Caterpillar (CAT) Price Target Raised by BofA as Turbine Demand Broadens
BofA recently raised its price target for Caterpillar Inc. (CAT) to $825 from $735, reiterating a Buy rating. The increase is driven by broadening turbine demand beyond data centers and "eyepopping growth" in Caterpillar's power generation unit, including a 24% year-over-year rise in oil and gas demand. Caterpillar is benefiting from AI growth through its construction equipment for data centers and its Power & Energy segment providing stable and backup power solutions.
Caterpillar (CAT) Price Target Raised by BofA as Turbine Demand Broadens
BofA has raised its price target for Caterpillar Inc. (CAT) from $735 to $825, reiterating a Buy rating, due to broadening turbine demand beyond data centers. The firm noted "eyepopping growth" in Caterpillar's power generation unit and an increase in oil and gas demand. Caterpillar is benefiting from AI growth, with its equipment used in data center construction and its Power & Energy segment providing essential turbines and engines.
Caterpillar (CAT) Price Target Raised by BofA as Turbine Demand Broadens
BofA has raised its price target for Caterpillar Inc. (CAT) to $825 from $735, reiterating a Buy rating. The increase is driven by expanding turbine demand beyond data centers, significant growth in Caterpillar's power generation unit, and rising oil and gas demand. The company also reported record revenue of $67.6 billion, with strong performance in its Power & Energy segment, and a record backlog of $51.2 billion, despite a decline in full-year EPS due to higher incremental costs.
Toro Co stock hits 52-week high at $101.20 By Investing.com
Toro Co (TTC) stock recently hit a 52-week high of $101.20, reflecting a 25.15% gain over the past year and a 27.6% year-to-date increase. Despite positive Q4 2025 earnings which surpassed market expectations, Raymond James downgraded Toro's stock from Outperform to Market Perform due to valuation concerns following its significant price increase. InvestingPro analysis suggests the stock may be overvalued and in overbought territory, even as its market capitalization stands at $9.77 billion.
Caterpillar’s Dual-Pronged Strategy: Cementing Leadership Through Tech and Batteries
Caterpillar is strengthening its position in the mining sector by investing heavily in digitalization and electric mobility. This strategy includes acquiring RPMGlobal for mine planning software and investing in ElevenEs to secure a supply of LFP batteries for heavy industrial equipment. These initiatives aim to meet the growing demand for efficient and zero-emission machinery and position Caterpillar as an integrated systems provider for industrial decarbonization, with 2027 marked as a pivotal year for new battery cell production.
Caterpillar Stock Surges 32.8% Amid Market Volatility
Caterpillar's stock has seen a significant 32.8% surge this year, outperforming the S&P 500, attributed to its integration of AI technology and expansion in the power generation sector. Bank of America raised its price target for CAT from $735 to $825, citing strong growth in the power generation division and its overall resilient market position. Despite the stock being in overbought territory, analysts maintain an upward trend outlook, recommending a strategic entry point closer to the 50-day moving average for potential investors.
Analysts Offer Insights on Industrial Goods Companies: Caterpillar (CAT) and Nordson (NDSN)
Barclays analyst Adam Seiden maintained a Hold rating on Caterpillar (CAT) with a $625.00 price target, despite the stock closing at $751.97. KeyBanc analyst Jeffrey Hammond reiterated a Buy rating on Nordson (NDSN), whose shares closed at $299.29. The article highlights recent analyst ratings and consensus price targets for these two industrial goods companies.
CAT Sees Q4 Earnings Growth Amid Cost Pressures: Can Growth Sustain?
Caterpillar (CAT) reported a modest 0.4% year-over-year increase in adjusted earnings per share for Q4 2025, reaching $5.16, marking its first earnings growth in five quarters despite rising costs and tariffs. While the company projects revenue growth for 2026, profitability is expected to remain under pressure due to significant tariff impacts. Analyst estimates point to accelerating earnings growth through 2026 and 2027, driven by positive volume trends and cost control.
Dump Truck Software Market Is Going to Boom Rapidly With Top Key Players Trimble Inc., Caterpillar Inc., Komatsu Ltd.
Coherent Market Insights has released a comprehensive report on the Dump Truck Software Market, forecasting trends, growth, and opportunities from 2026 to 2033. The study provides market size estimates, competitive landscape analysis, and regional insights, covering key players like Trimble Inc., Caterpillar Inc., and Komatsu Ltd. It details segmentation by type (Fleet Management, Dispatch Management, Maintenance Management) and applications (Construction, Mining, Waste Management), supported by a rigorous research methodology combining primary and secondary analysis.
Why VIS Gives Your Pure Industrial Exposure at 0.10% Fees (Not for Everyone)
The Vanguard Industrials Index Fund ETF Shares (VIS) offers concentrated exposure to the industrial sector with 97.4% of its assets in over 500 holdings, including GE, RTX, and Caterpillar. Despite a manufacturing contraction in Q1 2025, VIS has delivered strong year-to-date gains of 12.51%, mirroring its competitor XLI, due to its low fees and focus on the industrial recovery. However, this pure-play exposure also means high cyclical risk and requires active monitoring of economic indicators.
CNH Industrial N.V. $CNH Shares Sold by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. significantly reduced its stake in CNH Industrial N.V. by 17.9% in the 3rd quarter, selling 157,113 shares. Despite this, CNH Industrial reported strong Q4 results, beating EPS and revenue expectations and raising its FY-2026 EPS guidance. The stock currently holds a "Hold" consensus rating from analysts with institutional ownership at 59.88%.
Leading Companies Reinforcing Their Presence in the Cranes Market
The global cranes market is projected to reach $53.52 billion by 2030, driven by technological advancements, infrastructure investments, and a focus on automation and sustainability. Key players like Liebherr Group and Tadano Ltd. are strengthening their market positions through acquisitions and innovations such as wireless upgrade capabilities. The market is segmented by product type, business type, and end-user, reflecting its diverse applications across various industries.
NextEra Energy's Stable Growth and Clean Energy Outlook
NextEra Energy is positioned for stable growth due to its regulated utility operations and extensive renewable energy pipeline, promising steady earnings and rising dividends for investors. The company's significant scale in clean energy provides a competitive advantage, especially with increasing global demand, making it a valuable long-term investment focused on sustainable development. Wall Street analysts generally forecast a rise in NEE stock price, with some recent upgrades from "Hold" to "Buy."
Form 10-K TRINITY INDUSTRIES INC For: Dec 31
Trinity Industries, Inc. has filed its Form 10-K for the fiscal year ended December 31, 2025. The report details the company's financial performance, including a decrease in revenues for 2025 compared to 2024, but an increase in operating profit, largely due to a gain on the divestiture of a partially-owned leasing subsidiary. The document also outlines the company's segments, risk factors, and financial position, highlighting key initiatives in its Railcar Leasing and Services Group and Rail Products Group.
DFW deals roundup: Caterpillar completes buyout, fintech raises $25 million
DFW has seen recent merger and acquisition activity, including Caterpillar completing a buyout. Additionally, a McKinney-based fintech company called Uptiq successfully raised $25 million in a Series B funding round.
Some US investors pivot to infrastructure amid broader AI selloff
As concerns grow over the high valuations of AI tech giants, some investors are reallocating their focus to infrastructure companies that support AI's physical demands. This shift is leading to the creation of new financial products, with many infrastructure-related stocks showing double-digit gains this year. While caution is advised due to rising valuations in the AI infrastructure sector, companies providing essential services like chip manufacturing, data centers, and power utilities are seeing increased investment.
Stibbe advises ElevenEs on Series B first closing backed by Caterpillar Venture Capital
Stibbe advised ElevenEs, a battery technology company, on the first closing of its Series B investment round, which received backing from Caterpillar Venture Capital, Inc. and an affiliate of BST HK Ltd. This investment will support ElevenEs' growth strategy, including the construction of a battery manufacturing facility in Subotica, Serbia. Stibbe provided legal support for the transaction's structuring and implementation.
Deere Doubles Down On AI Farming And US Manufacturing Shift
Deere & Company is significantly increasing its investment in AI-powered agricultural technology, including autonomous tractors and precision farming platforms, and expanding its manufacturing capabilities in the US. The company recently acquired Tenna to bolster its digital tools for equipment management and is shifting excavator production onshore. These strategic moves aim to diversify revenue streams towards software and services, enhance supply chain resilience, and strengthen customer relationships, evidenced by its Q1 2026 revenue of US$9.61 billion despite a slight dip in EPS.
Caterpillar CEO Joe Creed and Group President Rod Shurman to Participate in Fireside Chat at CONEXPO
Caterpillar Inc. announced that CEO Joe Creed and Construction Industries Group President Rod Shurman will participate in a fireside chat hosted by Steve Volkmann of Jefferies at CONEXPO. The event is scheduled for Thursday, March 5, at approximately 8:00 a.m. PST at Ceasar’s Palace in Las Vegas. A real-time video webcast will be available for public viewing, with a transcript, audio, and video to be posted afterward on Caterpillar’s investor relations website.
How to watch Caterpillar's CEO speak at CONEXPO in Vegas
Caterpillar (NYSE: CAT) announced that CEO Joe Creed and Construction Industries Group President Rod Shurman will participate in a fireside chat at CONEXPO in Las Vegas on Thursday, March 5, 2026, at 8:00 a.m. PST at Caesar's Palace. A real-time video webcast and a secondary webcast will be available, with a transcript, audio, and video posted afterward on the company's investor relations website. The article also provides phone call-in details and media/investor contacts for those interested in participating or seeking more information.
How PPG's $18.1M in 2025 is funding STEM careers and disaster relief
PPG and the PPG Foundation invested $18.1 million globally in 2025, supporting over 400 community partners across 30 countries. These investments focused on advancing education, particularly in STEM and skilled trades, ensuring community sustainability, and encouraging employee volunteerism through programs like "Colorful Communities." The initiative also included significant contributions to disaster relief efforts and sustainability education.
Data center demand could triple by 2030; Generac buys Enercon for backup power
Generac (NYSE: GNRC) has signed an agreement to acquire Enercon Engineering, a company specializing in generator enclosures and UL-certified switchgear, to expand its capacity for the rapidly growing data center and commercial & industrial markets. Enercon, founded in 1975, brings 50 years of expertise, over 120 employees, and a 160,000-square-foot manufacturing facility. This acquisition is part of Generac's strategy to double its C&I product sales, supporting the anticipated tripling of global data center capacity by 2030, with the closing expected in Q2 2026 pending regulatory approvals.
Caterpillar CEO Joe Creed and Group President Rod Shurman to Participate in Fireside Chat at CONEXPO
Caterpillar Inc. CEO Joe Creed and Construction Industries Group President Rod Shurman will participate in a fireside chat at CONEXPO in Las Vegas on Thursday, March 5, hosted by Steve Volkmann of Jefferies. The event, scheduled for 8:00 a.m. PST, will be available via a real-time video webcast on Caterpillar's investor relations website, with a transcript, audio, and video posted afterward. Caterpillar, with 2025 sales and revenues of $67.6 billion, is a global leader in construction and mining equipment.
ProPetro Holding Corp. (NYSE:PUMP) Q4 2025 Earnings Call Transcript
ProPetro Holding Corp. (NYSE:PUMP) reported strong Q4 2025 earnings, beating expectations despite a challenging energy market characterized by reduced completions activity and commodity price pressures. The company highlighted its resilient completions business and significant progress with PROPWR, its power generation segment, which has secured 240 megawatts of committed capacity and placed orders for an additional 190 megawatts. ProPetro remains focused on disciplined capital deployment, cost streamlining, and strategically investing in next-generation equipment to strengthen its market position and drive future growth.
ElevenEs Secures Caterpillar Backing for LFP Mega Factory
ElevenEs has successfully closed the first tranche of its Series B funding round, securing investment from Caterpillar Venture Capital Inc. and BST (HK) Ltd. The capital will fund the construction of a 1GWh lithium iron phosphate (LFP) battery cell mega factory in Subotica, Serbia, with initial operations expected in 2027. This facility will produce cobalt- and nickel-free LFP Edge cells for industrial vehicles, EVs, and energy storage systems, signifying a major step for European battery manufacturing.
Does Caterpillar Stock Have More Upside?
Caterpillar (CAT) stock is seeing strong momentum, driven by new high-margin revenue from AI data center buildouts, significantly boosting its Power & Energy segment. The company boasts a record $51.2 billion order backlog and solid fundamentals, including good cash flow, strong margins, and a low-debt structure. However, this growth is offset by margin compression due to tariffs and manufacturing costs, creating a neutral sentiment among investors regarding its immediate profitability despite robust demand.
Astec Peterson rolls out new horizontal grinder
Astec Industries Inc.'s Peterson brand has launched its new 3710E horizontal grinder, designed for wood recycling and processing applications. This mobile and efficient grinder features a 755-horsepower Caterpillar C18 engine and an expanded screening area for increased processing capacity. The 3710E will be showcased at the ConExpo-Con/Agg convention in Las Vegas in March 2026.
Insider Sell: William Schaupp Sells Shares of Caterpillar Inc (C
William Schaupp, Chief Accounting Officer of Caterpillar Inc (CAT), sold 972 shares of the company on February 17, 2026, reducing his total holdings to 824 shares. This insider transaction occurs while Caterpillar stock is trading at $764.2, significantly overvalued with a price-to-GF-Value ratio of 2.03 and a P/E ratio of 39.96, much higher than the industry median. Over the past year, the company has seen 3 insider buys and 23 insider sells.
ProPetro (NYSE: PUMP) leans on cash-flowing frac business to build PROPWR
ProPetro Holding Corp. reported modest profitability in 2025 with $1.27 billion in revenue and $0.8 million in net income, using strong free cash flow from its legacy completions business to fund the expansion of its PROPWR power division. The company aims for 750 megawatts of PROPWR capacity by 2028 and over 1 gigawatt by 2030, with anticipated significant earnings contributions from PROPWR starting in the second half of 2026. ProPetro plans $390-$435 million in 2026 capital expenditures, heavily weighted towards PROPWR and FORCE electric fleet lease buyouts, while maintaining a strong balance sheet and liquidity.
Key facts: Caterpillar Inc. acquires RPMGlobal; announces new growth strategy
Caterpillar Inc. has acquired Australian mining software firm RPMGlobal Holdings to enhance its mining software offerings and improve mine site efficiency, though financial details were not disclosed. Concurrently, Caterpillar's management revealed a new strategic focus on OPACC growth, robust free cash flow generation, and increased investments in digital capabilities and capacity expansion.
Caterpillar Bolsters Mining Technology Solutions with RPMGlobal Acquisition
Caterpillar Inc. has acquired RPMGlobal Holdings Limited, an Australian-based mining software company, to enhance its data-driven mining technology and software solutions. This acquisition supports Caterpillar's strategy to help customers improve mine site performance and manage operations more efficiently. RPMGlobal will continue to operate under its existing brand, leveraging both companies' strengths to address complex challenges in the mining industry.
Caterpillar Stock (CAT) Opinions on Year-to-Date Surge
Caterpillar (CAT) stock has seen a significant year-to-date surge, driving 81% of the Dow Jones Industrial Average's gains, fueled by robust industrial demand and analyst upgrades. Despite some overbought signals, sentiment remains positive due to its strong market position and recurring revenues. Insider trading activity shows more sales than purchases, while institutional investors show mixed sentiment, with some major increases and decreases in holdings.
Caterpillar completes RPMGlobal acquisition, expanding data-driven mining technology and software solutions
Caterpillar Inc. has finalized its acquisition of RPMGlobal Holdings Limited, a move intended to enhance its offerings of data-driven mining technology and software solutions. This acquisition will help mining customers improve planning, operation, and management of their sites more efficiently. RPMGlobal, known for its expertise in simulation tools like HAULSIM, will continue to operate under its own brand while integrating its solutions with Caterpillar's existing technology to address key challenges in the mining industry.
Caterpillar competes RPMGlobal acquisition, expanding data-driven mining technology and software solutions
Caterpillar Inc. has completed the acquisition of RPMGlobal Holdings Limited, a move that significantly expands its portfolio of data-driven mining technology and software solutions. This acquisition, which was first announced in October 2025, aims to enhance mine site performance and advance mining technology by integrating RPMGlobal's software capabilities with Caterpillar's equipment and existing technology. RPMGlobal will continue to operate under its own brand, with its tools like HAULSIM being particularly valuable for optimizing mining operations and equipment simulation.
Caterpillar strengthens mining tech with RPMGlobal acquisition
Caterpillar has finalized its acquisition of RPMGlobal Holdings Limited, an Australian mining software company, to enhance its data-driven mining technology and software solutions. This strategic move aims to improve site efficiency for Caterpillar's customers by integrating RPMGlobal's specialized software with Caterpillar's existing equipment and technology. RPMGlobal will continue to operate under its current brand, focusing on practical and scalable advancements in mining technology.
Should You Pay Attention To Caterpillar Stock’s Momentum?
Caterpillar (CAT) stock is experiencing strong momentum due to its involvement in building AI data centers, leading to significant new orders and accelerating segment growth. While the company boasts solid fundamentals, including strong margins and a large order backlog, the investment debate centers on whether this growth can offset margin compression from tariffs and manufacturing costs. The prevailing sentiment is neutral, acknowledging both the strong tailwinds and the profit-eroding challenges.
Caterpillar Acquires RPMGlobal To Expand Mining Software Portfolio
Caterpillar Inc. has acquired RPMGlobal Holdings Ltd., an Australia-based mining software company, to expand its portfolio of data-driven mining technology and software solutions. The financial terms were not disclosed, and RPMGlobal will continue to operate under its existing brand. Caterpillar's stock price moved slightly after the announcement.
Caterpillar expands data-driven mining tech with RPMGlobal deal
Caterpillar (NYSE: CAT) has completed the acquisition of Australian mining software company RPMGlobal (ASX: RUL), a move aimed at enhancing its data-driven mining technology solutions. RPMGlobal will retain its brand while its software integrates with Caterpillar's equipment to improve mine site performance globally. This acquisition follows an initial agreement in October 2025 and is part of Caterpillar's strategy to expand its portfolio across the mining value chain.
Caterpillar Bolsters Mining Technology Solutions with RPMGlobal Acquisition
Caterpillar Inc. has acquired RPMGlobal Holdings Limited, an Australian mining software company, to enhance its data-driven mining technology and software solutions. This acquisition, first announced in October 2025, aims to help customers improve mine site performance and advance mining technology. RPMGlobal will continue to operate under its existing brand, integrating its software capabilities with Caterpillar's equipment to solve complex mining challenges.
Zacks Value Trader Highlights: Barclays, Korea Electric Power and Deutsche
This article highlights three "cheap old economy stocks" with growth potential, as discussed in the Zacks Value Trader podcast. The stocks, Barclays PLC (BCS), Korea Electric Power Corp. (KEP), and Deutsche Bank (DB), were identified using a screen focusing on the PEG ratio, Zacks Rank, and average broker recommendations. Each company's financial performance, market capitalization, and reasons for being considered a value investment are detailed.
CNH Industrial (NYSE:CNH) Shares Gap Down - Should You Sell?
CNH Industrial (NYSE:CNH) shares gapped down following its Q4 earnings report, despite beating EPS and revenue estimates, due to trimmed FY2026 guidance and warnings about sluggish farm-machinery demand. The company reported $0.19 EPS on $5.16 billion in revenue, but management lowered its full-year EPS forecast to $0.35–$0.45, citing a recovery pushed to 2027. Analysts maintain a "Hold" consensus with an average price target near $12.97, reflecting cautious sentiment amidst the mixed results.
Here is What to Know Beyond Why Caterpillar Inc. (CAT) is a Trending Stock
This article from Zacks Equity Research highlights why Caterpillar Inc. (CAT) is currently a trending stock. It reviews the company's recent performance, including its stock price movement and earnings trends. The piece suggests investors look beyond just the trending status to understand the underlying financial health and future prospects of Caterpillar.
MTN to spend $6.2B buying IHS Towers in 239% premium deal
IHS Towers has agreed to an all-cash acquisition by MTN Group Limited for approximately $6.2 billion, with shareholders receiving $8.50 per share. This represents a significant premium, including 239% over the share price at the announcement of a strategic review in March 2024. The transaction, backed by major shareholders MTN and Wendel, is expected to close in 2026 and will result in IHS Towers becoming a wholly-owned subsidiary of MTN.
John Deere Recalls 140 Workers As Tractor Demand Rises In Waterloo, Iowa
John Deere is recalling approximately 140 workers to its Waterloo, Iowa, factory due to a slight increase in demand for its 8R and 9R tractors. This move signals a modest stabilization in the farm equipment market, which has seen significant layoffs and declining sales since 2024. Despite the recalls, John Deere still forecasts a 15-20% decline in overall sales for 2026, as it continues to manage costs amid lower commodity prices and higher input costs affecting farmer purchases.
A Look At Wabtec (WAB) Valuation After New Locomotive Deals And Higher Buyback Authorization
Wabtec (WAB) is gaining attention after securing new multi-million dollar locomotive deals with Union Pacific and CSX, updating its 2026 sales guidance, and increasing its share repurchase authorization. Despite a strong stock performance over the last year, trading near its analyst target, Simply Wall St's narrative suggests WAB is slightly overvalued at $249.42 compared to its current price of $256.06. The article advises investors to review comprehensive data and consider potential risks like softer North American railcar demand before making investment decisions.
CNH Industrial (NYSE:CNH) Issues Quarterly Earnings Results
CNH Industrial (NYSE:CNH) recently reported its quarterly earnings, exceeding analysts' consensus estimates with $0.19 earnings per share against a projected $0.11. The company's financials include a return on equity of 8.32% and a net margin of 3.35%. Several analysts have updated their ratings and price targets for CNH, resulting in a current consensus "Hold" rating with an average price target of $12.97.
HERC HOLDINGS INC SEC 10-K Report
HERC HOLDINGS INC (HRI) has released its 2025 10-K report, highlighting a 23% revenue increase to $4,376 million, largely due to the acquisition of H&E Equipment Services. Despite significant revenue growth, net income decreased sharply to $1 million from $211 million in 2024, impacted by higher transaction and interest expenses related to the acquisition. The report details strategic initiatives including geographical expansion, technology integration, and sustainability efforts, alongside challenges such as competitive pressures, integration risks, and economic conditions.
Why the ‘HALO’ trade boosting hard assets is no fluke, according to Morgan Stanley
Morgan Stanley suggests that the "HALO" trade, favoring hard assets and non-digital sectors, is not a temporary phenomenon and is expected to persist through the year. This trend has seen all Magnificent 7 stocks lower for the year, while consumer staples have outperformed significantly, potentially due to concerns over the justification and sustainability of massive AI spending.
Navigating Rate Uncertainty with Short-Term Corporate Debt
The article discusses the WisdomTree U.S. Short-Term Corporate Bond Fund (US97717X1569) as a solution for investors seeking yield with managed interest rate risk. It highlights the fund's focus on high-quality, short-term U.S. corporate bonds, its low expense ratio, and its defensive positioning against rising interest rates. The fund's strategy involves physically replicating the WisdomTree U.S. Short-term Quality Corporate Bond Index, prioritizing credit quality and short duration to manage volatility.
Navigating Rate Uncertainty with Short-Term Corporate Debt
This article discusses the WisdomTree U.S. Short-Term Corporate Bond Fund as a potential solution for investors seeking yield with reduced interest rate risk. The fund focuses on high-quality, short-term U.S. investment-grade corporate debt, aiming to limit sensitivity to interest rate movements. With a competitive expense ratio, it replicates an index emphasizing credit quality and short duration, making it a defensive option in the current market environment.
