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Caterpillar (CAT) stock returned 74% in the twelve months to September 23, 2026. A $10,000 holding at the start was worth about $17,350 at the end. The run turned out to be about customers buying more, led by power equipment for data centers. Caterpillar's own sales, though, were still falling when the run began. You would have needed a public sign that Caterpillar's demand was turning before its sales did.
Investing.com -- Yardeni Research has cautioned investors not to expect a major breakthrough when President Trump meets Chinese President Xi Jinping on Thursday, though it said modest progress would still be welcome.
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
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?
Deere (DE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
The main indexes finished higher Thursday thanks to easing bond yields and surging tech stocks.
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.
Why Deere stock is back in focus after its earnings surprise Deere (DE) moved back onto investor watchlists after a Q2 surprise, with US$12.61b in revenue and earnings topping analyst estimates, and the share price climbing 16.5% since that report. Over the past year Deere has moved from a steady compounder to a momentum story, with a year to date share price return of 46.54% and a 1 year total shareholder return of 47.77%. This points to investors reassessing both its growth potential and...
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 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.
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.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at agricultural machinery stocks, starting with Deere (NYSE:DE).
Two AI executives published essays over a weekend, and by Monday morning Caterpillar was selling off four times faster than the broader market while Deere climbed. The question is whether the order book that stretches into 2029 actually matters when sentiment turns this fast.
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.
ALBUQUERQUE, N.M.—On an expanse of desert here between a Netflix studio and self-storage facility, construction is under way on a fusion plant meant to help America win an escalating nuclear-arms race. Testing with fusion reactors helps ensure America’s nuclear weapons still work after decades in storage, components are reliable and that new designs will have the desired effect, without resuming the explosive nuclear tests of decades prior. At the Albuquerque groundbreaking ceremony, the site was mostly dirt, punctuated by a pair of Deere excavators holding up an American flag.
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.
The recovery cycle for Deere's equipment could be just beginning.
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.
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