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Cummins Inc. Stock Price

NYSE:CMI Community·US$77.3b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 117 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

CMI Share Price Performance

US$554.76
149.49 (36.89%)
​
US$748.81
Fair Value
US$554.76
149.49 (36.89%)
25.9% undervalued intrinsic discount
US$748.81
Fair Value
Price US$554.76
AnalystConsensusTarget US$748.81
AnalystHighTarget US$901.00
AnalystLowTarget US$303.64
Thu, 2 Jul 26
Fair ValueUS$748.81
Share Pricen/a

CMI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$748.81 25.9% undervalued intrinsic discount

AI-Driven Demand and Electrification Will Unlock New Upside Opportunities

0users have liked this narrative
1users have commented on this narrative
54users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$901 38.4% undervalued intrinsic discount

A $200 Million Investment Will Power Expansion Amid Market Risks

1users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$303.64 82.7% overvalued intrinsic discount

North American And China Demand Decline Will Impede Profitability

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
CMI logo
Cummins
25.9% undervalued intrinsic discount

AI-Driven Demand and Electrification Will Unlock New Upside Opportunities

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 2 Jul
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CMI logo
Cummins
38.4% undervalued intrinsic discount

A $200 Million Investment Will Power Expansion Amid Market Risks

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AN
AnalystHighTarget
AnalystHighTarget
Updated 16 Jul
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CMI logo
Cummins
82.7% overvalued intrinsic discount

North American And China Demand Decline Will Impede Profitability

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AN
AnalystLowTarget
AnalystLowTarget
Published 14 Apr 2025
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Trending Discussion

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Recently Updated Narratives

AN
AnalystHighTarget
CMI logo

CMI: Data Center Prime Power Awards Will Support Multiyear Earnings Upside

Fair Value: US$901 38.4% undervalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
CMI logo

CMI: Data Center Power And Truck Demand Will Shape Measured Future Returns

Fair Value: US$748.81 25.9% undervalued intrinsic discount
54 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
CMI logo

North American And China Demand Decline Will Impede Profitability

Fair Value: US$303.64 82.7% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with excellent balance sheet and pays a dividend.

0 Risks
4 Rewards
View Full Analysis

Cummins Inc. Key Details

US$34.7b

Revenue

US$25.8b

Cost of Revenue

US$8.9b

Gross Profit

US$6.2b

Other Expenses

US$2.7b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
19.72
25.77%
7.82%
54.4%
View Full Analysis

About CMI

Founded
1919
Employees
67400
CEO
Jennifer Rumsey
WebsiteView website
www.cummins.com

Cummins Inc. offers various power solutions worldwide. The company operates through five segments: Engine, Distribution, Components, Power Systems, and Accelera. It offers diesel and natural gas-powered engines; and drivetrain systems, including axles, drivelines, brakes, and suspension systems; and on- and off-highway, and other products. The company also provides aftertreatment technology and solutions comprising custom engineering systems and integrated controls, oxidation catalysts, particulate filters, and selective catalytic reduction systems, as well as engineered components, including dosers; turbochargers, fuel systems, and valvetrain technologies; electronic control modules, sensors, and supporting software; and automated manual transmissions, and automatic transmissions for internal combustion engines. In addition, it sells and offers support services power generation systems, high-horsepower engines, and heavy-duty and medium-duty engines; offers application engineering services, custom-designed assemblies, and in-shop and field-based repair services; and retail and wholesale aftermarket parts. Further, the company offers standby and prime power generators, controls, paralleling systems, and transfer switches; turnkey solutions for distributed generation and energy management applications using natural gas, diesel, battery energy storage systems, and newer alternative sustainable fuels; diesel and natural gas high-speed, high-horsepower engines; and A/C generator/alternator products. Additionally, it provides electrified power systems, including batteries, fuel cells, and electric powertrain technologies. It sells its products to original equipment manufacturers, distributors, dealers, and other customers. The company was formerly known as Cummins Engine Company and changed its name to Cummins Inc. in 2001. Cummins Inc. was founded in 1919 and is headquartered in Columbus, Indiana.

Recent CMI News & Updates

Seeking Alpha • Aug 18

Cummins Is Becoming The Power Bottleneck's Toll Collector

Summary Cummins Inc. is evolving from a legacy engine supplier to a diversified power infrastructure platform, driven by surging data center and AI-related power demand. Cummins projects data center revenue to rise from $5 billion in 2026 to over $9 billion by 2030, with incremental margins near 25% and significant EBITDA upside. The Power Systems segment is already delivering high growth and margins, supporting management's raised guidance and validating the business mix shift. I assign a Buy rating, seeing nearly 19% upside to $748, as the market underestimates Cummins' sustainable power generation expansion and platform advantages. Read the full article on Seeking Alpha

Recent updates

No updates

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