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The upgrade and profit margin expansion suggest positive future performance. Historical examples like Tesla's margin improvements show how upgrades can lead to price increases.
What happened, with direct paths to the underlying reporting
Goldman Sachs upgraded CMI from Neutral to Buy rating. Power Systems margins expanded from 5%-10% to 15%-20% due to value pricing. $1.5 billion in sales from data center expected by Cummins' Power Systems segment. Data center investments projected to grow significantly by 2030. Used inventory levels of sleeper trucks down 30% year over year.
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