7月22日，康明斯盘中上涨3.07%，报659.15美元/股，成交额1.87亿美元。
消息面上，近期多家投行密集上调康明斯目标价：摩根士丹利将目标价从752美元上调至761美元，维持增持评级；花旗将目标价从770美元上调至790美元，维持买入评级。此外，公司宣布将季度股息提高至每股2.20美元，进一步彰显股东回报信心。分析师一致评级为增持，平均目标价约785.67美元，较当前股价仍有上行空间。
基本面方面，康明斯此前获得约2GW天然气发电订单用于数据中心建设，瑞银预计该订单总额约8亿美元，且公司在分析师日上调2030年收入目标至450亿至500亿美元，EBITDA利润率目标超20%，行业整体表现积极。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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