The width comes from how much this stock already moves, not from an unusual premium on its options.

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 […]

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.

Eaton is flying high, so here's a trade that pays you a real income now on shares you own, cash you keep no matter what, in exchange for capping your gains at an even higher price.

Cummins currently trades at $620.51 per share and has shown little upside over the past six months, posting a middling return of 4%. The stock also fell short of the S&P 500’s 12.9% gain during that period.

Cummins (CMI) drew attention after its Power Generation business was chosen to supply battery energy storage systems for a large U.S. data center project, described as the company’s largest BESS deployment so far. See our latest analysis for Cummins. Despite the BESS contract, Cummins has faced some pressure in recent sessions, with the share price down 3.17% over one day and 7.32% over 90 days. At the same time, the year-to-date share price return of 18.92% and 1-year total shareholder...

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

Caterpillar just posted the first $20 billion quarter in company history, and its backlog is growing faster than it can build. Whether that momentum carries the stock to new highs or stalls out depends on a few risks most investors are overlooking.

A new ETF built on diesel engines, truck fleets, and air conditioners is pitching itself as a refuge from software-heavy portfolios, but its biggest holding may already be cashing in on the very trend it claims to avoid.

Companies such as Caterpillar and Cummins are pivoting to feed a booming market for once-prosaic machinery.

Investing.com -- The U.S. could increase annual data center construction from 12 gigawatts in 2026 to 35 GW by 2030, but shortages of specialised mechanical, electrical and plumbing workers will set the industry’s speed limit, according to Bernstein analysts.

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.

Consensus already expects the revenue boom to fade, leaving margin to do much of the work of bringing the multiple down.

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

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

Caterpillar just posted a record-smashing quarter, but on the earnings call, analysts kept circling one critical question about what comes next.

With its big engines and turbines booked years ahead, what decides the stock from here is how fast Caterpillar can lift production.

Data center backup power demand and truck recovery drive record results.

Filtration products manufacturer Atmus Filtration Technologies (NYSE:ATMU) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 16.4% year on year to $527.9 million. Its non-GAAP profit of $0.82 per share was 5.2% above analysts’ consensus estimates.

Cummins stock has delivered a very strong 5 year run, yet the current checks present a mixed message, with the intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to a roughly fair price while the broader valuation score sits on the weak side. Cummins has returned 202.3% over the past 5 years, which puts more focus on whether the current price still leaves a margin of safety for new capital. Recent revenue growth in key end markets and higher cash generation can support...

Cummins Inc. reported past second-quarter 2026 results with sales of US$9,457 million and net income of US$932 million, as earnings per share from continuing operations increased modestly year on year. The company paired these record quarterly sales with a higher full-year 2026 revenue growth outlook and a quarterly dividend increase to US$2.20 per share, underscoring confidence in demand from data centers and on-highway markets. Next, we’ll examine how Cummins’ raised 2026 revenue guidance...

SNA's $100 million Diesel Laptops deal expands its heavy-duty diagnostics reach, but integration costs and softer OEM demand put execution in focus.

CMI's Q2 revenues beat estimates. The company raises its 2026 outlook, but higher compensation, R&D, freight and coverage costs weigh on earnings and margins.

Cummins raises its 2026 outlook as data center power demand, stronger truck markets and a phased emissions transition shape second-half growth.

Aug 5 (Reuters) - Engine maker Cummins India reported a marginal rise in quarterly profit on Wednesday, as strong domestic demand across its power generation, industrial and automotive markets was

Cummins (NYSE:CMI) reported record second-quarter sales and EBITDA for 2026, driven by continued demand for power generation equipment used in data centers, improving North American truck markets and stronger activity in China. Second-quarter revenue rose 9% year over year to a record $9.5 billion.

Moby summary of Cummins Inc.'s Q2 2026 earnings call

Cummins Inc (CMI) posts record Q2 sales of $9.5 billion, raises full-year outlook, and secures multi-gigawatt hyperscaler deal despite margin pressure from incentive costs.

Cummins Inc. (NYSE:CMI) shares fell more than 8% after the engine manufacturer reported second-quarter 2026 results that featured record revenue but earnings below Wall Street expectations.

While the top- and bottom-line numbers for Cummins (CMI) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Investing.com -- Cummins Inc (NYSE:CMI) reported second-quarter results that missed earnings expectations despite beating revenue estimates, as higher incentive compensation weighed on profitability.

Cummins (CMI) delivered earnings and revenue surprises of -5.32% and +1.38%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cummins raised its outlook for the year after reporting higher profit and sales in the second quarter, boosted by accelerating orders for standby power for data centers, as well as improving North American truck markets.

Engine manufacturer Cummins (NYSE:CMI) announced better-than-expected revenue in Q2 CY2026, with sales up 9.4% year on year to $9.46 billion. Its GAAP profit of $6.73 per share was 6.1% below analysts’ consensus estimates.

Generac's $1.6 billion data center backlog boosts revenue visibility, but capacity execution and a lower-margin C&I mix will shape the payoff.

Generac's data center-led C&I surge and stronger cash flow support growth, but residential weakness and capacity spending test its valuation.

Generac's 23.6% monthly slide offers a selective buying chance amid data-center strength and rising estimates but residential and margin risks remain.

Engine manufacturer Cummins (NYSE:CMI) will be reporting earnings this Tuesday before market open. Here’s what you need to know.

Evaluate the expected performance of Cummins (CMI) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

PLOW faces softer commercial demand and higher investment spending as investors await Q2 results due before market open on Aug. 3.

CMI heads into Q2 earnings with higher FY2026 guidance and strong power demand, as investors watch if growth continues across key segments.

Cummins (CMI) stock has drawn attention after its recent trading performance, with the share price at $641.60 as of the last close. Investors are assessing how current valuation aligns with the company’s financial profile. See our latest analysis for Cummins. The recent 1 day share price decline of 3.1% to US$641.60 follows a softer 7 day and 30 day share price return. However, Cummins still shows much stronger year to date share price momentum and very strong multi year total shareholder...

Applied Digital is scaling contracted AI capacity, securing lower-cost financing and targeting a $1 billion annual NOI run rate within one year.

Cummins (CMI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Management raised the bar with a powerful new forecast, but the stock has barely budged since. The market is waiting for proof, and this standoff won't last forever.

Caterpillar has quietly become one of Wall Street's most unexpected AI infrastructure plays, but a 10% pullback from all-time highs and mounting tariff costs raise a critical question about whether the bull case still holds.

RIVN's Q2 earnings hinge on rising deliveries and lower costs, while R2 launch spending and expansion efforts pressure operating margins.

The market is pricing a substantial degree of uncertainty into the industrial giant's future, exposing shareholders to significant valuation risk.

MOD's Q1 fiscal 2027 results face a tug-of-war between data center growth and supply disruptions, with estimates calling for 30% EPS growth.

In the world of heavy machinery, Caterpillar commands a premium price without a first-place finish, forcing investors to ask if its future justifies its cost today.