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Data Centers And Electrification Will Unlock Future Opportunities

Published
06 Aug 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$410.06
2.1% undervalued intrinsic discount
27 Aug
US$401.40
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1Y
31.1%
7D
1.3%

Author's Valuation

US$410.1

2.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 Aug 25
Fair value Increased 12%

The upward revision in Cummins’ consensus price target reflects a modest increase in its forward P/E ratio while profit margins remain stable, resulting in a new fair value estimate of $386.44 per share. What's in the News Board of Directors approved ~10% increase in quarterly common stock dividend from $1.82 to $2.00 per share.

Shared on07 May 25
Fair value Increased 9.27%

Shared on30 Apr 25
Fair value Decreased 0.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.82%

AnalystConsensusTarget has increased revenue growth from 2.2% to 2.9%.

Shared on16 Apr 25
Fair value Decreased 4.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 3.37%

AnalystConsensusTarget has decreased revenue growth from 2.5% to 2.0%.

Shared on02 Apr 25
Fair value Decreased 2.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 7.82%

AnalystConsensusTarget has increased revenue growth from 1.9% to 2.5% and increased future PE multiple from 19.4x to 22.2x.