
NYSE:CMI
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.
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.
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.
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.