Street View: Caterpillar has more than AI spending working in its favor
Caterpillar's CAT.N fourth-quarter results mirrored the global economy, with sales lifted by surging artificial intelligence-related spending, even as the equipment giant flagged a $2 billion-plus tariff hit in the year ahead
'ULTIMATE STORY STOCK'
J.P. Morgan ("overweight," PT: $765) sees CAT's revenue guide for 2026 as conservative given its well-managed inventory and capacity tailwinds, among others; says CAT is an attractive early AI adopter/beneficiary
Barclays ("equal weight," PT: $625) says CAT is the "ultimate story stock"; says co touches several big themes such AI, infrastructure and critical minerals
BofA Global Research ("buy," PO: $735) says CAT's energy and power portfolio is in a "sweet spot"
Oppenheimer ("outperform," PT: $729) says despite power generation growth being a key component of the story, improvements across construction and mining could drive upward estimate revisions
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