Cummins Inc. (CMI) Presents at 16th Annual Wells Fargo Industrials & Materials Conference Transcript

Cummins Inc. (CMI) Presents at 16th Annual Wells Fargo Industrials & Materials Conference Transcript

Seeking Alpha • Jun 11, 2026

Cummins (CMI) Down 4.7% Since Last Earnings Report: Can It Rebound?

Cummins (CMI) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Jun 4, 2026

Cummins: Data Center Demand And Truck Recovery Justify A Higher Multiple

Cummins (CMI) delivered strong Q1'26 results, with Power Systems EBITDA margin reaching a record 29.5% and full-year guidance raised across revenue and margins. CMI's truck market recovery is materializing faster than expected, driving improved outlooks for Engines and Components, but margin compression in Engines remains a key concern. Power Systems benefits from durable data center demand, supporting higher valuation multiples, yet the stock trades at a demanding 14x forward EV/EBITDA versus historical 7-10x.

Seeking Alpha • Jun 3, 2026

“Demand for Data Center Power Continues to Outpace Expectations” — Josh Brown's Case for Heavy Assets Over AI Hype

Josh Brown, CEO of Ritholtz Wealth Management and a fixture on CNBC's Halftime Report, has built a new ETF around a simple idea: own the businesses that artificial intelligence cannot replace.

24/7 Wall Street • Jun 1, 2026

Anti-AI Investing: The HALO Moat

I focus on HALO investing: Heavy Assets, Low Obsolescence - owning irreplaceable physical assets with durable moats against technological disruption. Top recommendations include American Tower, Brookfield Infrastructure, Prologis, Rexford Industrial, Lineage, Americold, VICI Properties, and Lamar Advertising. AMT, COLD, and VICI currently offer attractive entry points based on discounted multiples, robust dividend yields, and resilient, monopoly-like asset bases.

Seeking Alpha • May 31, 2026

Is Cummins (CMI) Stock Outpacing Its Auto-Tires-Trucks Peers This Year?

Here is how Cummins (CMI) and Custom Truck One Source, Inc. (CTOS) have performed compared to their sector so far this year.

Zacks Investment Research • May 28, 2026

3 Promising Earnings Acceleration Plays for Investors

CMI, ATKR and LEGH made a tight earnings-acceleration screen, with rising EPS growth often linked to future stock gains.

Zacks Investment Research • May 26, 2026

MARKET VOLATILITY: Cummins CEO says company thrives in complexity

Cummins CEO Jennifer Rumsey discusses the company's 2030 revenue targets of $45 to $50 billion and data center expansion plans on ‘The Claman Countdown.'

Fox Business • May 22, 2026

Cummins Inc. (CMI) Analyst/Investor Day Transcript

Cummins Inc. (CMI) Analyst/Investor Day Transcript

Seeking Alpha • May 22, 2026

Cummins CEO Explains How to Manage the AI Boom

Cummins raised its financial targets for 2030 at its Thursday New York City investor event.

Barrons • May 21, 2026