Added to YB: 2026-03-24
Pitch date: 2026-03-20
ETN [bullish]
Eaton Corporation plc
-0.81%
current return
Author Info
No bio for this author
Company Info
Eaton Corporation plc operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific.
Market Cap
$138.4B
Pitch Price
$362.69
Price Target
N/A
Dividend
1.17%
EV/EBITDA
22.45
P/E
34.14
EV/Sales
5.41
Sector
Electrical Equipment
Category
growth
Collecting the Premium to Bet That the Backbone of AI Doesn’t Crater in 36 Days - $ETN
ETN (selling puts): Short Apr 24 $300 put at $2.60 (36 days). Q4 EPS $3.33 (+18% YoY), sales $7.1B (+13%), 24.9% margin. Data center orders +200%, backlog $13.2B (+31% YoY). 2026 guide: $13-$13.50 EPS (+10%), $3.9-$4.3B FCF. Boyd Thermal acquisition boosts liquid cooling. 20 analysts Buy, avg PT $399. Risks: macro shock, capacity ramp costs, CFO transition. Theta decays daily, no catalyst before expiry. If assigned, own at $297.40 effective cost.
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