PCAR Paccar Загрузка... : Бычьи и медвежьи мнения аналитиков
Из отчётных звонков CMIЗагрузка графика...
Лучшие сигналы
Лента
14:00
05 мая
05 мая
Cummins management stated they believe the 95-liter engine market is 'growing faster than supply' and that they 'continue to work toward additional capacity' given multi-year customer commitments. — Management hinted at further capacity investments in power systems, anticipating continued data-center demand.
Выс.
15:00
05 фев
05 фев
The EPA's confirmation of the 2027 low NOx rule is expected to add content worth $10,000-$15,000 per heavy-duty truck, a majority of which will be in the powertrain. — The upcoming regulation will drive significant content adds and price increases per truck, benefiting engine and aftertreatment makers but raising costs for OEMs and fleet owners.
Сред.
15:00
06 ноя
06 ноя
Cummins forecasts a further 15% sequential decline in North America on-highway engine shipments in Q4, but believes this could mark the bottom of the cycle. — A potential trough in Q4 could signal a reset for the heavy-duty truck supply chain, with early ordering activity expected once regulatory and trade clarity emerges.
Сред.
Об аналитическом покрытии PCAR
Buzzberg отслеживает PCAR (Paccar) в 1 источниках. Бычьих сигналов: 0, медвежьих: 0, от 1 аналитиков. Сентимент разделён поровну. Всего отслеживаются 3 торговые идеи. Последние спикеры: Jennifer Rumsey.