$CMI

A cybersecurity researcher observed a Chinese-speaking hacker using AI agents to breach over 100 companies, including Deere, SharkNinja, and Cummins. The AI tools autonomously probed and infiltrated sites, with minimal human input. Deere and SharkNinja confirmed the incidents but stated no sensitive data was accessed. The hacker spent around $5,000 on AI tools, achieving successful intrusions in about 23 hours each.

Cummins Inc (CMI) shares fell 4.2% to $519.53 on October 22, 2026, within a 52-week range of $407.57 to $737.76. GF Value™ estimates CMI is 43.8% overvalued, with a GF Score™ of 90/100. Insiders sold $39.1 million in shares over the past year, with no buying activity. CMI's P/E ratio of 26.6x is above its 5-year median of 16.9x, indicating a premium valuation.

Researcher Snorre Fagerland of NorForge discovered a hacker using AI tool Cairn to target over 1,200 sites, including Deere, SharkNinja, and Cummins. The hacker's objective was to exploit e-commerce websites. Deere and SharkNinja reported no sensitive data was accessed. Cairn's author denies designing it for malicious use.

A single operator used AI agents to breach over 100 companies' websites, targeting online stores in the U.S., Canada, Japan, and Australia. Cybersecurity firm NorForge linked the attacks to Cairn, estimating $5,000 in model spending. Companies like Deere, SharkNinja, and Cummins were affected, with varying responses. NorForge is assisting in notifications and dashboard takedowns.

C-COM Satellite Systems Inc. (CMI) launched a 1.2m Q-band antenna for tracking HAPS platforms, enabling deployable NTN gateways. The antenna maintains 38–40GHz links for backhaul and emergency coverage, expanding C-COM's offerings in NTN/HAPS gateways.

Analysts updated ratings and price targets for several companies. Albemarle (ALB) was upgraded to buy with a $130 target by Mizuho. Dell (DELL) and Domino's (DPZ) were downgraded by Barclays and Gordon Haskett, respectively. Other notable changes include upgrades for Galaxy Digital (GLXY) and Trane (TT), and downgrades for Carrier (CARR), Lennox (LII), and more. Price targets were adjusted accordingly.

Cummins (CMI) announced a $2.20 per share quarterly dividend, consistent with its prior payment. The dividend is payable on December 3 to shareholders of record on November 20. The company also raised its 2026 revenue outlook to 10%-13% and is planning a phased transition for EPA 2027 engines. Cummins reported mixed Q2 results but increased its full-year 2026 outlook.

Cummins Inc.'s average stock price target was reduced by analysts from $748.6 to $739.71, with a range of $600 to $890. This implies a 41% upside from the Oct. 9 closing price. The consensus rating remains 'Buy' among 26 analysts, with 17 Buys and 9 Holds.

Wells Fargo maintained an Overweight rating on Cummins (CMI) but lowered its price target from $874 to $760. According to GuruFocus, CMI is 43.6% overvalued at $515.58, with a GF Value of $359.14. The company has a GF Score of 90, indicating strong performance, but insiders have sold $399,410 worth of shares in the past three months.

The trucking industry is adapting to the EPA's 2027 emissions regulations, with OEMs divided on non-conformance penalties (NCPs). Cummins supports NCPs, while Daimler Truck North America opposes them. International Motors and Paccar have also announced their strategies. The regulatory uncertainty is affecting order plans and pricing, with fleets facing potential cost increases.