NYSE
525.24USD
+1.36 (+0.26%)
We have scored 54 news catalysts on Cummins Inc. (CMI) over the past 12 months. The biggest single-day move next to one of them came Nov 6, 2025, when CMI closed +5.4%: “Dow, Nasdaq Fall Over 400 Points as Tech Resumes Losses”. Coverage across the window leans positive (average ticker sentiment +0.41). Most of the impact sits in sector industrials and institutional appeal.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
72.7B
P/E
—
EPS
—
Beta
1.23
52W range
400.72-737.76
Day range
522.87–528.88
Open
524.97
Prev close
523.88
Volume
477.7K
Avg volume
1M
Dividend
8.20
IPO
1947-10-03
Analysts publish price targets on CMI, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
8 analyst price targets from $700 to $901
as of 2026-09-13
The market is 34% below the median target — more cautious than the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Cummins Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Latest scored catalyst for CMI: .
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Cummins Inc. is a global innovator in power solutions, responsible for the design, manufacturing, distribution, and maintenance of a broad array of diesel and natural gas engines, alongside cutting-edge electric and hybrid powertrains, and associated components. Its operations are strategically divided into five segments: Engine, Distribution, Components, Power Systems, and New Power. The company's extensive engine portfolio, available under the Cummins brand and others, powers a vast range of heavy and medium-duty applications, including commercial trucks, buses, recreational vehicles, light-duty automobiles, construction and mining equipment, marine vessels, railway systems, oil and gas operations, defense, and agriculture. Complementing these engines, Cummins provides both new and remanufactured parts and comprehensive servicing. Beyond its core engine offerings, Cummins delivers sophisticated power generation systems, high-horsepower engines, and specialized application engineering. It also offers custom-designed assemblies, retail and wholesale aftermarket components, and expert repair services conducted both in-shop and on-site. The company's technological scope extends to emission control solutions, turbochargers, a variety of filtration systems (for air, fuel, lubricants, and hydraulics), coolants, fuel additives, and advanced electronic control modules, sensors, and supporting software. Fuel systems, both new and reconditioned, are also a key part of their product line, as are automated transmissions. For electrical power generation, Cummins provides standby and primary power generators, complete with controls, paralleling systems, and transfer switches, featuring products like Stamford and AVK A/C alternators. Embracing future energy demands, the company is a frontrunner in electrified power systems, encompassing battery technologies, fuel cells, and hydrogen production. This includes a robust offering of filtration, aftertreatment, control, air handling systems, automated transmissions, electric power generation, and battery solutions. Cummins distributes its diverse product range to original equipment manufacturers, an extensive network of distributors and dealers, and various other clientele worldwide. Founded in 1919 as the Cummins Engine Company, the enterprise adopted its current name, Cummins Inc., in 2001 and maintains its headquarters in Columbus, Indiana.
At $525, the stock sits 34% below the median analyst target of $842 and at the very bottom of the published model range, meaning the market has fully heard the bull case but is refusing to pay for it.
What the disagreement turns on
Can the Power Systems segment sustain its current 19% growth rate and expand margins beyond 30% as data-center demand scales, or will production constraints and softness in legacy segments drag overall growth back toward the flatline the price actually assumes; unit volume data can test the growth, but margin expansion cannot be measured with the tools available.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $557 on 2026-09-13 — the quote has since moved -6%, so read this as a record of what was priced in then, not now.
