolfe Research analyst Nigel Coe upgraded Eaton to Outperform from Peer Perform with a $413 price target. The firm expects 2026 to bring benefits from the company's electrical backlog conversion and easing cyclical tailwinds. Eaton faces "trough conditions" in its cyclical business while the shares are trading at more attractive valuation levels, the analyst tells investors in a research note. Wolfe sees scope for continued organic "outgrowth" relative to its coverage, which it believes supports a premium valuation.
JPMorgan
NULL -> Overweight
maintain
$429 -> $440
2025-11-06
Reason
JPMorgan
Price Target
$429 -> $440
2025-11-06
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on Eaton to $440 from $429 and keeps an Overweight rating on the shares. The firm updated the company's model post the Q3 report.
RBC Capital
Outperform
maintain
$425 -> $432
2025-11-05
Reason
RBC Capital
Price Target
$425 -> $432
2025-11-05
maintain
Outperform
Reason
RBC Capital raised the firm's price target on Eaton to $432 from $425 and keeps an Outperform rating on the shares. The company reported a "modest" Q3 earnings beat, though the firm is positive on its 70% data center orders and the impressive growth/synergies expectations unveiled for the $9.5B Boyd Thermal acquisition, the analyst tells investors in a research note.
Barclays
Equal Weight
maintain
$344 -> $362
2025-11-05
Reason
Barclays
Price Target
$344 -> $362
2025-11-05
maintain
Equal Weight
Reason
Barclays raised the firm's price target on Eaton to $362 from $344 and keeps an Equal Weight rating on the shares following the earnings report.
About ETN
Eaton Corporation plc is an intelligent power management company. Its Electrical Americas segment consists of electrical components, industrial components, power distribution and assemblies, residential products, single phase power quality and connectivity, wiring devices and others. The Electrical Global segment consists of electrical components, industrial components, power distribution and assemblies, single phase and three phase power quality, and services. The Aerospace segment is a global supplier of aerospace fuel, hydraulics, and pneumatic systems for commercial and military use and filtration systems for industrial applications. The Vehicle segment designs, manufactures, markets, and supplies of drivetrain, powertrain systems and critical components. The eMobility segment designs, manufactures, markets, and supplies mechanical, electrical, and electronic components and systems. The Company is also engaged in providing thermal monitoring for critical electrical equipment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
