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The Zacks Manufacturing - Electronics industry gains from solid momentum in the manufacturing sector and strength across major end markets. ETN, EMR, AOS and ENS are some notable stocks in the industry.

Vertiv (VRT) is the most expensive stock in its peer group, at 56.3 times earnings. It leads that group on neither revenue growth nor operating margin. What it does lead is the twelve-month return, up 76.7%. So the premium rests on the acceleration management has guided for the second half of 2026, not on what Vertiv has already earned.

VWDRY vs. ETN: Which Stock Is the Better Value Option?

Eaton (ETN) closed the most recent trading day at $443.37, moving +1.82% from the previous trading session.

Vertiv's AI-driven data center growth, raised 2026 outlook and stronger earnings estimates give it an edge over Eaton despite a higher valuation.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Two power and cooling giants are chasing the same AI boom. But which one offers the more direct way to play it?

Accelevation Holdings Corp. and its backer Olympus Partners are seeking to raise as much as $720 million in the data center infrastructure company’s initial public offering.

Vertiv (VRT) stock gained 75.9% over the past year, more than four times the S&P 500's 16.7% return. The company sells the power and cooling equipment that AI data centers depend on, and its sales and margins have grown fast. Yet the shares sit about a third below their 52-week high. The question analysts keep raising is delivery.

Paulo Ruiz used Morgan Stanley’s Laguna Conference to reset how Wall Street sees Eaton’s AI power role.

Eaton (ETN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

Higher rates, sticky inflation and a 10-year Treasury around 5% are squeezing lofty valuations, yet AI infrastructure spending keeps pulling fresh capital into data centers and chips. That mix of pressure and promise is where opportunity often hides. This article explains how those crosscurrents affect AI Infrastructure and Data Center Builders, then highlights three stocks from the screener that appear positively exposed to the latest Fed-driven reset. The stocks highlighted below are only a...

Andrew Obin’s team came back from a key Washington conference with a new risk investors need to watch.

Eaton (ETN) recently introduced Workbench 360, a connected digital experience that links its electrical equipment data and engineering tools with Autodesk platforms. This launch gives investors a fresh product lens on the stock’s current valuation. The latest 1-day share price return of 3.74% puts Eaton at US$424.77, while the year-to-date share price return of 29.78% and 3-year total shareholder return of 107.34% indicate momentum that has been building rather than fading. Workbench 360...

Recently, Zacks.com users have been paying close attention to Eaton (ETN). This makes it worthwhile to examine what the stock has in store.

Three industrial stocks stand to gain from AI's power build-out, with no IPO allocation required to benefit from the trend.

Vertiv (VRT) supplies the power and cooling systems inside AI data centers, and its stock sits near $240, about 64% of its 52-week high. It is still up about 73% over the past twelve months. The open question is delivery, after some revenue from large projects slipped out of the second quarter of 2026. Even so, Vertiv's operating margin has widened in each of the last three years.

Recently, Jim Cramer interviewed OpenAI’s CFO Sarah Friar, noting that both OpenAI and Anthropic had backed calls to slow development on the most powerful AI models so safety protocols could catch up. When Cramer pressed her on whether OpenAI might slow its AI buildout, she explained the company would always make investment decisions by prioritizing […]

Generac's Amazon deal spotlighted an emerging growth lever as the rapid buildout of data centers offsets sluggish demand for home standby generators. The news also lifted several of Generac stock's electrical equipment and power management peers on Thursday.

Jim Cramer called Anthropic and OpenAI the pioneers of AI and the most brilliant companies in the race against China, then accused them of doing more damage to public trust than anyone else in the industry.

Eaton (ETN) shares trade near $398, and its options price a one-year range from about $268 to about $591. That spans a fall of about a third and a gain of nearly half. The width is no panic signal: it matches how hard this stock has actually moved over the past year. The business case rests on a factory build-out management calls its clear priority.

Eaton (NYSE:ETN) Chief Executive Officer Paulo Ruiz told investors at Morgan Stanley’s Laguna Conference that the company’s strategy is gaining momentum, supported by strong electrical-market demand, manufacturing capacity additions and a portfolio increasingly focused on data centers and aerospace.

Vertiv (VRT) makes the power and cooling systems that keep AI data centers running, and the stock trades about 38% below its 52-week high. Selling a put pays you now for agreeing to buy it lower, and the payment is yours whether or not you own the shares. The catch is what knocked the stock down: Vertiv is learning to ship projects far bigger than it used to.

In the latest trading session, Eaton (ETN) closed at $397.8, marking a +1.38% move from the previous day.

UBS Picks 10 Industrial Winners as Capital Spending Moves Beyond AI

Eaton (ETN) trades about 15% below its 52-week high and has gained less than the S&P 500 over the past year. It is in the middle of what it calls a record-scale capacity build, and that cost lands before the revenue does. You can be paid now for agreeing to buy the shares much lower, and you keep the payment either way.

Donaldson (DCI) has gained 9.1% over the past twelve months and still trades about 20% below its 52-week high. The filtration company behind those numbers sells replacement parts into equipment already in service, and the cash from that stream has been steadily shrinking its share count. The shrinking count is the case for buying the pullback. It is also the part that goes quiet in fiscal 2027.

Vertiv (VRT) is up about 88% over the past year, and down nearly 14% over the past three months. The number that should worry a holder sits in the company's own guidance: organic growth of roughly 35% in the third quarter of 2026, against the 18% organic pace it just delivered. Everything about the second half of 2026 turns on that step.

FuelCell Energy is pairing continuous fuel-cell generation with batteries and controls to broaden microgrid use for demanding facilities.

One company is returning billions to shareholders while demand for its products continues to accelerate. The other is still years away from making money on the cars it sells.