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.

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.

KeyBanc changes rating, PT on industrials following a mixed Q3

Industrials and Machinery ratings adjusted at Evercore post-election

Evercore ISI upgrades several industrial stocks post-election, anticipating growth from Trump policies while downgrading others due to high valuations and risks, advocating for selective investments.