Here is why Cummins Inc. (CMI) is among the Best Fusion Energy Development Stocks to Buy
Cummins Inc. (CMI) is highlighted as one of the best fusion energy development stocks to buy, with a low short percentage of shares outstanding. Wells Fargo and Argus both recently raised their price targets for CMI, citing the company's involvement in prime power solutions for data centers and its strong positioning to benefit from natural gas economics and stringent environmental regulations. Cummins' Accelera zero-emissions business, which includes large-scale power management and electrolyzers, is also noted for its role in supporting future energy developments.
4 Auto Stocks Wall Street Analysts Recommend Buying Now
Despite an expected modest cooling in the U.S. auto market in 2026, several companies are well-positioned for growth due to strong fundamentals and favorable analyst ratings. Zacks Stock Screener identified four auto stocks—Cummins, General Motors, Garrett Motion, and Dorman Products—each with a Zacks Rank #2 (Buy) and an Average Broker Recommendation of 2 or less. These companies are highlighted for their resilience, strategic investments in new technologies, and a strong outlook against a backdrop of resilient consumer demand and evolving industry trends.
Cummins Supports Customers with Updated DEF Inducement Calibrations
Cummins Inc. has updated engine calibrations to extend the time before diesel exhaust fluid (DEF) inducements occur and increase final inducement speeds, addressing customer concerns and minimizing downtime. This change, supported by updated EPA guidance, still ensures emissions compliance. The revisions apply to over 1.5 million engines in medium and heavy-duty trucks and motorcoaches, allowing more flexibility for operators.
MIRA's obesity-and-addiction drug shows brain and liver exposure
MIRA Pharmaceuticals (NASDAQ:MIRA) reported positive preclinical results for SKNY-1, an oral drug candidate for obesity and addiction. The optimized formulation demonstrated favorable oral bioavailability, reproducible systemic exposure, robust brain penetration, and substantial liver exposure, supporting once-daily dosing. This new data strengthens SKNY-1's development profile, which combines unique pharmacology to address both obesity and addiction while potentially avoiding neuropsychiatric side effects seen with earlier CB1-targeting therapies.
What Is Cummins Inc.'s (NYSE:CMI) Share Price Doing?
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Truist Raises its Price Target on Cummins (CMI)
Truist has raised its price target for Cummins (CMI) to $901 from $815, maintaining a Buy rating on the shares. This adjustment comes after a Q2 preview, indicating strong demand trends in the machinery, infrastructure services, and multi-industry sectors. Other firms like Wells Fargo and UBS have also recently increased their price targets and upgraded Cummins, citing reasons such as prime power awards, improving truck markets, and growth in its power business.
Truist Raises its Price Target on Cummins (CMI)
Truist has raised its price target on Cummins Inc. (NYSE:CMI) to $901 from $815, maintaining a Buy rating, citing strong demand trends in sectors like power and data centers. This follows other recent upgrades, including Wells Fargo raising its target to $874 due to a new data center award, and UBS upgrading Cummins to Buy with an $850 target, highlighting an improving truck market and double-digit growth in its power business. These analysts suggest the company has significant upside potential that current consensus estimates may be underappreciating.
Collaborative Fund Advisors LLC Invests $2.06 Million in Cummins Inc. $CMI
Collaborative Fund Advisors LLC has invested $2.06 million in Cummins Inc. (NYSE:CMI), acquiring 3,823 shares during the first quarter, making it 1.3% of their holdings. This move reflects continued institutional interest in Cummins, with major firms like Vanguard and State Street also increasing their stakes. Analyst sentiment for Cummins has become more bullish, with several firms raising price targets and earnings estimates after the company beat its recent quarterly EPS expectations.
Cummins and CII strengthen their collaborative commitment for Cleaner Air with the Launch of an Advanced Decision Support System
Cummins in India and the Confederation of Indian Industry (CII), in partnership with NITI Aayog, have launched an advanced Decision Support System (DSS) for air quality management in Pune and Pimpri Chinchwad. This system, part of the Cleaner Air Better Life (CABL) initiative, provides predictive, data-driven insights and up to 72-hour air quality forecasts to help local authorities manage air pollution more effectively. The initiative unites government, industry, academia, and civil society to implement scalable environmental solutions, building on the success of CABL which has expanded from policy dialogue to tangible on-ground impact in rural India.
Kepler Cheuvreux Suisse SA Has $5.15 Million Position in Cummins Inc. $CMI
Kepler Cheuvreux Suisse SA reduced its stake in Cummins Inc. (NYSE: CMI) by 37.9% in the first quarter, yet still holds 9,578 shares valued at approximately $5.15 million. The company has received increasing bullish sentiment from Wall Street analysts, with a consensus "Moderate Buy" rating and a median price target of $738. Cummins also reported strong quarterly results, beating EPS estimates and slightly exceeding revenue forecasts, while paying a $2.00 per share quarterly dividend.
The Bull Case For Cummins (CMI) Could Change Following Its Russell Reclassification Into Large-Cap Growth
Cummins (CMI) has been reclassified into Russell large-cap growth indexes, shifting its perception from a value industrial to a growth-oriented power solutions provider. This change highlights the company's focus on data center and power systems demand, such as its recent agreement with Circe Energy, as critical drivers for its growth amidst softening truck cycles. While the reclassification doesn't alter underlying business fundamentals, it underscores a growing emphasis on high-tech power solutions for future revenue and earnings.
The Peterbilt 579 from PACCAR Inc. - classic long-haul truck pushes fuel efficiency and driver comfort
The Peterbilt 579 from PACCAR Inc. is highlighted as a classic long-haul truck offering significant advancements in fuel efficiency and driver comfort. It features aerodynamic design, advanced driver assistance systems (ADAS), and a comfortable sleeper cab, making it a key product for long-haul and regional fleets. The article also touches upon its role in PACCAR's portfolio, offering investors exposure to long-haul truck demand, even as the industry explores alternative powertrains.
Why Caterpillar Stock Could Be Worth $1,407
TIKR's mid-case model suggests Caterpillar stock could reach $1,407 by December 2030, representing a 46% total return or an 8.8% annualized rate. This projection is despite Wall Street analysts providing a consensus target near the current price, with TIKR emphasizing Caterpillar's record backlog, increasing capacity, and falling tariff costs as key drivers for future growth. The article details Q1 2026 earnings, analyst sentiment splits, projected EBIT growth, and comparisons to peers like Deere and Cummins.
Cummins Inc. $CMI Stock Position Increased by QRG Capital Management Inc.
QRG Capital Management Inc. increased its stake in Cummins Inc. (NYSE:CMI) by 13.2% in the first quarter, bringing its total holdings to 57,016 shares valued at $30.7 million. Several analysts, including Truist, Wells Fargo, Raymond James, and Argus, raised their price targets for Cummins, with Truist setting a new target of $901. Cummins reported strong Q1 earnings, beating estimates with $6.15 EPS, and raised its quarterly dividend to $2.00 per share, despite some insider share sales.
New York State Teachers Retirement System Acquires 2,734 Shares of Cummins Inc. $CMI
The New York State Teachers Retirement System increased its stake in Cummins Inc. by 2.4% during the first quarter, acquiring an additional 2,734 shares. The firm now holds a total of 115,532 shares, valued at approximately $62.2 million. Wall Street analysts maintain a "Moderate Buy" consensus rating for Cummins, with an average target price of $738.00.
Fjarde AP Fonden Fourth Swedish National Pension Fund Has $29.83 Million Stock Position in Cummins Inc. $CMI
Fjarde AP Fonden Fourth Swedish National Pension Fund significantly increased its stake in Cummins Inc. (NYSE:CMI) by 76.0% in the first quarter, bringing its total holding to $29.83 million. Other institutional investors such as Northwestern Mutual Wealth Management Co., Norges Bank, Boston Partners, and London Co. of Virginia also made substantial investments or increased their positions in Cummins. The article also details recent analyst ratings, insider trading activity, the company's financial performance, and dividend information for Cummins.
Is Cummins (CMI) Reclassification Into Growth Indexes Quietly Reshaping Its Investment Narrative?
Cummins Inc. (CMI) was reclassified into several Russell growth and large-cap indexes on June 27, 2026, including the Russell Top 200 and Russell 1000 Growth, shifting its investment perception from a mid-cap value industrial to a large-cap growth and power solutions platform. This reclassification, coupled with strong demand in power systems for data centers, is influencing its investment narrative, although the risk of continued softness in North American truck demand remains a key factor. The company's forecasts project significant revenue and earnings growth by 2029, suggesting a substantial upside to its current price.
Is Cummins (CMI) Reclassification Into Growth Indexes Quietly Reshaping Its Investment Narrative?
Cummins (CMI) has been reclassified into several Russell growth and large-cap indexes, including the Russell Top 200 and Russell 1000 Growth, shifting its investment perception from a traditional mid-cap value industrial to a large-cap growth and power solutions platform. This change, coupled with strong power systems demand, particularly from data centers, is seen as reinforcing a growth narrative for the company. While the reclassification and new agreements like the Circe Energy partnership are positive, investors are advised to also consider the ongoing softness in the heavy and medium-duty truck market as a potential counterbalance.
Why Power Solutions International Is Drawing Investor Attention
Power Solutions International (PSIX), an engine and power-systems maker, has seen its stock plunge despite its involvement in the data center backup power theme, contrasting with peers like Generac and Cummins. This downturn is attributed to a challenging Q1 2026, featuring missed revenue targets and compressed margins, alongside ongoing securities litigation and a lack of 2026 guidance. Despite a strong 2025 and a low trailing P/E, investor attention remains split between its potential in the data center market and significant current challenges.
CMI - Cummins Inc Latest SEC Filings
This article provides a detailed financial overview of Cummins Inc. (CMI), including its latest stock performance, key financial metrics, valuation ratios, and analyst recommendations. It highlights the company's market cap, earnings per share, dividend information, and insider/institutional ownership data.
Y Intercept Hong Kong Ltd Invests $15.91 Million in Cummins Inc. $CMI
Y Intercept Hong Kong Ltd has made a significant investment in Cummins Inc. (NYSE:CMI), acquiring a new position of 29,568 shares valued at approximately $15.91 million in the first quarter. This comes as Cummins reported strong quarterly earnings, beating analyst expectations with an EPS of $6.15 and revenue of $8.40 billion, marking a 2.7% increase year over year. The company also announced a quarterly dividend of $2.00 per share, while analysts maintain a "Moderate Buy" rating with an average price target of $738.00.
1 Profitable Stock Worth Your Attention and 2 We Brush Off
This article identifies one profitable stock to buy and two to potentially avoid, based on StockStory's analysis of financial strength and long-term sustainability. TransDigm (TDG) is recommended due to strong organic growth and free cash flow, while Sotera Health (SHC) and Atmus Filtration Technologies (ATMU) are flagged for concerns regarding organic revenue growth, margins, and capital consumption.
Keybank National Association OH Cuts Stock Holdings in Cummins Inc. $CMI
Keybank National Association OH has decreased its holdings in Cummins Inc. (NYSE:CMI) by 1.4% in the first quarter, selling 1,780 shares and now owning 125,455 shares valued at $67.5 million. Despite insider selling activity totaling $9.38 million over the past 90 days, Cummins reported strong financial results, beating EPS estimates with $6.15 and achieving revenues of $8.40 billion. Analysts maintain a "Moderate Buy" rating for the company, with an average target price of $738.
Cummins Inc (CMI) Shares Fall 3.0% -- GF Value Says Still Overva
Cummins Inc (CMI) shares fell 3.0% to $661.70, yet GuruFocus's GF Value™ indicates the stock is still 102.7% overvalued compared to its intrinsic value of $326.40. Despite a strong GF Score™ of 84/100, driven by excellent growth and profitability, the valuation score is a low 1/10, signaling significant overpricing. Insider trading activity supports this, with insiders selling $9.8 million in stock over the last three months and no purchasing, which suggests a lack of confidence in the current valuation from those closest to the company.
Cummins Inc. balances engine legacy and clean power ambitions
Cummins Inc. is navigating the transition from traditional diesel engines to low-emission and zero-emission power solutions, including battery-electric and hydrogen fuel cell systems, while maintaining a global manufacturing presence. The company balances supporting its long-standing internal combustion engine business with significant investments in cleaner technologies to meet evolving regulatory standards and customer demand. Cummins' strategy involves engineering new power systems, managing supply chains, and expanding into emerging markets and applications like data center backup power, all while facing competition and adapting to market cycles and the ongoing energy transition.
Cummins Inc. stock underperforms Thursday when compared to competitors
Shares of Cummins Inc. (CMI) declined by 3.02% on Thursday, closing at $661.70. This underperformance occurred during a mixed trading session where the S&P 500 remained largely unchanged and the Dow Jones Industrial Average saw a gain. The stock experienced its second consecutive day of losses.
What's Behind General Motors' Q2 Sales Decline of 4% Y/Y?
General Motors reported
Is Cummins (CMI) Outperforming Other Auto-Tires-Trucks Stocks This Year?
Cummins (CMI) has significantly outperformed its peers in the Auto-Tires-Trucks sector this year, with a year-to-date return of 33.7% compared to the sector's average of -5.5%. The company holds a Zacks Rank #1 (Strong Buy), driven by a 12.6% increase in its full-year earnings consensus estimate over the past three months. Commercial Vehicle Group (CVGI) is another strong performer, returning 236.8% year-to-date.
Smithbridge Asset Management Inc. DE Has $1.47 Million Stock Position in Cummins Inc. $CMI
Smithbridge Asset Management Inc. DE reduced its stake in Cummins Inc. by 51.4% in the first quarter, now holding 2,738 shares valued at $1.47 million. Other institutional investors adjusted their holdings, with several increasing their positions. Analysts have given Cummins an average rating of "Moderate Buy" with a consensus target price of $731.86, while company insiders have recently sold shares.
Is Cummins (CMI) Outperforming Other Auto-Tires-Trucks Stocks This Year?
Cummins (CMI) has shown strong performance in the Auto-Tires-Trucks sector this year, with a 33.7% return compared to the sector's average of -5.5%. The stock holds a Zacks Rank of #1 (Strong Buy), driven by a 12.6% increase in its full-year earnings consensus estimate over the past three months. While CMI outperforms its sector, another stock, Commercial Vehicle Group (CVGI), has seen even more significant growth with a 236.8% year-to-date return.
Best Income Stocks to Buy for July 2nd
Zacks Investment Research has identified three top income stocks for July 2nd, all holding a Zacks Rank #1. These companies—Rockwell Automation, Inc., Cummins Inc., and Analog Devices, Inc.—are recommended due to their strong income characteristics, including competitive dividend yields and recent increases in their Zacks Consensus Estimate for current year earnings.
Best Income Stocks to Buy for July 2nd
This article recommends three top-ranked income stocks for July 2nd: Rockwell Automation, Inc. (ROK), Cummins Inc. (CMI), and Analog Devices, Inc. (ADI). Each company is highlighted for strong earnings estimate revisions and competitive dividend yields. Investors can access a full list of top-ranked stocks and premium screens from Zacks Investment Research.
Forum Financial Management LP Sells 1,565 Shares of Cummins Inc. $CMI
Forum Financial Management LP significantly reduced its stake in Cummins Inc. by selling 1,565 shares, decreasing its holding by 80.5% to 378 shares valued at approximately $203,000. Despite this, analysts maintain a "Moderate Buy" consensus rating with an average target price of $731.86 for Cummins, which recently reported better-than-expected quarterly results. The article also notes recent insider selling activity, with two executives offloading shares.
Cummins 2017 Single Module aftertreatment system From: Cummins Inc.
The Cummins 2017 Single Module aftertreatment system integrates the Diesel Oxidation Catalyst (DOC), Diesel Particulate Filter (DPF), and Selective Catalytic Reduction (SCR) into a single unit, significantly reducing space and weight. This system, featuring the UL2 Urea Dosing System, improves DEF dosing, minimizes deposit risk, and ensures efficient operation for better fuel economy across various applications. It offers simplified maintenance and enhanced reliability due to its innovative design.
EMR (Emerson Electric Co) Shares Outstanding (EOP) : 560 Mil (As of Mar. 2026)
Emerson Electric Co (EMR) had 560 million shares outstanding as of March 2026, a decrease from 562 million in December 2025, indicating share buybacks. The company's GF Score is 86 out of 100, and it is considered "Fairly Valued" with its stock price at $139.52, 8% above its estimated GF Value of $129.22. GuruFocus notes 6 warning signs for investors to review regarding EMR.
Cummins Inc. stock outperforms competitors despite losses on the day
Shares of Cummins Inc. (CMI) dropped 4.33% to $682.32, despite a generally dismal trading session for the stock market where the S&P 500 and Dow Jones also saw declines. This fall ended a two-day winning streak for Cummins. The stock's performance still indicates it is outperforming competitors despite the daily loss.
Wells Fargo upgrades Advanced Energy stock, adds 7 tactical picks for Q3
Wells Fargo has upgraded Advanced Energy Industries (NASDAQ:AEIS) to Overweight and identified seven other tactical investment picks for the third quarter of 2026. The upgrade for Advanced Energy comes after its stock underperformed peers, with Wells Fargo anticipating increased semiconductor and data center growth expectations for the company. The list also includes argenx SE (NASDAQ:ARGX), Cummins Inc. (NYSE:CMI), Keurig Dr Pepper Inc. (NASDAQ:KDP), MSCI Inc. (NYSE:MSCI), Palo Alto Networks, Inc. (NASDAQ:PANW), Planet Fitness, Inc. (NYSE:PLNT), and United Rentals (North America), Inc. (NYSE:URI), reflecting diverse opportunities across biotech, industrials, and other sectors.
Lansforsakringar Fondforvaltning AB publ Sells 12,272 Shares of Cummins Inc. $CMI
Lansforsakringar Fondforvaltning AB publ reduced its stake in Cummins Inc. by 21.7% in the first quarter, selling 12,272 shares and retaining 44,254 shares valued at approximately $23.8 million. This comes amidst other institutional investors modifying their holdings and recent insider selling activity. Operationally, Cummins exceeded quarterly EPS and revenue estimates, declared a $2.00 quarterly dividend, and maintains a "Moderate Buy" analyst rating with an average price target of $731.86.
A Look at Cummins Inc (CMI) After 3.2% Gain -- GF Value $325.73 vs Price $713.21
Cummins Inc (CMI) shares recently gained 3.2%, bringing its current price to $713.21, significantly above its GF Value™ estimate of $325.73, indicating it is 119.0% overvalued. This overvaluation is further supported by its P/E ratio of 37.0x, which is much higher than its historical median. Despite a strong GF Score™ of 84/100, driven by excellent growth and profitability, the poor valuation score and recent insider selling of $9.8 million suggest caution for potential investors.
How PHINIA’s Broad Russell Index Additions Will Impact PHINIA (PHIN) Investors
PHINIA Inc. (NYSE: PHIN) has been added to several Russell indexes, including growth and defensive benchmarks, which is expected to increase its visibility among institutional investors and enhance trading liquidity. While these additions primarily affect visibility rather than fundamentals, investors should focus on the company's upcoming Q2 2026 earnings release and its ability to manage high debt and transition beyond legacy internal combustion engine revenues. The article emphasizes that despite the index inclusion, varying analyst expectations and the company's debt burden warrant careful consideration.
Cummins Inc. stock outperforms competitors on strong trading day
Shares of Cummins Inc. (CMI) rose 3.20% on Tuesday, closing at $713.21, outperforming both the S&P 500 Index and the Dow Jones Industrial Average. This marks the second consecutive day of gains for the company's stock amidst a positive trading session for the broader market.
Pictet Asset Management Holding SA Boosts Position in Cummins Inc. $CMI
Pictet Asset Management Holding SA significantly increased its stake in Cummins Inc. during the first quarter by 11.9%, now holding 112,055 shares valued at over $60 million. Wall Street analysts maintain a "Moderate Buy" consensus rating for CMI, with an average target price of $731.86. Cummins recently exceeded earnings expectations, reporting a strong EPS of $6.15 and revenue of $8.40 billion, and also paid a quarterly dividend of $2.00 per share.
Apollon Wealth Management LLC Raises Holdings in Cummins Inc. $CMI
Apollon Wealth Management LLC increased its stake in Cummins Inc. (NYSE:CMI) by 16.5% during the first quarter, bringing its total holdings to 16,183 shares valued at $8.7 million. This move follows Cummins' stronger-than-expected quarterly earnings, with EPS of $6.15 and revenue of $8.40 billion, both surpassing analyst estimates. Despite recent insider selling, analyst sentiment remains positive, with a "Moderate Buy" rating and an average price target of $731.86 for the stock.
Bernstein Remains a Buy on Jacobs Solutions (J)
Bernstein analyst Chad Dillard maintained a Buy rating on Jacobs Solutions (J) with a $163.00 price target. This recommendation aligns with RBC Capital but contrasts with William Blair's Hold rating. The company reported $3.69 billion in quarterly revenue and a GAAP net loss of $45.88 million, while corporate insider sentiment is positive due to recent share purchases, including by CEO Robert Pragada.
Is Cummins Inc. (CMI) A Good Stock To Buy Now?
This article summarizes a bullish thesis on Cummins Inc. (CMI), highlighting its transformation from a diesel engine manufacturer to a global power solutions platform benefiting from high-margin aftermarket services and AI-driven power demand. Key points include its integrated structure, the strong performance of its Power Systems segment, advantages from tightening emissions standards, strategic acquisitions, and a significant long-term aftermarket revenue stream. The company's raised long-term financial framework suggests substantial upside potential.
Oshkosh Corp Monday consensus picture, shares supported by steady defense and fire orders
Oshkosh Corp starts the week with a stable analyst consensus and sustained order activity in its core vehicle businesses, including defense and fire apparatus. Analysts generally rate the stock as Buy or Hold, with price targets often above current levels. The company's focus on margin improvement and disciplined capital allocation, alongside strong demand in its defense and emergency vehicle segments, supports investor interest.
Navan (NAVN) Selected by Cummins to Support Global Business Travel
Navan, Inc. (NASDAQ:NAVN) has been selected by Cummins (CMI) to manage the business travel needs for its 60,000+ employees across more than 60 countries. This partnership follows Navan's recent collaboration with Enbridge (ENB) and strong Q1 results, which led BMO Capital to raise Navan's price target to $30 with an Outperform rating. The company's AI-powered software platform is recognized for simplifying travel and expense management, contributing to efficiency and growth.
Navan (NAVN) Selected by Cummins to Support Global Business Travel
Navan, Inc. (NAVN) has been chosen by Cummins (CMI) to manage global business travel for its 60,000+ employees across 60 countries, following a comprehensive review. This new partnership comes shortly after Navan also partnered with Enbridge (ENB) to streamline their travel program. BMO Capital recently raised Navan's price target to $30, maintaining an Outperform rating due to strong Q1 results and accelerated growth in bookings, payments, and enterprise gains.
Cummins Inc.(NYSE: CMI) added to Russell 1000 Growth Benchmark
Cummins Inc. (NYSE: CMI) has been added to the Russell 1000 Growth Benchmark. This follows an earlier announcement that the company was also added to the Russell 3000E Growth Benchmark. The diesel and gas motor and generator manufacturer is headquartered in the United States and global leader in its sector.
Cummins Inc.(NYSE: CMI) added to Russell 3000E Growth Benchmark
Cummins Inc. (NYSE: CMI) has been added to the Russell 3000E Growth Benchmark, as well as the Russell 1000 Growth Benchmark. This inclusion highlights the company's growth performance and position within the market. Cummins specializes in the design, manufacturing, and sale of diesel and gas motors, generators, and related components.
