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.
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富瑞集团分析师Stephen Volkmann维持$卡特彼勒 (CAT.US)$买入评级,并将目标价从440美元上调至455美元。
根据TipRanks数据显示,该分析师近一年总胜率为67.8%,总平均回报率为19.5%。
此外,综合报道,$卡特彼勒 (CAT.US)$近期主要分析师观点如下:
正如与原始设备制造商、经销商和行业专家的对话所反映的那样,上周MinExpo活动之后的情绪被解释为谨慎乐观。对于卡特彼勒而言,预计资源工业部门在短期内可能会出现有限的变化,长期收益增长的潜力更大,预计这将支持即将到来的更高每股收益周期。普遍的看法是,在货币政策调整和经济刺激措施的支持下,卡特彼勒的每股收益将保持在目前的较高水平,因此在大型股机械领域更倾向于 “矿工” 而不是 “农民”,而在大型股机械行业更倾向于卡特彼勒。
卡特彼勒对大宗商品的巨大杠杆作用被认为是其股票表现和基本业务运营的潜在影响因素,尤其是在矿业和能源板块,据称这些板块已接近低点。采矿业的预期需求、预计的资本支出以及与矿业在全球能源转移中的作用相关的增长趋势被视为可能导致卡特彼勒资源行业收入翻一番并对其每股收益产生额外影响的因素。
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