NYSE:CMI

Cummins (CMI)

550.03
-4.73 (0.85%)
as of Sep 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 10, 2026, 12:00 am

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

Cummins Inc. (CMI-N) is gaining recognition as a robust player in the industrial sector, particularly as it enters new markets with significant growth potential. Experts suggest that Cummins may have a more favorable growth trajectory compared to others in the sector, such as Honeywell (HON). Additionally, the company has an underappreciated position in the data center industry, where it manufactures backup generators, a critical component of infrastructure for these facilities. This diversification into data centers not only supports consistent revenue but also highlights the company's ability to adapt to evolving market demands. Overall, Cummins appears positioned for further success as it harnesses its strengths in various industrial applications.

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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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