CMI

Cummins Inc. (CMI) | Rumor.io

Cummins

CMI

Attention (50-day avg)0%

Attention rank (50-day avg)#1,358

Bullish sentiment (50-day avg)31%

Price to earnings ratio26.5

Market capitalization71.5B

Earnings per share19.6

Dividend yield (TTM)1.7%

Revenue (annual)33.7B

Net income (annual)3B

Social

What share of all stock conversation is about CMI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% +0	0.02% +0.01

Aug 4

Cummins Inc. ($CMI) reported a record quarter with Q2'26 earnings, with revenue of $9.46B, a 9% YoY increase, and net income of $932M.
Despite missing EPS estimates, the company raised its FY2026 revenue guidance to 10-13% growth, and increased its EBITDA margin to 17.5%.
Cummins' Q2'26 results were mixed, with revenue beating expectations but EPS missing estimates, due to margin compression; the company attributed the strong results to robust demand from data centers and truck recovery.

Generated by AI

Sentiment

Of the messages about CMI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	6.06% -9.94	18.75% -79.66	99.21% +10.71
Bearish	—	93.94% +9.94	81.25% +79.66	0.79% -10.71

Bullish· Mar 22

The team behind $CMI has a strong energy and a big vision for the project, which is expected to be a game-changer.
$CMI has a supportive and loving community, which is a key factor in its success and a reason to invest in the project.
The project's unique features, such as a 0% tax policy and a strong community focus, make it an attractive investment opportunity and a potential next big thing in the crypto market.

Bearish· Jul 1

Cummins (CMI) trades at a lower forward price-to-earnings ratio (24x) compared to peer Caterpillar (CAT) (39x).
The average analyst price target for CAT is below its current trading price, indicating a sell-side expectation of lower value.
Investor Michael Burry has shorted CAT, citing its high price-to-sales ratio as a reason, and considers it overvalued.

Generated by AI

Topics

Of the messages about CMI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	7.63%	27.98%	0.91%
Macro	0%	92.37%	41.92%	58.07%
Technical Analysis	0%	0%	0.19%	0.57%
Analysts	0%	0%	23.14%	40.13%
Earnings	0%	0%	6.78%	0.3%
Controversies	0%	0%	0%	0.01%

Earnings· Aug 5

Cummins Inc. (CMI) reported Q2 2025 earnings with EPS of $6.43, beating estimates by $1.17, and revenue of $8.6B, surpassing estimates.
The company's record profitability in Power Systems and Distribution segments offset a decline in North America truck demand, with strong power generation demand driving revenue.
Cummins raised its quarterly dividend to $2.00/share and did not provide full-year guidance due to economic uncertainty and declining North America truck market.

Analysts· May 17

BofA Global Research is bullish on Cummins (CMI), citing potential for growth.
Bank of America and Morgan Stanley have raised their price targets for Cummins (CMI) to $274.00 and $325.00, respectively.
Analyst Ross Gilardi at B of A Securities has upgraded Cummins (CMI) to a Buy rating from Neutral, with a $325 price target.

Announcements· Feb 6

Cummins Inc. ($CMI) reported strong fourth quarter and full year 2022 results, with revenues of $7.8 billion and net income of $631 million.
The company's sales in North America increased 25% and international revenues decreased 1% compared to the same quarter in 2021, despite a market slowdown in China and Russia.
Cummins provided FY23 revenue guidance of +12-17%, which was above analyst expectations, and reported decent revenue upside in the latest earnings report.

Macro· Jan 4

Cummins Inc. (CMI) might be a good play due to potential grid capacity shortages and the need for diesel generators to bridge the gap.
These shortages could lead to increased demand for Cummins' generators and other equipment, supporting the company's stock.
The potential for Cummins to benefit from this scenario is highlighted as a contrast to Caterpillar (CAT), which might be a miss.

Generated by AI

Community

Of the messages about CMI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	75%	2.19%	11.93%	4.44%
Newcomers	25%	97.81%	88.07%	95.56%

Regulars· Nov 6

Cummins reports strong Q3 operating results, with revenue of $8.32B and net income of $536M, despite a $240M non-cash charge related to its electrolyzer business.
The company's shares are trading higher after the report, with a 6.28% gap from the previous day's close, indicating broad institutional support from 2,419 funds on the cap table.
The stock's relative volatility (RVOL) is 3.02, confirming heavy relative flow, and is currently 3.99% below its 52-week high, making it a swing-ready opportunity with an average true range (ATR) of $13.39.

Newcomers· Aug 4

Cummins Inc. (CMI) reported a mixed Q2, with Net Revenue of $9.5B beating expectations, but EPS of $6.73 missing expectations.
Newcomers are focusing on the potential upside of CMI, with one post suggesting a 28% increase from the current price.
The company's Power Systems business is expected to account for half of Cummins' revenue, according to a thesis that is being re-stated.

Generated by AI

U.S. Treasury yields recently hit a 24 year high, lifting borrowing costs and putting pressure on many growth stories. Capital is getting more selective. That can push investor attention toward clearer energy transition themes, including hydrogen fuel cell technology, where policy goals and decarbonisation needs remain in focus. This article highlights three hydrogen fuel cell stocks from the screener that could help you explore this niche. The stocks covered below are a starting sample from...

4h agoYahoo Finance

Cummins: The Backup-Power Story Is The Main Story (NYSE:CMI)

5d agoSeeking Alpha

Cummins (CMI) Looks Undervalued On Paper, Is The Pullback A Buying Opportunity?

Event-driven look at Cummins stock Cummins (CMI) is back in focus after new data highlighted how a US$1,000 investment 10 years ago would now be worth US$4,346.42, underscoring the long-term effect of compounding for shareholders. The recent move in Cummins has been more hesitant in the short term, with the share price down 8.22% over the past month and 27.89% over the past quarter. Even so, the latest close at US$524.65 anchors a 1-year total shareholder return of 27.36% and a 5-year total...

5d agoYahoo Finance

Bloom Energy Sinks 6% as Traders Take Profits on a 190% YTD Run; Generac and Cummins Pull Back

After a 190% run in a single year, Bloom Energy is sliding hard while the broader market barely flinches, and the real question is whether today's session is a routine shakeout or the first crack in a historic growth story.

5d agoYahoo Finance

Here’s How Much You Would Have Made Owning Cummins Stock In The Last 10 Years - Cummins (NYSE:CMI)

Cummins (NYSE:CMI) has outperformed the market over the past 10 years by 2.18% on an annualized basis producing an average annual return of 15.8%. Currently, Cummins has a market capitalization of $73.50 billion.

7d agoBenzinga

Cummins Inc. stock outperforms competitors on strong trading day

11d agoMarketWatch

Also Discussed

Investors talking about CMI also mention

#	Name	Attention
1	PACCAR Inc.PCAR	0%0
2	Westport Fuel Systems Inc.WPRT	0%new
3	Atmus Filtration Technologies Inc.ATMU	0%0
4	Generac Holdings Inc.GNRC	0%+0
5	Clean Energy Fuels Corp.CLNE	0%0
6	Rush Enterprises, Inc. Class A Common StockRUSHA	0%0
7	Eaton Corporation plcETN	0%new
8	Caterpillar Inc.CAT	0.01%+0.01
9	Illinois Tool Works Inc.ITW	0%-0.04
10	Ingersoll Rand Inc.IR	0%0

Cummins Inc.

Industrials
Specialty Industrial Machinery

Cummins Inc. is a global power technology company that designs, manufactures, distributes, and services a broad range of power solutions. Its current business spans diesel and natural gas engines, drivetrain and braking systems, power generation equipment, and related components such as filtration, aftertreatment, turbochargers, fuel systems, controls, and air handling systems. The company also offers electrified power systems, including batteries, fuel cells, and electric powertrain technologies, through its Accelera segment. Cummins serves original equipment manufacturers, distributors, dealers, and end customers across commercial vehicle, construction, mining, marine, rail, agricultural, defense, and industrial markets. Headquartered in Columbus, Indiana, and founded in 1919, Cummins plays an important role in supplying power and propulsion technologies for both on-highway and off-highway applications worldwide.

Website

Location

500 Jackson Street

Columbus, IN, 47202-3005

United States

Social

What share of all stock conversation is about CMI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% +0	0.02% +0.01

Aug 4

Cummins Inc. ($CMI) reported a record quarter with Q2'26 earnings, with revenue of $9.46B, a 9% YoY increase, and net income of $932M.
Despite missing EPS estimates, the company raised its FY2026 revenue guidance to 10-13% growth, and increased its EBITDA margin to 17.5%.
Cummins' Q2'26 results were mixed, with revenue beating expectations but EPS missing estimates, due to margin compression; the company attributed the strong results to robust demand from data centers and truck recovery.

Generated by AI

Sentiment

Of the messages about CMI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	6.06% -9.94	18.75% -79.66	99.21% +10.71
Bearish	—	93.94% +9.94	81.25% +79.66	0.79% -10.71

Bullish· Mar 22

The team behind $CMI has a strong energy and a big vision for the project, which is expected to be a game-changer.
$CMI has a supportive and loving community, which is a key factor in its success and a reason to invest in the project.
The project's unique features, such as a 0% tax policy and a strong community focus, make it an attractive investment opportunity and a potential next big thing in the crypto market.

Bearish· Jul 1

Cummins (CMI) trades at a lower forward price-to-earnings ratio (24x) compared to peer Caterpillar (CAT) (39x).
The average analyst price target for CAT is below its current trading price, indicating a sell-side expectation of lower value.
Investor Michael Burry has shorted CAT, citing its high price-to-sales ratio as a reason, and considers it overvalued.

Generated by AI

Topics

Of the messages about CMI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	7.63%	27.98%	0.91%
Macro	0%	92.37%	41.92%	58.07%
Technical Analysis	0%	0%	0.19%	0.57%
Analysts	0%	0%	23.14%	40.13%
Earnings	0%	0%	6.78%	0.3%
Controversies	0%	0%	0%	0.01%

Earnings· Aug 5

Cummins Inc. (CMI) reported Q2 2025 earnings with EPS of $6.43, beating estimates by $1.17, and revenue of $8.6B, surpassing estimates.
The company's record profitability in Power Systems and Distribution segments offset a decline in North America truck demand, with strong power generation demand driving revenue.
Cummins raised its quarterly dividend to $2.00/share and did not provide full-year guidance due to economic uncertainty and declining North America truck market.

Analysts· May 17

BofA Global Research is bullish on Cummins (CMI), citing potential for growth.
Bank of America and Morgan Stanley have raised their price targets for Cummins (CMI) to $274.00 and $325.00, respectively.
Analyst Ross Gilardi at B of A Securities has upgraded Cummins (CMI) to a Buy rating from Neutral, with a $325 price target.

Announcements· Feb 6

Cummins Inc. ($CMI) reported strong fourth quarter and full year 2022 results, with revenues of $7.8 billion and net income of $631 million.
The company's sales in North America increased 25% and international revenues decreased 1% compared to the same quarter in 2021, despite a market slowdown in China and Russia.
Cummins provided FY23 revenue guidance of +12-17%, which was above analyst expectations, and reported decent revenue upside in the latest earnings report.

Macro· Jan 4

Cummins Inc. (CMI) might be a good play due to potential grid capacity shortages and the need for diesel generators to bridge the gap.
These shortages could lead to increased demand for Cummins' generators and other equipment, supporting the company's stock.
The potential for Cummins to benefit from this scenario is highlighted as a contrast to Caterpillar (CAT), which might be a miss.

Generated by AI

Community

Of the messages about CMI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	75%	2.19%	11.93%	4.44%
Newcomers	25%	97.81%	88.07%	95.56%

Regulars· Nov 6

Cummins reports strong Q3 operating results, with revenue of $8.32B and net income of $536M, despite a $240M non-cash charge related to its electrolyzer business.
The company's shares are trading higher after the report, with a 6.28% gap from the previous day's close, indicating broad institutional support from 2,419 funds on the cap table.
The stock's relative volatility (RVOL) is 3.02, confirming heavy relative flow, and is currently 3.99% below its 52-week high, making it a swing-ready opportunity with an average true range (ATR) of $13.39.

Newcomers· Aug 4

Cummins Inc. (CMI) reported a mixed Q2, with Net Revenue of $9.5B beating expectations, but EPS of $6.73 missing expectations.
Newcomers are focusing on the potential upside of CMI, with one post suggesting a 28% increase from the current price.
The company's Power Systems business is expected to account for half of Cummins' revenue, according to a thesis that is being re-stated.

Generated by AI

Cummins

Social

Aug 4

Bullish· Mar 22

Bearish· Jul 1

Earnings· Aug 5

Analysts· May 17

Announcements· Feb 6

Macro· Jan 4

Regulars· Nov 6

Newcomers· Aug 4

Cummins And 2 Other Top Hydrogen Stocks

Cummins: The Backup-Power Story Is The Main Story (NYSE:CMI)

Cummins (CMI) Looks Undervalued On Paper, Is The Pullback A Buying Opportunity?

Bloom Energy Sinks 6% as Traders Take Profits on a 190% YTD Run; Generac and Cummins Pull Back

Here’s How Much You Would Have Made Owning Cummins Stock In The Last 10 Years - Cummins (NYSE:CMI)

Cummins Inc. stock outperforms competitors on strong trading day

Also Discussed

Cummins Inc.

Company Information

Location

Cummins And 2 Other Top Hydrogen Stocks

Cummins: The Backup-Power Story Is The Main Story (NYSE:CMI)

Cummins (CMI) Looks Undervalued On Paper, Is The Pullback A Buying Opportunity?

Bloom Energy Sinks 6% as Traders Take Profits on a 190% YTD Run; Generac and Cummins Pull Back

Here’s How Much You Would Have Made Owning Cummins Stock In The Last 10 Years - Cummins (NYSE:CMI)

Cummins Inc. stock outperforms competitors on strong trading day

Also Discussed

Social

Aug 4

Bullish· Mar 22

Bearish· Jul 1

Earnings· Aug 5

Analysts· May 17

Announcements· Feb 6

Macro· Jan 4

Regulars· Nov 6

Newcomers· Aug 4