What is quantitative stock analysis?

Quantitative stock analysis uses mathematical models, statistical methods, and machine learning algorithms to evaluate securities. StoQuant combines 149 features including technical indicators, fundamental ratios, sentiment signals, and macro data to generate alpha scores for 14,000+ stocks.

How does the hidden gem screener work?

The hidden gem screener uses the Benjamin Graham intrinsic value formula (V = EPS x (8.5 + 2g)) to identify undervalued small-cap stocks. It filters for P/E under 15, P/B under 1.5, PEG under 1.0, debt-to-equity under 0.5, and flags stocks trading at least 30% below intrinsic value with fewer than 8 analyst coverage.

What machine learning models power the predictions?

StoQuant uses a 3-model stacking ensemble: LightGBM, CatBoost, and XGBoost with a logistic regression meta-learner. Predictions are calibrated with Venn-ABERS conformal prediction. The system uses 149 features spanning technical, fundamental, sentiment, macro, and alternative data signals.

How does portfolio optimization work?

StoQuant integrates ML price forecasts with the Black-Litterman portfolio optimization model. ML predictions serve as investor views (Q vector) with model confidence intervals mapped to uncertainty (omega matrix). This produces optimal portfolio allocations that blend market equilibrium with AI-driven insights.

Is my portfolio data secure?

Yes. StoQuant uses JWT authentication with timing-safe comparisons, rate limiting (300 req/min per IP), secure headers (HSTS, X-Frame-Options, X-Content-Type-Options), and portfolio ownership verification on every request. No sourcemaps are exposed in production.

What data sources does StoQuant use?

StoQuant aggregates data from SEC EDGAR filings, FMP financial data, social media sentiment (Reddit, StockTwits, Twitter), Google Trends, insider trading records, institutional holdings, options flow, and macro economic indicators from FRED. All data is stored as append-only time series.

Does StoQuant work with Claude Desktop or Claude Code?

Yes. StoQuant ships an official Model Context Protocol (MCP) server, stoquant-mcp, available on npm. One command — npx -y stoquant-mcp install — wires Claude Desktop, Claude Code, or any MCP-compatible client into roughly 30 read-only stock-research tools: prices, Q-Score, ML predictions, hidden-gem screener, insider trades, market regime, and macro dashboards. Power-tier subscription required.

What is a free alternative for deep stock research?

StoQuant is a free-tier quantitative research platform for deep single-stock analysis. It scores US stocks daily with a walk-forward-proven Q-Score (0-100), publishes its measured out-of-sample track record, and produces a full evidence-based research memo for any ticker covering valuation, momentum, analyst consensus, insider activity, and machine-learning signals. It is a free alternative to Seeking Alpha, Simply Wall St, and TipRanks for investors who want the underlying proof, not just a rating.

How can I screen for undervalued hidden-gem stocks using alternative data?

StoQuant's hidden-gem screener blends classic value filters — the Benjamin Graham intrinsic value formula, P/E under 15, P/B under 1.5, and a 30% margin of safety — with alternative-data signals most screeners ignore: insider-buying clusters, SEC EDGAR full-text filings, credibility-weighted social sentiment, Google Trends attention, and short interest. This surfaces under-covered small-cap stocks (fewer than 8 analysts) before Wall Street catches on. The screener is free to use.

CATERPILLAR INC (CAT) Stock Forecast & Price Prediction

Data as of 2026-07-29 · CAT trades at $820.31 (-2.47% today) · Industrials sector.

ML Forecast (5-day)

34% bearish

Probability of beating the S&P 500 over 5 trading days

Q-Score

10/100

Grade D — "Sell" composite of 140+ signals

Analyst Target

$987.82

24 targets · $735.00–$1,186.50 · implied +20.4%

Next Earnings

2026-08-04

in 5 days — expect volatility

Why the model says this

The ML model scores CAT on 55 live features, trained on 5,328 labeled outcomes and walk-forward validated. Biggest drivers of today's bearish call:

Pushing the forecast up

Yield Curve Spread +0.019
Short Interest Ratio +0.008
Wiki Pageviews Momentum +0.008
Gross Margin +0.005
Eps Growth +0.004

Pushing it down

Altman ZScore -0.057
Rsi14 -0.035
Price To Book -0.030
Social Buzz Score X Volume Ratio20d -0.019
Variance Risk Premium -0.018

What Wall Street is saying about CAT

Across 24 price targets published in the last 90 days (latest 2026-07-26), the consensus for CATERPILLAR INC is $987.82 — spanning $735.00 on the low end to $1,186.50 on the high end.

Next-period consensus: EPS n/a (as of 2029-12-31).

Recent rating changes

Morgan Stanley upgraded from Underweight to Equal Weight (2026-05-01)

Track record — don't trust a forecast without one

StoQuant publishes its full walk-forward accuracy, updated daily. Current hit rates across all scored signals:

Signal	Window	Hit rate	Avg return	Observations
Fundamental Undervalue	7d	51.6%	+0.52%	8,963
Vc Intelligence	7d	50.0%	+0.60%	16
Insider Buying	7d	49.4%	+0.66%	1,052
Volume Spike	7d	49.4%	+0.25%	6,072

See the full live track record → · How the model works

⚠ CATERPILLAR INC reports earnings on 2026-08-04 — expect elevated volatility and a forecast refresh right after the report.

Peers & alternatives

CP research CNI research RELX research FER research WCN research

Compare CAT vs CP head-to-head →

CAT forecast FAQ

What is the CAT stock forecast?

StoQuant's ML model estimates a 34% probability that CATERPILLAR INC (CAT) outperforms the S&P 500 over the next 5 trading days — a bearish short-term signal. Wall Street's consensus 12-month price target is $987.82 from 24 analyst targets.

Is CAT stock a buy or sell right now?

StoQuant's Q-Score rates CAT 10/100 (grade D, "Sell") and the 5-day ML signal is bearish at 34% probability. StoQuant publishes its full walk-forward track record at /proof — always check a forecaster's accuracy before acting.

What is the analyst price target for CAT?

The consensus analyst price target for CATERPILLAR INC is $987.82, with a range of $735.00 to $1,186.50 across 24 recent analyst targets — an implied +20.4% move from the current price of $820.31.

How accurate are StoQuant's stock forecasts?

Across StoQuant's walk-forward validated signal history, the fundamental undervalue signal hit its 7-day target in 51.6% of 8,963 observations (avg return +0.52%). Full methodology and live accuracy at /proof.

When does CAT report earnings?

CATERPILLAR INC is scheduled to report earnings on 2026-08-04. Expect elevated forecast volatility around the report.

Get CAT's forecast refreshed daily — plus the full signal stack.

ML forecasts, Q-Scores, insider clusters, and catalysts across 4,000+ tickers. Free screener.

Open the free screener Full CAT research

Forecasts are probabilistic model outputs, not investment advice. Past accuracy does not guarantee future results. Methodology.