Morgan Stanley Reiterates Bullish Outlook on Cummins Amid Analyst Day Upgrades

Cummins raised its long-term financial targets during a recent Analyst Day, prompting Morgan Stanley to reaffirm an Overweight rating and raise EPS estimates. The firm highlighted structural AI-driven demand for power solutions in data centers as well as cyclical tailwinds expected by 2027.

By Peace Longe Sat, May 23, 2026 at 11:23 PM GMT+3 6 min read · Yahoo Finance · May 23, 2026, 20:23 UTC

Morgan Stanley Reiterates Bullish Outlook on Cummins Amid Analyst Day Upgrades

Tickers: $CMI $MS

Topics: AI power demand Analyst Day Cummins Morgan Stanley stock rating

Read the full article at Yahoo Finance

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