Cummins (CMI) stock analysis for 2026: EPA 2027 NOx regulations driving heavy-duty engine replacement demand, Accelera hydrogen and electric powertrain segment strategy, Meritor acquisition integration, Class 8 pre-buy cycle dynamics, and dividend growth history. A practitioner's breakdown for US equity investors.
Deere & Company (DE) 2026 analysis: FY2025 earnings trough, precision ag subscription model, USDA farm income trends, right-to-repair settlement, and 12-month bull/base/bear price targets. Compared with CAT for 401k and taxable account investors.
Boeing (BA) 2026 analysis: FAA Order 8100.16 production rate constraints on 737 MAX, 787 delivery normalization and FCF recovery, BDS fixed-price contract forward losses, backlog conversion timeline, and book-to-bill trajectory. Position: gradually constructive once delivery trend confirms with specific triggers.
Caterpillar (CAT) 2026 stock outlook: Energy & Transportation segment as a data-center backup power play, copper mining capex cycle, IIJA infrastructure tailwind, dealer inventory normalization, autonomous mining trucks, and capital return track record. Segment-level analysis for long-term investors.