康明斯(CMI)
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CMI: Prime Power Capability Emerging Ahead of Plan; Raising Mid-Cycle EPS; Overweight-20260629
Wells Fargo Securities, LLC· 2026-06-29 14:40
Equity Research Price Target Change — June 16, 2026 Machinery, Industrials & Environmental Services Cummins Inc. Prime Power Capability Emerging Ahead of Plan; Raising Mid-Cycle EPS; Overweight Our Call CMI announced a behind-the-meter prime power award with Circe Energy for West Texas HPC data centers for its 78L and 60L products - over a year earlier than expected, and we see additional opportunities in Alberta as outlined at our conference. (i) Scope and platforms. CMI will supply a series of high-power, ...