NYSE:CMI
Cummins (CMI)
Financials 
Technical Analysis 
Jun 26, 2026, 12:00 amThis summary was created by AI, based on 2 opinions in the last 12 months.
Cummins Inc. (CMI-N) is increasingly recognized for its significant presence in the data center sector by providing backup generators, a market that is witnessing rapid growth. Recent reviews highlight that the company is not only hitting an all-time high but is also experiencing robust revenue growth of 18%. This performance can be attributed to the ongoing build-out of data centers, which has put Cummins in a strategically advantageous position. Experts note that the underappreciation of Cummins' contributions to this sector indicates a potential for further upside in its valuation. Overall, the combination of market demand and solid revenue performance suggests that Cummins is poised for continued success.
Feels the US government will be creating some kind of a program to encourage trucks from diesel to natural gas and Cummins will be a massive winner on this. Global footprint. Have reputation of boosting their dividend every year. Dividend of about 1.9%.
John O'Connell, CFAEngine manufacturer. Very well run company. This is on his radar screen that he would like to own. There’s a big upgrade cycle that took place to get ahead of some regulatory changes with regards to the emission standards and this gave the company a bit of a boost last year. This is now weakening a little bit. Good international sales. He would like to see it around $80. Wouldn’t be surprised if it went lower than this.
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
An excellent company. Great long-term growth potential. Manufacture engines, diesel engines for trucks and generators. Highly innovative. If the US and Canadian governments get their act together and encourage the adoption of compressed natural gas to run engines, this company would be a huge, huge winner. Has come off a little bit, which represents an excellent opportunity.