Cummins: Great Company, Wrong Price [Seeking Alpha]
Cummins Inc. (CMI)
Last cummins inc. earnings: 4/28 07:30 am
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US:NYSE Investor Relations:
investor.cummins.com/phoenix.zhtml?c=112916&p=irol-irhome
Company Research
Source: Seeking Alpha
Data Center tailwinds are real but represent only ~18% of revenue, while the core 82% is stuck in a cyclical contraction and faces tariff headwinds. Management suspended the FY25 outlook due to policy uncertainty; the upcoming February 2026 update is a major risk that could expose structural margin degradation. I rate shares a SELL, expecting the convergence of tariff costs and weak organic demand to trigger a sharp valuation reset to ~12x EBITDA. Monty Rakusen/DigitalVision via Getty Images Investment Thesis Cummins Inc. ( CMI ) is widely considered the "Gold Standard" of industrial power, and for good reason. However, the stock's 47.2% YTD rally suggests the market is pricing in rapid growth, driven by the Data Center demand, while ignoring the This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this a
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CMI
News
- Cummins Inc.'s (NYSE:CMI) large institutional owners must be happy as stock continues to impress, up 5.4% over the past week [Yahoo! Finance]Yahoo! Finance
- Cummins (NYSE:CMI) had its "buy (b-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Cummins (NYSE:CMI) was given a new $573.00 price target on by analysts at Argus.MarketBeat
- Cummins (NYSE:CMI) was upgraded by analysts at Truist Financial Corporation from a "hold" rating to a "strong-buy" rating.MarketBeat
- Cummins (NYSE:CMI) was upgraded by analysts at UBS Group AG from a "sell" rating to a "neutral" rating.MarketBeat
CMI
Earnings
- 11/6/25 - Miss
CMI
Sec Filings
- 11/25/25 - Form 4
- 11/25/25 - Form 144
- 11/13/25 - Form 4
- CMI's page on the SEC website