Cummins’ AI Data Center BESS Win Could Shift the Bull Case
Analysts had already expected Cummins could reach about US$49.7 billion in revenue and US$6.2 billion in earnings by 2029, but the large BESS win may either reinforce or challenge those power-generation assumptions. The outlook is weighed against the risk of a prolonged downturn in North American truck demand, alongside multiple fair-value estimates.