Power Solutions: The Recovery May Be Starting
Power Solutions Intl (PSIX) Q2 2026: revenue +19%, margin 27.1%, data center demand lifting H2. See Buy case, 75% upside to $60â65.
SeekingAlpha11 days agoCMI
Unpacking Q2 Earnings: Cummins (NYSE:CMI) In The Context Of Other Heavy Transportation Equipment Stocks
Looking back on heavy transportation equipment stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Cummins (NYSE:CMI) and its peers.
Yahoo13 days agoCMI
Hyperscalers Will Spend $750 Billion on AI This Year. Cummins Sells the Backup Power.
AI's power problem is becoming a growth engine for Cummins.
Yahoo13 days agoCMI
Is Wall Street Bullish or Bearish on Cummins Stock?
Despite Cummins’ impressive run ahead of the broader market over the past year, Wall Street remains cautiously bullish on the stock’s future prospects.
Yahoo14 days agoCMI
Caterpillar Stock Is Priced To Swing Hundreds Of Dollars Either Way
The width comes from how much this stock already moves, not from an unusual premium on its options.
Yahoo15 days agoCMI
Diesel Engines Meet the AI Boom: Inside Caterpillar and Cummins’ Record Quarters
Global data center energy usage is expected to rise 26% by 2026 to 565 terawatt-hours, while overall data center power demand will soar by 27% to 132 gigawatts. As grid capacity limits become the most significant bottleneck for hyperscalers, standby and prime continuous power generation systems have evolved into mission-critical equipment. For industrial titans Caterpillar […]
Yahoo15 days agoCMI
Which Industrial Machinery Stock Has Dominated in 2026: GE Vernova, Cummins, or Eaton?
Three industrial giants all chased the same AI power buildout in 2026, but the market rewarded them very differently, and the gap between winner and also-ran reveals exactly what investors are betting on next.
Yahoo15 days agoCMI
If You Invested $100 In Cummins Stock 5 Years Ago, You Would Have This Much Today
Cummins (NYSE:CMI) has outperformed the market over the past 5 years by 9.42% on an annualized basis producing an average annual return of 20.84%. Currently, Cummins has a market capitalization of $84.06 billion.
Benzinga16 days agoCMI
Cummins Is Becoming The Power Bottleneck's Toll Collector
Cummins shifts into power infrastructure as AI/data center demand surges. Click for more on CMI stock.
SeekingAlpha17 days agoCMI
Cummins Lands Its Biggest-Ever Battery Storage Project
Cummins (NYSE: CMI) will supply battery energy storage systems (BESS) for a major U.S. AI data center in its largest deployment yet.
Benzinga17 days agoCMI
Bloom Energy Stock Carries A Multiple Built On Quarters It Has Outgrown
The fuel cell maker's earnings multiple is measured on a trailing year, while the guidance management has raised describes a far bigger business. That mismatch moves the buy decision onto delivery rather than demand.
Yahoo21 days agoCMI
5 Revealing Analyst Questions From Cummins’s Q2 Earnings Call
Cummins’ second quarter was marked by robust top-line growth, but profitability faced headwinds, leading to a negative market reaction. Management highlighted surging power generation demand—especially from data centers—as a significant driver, with CEO Jennifer Rumsey emphasizing expanded capacity and a major agreement with a global hyperscaler. At the same time, higher variable compensation and tariffs weighed on margins. CFO Mark Smith noted, “The increase in EBITDA was primarily due to highe
Yahoo22 days agoCMI
Cummins (CMI) Q2 2026 Earnings Call Transcript
Data center backup power demand and truck recovery drive record results.
Yahoo24 days agoCMI
Evercore ISI Group Maintains Outperform on Cummins, Lowers Price Target to $782
Evercore ISI Group analyst David Raso maintains Cummins (NYSE:CMI) with a Outperform and lowers the price target from $845 to $782.
Benzinga24 days agoCMI