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Caterpillar (CAT) delivered the biggest quarter in its history, with a $72 billion order book behind it—59% of which it expects to ship over the next twelve months. The stock has gained 82.8% on a price basis over the past twelve months against 15.6% for the S&P 500, and still sits about 25% below its 52-week high. Neither the record nor the backlog is the number to watch. That would be the roughly $2.2 billion of tariff costs, before the second-quarter recoveries, that Caterpillar expects to ca

KUBTY vs. DE: Which Stock Is the Better Value Option?

Agricultural equipment maker AGCO is facing a more difficult operating environment as weaker farm-equipment demand weighs on its earnings outlook.

Caterpillar (CAT) trades around $780. The market puts roughly a two-in-three chance that the stock finishes somewhere between about $525 and about $1,170 a year from now. That is not a forecast of direction. It is the size of the swing a holder is already carrying, and Caterpillar's own record says it is no exaggeration.

Construction robots are beginning to help address America’s housing and construction-worker shortages, but their role remains focused on specific tasks rather than replacing human builders. The U.S. is short roughly 1.2 million homes and nearly 300,000 construction workers, while labor...

Caterpillar (CAT) has nearly doubled over the past year, and it trades near $820 a share, about 36 times its last twelve months of adjusted earnings. That is normalized net income with stock-based compensation added back, meant to sit closer to the basis analysts use than a GAAP figure would, though the two are not defined identically. The multiple is steep for a maker of construction equipment and engines. It reads differently against the earnings analysts expect.

A longtime John Deere worker has his retirement date circled, his spouse on board, and his knees giving out. But one overlooked date buried in the benefit plan could quietly erase tens of thousands of dollars before he ever clocks out.

Deere and Caterpillar have each lapped the industrial sector by roughly four times over, yet the broader group never joined the party. Whether that narrowness is a warning sign or a competitive edge changes everything about what holders should do next.

Caterpillar (CAT) stock returned 94% over the past twelve months, against 17.9% for the S&P 500, and its second quarter of 2026 was the first in company history above $20 billion of sales and revenues. One risk to that run is a quiet one. Caterpillar is adding factory capacity with data center power as a big driver, and analysts are asking whether that demand has staying power through 2030.

Plus, encouraging economic indicators are doing little to lighten American consumers’ mood, and Deere introduces an AI assistant for farmers.

The company is counting on quick answers and better data to attract more farmers to its smart equipment and reverse a sales slump.

Caterpillar (CAT) has almost doubled over the past year, gaining 96.3% while the S&P 500 returned 19.1%. Deere and Cummins each gained about 43%. The broader machinery cycle carried Caterpillar part of the way, but enthusiasm around power generation drove the premium. The gap to the stock's 52-week high is what a buyer now has to price against those expectations.

US non-residential construction is approaching a reacceleration, driven by semiconductor and pharmac

Recently, Zacks.com users have been paying close attention to Deere (DE). This makes it worthwhile to examine what the stock has in store.

Elastic, John Deere, and Dynatrace all posted strong earnings and drew a wave of analyst rating upgrades and price target increases, with shares of each stock rallying in response.

Caterpillar's stock is the undisputed champion of its group, but its business performance isn't. The market is betting on a future that hasn't fully arrived.

The broader agricultural equipment industry is witnessing a cyclical slowdown as softness in equipment demand is impacting the manufacturers. However, there are some signs of stabilization amidst improvement in used-equipment inventories and early-order trends becoming constructive. For Deere & Company (NYSE:DE), the possibility of 2026 marking the bottom of the current cycle might be more […]

The heavy-equipment giant is firing on all cylinders, so a recent pullback has investors asking if this is the moment to pounce.

Markets wobble heading into the Labor Day weekend as bond vigilantes push back against Washington, oil stays tense with Middle East strikes escalating, and Wall Street analysts make bold calls on names ranging from Broadcom to Moderna that could reshape your portfolio positioning.

In the second quarter of 2026, Caterpillar's retail sales to users in power generation surged 72% year-over-year, a pace that looks more like a high-growth tech supplier than a traditional industrial giant. This growth is not from traditional sources but from the immense energy needs of new data centers. Caterpillar is quietly becoming a critical infrastructure provider for cloud computing and generative AI.

Stock Market Today: The Dow Jones index rises Tuesday after surprise jobs data. AI stock Credo plunges on earnings.

Deere & Company has rallied other industrial stocks, and analysts remain moderately optimistic about the stock’s outlook.

Deere stock has almost doubled investor capital over the past five years, yet current valuation checks send mixed messages, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to an 11.1% discount while broader metrics lean less generous. Recent news around construction strength, AI focused partnerships and labor negotiations adds extra context to how much of Deere's future cash flow story might already be priced in. A roughly 94.2% return over five years highlights Deere as...

Check out the companies making headlines yesterday:

The aerospace maker plans to resume contractual talks after Labor Day. Meanwhile, U.S. Steel and Cleveland-Cliffs agreed to extend their steelworker contracts by 30 days.

The agricultural equipment maker's profits are set to soar.

On August 31, Baird upgraded Deere & Company (NYSE:DE) to Outperform from Neutral and raised its price target to $800 from $640, implying meaningful upside from the share price cited in the report. The upgrade is based on an expected improvement in North American agricultural fundamentals in 2027. Baird expects mid-2027 corn futures to move […]

Shares of agricultural and construction machinery company Deere (NYSE:DE) jumped 3.1% in the afternoon session after Baird analyst Mircea Dobre upgraded the stock from a Neutral rating to Outperform.

FEATURE It’s time to double down on the farm, says Midwestern broker Baird. A recovery is coming in 2027 that will benefit farmers, as well as shares of Deere AGCO CNH Industrial, and CNH dealer Titan Machinery Monday, Baird analyst Mig Dobre upgraded all four stocks to Buy from Hold.

Rate hike fears rattled markets heading into the Labor Day weekend, and Wall Street analysts responded with a flurry of bold calls on utilities, farm equipment giants, and a ticketing upstart that could reshape your portfolio heading into a volatile fall.