Cummins stock reports strong Q2 sales as guidance rises
Cummins Inc. (CMI) reported strong Q2 2026 revenue, increasing 9.4% year-over-year to $9.46 billion, leading management to raise its full-year revenue growth guidance to 10-13%. Despite a slight drop in operating margin, net income and diluted EPS saw moderate increases. The company's growth is primarily driven by power generation and data center demand, helping to offset softer trends in truck-related businesses.
Cummins reports traction for replacement engines: what it means for Cummins stock
Cummins Inc. announced that its new-for-old replacement engine strategy is gaining traction in the off-highway sector. The company's stock was trading at EUR 469.65 in weekend trading at Lang & Schwarz, up 0.03% from its previous close. Xetra will reopen on October 5, 2026, as October 3, 2026, is a weekend day.
Cummins stock after-hours at EUR 469.65: plus 1.43 percent versus prior close
Cummins stock closed after-hours trading at EUR 469.65, showing a 1.43 percent increase compared to its prior close. This rise occurred on the same day that EquipmentShare announced a multi-year agreement with Cummins, positioning EquipmentShare as a key rental and distribution channel for Cummins power products, with plans to expand natural gas power generation capacity in the United States.
UBS cuts target for Cummins stock from USD 835.00 to USD 741.00
UBS has lowered its price target for Cummins stock from USD 835.00 to USD 741.00, while maintaining a Buy rating, due to uncertainties surrounding EPA 2027 rules, inflation, and fuel costs. Despite the reduced target, Cummins recently signed a 1 gigawatt fleet deal and reported a 9% increase in Q2 2026 revenue to USD 9.46 billion, with diluted EPS at USD 6.73. The company also raised its full-year 2026 revenue-growth outlook.
JPMorgan cuts target for Cummins stock to USD 600
JPMorgan has reduced its price target for Cummins stock from USD 690 to USD 600, while maintaining a neutral rating, despite the company reporting a 9.00% increase in second-quarter revenue to USD 9.5 billion and raising its full-year 2026 revenue growth guidance. This adjustment reflects a more cautious valuation view from JPMorgan, even as Cummins shows strong operating performance, including significant growth in Power Systems and Accelera sales. The market is currently weighing this improved demand against JPMorgan's tempered valuation assessment.
Ftai Infrastructure Inc (FIP-Q) Stock Price and News
This page provides stock price and news information for FTAI Infrastructure Inc. (FIP-Q), which acquires, develops, and operates critical infrastructure assets for transportation and energy industries. The content includes a real-time stock tracker, historical price data, financial summaries, and a feed of recent news articles from various sources covering earnings, acquisitions, and analyst opinions.
Nick Pedersen’s 1,155-HP 6.7L Cummins Engine
Nick Pedersen of Edmonton, Alberta, built a 1,155-horsepower 6.7L Cummins engine for his 1995 Dodge 1500, showcasing his mechanical expertise from working on heavy-duty diesel equipment. The "Lil Green Express" truck, capable of 5,600 rpm, serves as both a "resume" for his skills and an all-around daily driver that can also perform on the dragstrip. This impressive build highlights how a well-engineered foundation, upgraded components, and proper fuel delivery can achieve four-digit horsepower in a reliable street vehicle.
Will EquipmentShare Fleet Deal Change Cummins Stock Narrative
EquipmentShare.com Inc. has signed a multi-year fleet agreement with Cummins Inc. to deploy up to 1 gigawatt of natural gas generation capacity across the U.S., effectively making EquipmentShare a rental and distribution channel for Cummins power products. This deal reinforces Cummins' strategy to balance truck cycles with demand from distributed power, temporary power, microgrid, and battery storage projects. While it broadens Cummins' revenue streams, the company still faces challenges such as weak North American truck demand, regulatory uncertainty, and the need to execute large-scale deliveries while funding its Accelera cleaner tech initiatives.
RVWA’s ‘Chassis to Classy’ RV on Display at Open House
The RV Women’s Alliance (RVWA) is showcasing its finished 2027 Chassis to Classy Vision Vehicle at the Elkhart Open House. This custom travel trailer, created through the collaboration of RVWA members and sponsoring suppliers, will be raffled off in March 2027 to support the RVWA Charitable Foundation's education, mentorship, and professional development programs for women in the RV industry. The vehicle exemplifies collaboration and community within the industry, with proceeds directly benefiting initiatives that help women thrive.
Cummins stock fell 1.38 percent as analysts cut targets
Cummins Inc. stock dropped 1.38 percent to USD 517.84 after analysts, including JPMorgan and Bank of America, cut their target prices to USD 600.00. This comes despite the company reporting a 9.00 percent increase in Q2 revenue to USD 9.46 billion and raising its full-year 2026 revenue growth guidance. The stock remains significantly below its 52-week high, with the market awaiting stronger operating guidance to outweigh the target reductions.
Cummins stock last trades at USD 517.90 on September 28, 2026
Cummins stock closed at USD 517.90 on September 28, 2026, marking a 1.36% decrease from its previous close. The company had an investor relations event, a fireside chat at the Morgan Stanley 14th Annual Laguna Conference, on September 15, 2026, featuring James Hopkins. The shares were down USD 7.16 for the day.
Cummins Inc. stock underperforms Monday when compared to competitors
Shares of Cummins Inc. (CMI) fell 1.38% on Monday, closing at $517.84, while the broader stock market, including the S&P 500 and Dow Jones Industrial Average, also experienced declines. The company's stock is currently trading 29.81% below its 52-week high of $737.76, achieved on June 18th. This performance indicates an underperformance compared to its competitors and the general market trend for the day.
Cummins Inc Lobbyists, 2018
This OpenSecrets.org page details the lobbyists employed by Cummins Inc. in 2018, including both in-house staff and those from external firms like Prime Policy Group and Van Scoyoc Assoc. It highlights that out of 19 named lobbyists, 11 (57.9%) had prior federal government experience, categorizing them as "revolving door" lobbyists. The article also provides a full roster of these lobbyists and specifies which firm they worked for.
Personnel note: Duke Energy adds Joyce Mullen to company’s Board of Directors
Duke Energy has appointed Joyce Mullen to its Board of Directors, where she will serve on the Audit Committee and Operations and Nuclear Oversight Committee. Mullen brings extensive executive experience from her tenure as President and CEO of Insight Enterprises and 21 years at Dell Technologies, as well as her current board position at The Toro Co. Her addition is expected to provide valuable leadership as Duke Energy navigates growth, technological innovation, and industry transformation.
Cummins Inc. (NYSE:CMI) Stock Has Consensus Target Price of $736.59 According to Brokerages
Eighteen research firms currently covering Cummins Inc. (NYSE:CMI) have given the stock a "Moderate Buy" consensus rating, with an average 12-month price target of $736.59. Recent analyst reports show a range of price target adjustments, including reductions by Bank of America and increases by Wells Fargo & Company, Morgan Stanley, and Citigroup. Cummins recently reported quarterly revenue of $9.46 billion, exceeding estimates, and increased its quarterly dividend from $2.00 to $2.20 per share, though its EPS of $6.73 missed the consensus forecast of $7.21.
[Freightos Weekly Update] Asia - Med rates back to pre-peak levels as Red Sea transits increase
This Freightos Weekly Update details the state of global shipping, noting that US-China trade talks are ongoing to maintain stability, with a potential extension of the trade truce. While transpacific container rates remain high due to demand and congestion, Asia-Europe spot rates are cooling, particularly for the Mediterranean, which has returned to pre-peak levels due to increased Red Sea transits. Air cargo rates from China to N. Europe have also fallen, reflecting a slowdown in e-commerce demand.
Duke Energy adds Joyce Mullen to board
Duke Energy has appointed Joyce Mullen, former CEO of Insight Enterprises, to its board of directors, effective September 28, 2026. Mullen's expertise in AI, digital innovation, and large-scale operations is expected to enhance board oversight and support Duke Energy's energy modernization strategy. The company (DUK) currently holds a "Hold" rating from analysts with a $127.00 price target, and TipRanks' AI Analyst, Spark, rates it as Neutral.
Is Generac Holdings Stock Underperforming the Nasdaq?
Generac Holdings Inc. (GNRC) has seen mixed performance compared to the Nasdaq Composite (NASX). While GNRC's stock has risen 45.2% year-to-date, outperforming NASX's 15.9% gains, it has underperformed in the short term, falling 30.3% over the past three months against NASX's 6.2% gains. Analysts, however, remain bullish, giving GNRC a "Moderate Buy" rating with a significant potential upside.
Cummins – Accelera Expands Battery Production in Europe
Cummins and Accelera announced plans to expand battery manufacturing in Europe to meet the growing demand for battery-electric solutions in the commercial vehicle market. The Spain facility will produce Advanced LFP battery platforms designed for demanding applications like buses and trucks. Additionally, Cummins highlighted its HELM™ platforms, offering diverse technology and fuel options, and showcased new engine innovations like the B7.2, X15N, and X10, demonstrating its commitment to various pathways for customers to achieve business and sustainability goals.
Cummins stock heads into the open after a 0.4 percent gain
Cummins stock gained 0.4 percent to USD 527.00 on the NYSE at the close on September 24, 2026, outperforming the S&P 500, which slipped 0.02 percent. Bank of America recently cut its price target for Cummins to USD 600.00. The company last released quarterly results on August 4, 2026.
Cummins stock faces a JPMorgan target cut after Q2 growth
JPMorgan has cut its price target for Cummins stock (CMI) to USD 600.00 from USD 690.00, while maintaining a Neutral rating. This adjustment follows Cummins' strong Q2 revenue of USD 9.46 billion, which surpassed consensus estimates by 1.38%, despite adjusted EPS missing forecasts. The company also raised its full-year 2026 revenue growth outlook, indicating growth expectations alongside cost pressures.
Cummins QST30 Delivers Outstanding Performance, Reliability and Maximum Uptime in Siemens’ Vectron Dual Mode Light Locomotives for DB Cargo
Cummins Inc. highlighted the excellent performance and reliability of its QST30 engine, which powers Siemens Mobility's Vectron Dual Mode Light locomotives used by DB Cargo. These locomotives, designed for lightweight operations, seamlessly transition between electric and diesel modes, providing significant operational versatility and sustainability benefits, including HVO approval. The fleet has achieved maximum uptime with over 100 locomotives in service for more than two years.
Envestnet Portfolio Solutions Inc. Has $12.02 Million Stock Position in Cummins Inc. $CMI
Envestnet Portfolio Solutions Inc. significantly increased its stake in Cummins Inc. (NYSE:CMI) by 376.1% in the second quarter, bringing its total holdings to 16,857 shares valued at $12.02 million. Institutional investors collectively own 83.46% of Cummins stock, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $745.12. Cummins recently reported mixed quarterly results, missing EPS estimates but exceeding revenue, and also raised its quarterly dividend to $2.20 per share.
Cummins stock slips 1.57 percent before the bell
Cummins Inc. stock closed at USD 526.38 on the NYSE on September 22, 2026, marking a 1.57 percent decline from its previous close. This movement occurred as the S&P 500 also fell by 0.8 percent on September 23, 2026. JPMorgan recently cut its price target for Cummins from USD 690 to USD 600, maintaining a neutral rating.
JPMorgan Adjusts Price Target on Cummins to $600 From $690, Maintains Neutral Rating
JPMorgan has adjusted its price target for Cummins (CMI) to $600, down from the previous $690, while maintaining a Neutral rating on the stock. This update reflects JPMorgan's latest assessment of the company. Cummins specializes in designing, manufacturing, and selling diesel and gas motors, generators, and related components, with significant operations in the United States, China, and India.
Cummins Inc. stock falls 1.57 percent as market value reaches USD 72.46 billion
Cummins Inc. stock (CMI) closed down 1.57% at USD 526.38 on September 22, 2026, reaching a market capitalization of USD 72.46 billion. Despite a year-to-date return of 3.08%, the stock has gained 24.21% over the past 12 months, indicating stronger long-term performance. The company operates in the industrials sector, with its market value placing it among large-cap US industrial companies.
Cummins Inc. stock gains 1.6 percent as analysts see upside
Cummins Inc. stock closed at USD 534.78 on September 21, 2026, marking a 1.6 percent gain in the preceding session and a 21.11 percent increase for the year. Analysts project an average target price of USD 757.02, suggesting a 41.56 percent upside from its current price. The target range provided by analysts varies significantly, from USD 530.00 to USD 894.00, highlighting diverse views on the company's earnings and market exposure.
Why Allison Transmission Holdings (ALSN) Is Getting Attention Today
Allison Transmission Holdings (ALSN) is currently attracting attention due to its recent trading activity, with the stock closing at US$119.76. Despite short-term pressure, the company has a strong one-year shareholder return of 35.9% and is considered undervalued by analysts, with a fair value estimate of $139.40. Key factors influencing this valuation include the recent acquisition of Dana's Off-Highway business and potential risks from faster electric drivetrain adoption.
Cummins’ Accelera to expand battery-electric manufacturing in Spain
Cummins' Accelera division is expanding its battery manufacturing in Europe by opening a new plant in Spain. This facility will produce its Advanced LFP battery platform, a modular 102 kWh, 840V system designed for electric buses and trucks. The expansion aims to meet the growing demand for battery-electric solutions in the European commercial vehicle market and support local customers.
Pricing of CNH Industrial Capital Canada Ltd. Cdn$200 Million Notes Due 2028 and Cdn$350 Million Notes Due 2030
CNH Industrial Capital Canada Ltd. has priced two new tranches of notes in the Canadian market. The offering includes Cdn$200 million notes due 2028 and Cdn$350 million notes due 2030.
Cummins selected to supply battery energy storage systems for large US data center project
Cummins Inc. has been selected to provide battery energy storage systems (BESS) for a major U.S. data center project, marking its largest BESS deployment to date. These systems will manage AI-driven load fluctuations and enhance power performance. The BESS solution aims to support increasing data center demands, accelerate deployment timelines, and improve resilience amidst growing grid constraints.
Weekly Recap: Cummins Inc. NA truck demand and NCP pass-through margins
Cummins Inc. (CMI) anticipates strong North American truck demand in the second half of 2026 and extended orders for its QSK95 engines into 2028. The company plans to offset NCP-related costs by raising prices on legacy products, which will keep profits flat but reduce profit margins. Cummins is also shifting capital towards batteries, efficiency products, and aftermarket growth, expecting potential margin dilution from these new ventures.
Nykredit A S Invests $40.39 Million in Cummins Inc. $CMI
Nykredit A/S has significantly increased its stake in Cummins Inc. by purchasing 56,636 shares worth approximately $40.39 million in the second quarter. This move comes as other institutional investors also adjusted their positions in the company, with overall institutional ownership reaching 83.46%. Despite missing quarterly EPS estimates, Cummins reported a 9.4% year-over-year revenue increase and recently boosted its quarterly dividend, maintaining a "Moderate Buy" consensus among analysts.
Cummins Inc. stock outperforms competitors on strong trading day
Cummins Inc. (CMI) shares rose by 1.59% to $532.23 on Friday, outperforming some competitors despite a mixed trading session for the broader market. This gain broke a four-day losing streak for the stock. The S&P 500 Index saw a slight increase, while the Dow Jones Industrial Average experienced a small decline.
Generac Surges 16% on $2.4B Amazon Data Center Generator Deal; Caterpillar Ticks Up, Cummins Sits Out the Rally
Generac (NYSE:GNRC) stock surged 16% following a $2.4 billion agreement to supply generators for Amazon's hyperscale data centers. While the deal rebrands Generac as a data center infrastructure supplier, the warrant arrangement giving Amazon equity in Generac introduces potential dilution that the market will need to price in. Competitors like Cummins (NYSE:CMI) remained flat, and Caterpillar (NYSE:CAT) saw only a modest 2% gain, indicating that Generac's rally is a company-specific event rather than a sector-wide repricing of backup power solutions.
Generac Signs Amazon Generator Deal With $2.4B of Initial Deliveries
Generac Holdings Inc. has secured a significant long-term supply agreement with Amazon, providing backup power generators for Amazon's data centers with initial deliveries valued at $2.4 billion in 2027 and 2028. This deal solidifies Generac's position in the rapidly growing data center infrastructure market, with the potential for up to $8 billion in qualifying payments and causing Generac's shares to rise significantly in premarket trading. The company is also expanding its production capacity and facing increasing competition from companies like Cummins and Caterpillar in the data center power sector.
Cummins Sees Truck Demand Rebound, Data-Center Power Orders Stretching to 2028
Cummins executives report strong demand in North American trucking and data-center power markets, with truck demand recovering due to improved fleet profitability and regulatory clarity on 2027 emissions. Data-center power demand is exceptionally robust, with orders for its QSK95 generator extending into late 2028 and the company confident in exceeding $9 billion in data-center exposure by 2030. Cummins plans to expand prime-power capacity, develop natural-gas generation, and improve its Accelera business while continuing strategic investments.
Cespira unveils next-gen natural gas system for heavy-duty trucking
Cespira, a joint venture between Westport Fuel Systems Inc. and Volvo Group, has unveiled HPDI 3.0, the next generation of its High Pressure Direct Injection fuel system for heavy-duty trucking. This new system improves fuel economy, engine performance, and durability, while supporting liquefied natural gas (LNG) and bio-based liquefied natural gas (bioLNG) and offering adaptability for future low- and zero-carbon fuels like hydrogen. Production for HPDI 3.0 is set to begin in Q4 2026, with vehicles expected on the road in early 2027.
Cummins stock heads into the open after a 2.81 percent drop
Cummins stock fell 2.81% to USD 541.10 on September 15, 2026, while the S&P 500 also saw a decline. The drop occurred after a fireside chat at the Morgan Stanley 14th Annual Laguna Conference, which remains a key catalyst for the stock's performance today. The stock is expected to react to the conference appearance and the broader market conditions, including a high-rate, weak-risk appetite backdrop.
Cummins debuts X15N engine in Europe
Cummins debuted its X15N heavy-duty natural gas engine in Europe at IAA Transportation in Hannover, Germany. This marks the manufacturer's continued expansion beyond diesel powertrains, bringing a natural gas-powered option that offers diesel-like performance and can run on natural gas or biomethane. While the engine has been available in North America for two years, European orders are not yet open, and no EU truck manufacturers have announced plans to offer it.
Bank of America Corp DE Takes Position in Cummins Inc. $CMI
Bank of America Corp DE has acquired a significant stake in Cummins Inc. (NYSE:CMI), purchasing 1.97 million shares valued at approximately $1.41 billion, representing 1.43% of the company. Despite missing earnings per share estimates, Cummins reported a 9.4% increase in quarterly revenue and raised its quarterly dividend. Analysts maintain a "Moderate Buy" consensus for Cummins with an average price target of $750.75.
Cummins Inc. stock outperforms competitors despite losses on the day
Cummins Inc. stock (CMI) fell by 2.81% to $541.10 on Monday, underperforming the broader market as the S&P 500 and Dow Jones also experienced declines. Despite the daily loss, Cummins Inc. still closed 26.66% below its 52-week high of $737.76.
Cummins Falls 3.7% as Earlier Earnings Miss and Risk-Off Trading Weigh on Shares
Cummins Inc. (CMI) shares dropped 3.7% due to a lingering impact from an earlier earnings miss and a cautious market sentiment affecting industrial stocks. Despite reporting record revenue and a higher full-year sales outlook, profitability was impacted by various expenses, and analyst target prices were reduced. The broader market's pressure from rising oil prices and higher Treasury yields also contributed to the decline in Cummins' stock.
Is Travelers (NYSE:TRV) Running Ahead of Its Fair Value?
Travelers (NYSE:TRV) has seen a significant market run, leading its valuation to now sit above its estimated fair value. While the company demonstrates strong underwriting and diversified operations, concerns are rising around whether its operational strengths can sustain this elevated valuation, especially considering potential shifts in catastrophe losses and insurance pricing conditions. The article highlights that the ongoing balance between operating strength and valuation will be critical for Travelers' future narrative.
Cummins Returned 512% in a Decade. Its Dividend Did Something Even More Impressive
Cummins (CMI) generated a 512% return over the last decade, transforming a $1,000 investment into $6,120, but its dividend growth was even more remarkable, increasing for 17 consecutive years from $0.175 to $2.20 per quarter, even through economic downturns. The company's Power Systems segment saw record revenue of $2.3 billion in Q2 2026 due to AI data center demand, despite losses in its Accelera segment and significant hydrogen-related charges. Investors should consider Cummins for its consistent dividend growth and position in the growing data center power market, while being mindful of potential truck cycle risks and current valuation.
Box Inc CFO Dylan C. Smith Sells 17,000 Shares via Rule 10b5-1 Trading Plan
Box Inc's CFO, Dylan C. Smith, sold 17,000 shares of Class A Common Stock on September 10, 2026, under a pre-established Rule 10b5-1 trading plan. The shares were sold at a weighted average price of $34.522 per share. Following this transaction, Smith directly owns 1,320,075 shares, which include restricted stock units.
VIRGINIA RETIREMENT SYSTEMS ET Al Buys Shares of 2,160 Cummins Inc. $CMI
Virginia Retirement Systems initiated a new position in Cummins Inc. (NYSE:CMI) by purchasing 2,160 shares valued at approximately $1.54 million. This move is part of broader institutional investment, with 83.46% of Cummins stock owned by hedge funds and other institutional investors. Despite a recent earnings per share miss, the company increased its quarterly dividend to $2.20 per share, and analysts maintain a "Moderate Buy" consensus with an average price target of $764.54.
Cummins Inc. stock underperforms Friday when compared to competitors despite daily gains
Shares of Cummins Inc. (CMI) rose 1.22% to $556.75 on Friday, outperforming the broader market as the S&P 500 and Dow Jones also saw gains. Despite the daily increase, the stock underperformed when compared to its competitors, breaking a two-day losing streak.
Cummins joins Swiss venture firm as limited partner
Cummins Inc. has become a limited partner in Emerald Technology Ventures, a Zurich-based venture firm specializing in sustainable industrial innovation. This strategic move aims to enhance Cummins' access to emerging technologies and companies, supporting its growth strategy and evolving customer needs. Cummins joins over 50 other companies investing in Emerald, which advises on assets of approximately $1.5 billion.
Tidal Investments LLC Buys 7,480 Shares of Cummins Inc. $CMI
Tidal Investments LLC increased its stake in Cummins Inc. (NYSE:CMI) by 35.9% in the second quarter, purchasing an additional 7,480 shares to bring its total holdings to 28,312 shares valued at $20.2 million. Despite missing analysts' EPS estimates for the quarter, Cummins reported a 9.4% year-over-year revenue increase and raised its quarterly dividend to $2.20 per share. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $764.54.
