Dec 31, 2025 • Fleet Equipment Magazine
SOMEWHAT-BULLISH
PACCAR Parts Launches TRP Diagnostic Pro for Commercial Trucks
PACCAR Parts has introduced TRP Diagnostic Pro, an all-makes diagnostic solution designed for commercial trucks in the U.S. and Canada. This new tool helps fleets, service shops, and technicians perform faster diagnostics and expanded all-makes service capabilities, thereby reducing diagnostic time and vehicle downtime. It comes preloaded with diagnostic software and offers features like fault code reading, live vehicle data, and bi-directional testing, with support provided by Diesel Laptops.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Brendel Financial Advisors LLC Purchases Shares of 5,909 Cummins Inc. $CMI
Brendel Financial Advisors LLC initiated a new position in Cummins Inc. (NYSE: CMI) during the third quarter, acquiring 5,909 shares valued at approximately $2.496 million. Other institutional investors also adjusted their holdings in Cummins. Cummins reported strong quarterly earnings, beating expectations with an EPS of $5.59 and revenue of $8.32 billion, while analyst sentiment has turned positive with increased price targets.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
The Truth About Cummins Inc: Is This Powerhouse Stock Seriously Slept On?
Cummins Inc. (CMI), an established engine and power systems company, is actively transitioning into the clean energy sector with investments in hydrogen, fuel cells, and electric powertrains. Despite not being a "flashy" AI or meme stock, CMI offers steady growth, dividends, and a strong market cap, appealing to long-term, fundamentals-focused investors. The article suggests that while the company faces risks from economic slowdowns and regulatory changes, its strategic pivot positions it as a solid pick for a diversified portfolio.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
The Truth About Cummins Inc: Is This Powerhouse Stock Seriously Slept On?
Cummins Inc. (CMI) is portrayed as a "powerhouse stock" that is often overlooked in favor of trendy AI investments. The article highlights CMI's quiet yet significant shift towards clean energy, including hydrogen and electric powertrains, while maintaining strong cash flow and a steady stock performance aided by dividends. It suggests that while not a flashy, overnight success, Cummins offers a long-term, fundamentals-first investment option for those looking for a stable company tied to the global economy and its transition to cleaner power.
Dec 31, 2025 • ts2.tech
SOMEWHAT-BULLISH
Caterpillar stock today slips after hours as AI data-center power demand stays in focus
Caterpillar (NYSE:CAT) stock slipped slightly in after-hours trading, with investors continuing to focus on the growing demand for on-site generators driven by AI data centers. A recent SEC filing also noted additional phantom stock units credited to CEO Joseph Creed. The stock's performance this year has been significantly influenced by both traditional construction/mining demand and new power equipment needs for AI infrastructure, making it sensitive to power demand trends and interest rate changes.
Dec 30, 2025 • FinancialContent
SOMEWHAT-BULLISH
Betting on the 2026 Rebound: Bernstein Lifts Caterpillar Target as Industrial Resilience Takes Center Stage
Bernstein has increased its price target for Caterpillar Inc. (NYSE: CAT) to $630, reflecting a belief that the company will transition into a secular growth powerhouse by 2026, driven by demand for power generation and infrastructure. The analyst firm posits that 2025 will be a "transition year" with challenging fundamentals, but Caterpillar's shift towards high-margin services, energy transition technologies, and data center demand positions it for a robust recovery. This revaluation highlights Caterpillar's divergence from other industrial players, like Deere & Co., which are more exposed to cyclical economic factors.