Eaton Lands Healthcare and AI Data Center Wins, Trading 10% Below Fair Value

At a moment when the world's appetite for resilient infrastructure—both in healing and in computation—has never been more acute, Eaton has secured contracts to power 35 California hospitals and to partner in the buildout of AI data centers, placing the company at the intersection of two of civilization's most pressing needs. The market has noticed, rewarding the stock with a 28 percent gain this year, yet the deeper question lingers: whether the premium investors are already paying reflects wisdom or anticipation. A roughly 10 percent gap between the stock's current price and analyst fair valu