🖥️ Portfolio 4 (Not listed on Blossom) ⚡️ $ETN: EATON Eaton received price target raises from Bernstein and BofA Securities to ($509 from $428) and ($490 from $432) respectively—supported by AI-driven electrical demand for the global data centre build-out 🎯 💡 Q1 2026 EARNINGS HIGHLIGHTS: 💲 EPS: $2.81 (🔺$0.08 from estimate) 💵 REVENUE: $7.5B (🔺5.19% from estimate) 🔌 ELECTRICAL AMERICAS ORDERS: $4.8B in total orders jumped 65% (🔺10% organically) 💥 DATA CENTRE ORDERS: 240% YoY (🤯 # of data centre orders exploded) 🤖 DATA CENTRE CAPACITY: 32GW (under construction- 70% is AI-related) ✍️ BACKLOG STRENGTH: 228GW (total represents 12 years of work) 🏢 U.S. MEGA-PROJECT BACKLOG: $3.3T (🔺31% YoY) 📏 SEGMENT MARGIN DECLINE: 25.6% Electrical Americas (🔻440 bps YoY) 🔮 ANALYSTS 2026 FORECAST: 15% revenue growth 🌼 https://link.blossomsocial.com/7uYa/zuwjd90i ℹ️ ca.investing.com/news/stock-market-news/bernstein-raises-eaton-stock-price-target-to-509-on-ai-data-center-demand-93CH-4612467
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