2 No-Brainer Industrial Stocks to Buy With $100 Right Now

Published: Friday, September 5, 2025 at 11:45 am

Industrial Stocks Soar: Two Companies Poised for Growth

Industrial stocks are experiencing a strong performance this year, with the Industrial Select Sector SPDR exchange-traded fund (ETF) up over 15%, outpacing the S&P 500. This surge is fueled by several factors, including booming artificial intelligence (AI) infrastructure spending and robust growth in the aerospace and defense sectors.

Two companies stand out as potential investment opportunities. Joby Aviation, a pioneer in the electric vertical take-off and landing (eVTOL) industry, has seen its share prices climb nearly 75% year-to-date. Joby's S4 aircraft, designed for urban air mobility, could tap into a market projected to reach $9 trillion by 2050. While the company currently generates minimal revenue and faces regulatory hurdles, it has made progress in testing and acquisitions.

Caterpillar, a well-known industrial equipment manufacturer, is also positioned for growth. The company's equipment for power generation and backup power generators is crucial for data centers, which are essential for the AI revolution. Caterpillar's Energy & Transportation segment has already seen a 7% year-over-year sales increase. However, the company faces headwinds, including tariff-related expenses and competition.

BNN's Perspective:

While both companies present compelling opportunities, investors should approach them with caution. Joby Aviation is a high-growth, high-risk investment, while Caterpillar offers a more established, albeit cyclical, profile. A diversified portfolio that includes both could be a balanced approach for investors seeking exposure to the industrial sector.

Keywords: Industrial stocks, Joby Aviation, Caterpillar, AI, eVTOL, data centers, aerospace, defense, investment, growth, S&P 500, ETF, infrastructure, urban air mobility, power generation, cyclical, revenue, FAA, tariffs

Full Story