Zacks Investment Ideas feature highlights: Vertiv and Eaton

For Immediate ReleaseChicago, IL – June 18, 2025– Today, Zacks Investment Ideas feature highlights Vertiv VRT and Eaton ETN.AI Infrastructure Boom: 2 Companies Poised to BenefitArtificial intelligence (AI) remains among the hottest market topics, with investors continuing to seek ways to obtain exposure. The theme has undoubtedly been the strongest we've seen in years, with many stocks benefiting from the frenzy.And for those seeking exposure, particularly concerning the data center angle, several stocks, including Vertiv and Eaton – provide just that.For those with an appetite for AI exposure through the data center angle, let's take a closer look at each.Vertiv Raises GuidanceVertiv provides services for data centers, communication networks, and commercial and industrial facilities with a portfolio of power, cooling, and IT infrastructure solutions and services. Analysts have dialed their EPS expectations higher over the past year thanks to bullish commentary, with the current $3.55 Zacks Consensus EPS estimate suggesting 25% YoY growth.Revenue estimates are bullish as well thanks to the red-hot demand, with Vertiv expected to see 18% YoY sales growth in its current fiscal year. The strong demand over recent periods has allowed VRT to report double-digit percentage sales growth in each of its past four quarters.The company continues to land more and more business, with its Q1 orders showing 13% YoY growth and 21% sequential growth. Vertiv upped its current year sales guidance following the release and maintained other previous guidance, clearing a critical hurdle.Eaton Breaks RecordsEaton is an intelligent power management company that provides products for the data center, utility, industrial, commercial, machine building, residential, aerospace, and mobility markets.The company's latest set of results provided a big wave of positivity, with the company posting record Q1 adjusted EPS of $2.72 (up 13% YoY), record Q1 sales of $6.4 billion (up 7% YoY), and record segment margins of 23.9% (80 bp increase YoY).The company's top line has shown solid, consistent growth.ETN shares also reflect a great opportunity for those with an appetite for income, sporting a 7% five-year annualized dividend growth rate. Impressively, the company has paid a dividend on its shares every year since 1923.Bottom LineThe AI trade continues to grip investors, with many seeking exposure. It's easy to understand why there's such excitement surrounding the topic, as the technology is expected to boost productivity and provide meaningful operational efficiencies for businesses for years to come.And for those interested in the AI frenzy, both stocks above deserve consideration thanks to their involvement within data centers.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Eaton Corporation, PLC (ETN): Free Stock Analysis Report Vertiv Holdings Co. (VRT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks