Buy Q3 AI Data Center Laggards CAT, GLW, JBL for a Rebound in Q4

What happened: Zacks named Caterpillar Inc. $CAT, Corning Inc. $GLW and Jabil Inc. $JBL as AI data center infrastructure laggards that fell in the last quarter but carry favorable Zacks Ranks for a Q4 2026 rebound. Key numbers: CAT expected current-year revenue growth 17.4% and earnings growth 43.6%. Why it matters: The picks rest on enriched product portfolios, diversification, strong guidance and estimate revisions. CAT cites rising AI data-center power demand and robust reciprocating engine orders, with capacity additions tied to a multi-year opportunity.

Zacks named Caterpillar Inc. $CAT, Corning Inc. $GLW and Jabil Inc. $JBL as AI data center infrastructure laggards that fell in the last quarter but carry favorable Zacks Ranks for a Q4 2026 rebound.

The picks rest on enriched product portfolios, diversification, strong guidance and estimate revisions. CAT cites rising AI data-center power demand and robust reciprocating engine orders, with capacity additions tied to a multi-year opportunity.