
The demand from the AI build-out has helped diversify Caterpillar's business.
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The demand from the AI build-out has helped diversify Caterpillar's business.

Caterpillar's net margin compressed while Honeywell trades at a steeper valuation discount, yet both face distinct cyclical and transformation risks.

One generates $7.5B in free cash flow with a lower valuation multiple; the other is riding an AI boom but commands a premium price.

CAT's record backlog, earnings growth and stronger 2026 outlook contrast with KMTUY's tariff costs and profit pressures.

APOG's $71.8M Groglass acquisition expands its Performance Surfaces capabilities, product offerings and geographic footprint.

Natural gas ETFs face shifting winter demand as a Super El Nino could suppress heating needs and weigh on gas prices.

Caterpillar just sent its self-driving trucks to two more quarries, but the autonomous milestone tells almost nothing about what is actually moving the stock. Understanding the real driver changes how you read the dip.

EME, PWR and CAT are benefiting from the AI data center boom, with strong backlogs and growth plans.

The main indexes finished higher Thursday thanks to easing bond yields and surging tech stocks.

Generac's Amazon deal spotlighted an emerging growth lever as the rapid buildout of data centers offsets sluggish demand for home standby generators. The news also lifted several of Generac stock's electrical equipment and power management peers on Thursday.

Amazon just handed Generac a contract that sent shares surging, but buried inside the deal is a warrant arrangement that could let the customer claw back the very gains it created. Here is what the peer group silence from Cummins reveals about who actually wins.

The backup power company disclosed a long-term deal to provide Amazon generators for its data centers.

Caterpillar (CAT) has fallen about 26% from its 52-week high, and the argument has narrowed to two questions: does construction demand slow, and do data center orders last. Underneath both sits an order book of $72 billion, close to the $74.7 billion of revenue it generated over the trailing twelve months. What is inside that backlog is the case for looking again.

ATEYY, CAT and ANF made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 14th, 2026.

ANF, CAT, ATEYY, HPQ and TX have been added to the Zacks Rank #1 (Strong Buy) List on September 14th, 2026.

NVDA, CAT, TER and LRCX use strong moats to fend off rivals and deliver consistent returns amid market shifts.

Caterpillar Inc. (NYSE:CAT) is stepping up its push into AI-powered autonomy as the company looks to help customers build, move and power progress more safely and efficiently. On September 2, it announced a collaboration with FieldAI to advance the development of physical AI, autonomy and robotics. The partnership could help accelerate Caterpillar’s transition beyond the […]

U.S. manufacturing stays on track, with lean inventories and solid production supporting Caterpillar, Kubota, Nordson and two other industrial stocks.

Caterpillar's margins compressed while Corning's surged, yet the machinery maker trades at a cheaper multiple, a tension that shapes the investment case.

Caterpillar (CAT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

CAT is poised to benefit from the AI data-center boom as record backlog, power demand and capacity expansion fuel growth.

Three blue-chip CFO swaps touched off double-digit stock rallies while Rivian's announcement landed with a thud. The difference comes down to one decision Rivian has yet to make.

Baird just handed two farm equipment stocks a rare double upgrade on the same morning, but the reasoning behind each call points to a very different bet on how the ag cycle turns.

Outpacing the Dow over the past 12 months, Caterpillar continues to receive a moderately bullish outlook from Wall Street analysts, reflecting confidence in the company’s long-term prospects.

According to the average brokerage recommendation (ABR), one should invest in Caterpillar (CAT). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

CAT, HLIO, CR and PRLB stand out as manufacturing rebounds, with durable goods orders jumping 1.1% in July.

Artificial intelligence can't live without electricity, and a broad group of companies are lining up to provide the needed power.
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