CMIIndustrials · Specialty Industrial MachineryThe 21 Wall Street analysts covering Cummins, Inc. hold a median 12-month price target of $761 — +20.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 68 of 100 as at 10 Aug 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Cummins, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (90): The business earns solid, repeatable profits on what it owns.
Growth (32): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (3): Larger than most of the companies we track — more scrutinised, less often mispriced.
The bullish and bearish analyst opinions on CMI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +20.2% from it.
Of the 20 most recent actions, 3 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 5 Aug 2026 | UBS | Maintains | Buy | $850 → $835 |
| 17 July 2026 | Morgan Stanley | Maintains | Overweight | $752 → $761 |
| 17 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 14 July 2026 | Citigroup | Maintains | Buy | $770 → $790 |
| 14 July 2026 | Citigroup | Maintains | Buy | — |
| 2 July 2026 | Truist Securities | Maintains | Buy | $815 → $901 |
| 2 July 2026 | Truist Securities | Maintains | Buy | — |
| 17 June 2026 | Wells Fargo | Maintains | Overweight | — |
| 8 June 2026 | UBS | Upgrade | Buy | — |
| 1 June 2026 | Argus Research | Maintains | Buy | — |
| 26 May 2026 | Raymond James | Maintains | Outperform | — |
| 7 May 2026 | Barclays | Maintains | Overweight | — |
| 6 May 2026 | Citigroup | Maintains | Buy | — |
| 6 May 2026 | JP Morgan | Maintains | Neutral | — |
| 6 May 2026 | Morgan Stanley | Maintains | Overweight | — |
| 6 May 2026 | Wells Fargo | Maintains | Overweight | — |
| 20 Apr 2026 | Truist Securities | Maintains | Buy | — |
| 13 Apr 2026 | Citigroup | Maintains | Buy | — |
| 13 Apr 2026 | Wells Fargo | Maintains | Overweight | — |
| 23 Feb 2026 | Evercore ISI Group | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CMI appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 25% of US stocks
Cheaper than 47% of US stocks
Cheaper than 16% of US stocks
Cheaper than 18% of US stocks
Higher than 51% of US stocks
Higher than 42% of US stocks
Higher than 30% of US stocks
Higher than 68% of US stocks
Higher than 66% of US stocks
Higher than 82% of US stocks
Higher than 85% of US stocks
Higher than 31% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
The rank is the raw material. Whether the rules would actually own Cummins, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research reports that Cummins (CMI) is a strong value stock, using its Style Scores system to identify top-rated stocks based on investing style. The article explains why investors should use this ranking tool.
Why it matters — A CMI watcher would care because the item highlights that Cummins ranks favorably as a value stock under Zacks' screening methodology.
Cummins reported mixed Q2 results, with revenue above expectations but earnings per share below estimates and softer profitability outside its power systems segment. The company raised its full-year revenue guidance to 10%-13% growth and narrowed its EBITDA margin outlook to 18%-18.5%, citing demand from data centers and China's construction sector.
Why it matters — CMI watchers would note that data center power generation and a recovering truck market are expected to support multi-year growth, even as other segments show softness.
Cummins reported Q2 revenues that beat estimates, but higher compensation, R&D, freight, and coverage costs caused earnings to miss expectations. The company also raised its 2026 outlook.
Why it matters — Investors tracking Cummins will note that while revenue topped forecasts, rising costs across several areas are pressuring profitability and margins.
Cummins raised its 2026 outlook following its second-quarter earnings call, citing data center power demand, stronger truck markets, and a phased emissions transition as factors shaping second-half growth.
Why it matters — A raised outlook and strong demand drivers signal improving conditions across key end markets for Cummins shareholders.
Zacks Investment Research identifies Cummins (CMI) as a strong growth stock, referencing its Zacks Style Scores tool, a feature of the Zacks Premium research service, as a way to find strong stocks.
Why it matters — A favorable growth-stock designation from Zacks could draw investor attention to Cummins and may suggest the company is viewed positively within its peer group.
The 21 Wall Street analysts covering Cummins, Inc. have a median 12-month price target of $761, with estimates ranging from $530 to $894. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 21 analysts covering Cummins, Inc., 13 rate it a Buy, 7 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Cummins, Inc. 68 out of 100 across roughly 4,600 US stocks as at 10 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 Aug 2026, Cummins, Inc. ranks 68 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (90 of 100).
No one can know that. What the data says: the median 12-month target from 21 analysts implies +20.2% from the last close, and Ticker Nerd's factor model ranks Cummins, Inc. 68 out of 100 as at 10 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Cummins, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CMI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $530 to $894 over the next 12 months.
Cummins, Inc. returned +65.6% over the 12 months to 11 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Cummins Inc. is a global power solutions company that designs, manufactures, and distributes a broad portfolio of powertrains and related technologies for commercial and industrial applications.
The most recent item we track (Zacks Investment Research, 6 Aug 2026): "Here's Why Cummins (CMI) is a Strong Value Stock". Zacks Investment Research reports that Cummins (CMI) is a strong value stock, using its Style Scores system to identify top-rated stocks based on investing style. The article explains why investors should use this ranking tool.
Cummins Inc. is a global power solutions company that designs, manufactures, and distributes a broad portfolio of powertrains and related technologies for commercial and industrial applications. The company focuses on diesel, natural gas, electric, and hybrid powertrains, as well as power generation systems and electrified power solutions. Its offerings include engines, automated transmissions, axles, drivelines, brakes, suspension systems, turbochargers, fuel systems, filtration, aftertreatment, control systems, batteries, and hydrogen and fuel cell technologies. Cummins Inc. operates through five main segments: Engine, Components, Distribution, Power Systems, and Accelera, serving truck manufacturers, off-highway and construction equipment producers, power generation markets, and other industrial customers worldwide. Headquartered in Columbus, Indiana, the company leverages a global manufacturing base and extensive service and support network to supply, integrate, and maintain its products across diverse end markets. Cummins Inc. plays a significant role in enabling reliable power, transportation, and industrial operations, while supporting customers’ needs across multiple fuel types and emerging low- and zero-emission technologies.
CEO Ms. Jennifer W. Rumsey · 67,400 employees · United States · https://www.cummins.com