CMIIndustrials · Specialty Industrial MachineryThe 22 Wall Street analysts covering Cummins, Inc. hold a median 12-month price target of $741 — +39.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 70 of 100 as at 28 Oct 2026 — in the upper half. Here, the model and the Street point the same way.
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 (92): The business earns solid, repeatable profits on what it owns.
Growth (31): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +39.4% from it.
Of the 20 most recent actions, 3 moved their price target up and 8 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 19 Oct 2026 | Barclays | Maintains | Overweight | $760 → $675 |
| 12 Oct 2026 | Citigroup | Maintains | Buy | $790 → $630 |
| 8 Oct 2026 | Wells Fargo | Maintains | Overweight | $874 → $760 |
| 8 Oct 2026 | Wells Fargo | Maintains | Overweight | — |
| 5 Oct 2026 | Truist Securities | Maintains | Buy | $894 → $779 |
| 5 Oct 2026 | Truist Securities | Maintains | Buy | — |
| 30 Sept 2026 | UBS | Maintains | Buy | $835 → $741 |
| 30 Sept 2026 | UBS | Maintains | Buy | — |
| 23 Sept 2026 | JP Morgan | Maintains | Neutral | — |
| 23 Sept 2026 | JP Morgan | Maintains | Neutral | $690 → $600 |
| 11 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 11 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $845 → $782 |
| 5 Aug 2026 | UBS | Maintains | Buy | — |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
CMI appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 28 Oct 2026, Cummins, Inc. returned +30.1% against +13.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 28% of US stocks
Cheaper than 50% of US stocks
Cheaper than 17% of US stocks
Cheaper than 22% of US stocks
Higher than 52% of US stocks
Higher than 42% of US stocks
Higher than 29% of US stocks
Higher than 67% of US stocks
Higher than 66% of US stocks
Higher than 82% of US stocks
Higher than 85% of US stocks
Higher than 76% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Cummins, Inc. has a market value of $73.2B and an enterprise value of $78.5B.
Revenue in the twelve months to 30 June 2026: $34.7B. The latest quarter grew 9.4% year on year.
Net income over the same four quarters: $2.8B, a 8.1% net margin.
Diluted earnings per share, trailing twelve months: $19.57.
Free cash flow in the twelve months to 30 June 2026: $3.4B, after $1.3B of capital spending.
Cummins, Inc. spent $1.1B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 27.1×; forward P/E: 15.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.67%, paying out 41% of earnings.
Cummins, Inc. employs 67,400 people — $515K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
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 says Cummins does not have the combination of two key factors it considers supportive of a likely earnings beat in the upcoming report. The item previews key expectations for the report.
Why it matters — CMI watchers may use the preview to understand the source’s assessment of the likelihood of an earnings beat and what expectations are in focus.
Zacks Investment Research says its analysis focuses on the Zacks Rank system, which uses earnings estimates and estimate revisions, while also monitoring value, growth, and momentum trends. The excerpt does not state whether Cummins is undervalued.
Why it matters — CMI watchers may note the valuation question, but the excerpt provides no company-specific conclusion.
The item compares Cummins (CMI) and Honda Motor (HMC) performance with their sector so far this year, but the excerpt provides no results.
Why it matters — A CMI watcher may find the comparison relevant, though this excerpt does not say whether Cummins is outperforming its peers.
Parnassus Value Equity Fund returned -1.38% net of fees in Q3 2026, below the Russell 1000 Value Index’s 2.61% return. Cummins was listed among the fund’s bottom contributors.
Why it matters — The review identifies Cummins as a detractor from the fund’s quarterly performance.
First Eagle U.S. Value Fund A Shares (without sales charge) returned 4.36% in the third quarter of 2026 and outperformed the S&P 500. The excerpt highlights Meta's performance after a strong reception for its Muse personalized AI assistance app.
Why it matters — The excerpt does not mention Cummins, so it provides no company-specific information for CMI watchers.
The 22 Wall Street analysts covering Cummins, Inc. have a median 12-month price target of $741, with estimates ranging from $530 to $890. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 22 analysts covering Cummins, Inc., 15 rate it a Buy, 7 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Cummins, Inc. 70 out of 100 across roughly 4,600 US stocks as at 28 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 28 Oct 2026, Cummins, Inc. ranks 70 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 (92 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +39.4% from the last close, and Ticker Nerd's factor model ranks Cummins, Inc. 70 out of 100 as at 28 Oct 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 $890 over the next 12 months.
Cummins, Inc. returned +30.1% over the 12 months to 28 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Cummins Inc. is a global power technology company that designs, manufactures, distributes, and services a broad range of power solutions.
The most recent item we track (Zacks Investment Research, 29 Oct 2026): "Cummins (CMI) Earnings Expected to Grow: Should You Buy?". Zacks Investment Research says Cummins does not have the combination of two key factors it considers supportive of a likely earnings beat in the upcoming report. The item previews key expectations for the report.
Cummins Inc. is a global power technology company that designs, manufactures, distributes, and services a broad range of power solutions. Its current business spans diesel and natural gas engines, drivetrain and braking systems, power generation equipment, and related components such as filtration, aftertreatment, turbochargers, fuel systems, controls, and air handling systems. The company also offers electrified power systems, including batteries, fuel cells, and electric powertrain technologies, through its Accelera segment. Cummins serves original equipment manufacturers, distributors, dealers, and end customers across commercial vehicle, construction, mining, marine, rail, agricultural, defense, and industrial markets. Headquartered in Columbus, Indiana, and founded in 1919, Cummins plays an important role in supplying power and propulsion technologies for both on-highway and off-highway applications worldwide.
CEO Ms. Jennifer W. Rumsey · 67,400 employees · United States · https://www.cummins.com
