• CAT

Caterpillar warns of sales drop in 2025 on weak equipment demand

Caterpillar projects a slight sales drop in 2025 due to weak demand and high borrowing costs, impacting its share prices and prompting cautious dealer purchases.

• CAT
• DELL
• SIEGY
• VLVLY

US business equipment borrowings up more than 8% y/y in November, ELFA says

U.S. companies increased borrowing for equipment investments by 8.7% in November, with new loans reaching $10.36 billion and credit approvals at 74%.

• CAT
• EPAM
• FLS
• TDG
• VTR

These 5 stocks are latest addition to Jefferies' Franchise Picks list

• CAT
• KMTUY

Canada's retaliation for Trump tariffs is biggest concern, says Japan's Komatsu

Komatsu executives express concerns over potential retaliatory tariffs from Canada during Trump's presidency, affecting their U.S. exports and overall business operations.

• CAT
• CMI
• CNH
• DE
• MLM
• MS
• PCAR
• TEX
• TKR
• URI
• VMC

Morgan Stanley bullish on machinery industry, upgrades stocks

Morgan Stanley upgraded its machinery sector outlook to 'attractive' for 2025, citing key equipment cycles, with various companies reviewed for investment potential.

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• QURE
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• WBA

U.S. stocks lower at close of trade; Dow Jones Industrial Average down 0.35%

U.S. stocks fell Tuesday, driven by losses in major sectors. Dow, S&P 500, and NASDAQ indexes declined, with notable shifts in individual stock performances.

• CAT
• HEES
• HRI
• OSK
• TEX
• URI

United Rentals and industry peers face declines amid Ashtead's lowered forecast

United Rentals and other equipment rental companies saw stock declines after Ashtead Group lowered guidance due to soft US market conditions, indicating potential rental demand slowdown.

• CAT
• DE
• KMT
• PCAR
• PH
• SITE
• TKR

Jefferies reshuffles machinery, industrial stocks: DE, PCAR, KMT downgraded

Jefferies downgraded Deere, PACCAR, and Kennametal due to valuation concerns, while upgrading SiteOne and Timken, and favoring Caterpillar and Parker-Hannifin as top picks.

• CAT

Caterpillar gains as Jefferies names it top machinery pick for 2025

Jefferies analysts endorse Caterpillar as a top machinery stock for 2025, highlighting growth from global infrastructure, commodities market ties, and favorable shifts toward sustainable energy.

• ALB
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• BA
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U.S. stocks mixed at close of trade; Dow Jones Industrial Average up 0.11%