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 • 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 29, 2025 • MarketBeat
NEUTRAL
Norris Perne & French LLP MI Sells 23,446 Shares of PACCAR Inc. $PCAR
Norris Perne & French LLP MI reduced its stake in PACCAR Inc. (NASDAQ:PCAR) by 8.4% in the third quarter, offloading 23,446 shares and now holding 256,839 shares valued at $25.25 million. This divestment makes PACCAR the firm's 19th largest position, constituting about 1.7% of its investment portfolio. PACCAR recently reported Q3 EPS of $1.12, missing estimates by $0.02, though revenue of $7.24 billion beat expectations despite a 20.7% year-over-year decline.
Dec 29, 2025 • MarketBeat
SOMEWHAT-BEARISH
Burney Co. Sells 15,941 Shares of PACCAR Inc. $PCAR
Burney Co. significantly reduced its stake in PACCAR Inc. by 62.7% in Q3, selling 15,941 shares, while CFO Brice J. Poplawski also sold a large portion of his holdings. PACCAR reported a Q3 EPS miss and a 20.7% year-over-year revenue decrease, but maintains a "Moderate Buy" rating from analysts with an average price target of $111.04. The company declared a quarterly dividend of $0.33.
Dec 29, 2025 • ts2.tech
NEUTRAL
Caterpillar stock drifts into year-end as Fed minutes loom and trading stays thin
Caterpillar (NYSE:CAT) shares closed slightly lower in muted post-Christmas trading as investors anticipate upcoming Fed minutes for clues on future rate cuts. The heavy-equipment maker's stock is being watched for year-end portfolio adjustments and its sensitivity to market demand and borrowing conditions. Investors are also noting Caterpillar's upcoming ex-dividend date and projected Q4 2025 earnings release.