Jefferies analyst Stephen Volkmann maintains $Caterpillar (CAT.US)$ with a buy rating, and adjusts the target price from $440 to $455.
According to TipRanks data, the analyst has a success rate of 67.8% and a total average return of 19.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Caterpillar (CAT.US)$'s main analysts recently are as follows:
The sentiment following the MINExpo event last week was interpreted as cautiously optimistic, as reflected through conversations with original equipment manufacturers, dealers, and industry experts. For Caterpillar, it is anticipated that the Resource Industries division will likely experience limited variation in the short term, with a greater potential for earnings growth in the long term, which is expected to support a forthcoming higher earnings per share cycle. The prevailing opinion is to favor 'Miners over Farmers' after the event, with a preference for Caterpillar within the Large Cap Machinery sector, based on the belief that the company's earnings per share will remain at current elevated levels, supported by monetary policy adjustments and economic stimulus efforts.
Caterpillar's significant leverage to commodities has been noted as a potential influencer of both its stock performance and fundamental business operations, particularly within its Mining and Energy segments which are suggested to be near low points. Anticipated demands, projected capital expenditures in the mining sector, and growth trends related to the mining's role in the global energy shift are seen as factors that could potentially lead to a doubling of Caterpillar's Resource Industries revenue, with an additional impact on its earnings per share.
Note:
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富瑞集團分析師Stephen Volkmann維持$卡特彼勒 (CAT.US)$買入評級,並將目標價從440美元上調至455美元。
根據TipRanks數據顯示,該分析師近一年總勝率為67.8%,總平均回報率為19.5%。
此外,綜合報道,$卡特彼勒 (CAT.US)$近期主要分析師觀點如下:
上週MINExpo活動後的情緒被解讀爲謹慎樂觀,通過與原始設備製造商、經銷商和行業專家的交流可見。對於卡特彼勒來說,預計資源行業部門短期內可能會經歷有限的波動,長期內利潤增長的潛力更大,這有望支撐即將到來的更高每股收益週期。在活動後,普遍觀點是偏好礦業公司而非農業公司,並且偏愛大盤機械板塊內的卡特彼勒,基於的信念是公司的每股收益會維持在當前較高水平,並受到貨幣政策調整和經濟刺激措施的支持。
卡特彼勒對大宗商品的重要槓桿作用被視爲可能影響其股票表現和基本業務運營的因素,尤其是在礦業和能源板塊內,可能已接近低點。預期的需求、礦業部門的預計資本支出以及礦業在全球能源轉型中的增長趨勢被視爲潛在導致卡特彼勒資源行業收入翻番的因素,對公司每股收益也會產生額外影響。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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