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Tracking the Evolving Cummins Narrative After Shifting Analyst Views
23.12.2025 12:09
Cummins stock has seen a modest uptick in its fair value estimate to about $532 per share as analysts grow more confident in the durability of earnings and the long term boost from data center power demand. A slightly lower discount rate and essentially unchanged revenue growth assumptions together signal a fine tuning of expectations rather than a wholesale rethink of the story. Stay tuned to see how you can track these subtle but important narrative shifts as they unfold over time. Analyst...
S&P 500 Stocks Upgraded: AI Data Center Power Plays And Truck Makers
19.12.2025 16:16
A pair of AI data center backup power plays and suppliers of heavy trucks and parts earned upgrades.
Is Cummins Still Attractively Priced After Strong 2025 Rally And Clean Energy Pivot?
19.12.2025 02:07
Wondering if Cummins at around $501 a share is still a smart buy or if most of the upside is already baked in? You are not alone, and that is exactly what this breakdown will help you figure out. The stock has dipped about 4.2% over the last week, but is still up 7.9% over the past month, 44.2% year to date, and 46.3% over the last year. This hints that the market has been steadily upgrading its view of Cummins over time. Recent headlines have focused on Cummins strategic push into cleaner...
Boom Supersonic’s Latest Move Suggests Aerospace Firms Have a Future in AI
11.12.2025 17:14
What do supersonic jets and artificial-intelligence data centers have in common? “The same supersonic technology drives both the Superpower turbine and the Symphony [supersonic] jet engine,” reads part of Boom’s news release. The Symphony turbine jet engine will power Boom’s Overture supersonic jet.
Has Atmus Filtration’s 31.2% 2025 Rally Already Priced In Its Growth Potential?
09.12.2025 07:09
If you are wondering whether Atmus Filtration Technologies at around $51 a share is still worth considering after its run up, or if you might be late to the party, this breakdown will help you evaluate whether the current price reflects the company’s fundamentals. The stock is up 6.6% over the last month and about 31.2% year to date, which indicates that investor expectations have been climbing even as short term moves have flattened out recently. Much of this optimism has been driven by...
Cummins Insiders Sell US$1.9m Of Stock, Possibly Signalling Caution
08.12.2025 13:00
Many Cummins Inc. ( NYSE:CMI ) insiders ditched their stock over the past year, which may be of interest to the...
Atmus Filtration Technologies: Resorting To M&A To Accelerate Growth
03.12.2025 15:49
With the $450M acquisition of Koch Filter, Atmus expands into industrial air filtration and diversifies beyond vehicle markets. Read my ATMU stock update.
3 Profitable Stocks That Concern Us
18.11.2025 04:44
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Cummins (CMI) Is Very Important For Data Centers, Says Jim
13.11.2025 16:34
We recently published Jim Cramer Discussed These 25 Stocks In An Important Show About AI Spending. Cummins Inc. (NYSE:CMI) is one of the stocks Jim Cramer recently discussed. Cummins Inc. (NYSE:CMI) is one of the biggest industrial machinery companies in the world. Cramer has discussed the firm several times over the past couple of months […]
DrillDocs Announces CTO, CFO Additions to Support Accelerating Growth
12.11.2025 13:50
DrillDocs, a pioneering provider of digital shale shaker surveillance technology, has announced the appointment of Mert Geveci, PhD, as Chief Technology Officer and Eric Lee as Chief Financial Officer.
Auto & Transport Roundup: Market Talk
10.11.2025 11:51
Find insight on Nissan Motor, SIA Engineering and more in the latest Market Talks covering Auto and Transport.
Market Skids, But This Stock Didn't Get The Memo. It's Up 9% This Week.
07.11.2025 19:53
Why is diesel-engine maker Cummins up 9% this week, while the S&P 500 suffers its worst week since April? Cummins reported a 2% drop in sales to $8.3 billion and a 34% slide in earnings to $3.86 a share. Columbus, Ind.-based Cummins also warned that lower hydrogen adoption is forcing the company to conduct a strategic review of its electrolyzer business, CEO Jennifer Rumsey said.
Top Analyst Reports for JPMorgan Chase, Salesforce & Arista Networks
07.11.2025 18:23
JPMorgan Chase, Salesforce and Arista Networks headline new analyst reports highlighting growth drivers, cost pressures and competitive dynamics.
Cummins Insiders Sell US$3.7m Of Stock, Possibly Signalling Caution
07.11.2025 11:00
Many Cummins Inc. ( NYSE:CMI ) insiders ditched their stock over the past year, which may be of interest to the...