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Cummins shifts to data center power, targeting $9B revenue by 2030 with strong growth and zero-emission gains.

Analyst Insights
25 Sep 2026
Seeking Alpha
View Source
Bullish
Cummins shifts to data center power, targeting $9B revenue by 2030 with strong growth and zero-emission gains.

Cummins is rated a Strong Buy due to its strategic focus on prime power solutions for data centers and solid growth in its Power Systems segment. The company's data center power revenues are expected to grow from $5 billion today to $9 billion by 2030, supported by pricing power and market share expansion. Its zero-emissions segment, Accelera, is reducing losses and projected to generate $1.45 billion in revenue by 2030, contributing to margin and earnings growth. Forecasts for 2030 include $47.5 billion in revenue, a 20% EBITDA margin, and $49.16 earnings per share, implying a 46.5% enterprise value upside at a conservative valuation multiple.

Cummins and its strategic focus on power solutions provide context for this Industrials-sector snapshot. For readers following Industrials, here is Pluang's market snapshot as of Sep 25, 2026 17:01 WIB: Of 93 priced US Industrials stocks, 71 rose and 19 fell. Notable movers include SMX at USD 9.20 (+5.14%), Expeditors International (EXPD) at USD 192.15 (+4.62%), and AGCO at USD 121.58 (+4.62%).

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