u/sooshiii

Reddit r/wallstreetbets
· tracked since Jun 2026
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ETN long +4.3%
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ETN ×1
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ETN long 2 days ago
Win Rate 100% Long 1 Short 0
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Average Return +4.3% Long Return +4.3% Short Return -
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ETN Eaton Co... Eaton Corporation
Long
Jun 01
$402.67
+4.3%
ETN is the only US company covering datacenter power stack layers 2-5, with a $13.2B EA backlog (+31% YoY) and 200% YoY datacenter order growth. The Mobility segment spinoff (Q1 2027) and Boyd cross-sell will catalyze multiple expansion from ~30x to 55-65x, as the market re-rates ETN from conglomerate to datacenter pure play. Strong risk/reward with multiple identifiable catalysts and low downside given current backlog and sell-side consensus ignoring transformation. Execution risk on Mobility spinoff; capacity ramp margins miss; datacenter capex slowdown; leverage from Boyd acquisition; broader AI sentiment shift.
ETN is the only US company covering datacenter power stack layers 2-5, with a $13.2B EA backlog (+31% YoY) and 200% YoY datacenter order growth. The Mobility segment spinoff (Q1 2027) and Boyd cross-sell will catalyze multiple expansion from ~30x to 55-65x, as the market re-rates ETN from conglomerate to datacenter pure play. Strong risk/reward with multiple identifiable catalysts and low downside given current backlog and sell-side consensus ignoring transformation. Execution risk on Mobility spinoff; capacity ramp margins miss; datacenter capex slowdown; leverage from Boyd acquisition; broader AI sentiment shift.
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