CUMMINS INC
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Cummins (CMI) shares fell 15.3% since its last earnings report, which missed estimates at $6.94 per share. Revenue rose 9.4% to $9.46B, driven by power generation and construction demand. Margins contracted in most segments due to higher costs. The company raised its 2026 revenue outlook to 10-13% and increased its dividend to $2.20 per share. Analysts have slightly raised estimates post-earnings.
Cummins joined Emerald Technology Ventures as a Limited Partner to access startups and emerging technologies in power, mobility, and decarbonization. The partnership aims to support Cummins' strategy in key areas like electrification and digital tools, providing access to startups, research, and pilot programs. Emerald manages €1.3 billion in assets and focuses on climate change and sustainability startups.
Eaton (ETN), Vertiv (VRT), and Cummins (CMI) are industrial companies benefiting from AI-driven data center growth. Eaton reported Q2 sales of $8.53B, up 21% YoY, and forecasts 11-13% revenue growth. Vertiv saw Q2 revenue of $3.27B, up 24% YoY, and raised full-year sales projections. Cummins reported Q2 revenue of $9.5B, up 9.4% YoY, and expects 10-13% sales growth. All three companies are key enablers of AI infrastructure.
Over the past 7 days, alphai's AI scored 2 news stories mentioning CMI (CUMMINS INC). Coverage has skewed bearish: 0 bullish, 1 neutral, and 1 bearish.
Recent CMI coverage spans earnings, financial news and technology.
In the last 30 days, CMI insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($399K). The most active reporter was Newsome Earl, VP - Chief Information Officer, with 1 filing.
The stock has underperformed post‑earnings, suggesting continued downside pressure.
Potential for Cummins to source innovative technologies for power, mobility and decarbonisation.
Cummins' solid earnings and steady guidance indicate limited downside and modest upside.
Mixed results with revenue growth but earnings miss could cause volatility.
Minor dilution of insider ownership; unlikely to move price materially.
alphai scores every news story that mentions CMI with an AI model for sentiment and relevance, and aggregates insider trades from CUMMINS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Cummins (CMI) shares fell 15.3% since its last earnings report, which missed estimates at $6.94 per share. Revenue rose 9.4% to $9.46B, driven by power generation and construction demand. Margins contracted in most segments due to higher costs. The company raised its 2026 revenue outlook to 10-13% and increased its dividend to $2.20 per share. Analysts have slightly raised estimates post-earnings.
2 min readCummins joined Emerald Technology Ventures as a Limited Partner to access startups and emerging technologies in power, mobility, and decarbonization. The partnership aims to support Cummins' strategy in key areas like electrification and digital tools, providing access to startups, research, and pilot programs. Emerald manages €1.3 billion in assets and focuses on climate change and sustainability startups.
2 min readEaton (ETN), Vertiv (VRT), and Cummins (CMI) are industrial companies benefiting from AI-driven data center growth. Eaton reported Q2 sales of $8.53B, up 21% YoY, and forecasts 11-13% revenue growth. Vertiv saw Q2 revenue of $3.27B, up 24% YoY, and raised full-year sales projections. Cummins reported Q2 revenue of $9.5B, up 9.4% YoY, and expects 10-13% sales growth. All three companies are key enablers of AI infrastructure.
3 min readGreenbrier (GBX) reported Q2 revenue of $576.5M, down 31.6% YoY, missing estimates. Commercial Vehicle Group (CVGI) reported $195.2M, up 13.5% YoY, beating estimates. Cummins (CMI) reported $9.46B, up 9.4% YoY, missing EPS and EBITDA estimates. GBX and CVGI stocks fell 3.7% and 32.7% since results, respectively; CMI fell 11.8%.
3 min readNewsome Earl (VP - Chief Information Officer) sold 698 shares of CUMMINS INC (CMI) at $572.22 ($0.40M total) on 2026-08-24.
1 min readCummins (CMI) benefits from AI infrastructure spending, with its power systems division seeing 19% revenue growth in Q2 2026. The company provides backup and prime power for AI data centers, addressing grid strain. CMI's P/E ratio is 30, above its 5-year average of 17.5.
2 min readCummins (CMI) is expected to see a 26.4% year-over-year increase in fiscal 2026 EPS to $30.06, according to analysts. The company has beaten earnings estimates in three of the past four quarters. Analysts' consensus rating is 'Moderate Buy,' with 11 'Strong Buy' ratings. Wells Fargo raised its price target to $874, citing growth opportunities. The mean price target is $767.31, a 29.3% premium to current levels.
2 min readS&P Global estimates Alphabet, Amazon, Meta, Microsoft, and Oracle will spend $750B on capital expenditures in 2026, driven by AI. Cummins (CMI) benefits as a supplier of backup power for data centers, with Power Systems sales up 19% YoY in Q2. The company is expanding into primary power solutions for data centers.
2 min readJefferies reduced its price target for Cummins (NYSE:CMI) to $675 from $775, citing margin concerns and lower earnings estimates for 2027 and 2028. The firm maintains a Buy rating, noting potential upside. Cummins reported record Q2 revenue of $9.5B but missed EPS estimates. Bernstein SocGen reiterated a Market Perform rating with a $700 target.
2 min readGE Vernova (GEV) rose 50% YTD, Eaton (ETN) 33%, and Cummins (CMI) 19%, with GEV leading on grid and gas turbine demand. GEV's Q2 revenue grew 21.8% YoY, orders up 88%, and backlog at $176B. Eaton's Q2 revenue up 21.4% YoY, raised EPS guidance. CMI's Q2 revenue hit $9.46B, raised revenue growth guidance. AI capex commitments may impact future gains.
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