Shareholders should contact the firm immediately as there may be limited time to enforce your rights.  NEW YORK, Jan. 29, 2026 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Cummins Inc. (NYSE: CMI) breached their fiduciary duties to shareholders. If you currently own Cummins stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financia ...

Market Analysis by covering: Caterpillar Inc. Read 's Market Analysis on Investing.com ...

Key Takeaways Cummins to report Q4 on Feb. 5, with consensus EPS of $5.36 and revenues of $8.15B.CMI sees strength in Power Systems and Distribution, driven by data center and mission-critical demand.Cummins expects Engine shipments down 15% QoQ, while Accelera margins stay pressured by higher R&D.Cummins Inc. (CMI) is slated to release fourth-quarter 2025 results on Feb. 5, before market open. The Zacks Consensus Estimate for the to-be-reported quarter’s EPS and revenues is pegged at $5.36 per share and $8 ...

北美缺电背景下柴发市场需求展望 20260128 摘要 航改燃气轮机和船舶用发电机是快速部署的备选方案，尽管效率低于大 型燃气轮机，但能满足中型或大规模用电需求，尤其是在寻找旧航发设 备的情况下。 各种发电方式的度电成本差异显著，大型燃气轮机成本最低（0.10- 0.15 美元/千瓦时），而高速发动机成本较高（0.25-0.35 美元/千瓦 时），主要因寿命较短导致。 新法规对移动式发电设备的排放标准趋严，年运行负荷超过 45%的设备 将按固定式设备处理，环保署负责准入和认证，州政府监管整体排放。 中速机热效率略低于低速机，但内燃动力整体热效率低于燃气轮机，排 放较高。中速柴油发动机改天然气后成本上升，功率会有所损失。 国内中速天然气发电产品尚不成熟，主要集中于柴油改天然气技术，大 缸径柴油发动机改造为天然气发动机的技术难点在于燃气喷射和控制系 统。 美国市场对包括中国企业在内的所有企业开放数据中心建设，但需通过 EPA 法规认证，满足排放标准，并可能需要额外措施以降低环境影响。 分布式电源市场中，燃气轮机因全生命周期成本最低占据主导地位，中 型设备更易集中处理尾气，占比约 20%-30%，SFC 占比相对较 ...

Technology leads the charge with 5 stocks (META, CSCO, FTNT, MCHP, MU) recently rated strong buy by analysts. Industrials also gain traction with upgrades for SLB, PWR, and KNX on Monday, Friday, and Thursday. Average target upsides suggest robust momentum. However, some financial and industrial names saw downgrades to Hold, indicating selective market sentiment.On Monday, January 26, 2026, Meta Platforms Inc. (META), a mega-cap technology company with a market capitalization of approximately $1.69 trillion ...

Core Viewpoint - Wolfe Research downgraded Cummins from Outperform to Peerperform due to limited remaining upside after strong share price performance [1] Group 1: Stock Performance - Cummins was the second-best performing stock in Wolfe's coverage universe last year, with a share price increase of 46% [1] - The stock had already outperformed in 2024 prior to the downgrade [1] Group 2: Market Conditions and Expectations - Power generation sales and margins have continued to exceed expectations, contributing to Wolfe's optimism about a Class 8 recovery [2] - Improving truckload spot rates and clarity around EPA 2027 regulations have further supported this positive outlook [2] Group 3: Earnings Estimates - Wolfe raised its 2027 earnings estimate for Cummins by 6% to $32 per share, surpassing consensus forecasts [3] - Despite this increase, applying a 20 times earnings multiple suggests only about 12% upside potential [3] Group 4: Risk-Reward Assessment - With shares trading above the previous upside target, Wolfe indicated that the risk-reward profile has become less compelling [4] - The decision to lower the rating to Peerperform reflects this assessment of reduced attractiveness in the stock [4]

Core Viewpoint - The article summarizes significant research calls from Wall Street, highlighting upgrades and downgrades for various companies that investors should be aware of. Upgrades - Deutsche Bank upgraded Cognizant (CTSH) to Buy from Hold with a price target of $100, citing the company as a "clear winner" in IT services despite tight budgets [2] - Evercore ISI upgraded Cisco (CSCO) to Outperform from In Line with a price target increase to $100 from $80, noting strong growth potential driven by campus refresh, AI momentum, and market recovery [3] - Needham upgraded AppLovin (APP) to Buy from Hold with a price target of $700, based on confidence in the company's e-commerce revenue growth trajectory for 2026 [4] - Rothschild & Co Redburn upgraded Meta Platforms (META) to Buy from Neutral with a price target raised to $900 from $740, highlighting a perceived disconnect between current stock price and long-term value [5] - Phillip Securities upgraded Netflix (NFLX) to Accumulate from Sell with a price target of $100, indicating strong structural and financial positioning for long-term growth [6] Downgrades - Wolfe Research downgraded Cummins (CMI) to Peer Perform from Outperform, removing the previous price target of $540, citing a balanced risk/reward scenario despite expected strong EPS growth [7] - Morgan Stanley downgraded Varonis (VRNS) to Equal Weight from Overweight with a price target decrease to $41 from $44, due to increasing competition in the data security market [7] - Wolfe Research downgraded Public Storage (PSA) to Peer Perform from Outperform without a price target, suggesting shares may pause until better earnings growth becomes apparent [7] - Wolfe Research downgraded CubeSmart (CUBE) to Peer Perform from Outperform without a price target, indicating a similar outlook as Public Storage regarding future earnings growth visibility [7] - DA Davidson downgraded BOK Financial (BOKF) to Neutral from Buy with a price target increase to $135 from $125, after strong Q4 results, while maintaining the highest EPS forecast among analysts for 2026 and 2027 [7]

康明斯日前宣布，为进一步推动业务增长与组织能力建设，自2026年2月1日起，现任康明斯动力系统事业部中国总经理相永东将赴任 动力系统事业部全球供应链执行总监，现任重庆康明斯发动机有限公司总经理袁军将接任康明斯动力系统事业部中国总经理。 相永东在负责动力系统中国业务期间，带领业务实现近10%的销售额年复合增长，为业务的发展作出卓越贡献，此次调任是对相永东多 年来对动力系统事业部及中国区业务发展所做出卓越贡献的高度认可。 在新职务中，相永东将领导供应链关键举措，与本地及全球利益相关者通力合作推动重要产品本地化。这需要有效协同动力系统业务线 领导以及全球供应链领导设定的战略方向，为康明斯和客户实现最大价值，包括满足时间节点、成本目标，并恪守全球质量标准。 为确保动力系统业务在华持续增长并强化本地化能力，袁军将于2月1日正式出任动力系统事业部中国总经理，直接向康明斯全球副总 裁、康明斯中国董事长石内森（Nathan Stoner）汇报。 在新岗位上，他将全面负责中国区动力系统事业部的整体运营、战略规划、业务拓展及团队管理、客户关系与合作伙伴生态构建等各项 核心工作。 袁军此前担任重庆康明斯发动机有限公司总经理，在任期 ...

智通财经APP获悉，开源证券发布研报称，为应对电网老旧与AI算力高耗能挑战，北美数据中心正加速 采用自备电源模式，柴油发电机作为核心备用电源需求刚性凸显。持续看好北美缺电背景下大缸径发动 机的增长机会，有望带动相关上中游企业的营收和利润显著增长。 开源证券主要观点如下： AI浪潮推升机柜功率密度，催生对高功率、高响应柴发的刚性需求。传统IDC主流单机柜功率为4- 8kW，而AIDC部署的高功率GPU/TPU使得单机柜功率逐步提升至20-100kW，未来或将超过600kW这使 得柴发容量和并机数量进一步增加。目前市场主流柴发功率仍集中在1.8-2WM，随AIDC功耗提升，2- 4MW功率柴发机型出货量有望提升。 外资订单排产长期饱和，供需紧平衡下柴发价格持续上行 外资订单排产长期饱和，柴发价格持续上行。当前全球大缸径发动机主要由康明斯、卡特彼勒、 MTU、三菱重工、科勒等外资品牌掌控，其中康明斯部分订单交付周期达12-18个月，卡特彼勒和MTU 订单排期到2026年。国内厂商抓住国产替代窗口期，通过灵活组织产能承接部分订单，但由于产能受 限，行业大功率柴发仍供不应求，柴发价格或将持续上行。 大缸径发动机关键组件 ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Cummins (CMI) , which belongs to the Zacks Automotive - Internal Combustion Engines industry, could be a great candidate to consider.When looking at the last two reports, this engine maker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 23.52%, on average, in the last two quarters.For the last reported ...