Zacks Investment Research
20 Oct 2026, 13:50 UTC · 1h ago
Forgent vs. Eaton: Which Data Center Power Stock Is the Better Buy?
Impact · against what's priced in
The article provides no new catalysts for Eaton, as the data center revenue growth and backlog extensions are already integrated into the current valuation. Forgent remains a high-growth competitor, but the text offers no specific fundamental updates to alter its valuation trajectory.
- ETN+0.00
Already priced in
- The price assumes
The existence of the AI and data center demand cycle, as the 65% data center revenue growth and 40% backlog increase are widely circulated propositions.
The reported 65% rise in Electrical Americas data-center revenues and the 307 gigawatt backlog are already factored into the stock price.
What ETN's price assumes · Sep 10
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