Industrials
Construction Machinery & Heavy Transportation Equipment
4 companies under coverage.
Coverage
Construction Machinery & Heavy Transportation Equipment
Equity Research
PACCAR Inc (PCAR)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $215, +79% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Westinghouse Air Brake Technologies Corp (WAB)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $482, +79% vs spot. It needs the multiple to hold or expand.
Equity Research
Cummins Inc (CMI)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,201, +68% vs spot. It needs the multiple to hold or expand.
Equity Research
Caterpillar Inc (CAT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,825, +71% vs spot. It needs the multiple to hold or expand.