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

Reuters

Oct 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 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"}}}