BUZZ-Street View: Caterpillar finds new fuel in data centers

Reuters

2025/10/30

BUZZ-Street View: Caterpillar finds new fuel in data centers

** Caterpillar CAT.N topped third-quarter profit and revenue estimates on Wednesday as a boom in AI technologies drove demand for its energy equipment

** Median PT of 28 brokerages covering the stock is $530.5 - data compiled by LSEG

POWER GENERATION STRENGTH IN FOCUS

** J.P.Morgan ("overweight", PT: $730) expects strength across all three primary segments to support an improved revenue outlook for FY 2025

** "The data center math is coming to fruition," says J.P.Morgan

** Daiwa Capital Markets ("neutral", PT: $595) expects Caterpillar to offset tariffs through price increases

** Truist Securities ("buy", PT: $729) sees extended visibility for CAT in power generation, boosted by a growing pipeline of long-term data-center-related demand

** RBC Capital Markets ("sector perform", PT: $587) says going into 2026, the company's record $39.8 billion backlog positions it well

(Reporting by Kanchana Chakravarty in Bengaluru)

((Kanchana.Chakravarty@thomsonreuters.com))

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data compiled by LSEG</p><p>POWER GENERATION STRENGTH IN FOCUS</p><p>** J.P.Morgan (\"overweight\", PT: $730) expects strength across all three primary segments to support an improved revenue outlook for FY 2025 </p><p>** \"The data center math is coming to fruition,\" says J.P.Morgan</p><p>** Daiwa Capital Markets (\"neutral\", PT: $595) expects Caterpillar to offset tariffs through price increases</p><p>** Truist Securities (\"buy\", PT: $729) sees extended visibility for CAT in power generation, boosted by a growing pipeline of long-term data-center-related demand </p><p>** RBC Capital Markets (\"sector perform\", PT: $587) says going into 2026, the company's record $39.8 billion backlog positions it well</p><p>(Reporting by Kanchana Chakravarty in Bengaluru)</p><p>((Kanchana.Chakravarty@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4149","symbol_name":"建筑机械与重型卡车","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251030:nL4N3WB1X1:1","article_id":"2579147970","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2579147970","pubTimestamp":1761830380,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Street View: Caterpillar finds new fuel in data centers** Caterpillar CAT.N topped third-quarter profit and revenue estimates on Wednesday as a boom in AI technologies drove demand for its energy","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4149":"建筑机械与重型卡车","BK4597":"股息贵族","BK4532":"文艺复兴科技持仓","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4585":"ETF&股票定投概念","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - 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data compiled by LSEGPOWER GENERATION STRENGTH IN FOCUS** J.P.Morgan (\"overweight\", PT: $730) expects strength across all three primary segments to support an improved revenue outlook for FY 2025 ** \"The data center math is coming to fruition,\" says J.P.Morgan** Daiwa Capital Markets (\"neutral\", PT: $595) expects Caterpillar to offset tariffs through price increases** Truist Securities (\"buy\", PT: $729) sees extended visibility for CAT in power generation, boosted by a growing pipeline of long-term data-center-related demand ** RBC Capital Markets (\"sector perform\", PT: $587) says going into 2026, the company's record $39.8 billion backlog positions it well(Reporting by Kanchana Chakravarty in Bengaluru)((Kanchana.Chakravarty@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}