 New gold price target
Most investment banks now predict gold will cross $6,000 an ounce this year. Some analysts expect it to soar as high as $10,000. But if you 're thinking of buying gold this year, do this first. In short: There 's no question 2026 will be a year of great uncertainty, especially as we get closer to the midterm elections. And there 's no question gold could skyrocket as a result. But I have an unfortunate truth to tell you... Most folks will likely run out and buy bullion or mining stocks. Sadly, these folks will likely miss out on the biggest gains. That's because there's a much, much better way to invest in gold right now. Most people know nothing about it. But as I'll show you, if you follow this simple approach, which has nothing to do with bullion, ETFs, or mining stocks, the gains can be absolutely incredible. In one period, it turned every $5,000 invested into more than $1.6 million. Which is why we 're sounding the alarm on gold in 2026. And why it 's critical for you to see our top gold recommendation immediately. Regards, Matt Weinschenk
Director of Research, Stansberry Research
Today's Featured Content Caterpillar Is Riding the Data Center Boom—But Is It Too Expensive Now?Author: Leo Miller. First Published: 2/4/2026. 
What You Need to Know- Caterpillar is extending its momentum into 2026 after a roughly 50% surge in 2025, keeping the stock firmly in focus for investors.
- Data-center buildouts are emerging as a meaningful tailwind, with Caterpillar expanding capacity to keep up with demand tied to AI infrastructure.
- The big question is whether that optimism is now fully priced in, leaving CAT vulnerable if growth expectations cool.
Amid a strong year for the industrials sector, U.S. machinery giant Caterpillar (NYSE: CAT) was one of the most notable standouts of 2025. Using the Industrial Select Sector SPDR Fund (NYSEARCA: XLI) as a proxy, the sector delivered a total return of about 19% last year, ranking third among the market's 11 sectors. Caterpillar's performance was even more impressive: the stock posted a total return of roughly 60%. Data center buildouts have been a significant tailwind, since the company supplies several key pieces of in-demand equipment. While headlines focus on Tesla's car sales, tech analyst Jeff Brown says the real story is Tesla's role in a $25 trillion AI revolution — one that Nvidia's CEO himself has called a "multi-trillion-dollar future industry" — and he's uncovered a little-known stock 168 times smaller than Nvidia that could be positioned to ride this breakthrough. Click here now to see the full report Investors continued to buy into Caterpillar's growth narrative in 2026. As of the Feb. 3 close, shares were up about 23% year-to-date. The stock also jumped 3.4% after the company released its Q4 2025 earnings report before the market opened on Jan. 29. But as Caterpillar shares keep hitting new all-time highs, do the company's fundamentals justify the valuation? Below is a look at the firm's latest results and outlook. CAT Posts Beats as Data Center Demand Leads the WayCaterpillar's Q4 results were strong on both the top and bottom line. Sales grew 18% to $19.1 billion, comfortably beating estimates of $17.8 billion (which implied roughly 10% growth). Adjusted earnings per share came in at $5.16, essentially flat year-over-year but well above the $4.67 analysts expected. All of Caterpillar's segments posted growth during the quarter, but the biggest driver in 2025 was its Power & Energy division. Q4 sales in that segment rose 23%, with growth accelerating across the year and full-year growth of about 12%. Much of the demand for Power & Energy equipment is coming from data centers. Caterpillar supplies natural gas turbines and diesel engines that serve as primary or backup power for these facilities. The need stems from an energy-capacity shortfall data centers face as they expand. Many operators want low-carbon sources such as nuclear, but building large nuclear plants takes years and small-modular reactor technology remains largely unproven in commercial use. As a result, data centers are relying on fossil-fuel-based generation today, and Caterpillar's equipment is filling that gap. CAT Expects Steady Growth; Upward Revisions PossibleLooking ahead, Caterpillar's 2026 guidance is steady rather than spectacular. The company expects sales growth at the top end of its 5%–7% range and sees Machinery, Power & Energy (MP&E) free cash flow declining slightly versus 2025. The bigger picture is more encouraging. Caterpillar projects annual sales growth of 5%–7% through 2030 and is sitting on a record backlog of $51 billion, a figure that rose 71% in 2025. That backlog represents a substantial pipeline the company can convert into revenue over time. There's a meaningful chance management's revenue outlook could be revised upward. Current guidance assumes existing capacity, but the company plans to expand production capacity—particularly to meet Power & Energy demand. Caterpillar plans $3.5 billion in capital expenditures for 2026, a roughly 25% increase versus 2025, aimed at supporting that capacity expansion. As new capacity comes online, CAT should be able to convert more of its backlog into revenue. Outside data centers, higher metal prices also support the outlook for Caterpillar's Resource Industries segment. Gold and copper have risen sharply over the past year, encouraging miners to invest in equipment that boosts production. CAT: A Strong Business Facing a Tight ValuationThe MarketBeat consensus price target for Caterpillar sits near $679, implying roughly 3% downside from current levels. Analyst targets published after the earnings report are more optimistic—averaging around $720, which implies only modest upside. Individual targets now range from about $625 to $805, suggesting potential moves of roughly -11% to +15%. Caterpillar's business is clearly benefiting from several meaningful tailwinds. But after a large run-up in the stock, the risk/reward appears fairly balanced at current prices. That said, a pullback could create a more attractive entry point for investors who want exposure to CAT's long-term growth drivers.
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