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Is Caterpillar’s Blowout Quarter And Data Center Demand Altering The Investment Case For CAT?
Simply Wall St.76d agoneutral
Is Caterpillar’s Blowout Quarter And Data Center Demand Altering The Investment Case For CAT?

Caterpillar recently reported past first-quarter results that exceeded expectations, including a 22% sales jump and a record backlog across key segments despite geopolitical tensions. Beyond its well-known heavy machinery, the company’s growing role as a supplier to power-hungry data centers is becoming a material driver of its long-term prospects. Now we’ll explore how Caterpillar’s stronger-than-expected quarter and rising data center exposure may influence its investment narrative. This...

Caterpillar Rallies 59% Amid AI Trade Boost, Offers Buy Point
Investor's Business Daily77d agobullish
Caterpillar Rallies 59% Amid AI Trade Boost, Offers Buy Point

There is more to Caterpillar stock than the flashy yellow machines that are all too familiar at construction and mining sites. Along with flexing its prowess in construction, the Dow component has become a data center play. It also makes Caterpillar today's IBD 50 Stock To Watch.

A $10.2 Billion Hidden AI Revenue Stream Most Investors Are Missing
24/7 Wall St.79d agobearish
A $10.2 Billion Hidden AI Revenue Stream Most Investors Are Missing

There’s a line item sitting on Caterpillar’s financials that does not look like an AI story at first glance. According to Stephen Morris and Andrew Sather on The Investing for Beginners Podcast, Caterpillar generated $10.2 billion in sales last year from generators sold to data centers. That’s the part of the bull case I keep ... A $10.2 Billion Hidden AI Revenue Stream Most Investors Are Missing

Is It Too Late To Consider Caterpillar (CAT) After Its Strong Multi Year Rally?
Simply Wall St.81d agobullish
Is It Too Late To Consider Caterpillar (CAT) After Its Strong Multi Year Rally?

Wondering if Caterpillar at around US$879.89 is still offering value after such a strong run, or if the easy money on this stock is already behind you? The share price has been volatile recently, with a slight 7 day decline of 0.9%, a 5.9% gain over the past 30 days, and very large longer term returns of 47.0% year to date, 159.0% over 1 year, 334.7% over 3 years and 299.1% over 5 years. Recent coverage has focused on Caterpillar as a key industrial heavyweight that is closely watched for...

Caterpillar (CAT) Valuation Check As PROPWR Power Deal Expands Data Center And Energy Infrastructure Opportunity
Simply Wall St.82d agoneutral
Caterpillar (CAT) Valuation Check As PROPWR Power Deal Expands Data Center And Energy Infrastructure Opportunity

Caterpillar (CAT) just signed a framework agreement to supply up to 2.1 gigawatts of power generation assets to ProPetro’s PROPWR unit, highlighting its role in data center and industrial energy infrastructure. See our latest analysis for Caterpillar. The PROPWR agreement lands at a time when Caterpillar’s momentum has been strong, with a 30 day share price return of 8.78% and a year to date share price return of 47.04%. The 1 year total shareholder return of 159.01% and 3 year total...

Evercore Turns More Bullish on Caterpillar (CAT) with $1,103 Price Target
Insider Monkey83d agoneutral
Evercore Turns More Bullish on Caterpillar (CAT) with $1,103 Price Target

Caterpillar Inc. (NYSE:CAT) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 11, Evercore ISI analyst David Raso raised the price recommendation on Caterpillar Inc. (NYSE:CAT) to $1,103 from $878. The analyst reiterated an Outperform rating on the stock. During the company’s Q1 2026 earnings call, Chairman and […]

IBM Pushes Dow to First Record Since February
Barrons.com84d agoneutral
IBM Pushes Dow to First Record Since February

The Dow clawed its way back to a new record Thursday with a big boost from IBM. IBM stock jumped by about 12% on news the tech company is going to potentially receive $1 billion in funding from the U.S. to establish a new quantum foundry subsidiary. Just before the closing bell, IBM's stock had added 153 points to the Dow.

Why Caterpillar (CAT) Is Becoming a Power Infrastructure Play Too
Insider Monkey84d agoneutral
Why Caterpillar (CAT) Is Becoming a Power Infrastructure Play Too

Caterpillar Inc. (NYSE:CAT) is one of the best stocks to buy for global infrastructure spending. The company’s latest infrastructure-related catalyst came on April 29, when ProPetro Holding Corp.’s PROPWR unit entered into a strategic framework agreement with Caterpillar to purchase up to 2.1 gigawatts of incremental power-generation assets by 2031. PROPWR agreed to buy at […]

Cummins CEO Explains How to Manage the AI Boom
Barrons.com84d agoneutral
Cummins CEO Explains How to Manage the AI Boom

Cummins —the dominant maker of diesel engine technology—finds itself, happily, caught up in the AI data-center boom. CEO Jennifer Rumsey’s company is no stranger to boom-bust business cycles, and she says it can navigate the swings in AI demand. Cummins’ AI-related business—supplying backup power for data centers—has sent the stock to levels not seen in a decade.

Bloomberg84d agobearish
Deere Keeps Outlook With Construction Boost as Farmers Struggle

(Bloomberg) -- Deere & Co. reiterated its annual profit outlook Thursday as gains in construction and forestry helped to offset a still-slumping agricultural economy.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamUS Treasuries Rebound on Optimism for US-Iran Deal ProgressTh

Jim Cramer on Caterpillar: “It’s Integral to Data Center Construction”
Insider Monkey85d agoneutral
Jim Cramer on Caterpillar: “It’s Integral to Data Center Construction”

Caterpillar Inc. (NYSE:CAT) was among the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher. Cramer started the week’s game plan with the stock, as he said: So let’s go to our game plan for next week…. Monday’s Caterpillar, this division, okay, […]

Deere Earnings Due. It Also Has A Caterpillar-Like Growth Lever.
Investor's Business Daily85d agoneutral
Deere Earnings Due. It Also Has A Caterpillar-Like Growth Lever.

Deere prepares to report earnings for its fiscal second quarter on Thursday. Elevated inflation, tariffs and the Iran war have put the agricultural economy under further strain. Both Deere and Caterpillar have emerged as AI infrastructure providers.