Cummins Inc. logo CMI - Cummins Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 27
HOLD 23
SELL 1
STRONG
SELL
0
| PRICE TARGET: $787.50 DETAILS
HIGH: $894.00
LOW: $700.00
MEDIAN: $765.00
CONSENSUS: $787.50
UPSIDE: 36.27%

Stock News

Cummins Is Becoming The Power Bottleneck's Toll Collector

Cummins Is Becoming The Power Bottleneck's Toll Collector

Cummins Inc. is evolving from a legacy engine supplier to a diversified power infrastructure platform, driven by surging data center and AI-related power demand. Cummins projects data center revenue to rise from $5 billion in 2026 to over $9 billion by 2030, with incremental margins near 25% and significant EBITDA upside. The Power Systems segment is already delivering high growth and margins, supporting management's raised guidance and validating the business mix shift.

Aug 18, 2026 08:35 AM seekingalpha.com
Cummins selected to supply battery energy storage systems for large U.S. data center project

Cummins selected to supply battery energy storage systems for large U.S. data center project

COLUMBUS, Ind.--(BUSINESS WIRE)--Cummins Inc. (NYSE: CMI) today announced that its Power Generation business has been selected to supply battery energy storage systems (BESS) for a large U.S. data center project, supporting utility-defined requirements for managing AI-driven load fluctuations, mitigating load oscillations and enhancing ride-through performance. This announcement marks a significant milestone for Cummins' BESS business as this project would be the company's largest BESS deployme.

Aug 18, 2026 05:37 AM businesswire.com
Cummins Q2 Review: Riding The Momentum Of AI And Trucking Recovery

Cummins Q2 Review: Riding The Momentum Of AI And Trucking Recovery

Cummins delivered mixed Q2 results, with revenue beats but EPS misses and soft profitability outside power systems. CMI raised full-year revenue guidance to 10%-13% growth and narrowed EBITDA margin outlook to 18%-18.5%, citing data center and China construction demand. Data center power generation and a recovering truck market are set to drive multi-year growth, offsetting segment softness.

Aug 06, 2026 03:40 AM seekingalpha.com

Price Targets