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The Zacks Analyst Blog Highlights NVIDIA, Caterpillar, KLA and Frequency Electronics
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For Immediate Release
Chicago, IL – March 23, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. (NVDA - Free Report) , Caterpillar Inc. (CAT - Free Report) , KLA Corp. (KLAC - Free Report) and Frequency Electronics, Inc. (FEIM - Free Report) .
Here are highlights from Friday’s Analyst Blog:
Top Stock Reports for NVIDIA, Caterpillar and KLA
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including NVIDIA Corp., Caterpillar Inc. and KLA Corp., as well as a micro-cap stock Frequency Electronics, Inc. The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
NVIDIA’s shares have outperformed the Zacks Semiconductor - General industry over the past year (+49.3% vs. +48.3%). The company is benefiting from the strong growth of artificial intelligence (AI) and high-performance accelerated computing. The growing demand for generative AI and large language models using graphics processing units (GPUs) based on NVIDIA’s Hopper and Blackwell architectures is aiding data center revenues.
The continued ramp-up of Ada RTX GPU workstations in the ProViz end market, following the normalization of channel inventory, is acting as a tailwind. Collaborations with more than 320 automakers and tier-one suppliers are likely to advance its presence in the autonomous vehicle space.
However, a limited supply of Blackwell GPUs may hinder its ability to meet demand. Rising costs associated with the production of more complex AI systems will hurt margins. The U.S.-China tech war and rising competition from AMD remain major concerns.
Shares of Caterpillar have outperformed the Zacks Manufacturing - Construction and Mining industry over the past year (+104.2% vs. +99%). The company continues to post revenue growth, driven by higher volumes across all segments. Caterpillar returned to earnings growth in the fourth quarter of 2025 (albeit a modest 0.4%) after five quarters of declines.
This is a notable achievement given the ongoing tariff headwind. This is expected to persist into 2026, with management projecting a $2.6 billion impact. A record backlog of $51.2 billion should support future sales.
The Construction Industries segment stands to benefit from rising construction activity in the United States and globally, while Resource Industries will gain from steady commodity demand.
In Power & Energy, sustainability initiatives and data-center investments are driving demand. Caterpillar’s focus on building aftermarket parts and service-related revenues (which generate high margins) will aid growth.
KLA’s shares have outperformed the Zacks Electronics - Miscellaneous Products industry over the past year (+110.5% vs. +52.9%). The company is benefiting from strong demand for leading-edge logic, high-bandwidth memory (HBM) and advanced packaging, which is driving market share growth in the semiconductor industry.
Accelerating investment in AI infrastructure bodes well for KLA’s prospects. Advanced packaging exceeded $950 million in 2025, reflecting 70% year-over-year growth. KLA now expects mid-to-high teens in calendar 2026. Its robust portfolio and its leadership in process control systems are enabling customers to manage increasing design complexity. The services business is performing well.
KLA is well-positioned to capitalize on AI advancements, with AI driving demand for higher-value wafer processing and more complex designs. However, extended U.S. export controls on China and tariff-related uncertainties are concerns.
Shares of Frequency Electronics have outperformed the Zacks Instruments - Control industry over the past year (+152.3% vs. +8.2%). This microcap company with a market capitalization of $421.43 million presents a mixed investment profile. Positively, backlog visibility has strengthened, with funded backlog rising to ~$83 million and an additional $45 million in awards. The business mix is improving, with government/defense revenue now ~65% of total, enhancing durability.
Expanding exposure to proliferated satellite constellations and a more balanced two-segment structure (FEI-NY and FEI-Zyfer) support longer-term growth and reduced cyclicality. Multiyear contracts further improve revenue visibility.
However, profitability has deteriorated, with operating income and margins declining due to unfavorable mix shifts and weaker satellite revenues. The high-margin satellite segment has contracted sharply, pressuring earnings quality. Liquidity is also tight, with minimal cash reserves. Despite strong stock performance over the past year, valuation appears elevated versus historical levels.
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The Zacks Analyst Blog Highlights NVIDIA, Caterpillar, KLA and Frequency Electronics
For Immediate Release
Chicago, IL – March 23, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. (NVDA - Free Report) , Caterpillar Inc. (CAT - Free Report) , KLA Corp. (KLAC - Free Report) and Frequency Electronics, Inc. (FEIM - Free Report) .
Here are highlights from Friday’s Analyst Blog:
Top Stock Reports for NVIDIA, Caterpillar and KLA
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including NVIDIA Corp., Caterpillar Inc. and KLA Corp., as well as a micro-cap stock Frequency Electronics, Inc. The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Today's Featured Research Reports
NVIDIA’s shares have outperformed the Zacks Semiconductor - General industry over the past year (+49.3% vs. +48.3%). The company is benefiting from the strong growth of artificial intelligence (AI) and high-performance accelerated computing. The growing demand for generative AI and large language models using graphics processing units (GPUs) based on NVIDIA’s Hopper and Blackwell architectures is aiding data center revenues.
The continued ramp-up of Ada RTX GPU workstations in the ProViz end market, following the normalization of channel inventory, is acting as a tailwind. Collaborations with more than 320 automakers and tier-one suppliers are likely to advance its presence in the autonomous vehicle space.
However, a limited supply of Blackwell GPUs may hinder its ability to meet demand. Rising costs associated with the production of more complex AI systems will hurt margins. The U.S.-China tech war and rising competition from AMD remain major concerns.
(You can read the full research report on NVIDIA here >>>)
Shares of Caterpillar have outperformed the Zacks Manufacturing - Construction and Mining industry over the past year (+104.2% vs. +99%). The company continues to post revenue growth, driven by higher volumes across all segments. Caterpillar returned to earnings growth in the fourth quarter of 2025 (albeit a modest 0.4%) after five quarters of declines.
This is a notable achievement given the ongoing tariff headwind. This is expected to persist into 2026, with management projecting a $2.6 billion impact. A record backlog of $51.2 billion should support future sales.
The Construction Industries segment stands to benefit from rising construction activity in the United States and globally, while Resource Industries will gain from steady commodity demand.
In Power & Energy, sustainability initiatives and data-center investments are driving demand. Caterpillar’s focus on building aftermarket parts and service-related revenues (which generate high margins) will aid growth.
(You can read the full research report on Caterpillar here >>>)
KLA’s shares have outperformed the Zacks Electronics - Miscellaneous Products industry over the past year (+110.5% vs. +52.9%). The company is benefiting from strong demand for leading-edge logic, high-bandwidth memory (HBM) and advanced packaging, which is driving market share growth in the semiconductor industry.
Accelerating investment in AI infrastructure bodes well for KLA’s prospects. Advanced packaging exceeded $950 million in 2025, reflecting 70% year-over-year growth. KLA now expects mid-to-high teens in calendar 2026. Its robust portfolio and its leadership in process control systems are enabling customers to manage increasing design complexity. The services business is performing well.
KLA is well-positioned to capitalize on AI advancements, with AI driving demand for higher-value wafer processing and more complex designs. However, extended U.S. export controls on China and tariff-related uncertainties are concerns.
(You can read the full research report on KLA here >>>)
Shares of Frequency Electronics have outperformed the Zacks Instruments - Control industry over the past year (+152.3% vs. +8.2%). This microcap company with a market capitalization of $421.43 million presents a mixed investment profile. Positively, backlog visibility has strengthened, with funded backlog rising to ~$83 million and an additional $45 million in awards. The business mix is improving, with government/defense revenue now ~65% of total, enhancing durability.
Expanding exposure to proliferated satellite constellations and a more balanced two-segment structure (FEI-NY and FEI-Zyfer) support longer-term growth and reduced cyclicality. Multiyear contracts further improve revenue visibility.
However, profitability has deteriorated, with operating income and margins declining due to unfavorable mix shifts and weaker satellite revenues. The high-margin satellite segment has contracted sharply, pressuring earnings quality. Liquidity is also tight, with minimal cash reserves. Despite strong stock performance over the past year, valuation appears elevated versus historical levels.
(You can read the full research report on Frequency Electronics here >>>)
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.