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CAT

Caterpillar

$158.06

4.09 (2.66%)

07:54
02/15/18
02/15
07:54
02/15/18
07:54

Competition analysis solidifies Caterpillar's market leadership, says UBS

UBS analyst Steven Fisher said an analysis of the construction equipment market shows that Caterpillar is by far the market leader. They have the highest capacity share, the best market quality, and low competitive overlap, said Fisher, who reiterated his Buy rating and $190 price target on Caterpillar shares.

CAT Caterpillar
$158.06

4.09 (2.66%)

01/23/18
GHSC
01/23/18
UPGRADE
Target $195
GHSC
Buy
Caterpillar upgraded to Buy from Neutral at Seaport Global
Seaport Global analyst Michael Shlisky upgraded Caterpillar (CAT) to Buy from Neutral with a $195 price target following Q4 dealer checks and discussions with the company and competitors. Shlisky, said dealers expect high-single-digit if not double-digit 2018 revenue growth, and many believe new equipment inventories are still too low. At Seaport's December conference, Caterpillar management noted robust trends at the end of 2017 are likely to last into the first part of 2018 and recent conversations with Deere (DE) regarding that company's Construction & Forestry business revealed that strong growth rates are expected for much of the year, the analyst wrote. Shlisky also believes that trends for Resource Industries are promising, as several key commodity prices have only just begun to see prices attractive enough to bring investment in new machines, Lastly, in Energy & Transportation, an oil price in the $60/bbl range is likely to support demand for CAT's turbine and other ancillary businesses, the analyst contends.
01/23/18
01/23/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Dollar General (DG) upgraded to Outperform from Underperform at Wells Fargo with analyst Edward Kelly saying performance at the company has improved recently, and the momentum should accelerate in 2018. 2. Dick's Sporting (DKS) upgraded to Positive from Neutral at Susquehanna with analyst Sam Poser saying he believes earnings results should surprise to the upside given a low bar and weather that was not as bad as expected, which drove better sales trends. 3. Caterpillar (CAT) upgraded to Buy from Neutral at Seaport Global with analyst Michael Shlisky citing fourth quarter dealer checks and discussions with the company and competitors. 4. ResMed (RMD) upgraded to Hold from Underperform at Needham with analyst Mike Matson saying he now believes the company can sustain higher revenue growth over the next few years and is positioned to drive sustained operating leverage. 5. HP Enterprise (HPE) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Katy Huberty saying she believes that declines at the legacy Enterprise Group will moderate in 2018 and be offset by upward trending IT budgets and near-term growth from hyperconverged, flash and network security. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/25/18
PIPR
01/25/18
NO CHANGE
Target $49
PIPR
Overweight
Piper sees potential upside to Trimble's Q4 after Caterpillar sales
Piper Jaffray analyst Brett Wong says he continues to see strength in Trimble Navigation's (TRMB) key end markets. The company's joint venture partner Caterpillar (CAT) reported yesterday ongoing acceleration in construction equipment sales through the back-end of 2017, Wong tells investors in a research note. He believes this drives potential upside for Trimble's Q4. The analyst keeps a Buy rating on the shares with a $49 price target.
02/01/18
ARGS
02/01/18
NO CHANGE
Target $185
ARGS
Buy
Caterpillar price target raised to $185 from $155 at Argus
Argus analyst John Eade raised his price target on Caterpillar to $185 and kept his Buy rating, saying the management was optimistic about the outlook in its latest earnings report. Eade raises his FY18 EPS target to $9.20 from $8.30, forecasts more growth in FY19, and adds that shares continue to offer value despite the recent advance in the stock price. The analyst believes that various commodity and currency trends are turning in the company's favor, just as the management takes steps to aggressively reduce costs.

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QEP

QEP Resources

$7.75

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AMRS

Amyris

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-0.06 (-1.53%)

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BX

Blackstone

$35.48

0.57 (1.63%)

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$NSD

NASDAQ Market Internals

$0.00

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$NYE

NYSE Market Internals

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BX

Blackstone

$35.47

0.56 (1.60%)

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Breaking Periodicals news story on Blackstone »

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15:10
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Volatility traders await the first settlement of new SPIKES contracts »

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FBN Securities analysts to hold group luncheon »

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FLIR

Flir Systems

$49.31

-0.83 (-1.66%)

15:04
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15:04
Downgrade
Flir Systems rating change  »

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  • 19

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STNE

StoneCo

$35.33

2.85 (8.77%)

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StoneCo options imply 17.1% move in share price post-earnings »

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YEXT

Yext

$22.91

0.24 (1.06%)

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Call buyers in Yext as shares tick higher »

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BKS

Barnes & Noble

$5.33

0.06 (1.14%)

14:50
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Options
Barnes and Nobles calls active for a second day »

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TLRY

Tilray

$70.78

-1.75 (-2.41%)

14:49
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Options
Tilray options imply 15.9% move in share price post-earnings, above median historical move »

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  • 18

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TSLA

Tesla

$270.25

-5.18 (-1.88%)

14:39
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Tesla seeks employee volunteers to help deliver 30,000 cars, BI says »

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  • 18

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CRAY

Cray

$24.86

-0.3 (-1.19%)

, INTC

Intel

$54.03

-0.29 (-0.53%)

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Cray

$24.86

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INTC

Intel

$54.03

-0.29 (-0.53%)

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  • 25

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PTE

PolarityTE

$13.56

-1.9 (-12.29%)

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INTC

Intel

$54.08

-0.24 (-0.44%)

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Cray

$24.86

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$54.08

-0.24 (-0.44%)

CRAY

Cray

$24.86

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PTE

PolarityTE

$13.73

-1.73 (-11.19%)

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GM

General Motors

$37.83

-0.25 (-0.66%)

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  • 27

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$NSD

NASDAQ Market Internals

$0.00

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$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
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NYSE market internals summary »

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WMT

Walmart

$99.59

1.32 (1.34%)

14:10
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Options
Walmart calls lead puts 3:1 and implied volatility is at 52-week lows »

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  • 18

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RCII

Rent-A-Center

$21.29

-0.0697 (-0.33%)

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