Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
CAT, MOD, PWR, FIX and VRT are five industrial stocks \riding the AI data center boom as demand for power, cooling and grid gear accelerates.
Every headline this week wants you to buy Zillow Group (NASDAQ:Z | Z Price Prediction) on the back of an earnings beat and a fresh AI-platform pitch from CEO Jeremy Wacksman.
Caterpillar is well-positioned for durable growth, driven by surging demand in data center construction and power infrastructure. CAT is expanding engine and turbine capacity by 3x and 2.5x by 2030, targeting margin-accretive recurring revenue from primary and standby power solutions. I recommend CAT at a Buy rating with a $1,145/share price target, reflecting strong industry tailwinds and robust financial forecasts.
CAT surges 51% YTD as strong revenue growth, rising earnings and a record backlog boost momentum, though valuation remains elevated.
Caterpillar Inc. is expected to announce its 32nd consecutive annual dividend increase in June, projecting a 7.3–8.6% boost to $6.48–$6.56. CAT's Q1 2026 earnings rebounded with 30% EPS growth, supporting continued high single-digit dividend growth and a comfortable 32% payout ratio. JPMorgan and other large banks are also forecast to announce mid-to-high single-digit dividend increases, reflecting stable but moderating EPS growth.
Caterpillar (CAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
While most stocks pay quarterly dividends, investors can still construct a portfolio that allows them to get paid monthly with just a little positioning.
Clinch Resources (TSX:CLCH) has acquired and delivered its first Caterpillar HW 300 Highwall Miner to its Lanes Branch surface operation in West Virginia, with a second unit scheduled for delivery in the coming months. The highwall miner will be deployed across the company's ARI project in southern West Virginia, targeting metallurgical coal resources that would otherwise be uneconomic to recover through conventional methods.
CAT's Power & Energy segment is riding AI-driven data center demand, with backlog growth and capacity expansion fueling its 2030 targets.
Caterpillar Inc. (CAT) Discusses Capacity Expansion and Engine Solutions for Data Centers and Gas Compression Transcript
CAT's rising revenues and stronger earnings growth give it an edge over DE despite tariff pressures.