NYSE:CMI

Cummins (CMI)

631.26
-0.35 (0.06%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 14, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Cummins Inc. (CMI-N) has garnered positive attention from industry experts for its recent addition to investment portfolios. Analysts highlight that the company is experiencing growth that surpasses that of Honeywell (HON), indicating a strong performance trajectory. Additionally, Cummins has been noted for its underappreciated exposure to the data center market, particularly through its role in manufacturing backup generators. This aspect has positioned the company favorably, as the demand for reliable power sources in data centers continues to rise. Overall, these insights suggest that Cummins is not only performing well but also has growth opportunities that are yet to be fully realized, making it an attractive option for potential investors.

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Consensus
Positive
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Valuation
Undervalued
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BUY

Very good company, not expensive at 12-14 times earnings. Engine manufacture and designer. A lot of revenue comes from the US and they are trying to expand into China. They have good potential internationally for their products.

BUY

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.

BUY

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%.

WAIT

(Market Call Minute) Be ready to buy soon, likes it a lot.

BUY ON WEAKNESS

Engine 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.

BUY
This is a good place to be because we are at the beginning of a replacement cycle for heavy trucks, which the tie directly into. Only trades at 10X forward earnings.
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