Industrials and Machinery ratings adjusted at Evercore post-election

Investing.com11-13

Investing.com -- Evercore ISI revised its ratings for several industrial and machinery stocks following the US election results, citing a more optimistic business outlook tied to the anticipated "pro-...

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Timken, an underperforming SMID cap, was upgraded from In-Line to Outperform, with Evercore noting it comes with “risky execution, yes, but worth the relative risk-reward.”Paccar’s upgrade reflects Evercore’s view that while they are “still anxious about near-term margin pressure,” a recovery in the “second half of 2025 as emission pre-buy kicks in” could support growth.Cummins, which analysts highlight as the “#1 truck engine&after treatment ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"TKR":"铁姆肯","CAT":"卡特彼勒","PCAR":"帕卡","CMI":"康明斯"},"translate_title":"选举后Evercore调整工业和机械评级","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CAT":0.9,"CMI":0.9,"PCAR":0.9,"TKR":0.9},"content_text":"Investing.com -- Evercore ISI revised its ratings for several industrial and machinery stocks following the US election results, citing a more optimistic business outlook tied to the anticipated \"pro-business Trump\" policies.\nHowever, the investment bank remains cautious, stating that “Trump/Red Sweep requires less caution but not broad bullishness with current starting point challenging.”\nThe firm upgraded Timken Company (NYSE:TKR), Cummins (NYSE:CMI), and Paccar (NASDAQ:PCAR), prioritizing \"SMID cap&domestic oriented stories over global players with less compelling valuations.\"\nTimken, an underperforming SMID cap, was upgraded from In-Line to Outperform, with Evercore noting it comes with “risky execution, yes, but worth the relative risk-reward.”\nPaccar’s upgrade reflects Evercore’s view that while they are “still anxious about near-term margin pressure,” a recovery in the “second half of 2025 as emission pre-buy kicks in” could support growth.\nCummins, which analysts highlight as the “#1 truck engine&after treatment supplier,” may also benefit from an early truck emission pre-buy cycle expected to ramp up in 2025.\nOn the other hand, Evercore downgraded Eaton (NYSE:ETN), Caterpillar (NYSE:CAT), ESAB Corp (NYSE:ESAB), and Illinois Tool Works (NYSE:ITW), citing high valuations and specific risks.\nCaterpillar faces “downside EPS risk” in light of “elevated construction equipment channel inventory” and strong global competition.\nMeanwhile, Eaton’s downgrade is described as a “valuation ‘breather’ call,” as its recent performance has left limited room for additional gains despite solid fundamentals.\nOverall, Evercore’s current approach toward the sector emphasizes a cautious stance, recommending “more selective” investments rather than a broad bullish view on the sector.\nTheir top 5 favorite stocks now include Parker Hannifin (NYSE:PH), United Rentals (NYSE:URI), Cummins, Timken, and Paccar.\nRelated Articles\nIndustrials and Machinery ratings adjusted at Evercore post-election\nTencent posts 8% revenue growth on gaming rebound, sees slow AI uptake\nUS stocks edge higher after CPI release; further rate cuts likely","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2483845048"}