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Cummins Inc. Stock Price

NYSE:CMI Community·US$82.0b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 88 Fair Values set on narratives written by author

CMI Share Price Performance

US$593.28
232.81 (64.59%)
US$560.57
Fair Value
US$593.28
232.81 (64.59%)
5.8% overvalued intrinsic discount
US$560.57
Fair Value
Price US$593.28
AnalystConsensusTarget US$560.57
AnalystHighTarget US$703.00
AnalystLowTarget US$303.64

CMI Community Narratives

AnalystConsensusTarget·
Fair Value US$560.57 5.8% overvalued intrinsic discount

AI-Driven Demand and Electrification Will Unlock New Upside Opportunities

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AnalystHighTarget·
Fair Value US$703 15.6% undervalued intrinsic discount

A $200 Million Investment Will Power Expansion Amid Market Risks

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AnalystLowTarget·
Fair Value US$303.64 95.4% overvalued intrinsic discount

North American And China Demand Decline Will Impede Profitability

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US$703
15.6% undervalued intrinsic discount
Revenue
12% p.a.
Profit Margin
11.54%
Future PE
22.9x
Price in 2029
US$896.57
US$560.57
5.8% overvalued intrinsic discount
Revenue
6.08% p.a.
Profit Margin
11.9%
Future PE
20.89x
Price in 2029
US$717.65
US$303.64
95.4% overvalued intrinsic discount
Revenue
-3.3% p.a.
Profit Margin
7.82%
Future PE
21.71x
Price in 2028
US$375.15

Trending Discussion

Updated Narratives

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CMI: Rising Data Center Demand Will Support Earnings Through Upcoming Truck Cycle Trough

Fair Value: US$703 15.6% undervalued intrinsic discount
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CMI: Data Center Power And Truck Cycle Trough Will Shape Balanced Returns

Fair Value: US$560.57 5.8% overvalued intrinsic discount
41 users have followed this narrative
1 users have commented on this narrative
0 users have liked this narrative
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North American And China Demand Decline Will Impede Profitability

Fair Value: US$303.64 95.4% overvalued intrinsic discount
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0 users have commented on this narrative
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Snowflake Analysis

Excellent balance sheet, good value and pays a dividend.

1 Risk
3 Rewards

Cummins Inc. Key Details

US$33.7b

Revenue

US$25.0b

Cost of Revenue

US$8.7b

Gross Profit

US$5.8b

Other Expenses

US$2.8b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
20.58
25.76%
8.44%
55.3%
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.

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