Overview
Caterpillar Inc., based in the United States, is a leading global manufacturer in the heavy machinery and construction equipment industry. Renowned for its extensive line of machinery and engines, the company also provides financial products through its subsidiary, Caterpillar Financial Services. Caterpillar's primary products include articulated trucks, asphalt pavers, backhoe loaders, compactors, excavators, and diesel and gas engines. A significant project illustrating Caterpillar's innovation is their autonomous vehicle technology used in mining operations, which emphasizes efficiency and safety. The company also continuously expands its product portfolio through strategic acquisitions and development in areas like electric construction equipment, aligning with growing environmental sustainability trends in the industry. These efforts reflect Caterpillar's commitment to innovation, customer service, and operational excellence.
Basic Stats
The Factor Analysis chart (below right) shows a view of Caterpillar Inc. from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 469.70 MM |
| Earnings Date | |
| EPS (TTM) | 20.09 |
| Dividend Yield | |
| Ex-Dividend Date | 2025-07-21 |
| Borrow Rate | |
| Short Shares Avail. | |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | |
| Beta | |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | 0.11 |
| ROE | 0.55 |
| ROIC | 0.32 |
| CROIC | 0.04 |
| OCROIC | 0.39 |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | 69.19 /100 |
| Profitability | 90.43 /100 |
| Quality Score | 86.16 /100 |
| Value Score | |
| Momentum Score | |
| Stability (Low Vol) Score | |
| Analyst Sentiment | |
| Fund Sentiment | 76.96 /100 |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 6.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Caterpillar Inc. is $276.18. The forecasts range from a low of $178.67 to a high of $371.48. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
| Record Date | Projection Date | High | Low | Median | Average |
|---|---|---|---|---|---|
| 2024-01-19 | 2025-01-19 | 371.48 | 178.67 | 273.75 | 276.18 |
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Caterpillar Inc.. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2024-06-28 | Raymond James | Market Perform | Initiate | |
| 2024-06-26 | Citigroup | Buy | Initiate | |
| 2024-04-30 | HSBC | Hold | Hold | Maintains |
| 2024-04-26 | TD Cowen | Buy | Buy | Maintains |
| 2024-04-26 | Stifel | Buy | Hold | Downgrade |
| 2024-04-18 | Oppenheimer | Perform | Perform | Maintains |
| 2024-04-16 | Goldman Sachs | Buy | Buy | Maintains |
| 2024-04-16 | JP Morgan | Overweight | Overweight | Maintains |
| 2024-03-14 | Truist Securities | Buy | Initiate | |
| 2024-02-20 | Evercore ISI Group | Outperform | In-Line | Downgrade |
| 2024-02-12 | Citigroup | Neutral | Neutral | Maintains |
| 2024-02-06 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-02-06 | Baird | Underperform | Underperform | Maintains |
| 2024-02-06 | JP Morgan | Overweight | Overweight | Maintains |
| 2024-02-06 | Goldman Sachs | Buy | Buy | Maintains |
| 2024-01-08 | Morgan Stanley | Equal-Weight | Initiate | |
| 2023-12-21 | Bernstein | Market Perform | Market Perform | Maintains |
| 2023-12-19 | Stifel | Buy | Buy | Maintains |
| 2023-11-20 | HSBC | Hold | Initiate | |
| 2023-11-08 | Tigress Financial | Buy | Buy | Maintains |
| 2023-11-01 | Goldman Sachs | Buy | Buy | Maintains |
| 2023-10-16 | JP Morgan | Overweight | Overweight | Maintains |
| 2023-08-02 | JP Morgan | Overweight | Overweight | Maintains |
| 2023-08-02 | Stifel | Buy | Buy | Maintains |
| 2023-08-02 | TD Cowen | Outperform | Outperform | Maintains |
| 2023-08-02 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2023-08-02 | B of A Securities | Buy | Buy | Maintains |
| 2023-08-02 | Credit Suisse | Outperform | Outperform | Maintains |
| 2023-08-02 | Goldman Sachs | Buy | Buy | Maintains |
| 2023-08-02 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2023-08-02 | Baird | Underperform | Underperform | Maintains |
| 2023-07-18 | Citigroup | Neutral | Neutral | Maintains |
| 2023-06-22 | DA Davidson | Neutral | Initiate | |
| 2023-06-01 | Tigress Financial | Buy | Buy | Maintains |
| 2023-05-09 | DA Davidson | Outperform | Maintains | |
| 2023-05-08 | Baird | Underperform | Maintains | |
| 2023-05-01 | Stifel | Buy | Maintains | |
| 2023-04-28 | Credit Suisse | Outperform | Maintains | |
| 2023-04-28 | Morgan Stanley | Underweight | Maintains | |
| 2023-04-12 | Deutsche Bank | Hold | Maintains | |
| 2023-03-27 | Baird | Neutral | Underperform | Downgrade |
| 2023-03-10 | UBS | Neutral | Sell | Downgrade |
| 2023-02-13 | Baird | Outperform | Neutral | Downgrade |
| 2023-02-06 | Citigroup | Neutral | Maintains | |
| 2023-02-01 | Wells Fargo | Equal-Weight | Maintains | |
| 2023-02-01 | Barclays | Equal-Weight | Maintains | |
| 2023-02-01 | Credit Suisse | Outperform | Maintains | |
| 2023-01-13 | B of A Securities | Neutral | Buy | Upgrade |
| 2023-01-10 | Wells Fargo | Equal-Weight | Maintains | |
| 2022-12-19 | Stifel | Buy | Maintains | |
| 2022-12-14 | Morgan Stanley | Underweight | Maintains | |
| 2022-10-31 | UBS | Buy | Neutral | Downgrade |
| 2022-10-28 | Morgan Stanley | Underweight | Maintains | |
| 2022-10-28 | Wells Fargo | Equal-Weight | Maintains | |
| 2022-10-28 | Credit Suisse | Outperform | Maintains | |
| 2022-10-28 | Deutsche Bank | Buy | Hold | Downgrade |
| 2022-10-13 | Morgan Stanley | Underweight | Maintains | |
| 2022-10-13 | Deutsche Bank | Buy | Maintains | |
| 2022-10-06 | JP Morgan | Overweight | Maintains | |
| 2022-09-30 | Tigress Financial | Buy | Maintains | |
| 2022-09-28 | Citigroup | Neutral | Maintains | |
| 2022-08-03 | UBS | Buy | Maintains | |
| 2022-08-03 | Credit Suisse | Outperform | Maintains | |
| 2022-08-03 | Wells Fargo | Equal-Weight | Maintains | |
| 2022-08-03 | Bernstein | Outperform | Market Perform | Downgrade |
| 2022-07-18 | Morgan Stanley | Underweight | Maintains | |
| 2022-07-13 | Deutsche Bank | Buy | Maintains | |
| 2022-07-12 | JP Morgan | Overweight | Maintains | |
| 2022-07-07 | Cowen & Co. | Outperform | Maintains | |
| 2022-06-23 | Morgan Stanley | Underweight | Maintains | |
| 2022-04-29 | Credit Suisse | Outperform | Maintains | |
| 2022-04-29 | Wells Fargo | Equal-Weight | Maintains | |
| 2022-03-28 | JP Morgan | Overweight | Maintains | |
| 2022-03-11 | Wells Fargo | Equal-Weight | Initiate | |
| 2022-03-08 | Jefferies | Hold | Buy | Upgrade |
| 2022-02-03 | Tigress Financial | Buy | Maintains | |
| 2022-01-31 | Credit Suisse | Outperform | Maintains | |
| 2022-01-13 | Barclays | Equal-Weight | Maintains | |
| 2021-12-22 | Bernstein | Market Perform | Outperform | Upgrade |
| 2021-12-09 | Morgan Stanley | Underweight | Maintains | |
| 2021-10-29 | Credit Suisse | Outperform | Maintains | |
| 2021-10-29 | Morgan Stanley | Underweight | Maintains | |
| 2021-10-29 | UBS | Neutral | Buy | Upgrade |
| 2021-10-14 | Cowen & Co. | Outperform | Initiate | |
| 2021-10-13 | Morgan Stanley | Underweight | Maintains | |
| 2021-08-06 | Tigress Financial | Buy | Reiterate | |
| 2021-08-02 | Morgan Stanley | Underweight | Maintains | |
| 2021-08-02 | Deutsche Bank | Buy | Maintains | |
| 2021-08-02 | Credit Suisse | Outperform | Maintains | |
| 2021-07-14 | Deutsche Bank | Buy | Maintains | |
| 2021-07-14 | OTR Global | Positive | Mixed | Downgrade |
| 2021-06-04 | Deutsche Bank | Buy | Maintains | |
| 2021-05-12 | UBS | Neutral | Maintains | |
| 2021-05-03 | Stifel | Buy | Maintains | |
| 2021-04-30 | BMO Capital | Market Perform | Maintains | |
| 2021-04-30 | Morgan Stanley | Underweight | Maintains | |
| 2021-04-13 | Deutsche Bank | Buy | Maintains | |
| 2021-04-13 | Wolfe Research | Outperform | Initiate | |
| 2021-04-12 | Morgan Stanley | Underweight | Maintains | |
| 2021-02-25 | JP Morgan | Overweight | Maintains | |
| 2021-02-01 | Deutsche Bank | Buy | Maintains | |
| 2021-02-01 | Credit Suisse | Outperform | Maintains | |
| 2021-02-01 | BMO Capital | Market Perform | Maintains | |
| 2021-02-01 | Morgan Stanley | Underweight | Maintains | |
| 2021-01-22 | Morgan Stanley | Underweight | Maintains | |
| 2021-01-20 | Vertical Research | Buy | Initiate | |
| 2020-12-15 | Morgan Stanley | Underweight | Maintains | |
| 2020-10-28 | Stifel | Buy | Maintains | |
| 2020-10-28 | Morgan Stanley | Underweight | Maintains | |
| 2020-10-16 | Wells Fargo | Equal-Weight | Overweight | Upgrade |
| 2020-10-12 | Morgan Stanley | Underweight | Maintains | |
| 2020-09-15 | Wells Fargo | Equal-Weight | Maintains | |
| 2020-09-09 | Morgan Stanley | Underweight | Maintains | |
| 2020-08-03 | Morgan Stanley | Underweight | Maintains | |
| 2020-07-24 | Stifel | Buy | Maintains | |
| 2020-07-08 | B of A Securities | Underperform | Neutral | Upgrade |
| 2020-07-01 | Deutsche Bank | Hold | Buy | Upgrade |
| 2020-06-18 | Citigroup | Buy | Maintains | |
| 2020-06-12 | BMO Capital | Outperform | Market Perform | Downgrade |
| 2020-06-11 | UBS | Neutral | Maintains | |
| 2020-04-29 | B of A Securities | Underperform | Maintains | |
| 2020-04-29 | Morgan Stanley | Underweight | Maintains | |
| 2020-04-29 | UBS | Neutral | Maintains | |
| 2020-04-28 | CFRA | Sell | Maintains | |
| 2020-04-27 | Morgan Stanley | Equal-Weight | Underweight | Downgrade |
| 2020-04-13 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-04-13 | B of A Securities | Neutral | Underperform | Downgrade |
| 2020-04-09 | Credit Suisse | Outperform | Maintains | |
| 2020-04-09 | Stephens & Co. | Underweight | Maintains | |
| 2020-03-31 | Citigroup | Buy | Maintains | |
| 2020-03-27 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-03-18 | UBS | Sell | Neutral | Upgrade |
| 2020-03-17 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-03-16 | Stifel | Hold | Buy | Upgrade |
| 2020-03-13 | Baird | Outperform | Maintains | |
| 2020-03-13 | Citigroup | Buy | Maintains | |
| 2020-03-11 | B of A Securities | Buy | Reiterate | |
| 2020-02-13 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2020-02-04 | Citigroup | Buy | Maintains | |
| 2020-02-03 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-02-03 | RBC Capital | Sector Perform | Maintains | |
| 2020-02-03 | Credit Suisse | Outperform | Maintains | |
| 2020-01-31 | CFRA | Hold | Sell | Downgrade |
| 2020-01-21 | Daiwa Capital | Neutral | Outperform | Upgrade |
| 2020-01-17 | Credit Suisse | Outperform | Maintains | |
| 2020-01-17 | Citigroup | Buy | Maintains | |
| 2019-12-20 | JP Morgan | Overweight | Maintains | |
| 2019-12-18 | Deutsche Bank | Hold | Maintains | |
| 2019-12-16 | Morgan Stanley | Equal-Weight | Maintains | |
| 2019-12-12 | Standpoint Research | Buy | Hold | Downgrade |
| 2019-11-06 | Bank of America | Buy | Reiterate | |
| 2019-10-24 | Credit Suisse | Outperform | Maintains | |
| 2019-10-24 | Morgan Stanley | Equal-Weight | Maintains | |
| 2019-10-24 | Baird | Outperform | Maintains | |
| 2019-10-24 | Bank of America | Buy | Maintains | |
| 2019-10-24 | Deutsche Bank | Hold | Maintains | |
| 2019-10-18 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2019-10-11 | Credit Suisse | Outperform | Maintains | |
| 2019-10-09 | Morgan Stanley | Overweight | Maintains | |
| 2019-10-08 | UBS | Sell | Maintains | |
| 2019-09-24 | Citi | Buy | Maintains | |
| 2019-09-24 | Citigroup | Buy | Maintains | |
| 2019-09-12 | Wells Fargo | Outperform | Market Perform | Downgrade |
| 2019-09-09 | Bank of America | Buy | Reiterate | |
| 2019-08-15 | Stephens & Co. | Underweight | Initiate | |
| 2019-08-08 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2019-07-25 | Morgan Stanley | Overweight | Maintains | |
| 2019-07-25 | Buckingham Research | Buy | Neutral | Downgrade |
| 2019-06-04 | UBS | Sell | Maintains | |
| 2019-04-03 | Deutsche Bank | Buy | Hold | Downgrade |
| 2019-02-26 | UBS | Buy | Sell | Downgrade |
| 2018-12-03 | Bank of America | Neutral | Buy | Upgrade |
| 2018-10-25 | DZ Bank | Sell | Hold | Upgrade |
| 2018-10-24 | Credit Suisse | Outperform | Outperform | Maintains |
| 2018-10-24 | Jefferies | Hold | Hold | Maintains |
| 2018-10-24 | Citigroup | Buy | Buy | Maintains |
| 2018-09-20 | Baird | Neutral | Outperform | Upgrade |
| 2018-09-07 | Oppenheimer | Perform | Initiate | |
| 2018-08-13 | Argus | Buy | Buy | Maintains |
| 2018-08-07 | Stifel Nicolaus | Hold | Hold | Maintains |
| 2018-07-31 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-07-31 | BMO Capital | Outperform | Outperform | Maintains |
| 2018-07-31 | Barclays | Overweight | Equal-Weight | Downgrade |
| 2018-07-31 | Bank of America | Neutral | Neutral | Maintains |
| 2018-06-14 | UBS | Buy | Buy | Maintains |
| 2018-05-03 | Bank of America | Buy | Neutral | Downgrade |
| 2018-04-25 | Daiwa Capital | Outperform | Neutral | Downgrade |
| 2018-04-25 | Baird | Neutral | Neutral | Maintains |
| 2018-04-23 | Citigroup | Neutral | Buy | Upgrade |
| 2018-04-11 | Buckingham | Buy | Initiate | |
| 2018-03-02 | Morgan Stanley | Overweight | Initiate | |
| 2018-02-01 | Argus | Buy | Buy | Maintains |
| 2018-01-26 | UBS | Buy | Buy | Maintains |
| 2018-01-24 | Barclays | Overweight | Overweight | Maintains |
| 2018-01-18 | Berenberg | Buy | Initiate | |
| 2018-01-08 | JP Morgan | Neutral | Overweight | Upgrade |
| 2017-12-13 | Barclays | Overweight | Initiate | |
| 2017-10-26 | Argus | Buy | Maintains | |
| 2017-10-26 | BMO Capital | Outperform | Maintains | |
| 2017-10-25 | Deutsche Bank | Hold | Maintains | |
| 2017-10-25 | Bank of America | Buy | Maintains | |
| 2017-10-25 | Baird | Neutral | Maintains | |
| 2017-10-25 | UBS | Buy | Maintains | |
| 2017-10-25 | Citigroup | Neutral | Maintains | |
| 2017-10-25 | Stifel Nicolaus | Hold | Maintains | |
| 2017-10-25 | Credit Suisse | Outperform | Maintains | |
| 2017-10-18 | Credit Suisse | Outperform | Maintains | |
| 2017-10-13 | Citigroup | Neutral | Maintains | |
| 2017-09-18 | UBS | Neutral | Buy | Upgrade |
| 2017-09-14 | BMO Capital | Outperform | Maintains | |
| 2017-09-06 | Seaport Global | Neutral | Initiate | |
| 2017-08-03 | Atlantic Equities | Underweight | Neutral | Upgrade |
| 2017-07-31 | Tigress Financial | Neutral | Buy | Upgrade |
| 2017-07-26 | Citigroup | Neutral | Maintains | |
| 2017-07-24 | BMO Capital | Market Perform | Outperform | Upgrade |
| 2017-06-23 | Deutsche Bank | Buy | Hold | Downgrade |
| 2017-05-11 | Bank of America | Neutral | Buy | Upgrade |
| 2017-03-16 | Tigress Financial | Underperform | Neutral | Upgrade |
| 2017-02-10 | Evercore ISI Group | Hold | Buy | Upgrade |
| 2017-02-07 | Barclays | Equal-Weight | Overweight | Upgrade |
| 2017-01-27 | Wells Fargo | Market Perform | Outperform | Upgrade |
| 2017-01-26 | Standpoint Research | Hold | Sell | Downgrade |
| 2016-10-12 | Barclays | Equal-Weight | Maintains | |
| 2016-10-11 | Jefferies | Hold | Maintains | |
| 2016-10-11 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2016-09-19 | OTR Global | Positive | Mixed | Downgrade |
| 2016-07-28 | Jefferies | Hold | Maintains | |
| 2016-07-27 | Citigroup | Neutral | Maintains | |
| 2016-04-26 | Argus | Hold | Buy | Upgrade |
| 2016-04-25 | Goldman Sachs | Sell | Neutral | Upgrade |
| 2016-04-15 | Vertical Research | Hold | Buy | Upgrade |
| 2016-04-04 | Credit Suisse | Outperform | Maintains | |
| 2016-03-24 | OTR Global | Mixed | Positive | Upgrade |
| 2016-03-18 | Citigroup | Neutral | Maintains | |
| 2016-03-18 | Jefferies | Hold | Maintains | |
| 2016-02-17 | Credit Suisse | Outperform | Maintains | |
| 2016-01-29 | Credit Suisse | Outperform | Maintains | |
| 2016-01-25 | Goldman Sachs | Neutral | Sell | Downgrade |
| 2016-01-19 | Barclays | Equal-Weight | Maintains | |
| 2015-12-16 | Deutsche Bank | Buy | Hold | Downgrade |
| 2015-12-07 | Goldman Sachs | Neutral | Maintains | |
| 2015-09-28 | Deutsche Bank | Buy | Maintains | |
| 2015-09-25 | Stifel Nicolaus | Buy | Maintains | |
| 2015-09-25 | Macquarie | Underperform | Maintains | |
| 2015-09-25 | Citigroup | Neutral | Maintains | |
| 2015-09-25 | Bank of America | Neutral | Maintains | |
| 2015-09-25 | BMO Capital | Market Perform | Maintains | |
| 2015-09-25 | William Blair | Outperform | Market Perform | Downgrade |
| 2015-09-24 | Axiom Capital | Sell | Initiate | |
| 2015-09-22 | Societe Generale | Buy | Maintains | |
| 2015-07-27 | Citigroup | Neutral | Maintains | |
| 2015-07-24 | Stifel Nicolaus | Buy | Maintains | |
| 2015-06-03 | Societe Generale | Buy | Initiate | |
| 2015-06-02 | Societe Generale | Buy | Initiate | |
| 2015-05-13 | Citigroup | Neutral | Maintains | |
| 2015-05-11 | Baird | Neutral | Outperform | Upgrade |
| 2015-04-24 | Barclays | Overweight | Maintains | |
| 2015-02-03 | Argus | Buy | Hold | Downgrade |
| 2015-01-28 | Barclays | Overweight | Maintains | |
| 2015-01-28 | Citigroup | Neutral | Maintains | |
| 2015-01-28 | Vertical Research | Buy | Hold | Downgrade |
| 2015-01-28 | Jefferies | Hold | Maintains | |
| 2015-01-28 | Atlantic Equities | Neutral | Underweight | Downgrade |
| 2015-01-28 | Stifel Nicolaus | Buy | Maintains | |
| 2015-01-28 | Longbow Research | Buy | Neutral | Downgrade |
| 2015-01-28 | Deutsche Bank | Buy | Maintains | |
| 2015-01-28 | JP Morgan | Underweight | Neutral | Upgrade |
| 2015-01-28 | Credit Suisse | Outperform | Maintains | |
| 2015-01-20 | Citigroup | Neutral | Maintains | |
| 2015-01-20 | Barclays | Overweight | Maintains | |
| 2015-01-16 | Jefferies | Hold | Maintains | |
| 2014-11-21 | Stifel | Buy | Initiate | |
| 2014-10-24 | Credit Suisse | Outperform | Maintains | |
| 2014-10-24 | Citigroup | Neutral | Maintains | |
| 2014-10-20 | Deutsche Bank | Buy | Maintains | |
| 2014-10-15 | Credit Suisse | Outperform | Maintains | |
| 2014-10-13 | Barclays | Overweight | Maintains | |
| 2014-09-10 | Bank of America | Buy | Neutral | Downgrade |
| 2014-08-07 | ISI Group | Neutral | Buy | Upgrade |
| 2014-07-30 | Tigress Financial | Underperform | Neutral | Upgrade |
| 2014-07-25 | Credit Suisse | Outperform | Maintains | |
| 2014-07-25 | Susquehanna | Positive | Neutral | Downgrade |
| 2014-07-25 | Citigroup | Neutral | Maintains | |
| 2014-07-25 | UBS | Neutral | Maintains | |
| 2014-07-25 | Raymond James | Market Perform | Maintains | |
| 2014-07-10 | JP Morgan | Neutral | Maintains | |
| 2014-04-25 | Raymond James | Market Perform | Maintains | |
| 2014-04-25 | Jefferies | Hold | Maintains | |
| 2014-04-25 | UBS | Buy | Maintains | |
| 2014-04-10 | JP Morgan | Neutral | Maintains | |
| 2014-03-31 | Barclays | Overweight | Maintains | |
| 2014-03-04 | Standpoint Research | Buy | Hold | Downgrade |
| 2014-02-20 | Deutsche Bank | Buy | Initiate | |
| 2014-01-28 | Barclays | Overweight | Maintains | |
| 2014-01-28 | UBS | Neutral | Maintains | |
| 2014-01-28 | Citigroup | Hold | Maintains | |
| 2014-01-13 | Barclays | Overweight | Maintains | |
| 2013-11-25 | Bank of America | Neutral | Buy | Upgrade |
| 2013-11-07 | ISI Group | Buy | Neutral | Downgrade |
| 2013-10-25 | Atlantic Equities | Overweight | Neutral | Downgrade |
| 2013-10-24 | JP Morgan | Overweight | Neutral | Downgrade |
| 2013-10-24 | Raymond James | Outperform | Market Perform | Downgrade |
| 2013-09-18 | Baird | Outperform | Neutral | Downgrade |
| 2013-09-05 | Morgan Stanley | Equal-Weight | Initiate | |
| 2013-08-21 | Daiwa Capital | Outperform | Neutral | Downgrade |
| 2013-08-09 | ISI Group | Strong Buy | Buy | Downgrade |
| 2013-07-25 | UBS | Neutral | Maintains | |
| 2013-07-25 | Barclays | Overweight | Maintains | |
| 2013-07-25 | BMO Capital | Outperform | Market Perform | Downgrade |
| 2013-04-29 | Longbow Research | Neutral | Buy | Upgrade |
| 2013-04-23 | BMO Capital | Outperform | Maintains | |
| 2013-04-23 | Credit Suisse | Outperform | Maintains | |
| 2013-04-23 | JP Morgan | Neutral | Overweight | Upgrade |
| 2013-04-23 | Citigroup | Neutral | Maintains | |
| 2013-04-17 | Jefferies | Hold | Maintains | |
| 2013-04-12 | Credit Suisse | Outperform | Maintains | |
| 2013-04-03 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2013-03-18 | ISI Group | Strong Buy | Maintains | |
| 2013-03-12 | Tigress Financial | Underperform | Initiate | |
| 2013-02-22 | Raymond James | Market Perform | Outperform | Upgrade |
| 2013-01-29 | Jefferies | Hold | Maintains | |
| 2013-01-29 | Credit Suisse | Outperform | Maintains | |
| 2013-01-29 | Barclays | Overweight | Maintains | |
| 2013-01-29 | BMO Capital | Market Perform | Outperform | Upgrade |
| 2013-01-28 | JP Morgan | Neutral | Maintains | |
| 2013-01-18 | PiperJaffray | Neutral | Overweight | Upgrade |
| 2013-01-15 | Credit Suisse | Outperform | Maintains | |
| 2013-01-11 | Barclays | Overweight | Maintains | |
| 2013-01-09 | Bank of America | Neutral | Maintains | |
| 2013-01-02 | ISI Group | Hold | Buy | Upgrade |
| 2012-11-12 | JP Morgan | Overweight | Neutral | Downgrade |
| 2012-10-23 | Raymond James | Market Perform | Maintains | |
| 2012-10-23 | UBS | Neutral | Maintains | |
| 2012-10-23 | Credit Suisse | Outperform | Maintains | |
| 2012-10-23 | Goldman Sachs | Buy | Maintains | |
| 2012-10-23 | Barclays | Overweight | Maintains | |
| 2012-10-18 | Barclays | Overweight | Maintains | |
| 2012-10-11 | RBC Capital | Outperform | Sector Perform | Downgrade |
| 2012-10-08 | PiperJaffray | Neutral | Initiate | |
| 2012-09-25 | ISI Group | Hold | Maintains | |
| 2012-07-27 | BMO Capital | Market Perform | Initiate | |
| 2012-07-26 | Barclays | Overweight | Maintains | |
| 2012-07-18 | Longbow Research | Buy | Neutral | Downgrade |
| 2012-07-18 | Jefferies | Buy | Hold | Downgrade |
| 2012-07-13 | Credit Suisse | Outperform | Maintains | |
| 2012-07-11 | JP Morgan | Overweight | Maintains | |
| 2012-06-07 | UBS | Neutral | Maintains | |
| 2012-03-21 | Raymond James | Outperform | Maintains | |
| 2025-02-03 | Truist Securities | Buy | Buy | Maintains |
| 2025-02-03 | UBS | Sell | Neutral | Upgrade |
| 2025-02-19 | Evercore ISI Group | In-Line | In-Line | Maintains |
| 2024-12-06 | Jefferies | Buy | Buy | Maintains |
| 2025-05-16 | UBS | Sell | Neutral | Upgrade |
| 2025-01-14 | Citigroup | Buy | Buy | Maintains |
| 2024-11-13 | Evercore ISI Group | In-Line | Underperform | Downgrade |
| 2024-08-07 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2024-08-07 | B of A Securities | Buy | Buy | Maintains |
| 2024-08-07 | UBS | Sell | Sell | Maintains |
| 2024-08-07 | Truist Securities | Buy | Buy | Reiterate |
| 2024-10-31 | Baird | Underperform | Underperform | Maintains |
| 2024-08-19 | Evercore ISI Group | In-Line | In-Line | Maintains |
| 2024-10-31 | Citigroup | Buy | Buy | Maintains |
| 2025-04-07 | UBS | Neutral | Sell | Downgrade |
| 2025-01-28 | UBS | Sell | Sell | Maintains |
| 2025-02-04 | DA Davidson | Neutral | Neutral | Maintains |
| 2025-01-31 | B of A Securities | Buy | Buy | Maintains |
| 2025-01-31 | JP Morgan | Overweight | Overweight | Maintains |
| 2025-01-31 | Citigroup | Buy | Buy | Maintains |
| 2025-01-31 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2024-10-09 | Truist Securities | Buy | Buy | Maintains |
| 2024-10-14 | JP Morgan | Overweight | Overweight | Maintains |
| 2024-10-14 | Morgan Stanley | Equal-Weight | Underweight | Downgrade |
| 2024-12-19 | Truist Securities | Buy | Buy | Maintains |
| 2024-11-04 | UBS | Sell | Sell | Maintains |
| 2025-01-16 | Truist Securities | Buy | Buy | Maintains |
| 2024-12-09 | JP Morgan | Overweight | Overweight | Maintains |
| 2024-12-09 | Citigroup | Buy | Buy | Maintains |
| 2025-06-24 | Citigroup | Buy | Buy | Maintains |
| 2024-09-30 | B of A Securities | Buy | Buy | Maintains |
| 2025-01-13 | Evercore ISI Group | Underperform | In-Line | Upgrade |
| 2024-10-09 | Citigroup | Buy | Buy | Maintains |
| 2025-04-16 | Morgan Stanley | Underweight | Equal-Weight | Upgrade |
| 2025-04-14 | JP Morgan | Overweight | Overweight | Maintains |
| 2025-04-08 | Citigroup | Buy | Buy | Maintains |
| 2025-04-08 | Truist Securities | Buy | Buy | Maintains |
| 2025-04-21 | DA Davidson | Neutral | Neutral | Maintains |
| 2025-05-01 | Oppenheimer | Perform | Outperform | Upgrade |
| 2025-05-01 | Baird | Underperform | Neutral | Upgrade |
| 2025-06-20 | Baird | Outperform | Outperform | Maintains |
| 2025-05-13 | Baird | Neutral | Outperform | Upgrade |
| 2025-05-05 | DA Davidson | Neutral | Neutral | Maintains |
| 2025-08-29 | Oppenheimer | Outperform | Outperform | Maintains |
| 2025-08-29 | Baird | Outperform | Outperform | Maintains |
| 2025-07-09 | Melius Research | Hold | Buy | Upgrade |
| 2025-05-01 | Truist Securities | Buy | Buy | Reiterate |
| 2025-05-05 | Citigroup | Buy | Buy | Maintains |
| 2025-07-10 | JP Morgan | Overweight | Overweight | Maintains |
| 2025-08-06 | Truist Securities | Buy | Buy | Maintains |
| 2025-08-06 | B of A Securities | Buy | Buy | Maintains |
| 2025-08-06 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2025-08-19 | Evercore ISI Group | In-Line | Outperform | Upgrade |
| 2025-05-19 | Evercore ISI Group | In-Line | In-Line | Maintains |
| 2025-07-17 | Oppenheimer | Outperform | Outperform | Maintains |
| 2025-08-07 | Morgan Stanley | Equal-Weight | Underweight | Downgrade |
| 2025-08-06 | Citigroup | Buy | Buy | Maintains |
| 2025-08-06 | JP Morgan | Overweight | Overweight | Maintains |
| 2025-06-23 | Truist Securities | Buy | Buy | Maintains |
| 2025-07-21 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2025-07-22 | DA Davidson | Neutral | Neutral | Maintains |
