CMIIndustrials · Specialty Industrial MachineryThe 23 Wall Street analysts covering Cummins, Inc. hold a median 12-month price target of $771 — +47.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 74 of 100 as at 17 Sept 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 (91): 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 (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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 +47.2% from it.
Of the 20 most recent actions, 3 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $845 → $782 |
| 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 | — |
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 17 Sept 2026, Cummins, Inc. returned +29.1% against +17.0% 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 51% of US stocks
Cheaper than 18% of US stocks
Cheaper than 21% of US stocks
Higher than 50% of US stocks
Higher than 41% 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 38% 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 $72.6B and an enterprise value of $78.0B.
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: 27.0×; forward P/E: 15.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.66%, 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 highlights Cummins (CMI) as a strong value stock, using its Zacks Style Scores feature to identify the company's favorable positioning for value investors.
Why it matters — The item provides CMI watchers with an analytical perspective on the stock's attractiveness within a value-investing framework, potentially informing their evaluation of the company.
Generac signed a long-term generator supply agreement with Amazon, with $2.4 billion in initial deliveries scheduled for 2027-2028, expanding its data center power business.
Why it matters — A rival generator manufacturer securing a major data center power contract from Amazon could sharpen competition for Cummins in the data center power segment.
Cummins executives said demand in North American trucking and data-center power markets remains strong, and recent regulatory clarity around 2027 emissions rules has reduced uncertainty for fleet customers.
Why it matters — A CMI watcher would care because robust end-market demand and clearer emissions regulations could help support order visibility and reduce customer hesitation.
The article highlights Cummins' Buy rating, underpinned by robust multi-year demand from data center power generation and a recovering North American truck market. It notes the company's order book extends through 2028, with capacity expansion targeting 55 GW by 2030, and details data center revenue projections growing from $5B in 2026 to $9B by 2030, supported by new HELM engine platforms and a growing installed base.
Why it matters — Cummins watchers would care because the piece points to sustained demand drivers and long-term capacity plans that could support recurring aftermarket revenues and margins as production ramps through the decade.
Cummins Inc. presented at Morgan Stanley's 14th Annual Laguna Conference, with a transcript of the presentation published by Seeking Alpha. The item covers the company's remarks at the investor conference.
Why it matters — A CMI watcher would care because the transcript provides direct insight into management's commentary and positioning shared with investors at a major industry conference.
The 23 Wall Street analysts covering Cummins, Inc. have a median 12-month price target of $771, with estimates ranging from $530 to $894. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 23 analysts covering Cummins, Inc., 15 rate it a Buy, 8 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Cummins, Inc. 74 out of 100 across roughly 4,600 US stocks as at 17 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 17 Sept 2026, Cummins, Inc. ranks 74 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 (91 of 100).
No one can know that. What the data says: the median 12-month target from 23 analysts implies +47.2% from the last close, and Ticker Nerd's factor model ranks Cummins, Inc. 74 out of 100 as at 17 Sept 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 +29.1% over the 12 months to 17 Sept 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, 17 Sept 2026): "Here's Why Cummins (CMI) is a Strong Value Stock". Zacks Investment Research highlights Cummins (CMI) as a strong value stock, using its Zacks Style Scores feature to identify the company's favorable positioning for value investors.
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
