Cummins shares rise 6.19% after hours after strong Q4 results and strategic shift to halt electrolyzer activity.

康明斯

Cummins stock triggered Bollinger Bands Narrowing, KDJ Death Cross on 15min chart.

Cummins shares surge 5.19% intraday after exiting electrolyser business to focus on core operations and growth segments.

Cummins: Truist Securities Reiterates Buy, Raises PT to $703 from $653.

Cummins

Understanding Cummins' 2026 Revenue and EBITDA Outlook

Risk<ul> <li>Fund flow analysis shows negative outflows across all order size buckets indicating declining institutional interest.</li> <li>Analyst ratings show inconsistency with Neutral and Buy ratings split and no strong consensus.</li></ul>

Key Factors

Cummins shares surged 6.19% after hours following Q4 results showing record underlying EBITDA of $5.8 billion and a strategic shift to halt new electrolyzer activity. Cummins announced a $218 million charge for restructuring its electrolyzer business and guided to 3–8% revenue growth and 17–18% EBITDA margins for 2026. Cummins projects 3–8% revenue growth in 2026, expanding power systems capacity and streamlining Accelera investments amid trade tariff volatility and uncertain regulatory conditions. Cummins shares dropped 10.73% on elevated volume, breaking below key support levels amid restructuring costs, tariff headwinds, and bearish technical signals.

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