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With its big engines and turbines booked years ahead, what decides the stock from here is how fast Caterpillar can lift production.

Caterpillar has delivered a very large 5 year return for shareholders, yet the valuation checks paint a mixed picture, with the Discounted Cash Flow (DCF) estimate sitting close to the current share price while other signals suggest the stock is not clearly cheap. After such a strong run, investors are weighing how much of the recent optimism around AI related infrastructure and heavy equipment demand is already reflected in today’s valuation. Over the past 5 years, Caterpillar has returned...

Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders.

Construction equipment company Caterpillar (NYSE:CAT) announced better-than-expected revenue in Q2 CY2026, with sales up 24% year on year to $20.54 billion. Its non-GAAP profit of $8.17 per share was 31.8% above analysts’ consensus estimates.

Record $20.5B quarterly sales driven by data center demand and a $72B backlog.

Michael Burry Sounds Off on 'Trump's Market' as Stock Prices Soar

Caterpillar's AI-driven power backlog fuels a bullish outlook, while Celsius faces distribution issues, falling estimates and earnings pressure.

CAT''s record sales, $72 billion backlog and raised 2026 outlook strengthen its case despite its premium valuation.

Futures for the Dow Jones Industrial Average and the other major stock indexes traded higher Tuesday, after it was reported the U.S. and Iran had reached "some sort of an arrangement" for a peace deal.

Shifting Into High Gear on AI Demand

AI infrastructure spending is boosting "HALO" stocks, putting Caterpillar, MasTec and United Rentals in focus for investors.

Michael Burry just doubled down on his bearish AI bets even as semiconductors roar back, but one short in his portfolio stands out as a head-scratcher that may reveal a flaw in his entire thesis.

Stock Market Today: The Dow Jones index falls Monday as oil prices climb amid a lack of progress in U.S.-Iran talks. SpaceX stock rallies.

Caterpillar reported record second-quarter sales of $20.5 billion and a backlog of $72 billion, as demand remains strong across its businesses.

Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported.

Caterpillar delivered a quarter that its own leadership called historic. Sales topped $20 billion for the first time in company history, and profit per share jumped 73% from last year. Notably, Caterpillar's (CAT) adjusted operating margin came in at 21.9%, boosted by a surprise recovery of tariff ...

Manitowoc (NYSE:MTW) reported higher second-quarter sales, orders and adjusted EBITDA, citing strong crane demand, improved operating execution and a net benefit from tariff-related items. The company raised its full-year outlook for sales, adjusted EBITDA, earnings per share and free cash flow. Se

Caterpillar (CAT) is back in focus after reporting record second quarter results, lifting its full year sales outlook as demand tied to AI data center construction and power generation continues to shape the story. See our latest analysis for Caterpillar. Caterpillar’s strong guidance and record backlog have pulled the stock sharply higher this year, with a year to date share price return of 43.21% and a one year total shareholder return of 107.3%. That momentum has cooled more recently, with...

Michael Burry has been building short-semiconductor-book lately. I covered his Micron short, his Caterpillar bet, and his SOXX position. His pattern has been consistent. He first identifies a narrative the market treats as infallible, finds the structural vulnerability underneath it, and waits. ...

Caterpillar Inc. (NYSE:CAT) has been on Jim Cramer’s radar with respect to the AI data center buildout for quite some time now. In most of his appearances, the CNBC TV host has discussed the link between the firm’s power generation products and the need for data centers to generate power. Caterpillar Inc. (NYSE:CAT)’s stock is […]

Astec lowers 2026 EBITDA outlook as asphalt order delays pressure shipment timing, while Materials Solutions demand and cash flow provide support.

ASTE's cheap valuation, rising backlog and aftermarket strength offer a mixed picture as earnings pressure and execution risks weigh.

Astec Industries' shares fall 10.4% in a week as earnings pressure, lower guidance and order delays weigh against backlog gains.

Astec's Q2 sales top estimates and backlog surge, but higher interest expense and a lower 2026 EBITDA outlook weighed on earnings.

Trillions of dollars are going towards the AI buildout. Buy the companies getting the money.

For the past two years, investors have treated artificial intelligence as a technology story. If you wanted exposure to the AI boom, you bought Nvidia (NVDA). Maybe Microsoft. Perhaps Broadcom or AMD. The winners all seemed to make chips, servers, or software. Caterpillar (CAT) just proved that ...

Here is how Caterpillar (CAT) and Gorman-Rupp (GRC) have performed compared to their sector so far this year.

The state’s light regulation and low taxes are luring dozens of big companies. It’s also setting up a water crisis and a “race to the bottom” in shareholder protections.

By Anna Szymanski August 7 (Reuters) - Your weekly market recap, with reading, watching and listening recommendations from the ROI team From the Editor Tech earnings hogged the spotlight this week, as

Caterpillar, Mercury and Zebra have been highlighted in this Investment Ideas article.