Emerson Electric Co

3M shares jumped 10.8% post-earnings, but guidance midpoint rose just 3.2%, raising valuation concerns.

Analyst upgrades on Friday revealed stagnant median price targets, with Apple accounting for most upward revisions. Uranium rally reverses amid broader market sell-off.

Eaton shares rose 2.2% for the week, outperforming the S&P 500. The stock trades at 39.8 times trailing earnings, with a focus on margins and upcoming economic data.

Eaton Corp shares slipped 0.3% to $400.60 Friday after a volatile short week, capping a 2.4% weekly gain. The $400 level gains significance as the stock trades at a high P/E while facing margin headwinds.