This summary was created by AI, based on 2 opinions in the last 12 months.
Cummins reported an impressive quarter, resulting in a 9% increase in their shares. The company exceeded revenue expectations in four out of five of their largest divisions and noted improved profit margins. Their involvement in the transition to nuclear energy is seen as a positive aspect, though future support may fluctuate due to changing political landscapes under potential Trump administration policies. Additionally, Cummins' power systems division remains timely amidst a growing demand for data centers. However, concerns remain regarding their limited sales exposure to China, which could be susceptible to new tariffs. While CMI's trucking segment has shown some recovery, experts are eager for more significant improvements in light of adjustments in the freight market earlier this year.
One of the global leaders in diesel engine technology. Has been a fabulous company since early 2000. It has followed a lot of the global growth in truck manufacturing. Has been weak lately because emerging markets have been weaker, and the order books out of some of those areas have been slow. Trucking in general had some headwinds 2-3 years ago with the $100 oil. Long-term this is a great company. Looking for it to grow earnings probably in the 10% rate over the next 3-5 years. Valuation is quite low right now. On his watch list and he is waiting for the US$ to settle down a bit. Attractive at this price.
Very, very well-run company. Good track record of really good capital allocation. Trading at very reasonable multiples and very capital efficient. Good dividend which should grow over time. Have done a good job of expanding overseas. Considering the big drop off in heavy equipment manufacturing and purchasing, this has done an excellent job. Expanding well into China and India and picking up dealerships. You should have this in your portfolio.
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.
Cummins is a American stock, trading under the symbol CMI-N on the New York Stock Exchange (CMI). It is usually referred to as NYSE:CMI or CMI-N
In the last year, 2 stock analysts published opinions about CMI-N. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Cummins.
Cummins was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Cummins.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
2 stock analysts on Stockchase covered Cummins In the last year. It is a trending stock that is worth watching.
On 2025-04-01, Cummins (CMI-N) stock closed at a price of $315.36.
They reported a blow-out quarter, sending shares 9% higher. They beat revenues in 4 of their 5 largest divisions, boasted expanded marginsThey are part of the transition to nuclear energy, even though it will likely get less support under Trump, at a pace that will match customer needs. Also, he likes their power systems business (generators, commercial power systems for buildings), timely during the data centre boom. Caveat: While only 9% of their sales come from China, those could be hit by Trump tariffs.