CMI Cummins Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
07:00
Sep 04
Sep 04
CNBC
CAT, CMI, PWR uptrends bottom before November.
Caterpillar, Cummins, and Quanta Services are in good long-term uptrends; the current pullbacks are corrections in uptrends and, following the typical midterm pattern, these names should bottom ahead of November and move higher.
CMI
Cummins Inc.
Long
1ST
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00:55
Jul 29
Jul 29
r/ValueInvesting
Chintalapalli specifically calls Cummins a key holding.
Chintalapalli specifically calls Cummins a key holding, trading at low multiples with a fresh growth catalyst from backup generators for data centers. The AI infrastructure build‑out requires massive power backup, giving a legacy industrial a new secular growth driver on top of a cheap valuation. Buy Cummins for its combination of deep value and AI‑infrastructure tailwind, as explicitly recommended by the portfolio manager. Cyclical downturn in diesel engines, shift to alternative backup power, or slower data‑center construction.
CMI
Cummins Inc.
Long
1ST
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13:00
Jun 05
Jun 05
The Compound News
Industrials trade like semis via AI capex.
Many non-tech industrial companies in the S&P 500 now trade like semiconductors because their order books are tied to AI data center capex. Examples include Vertiv, Eaton, Caterpillar, Cummins, Hubbell, Comfort Systems, and Generac. These stocks are effectively AI plays despite their sector classification.
CMI
Cummins Inc.
Long
1ST
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About CMI Investor Commentary
Across the available history and selected sources, Buzzberg tracks CMI (Cummins Inc.) across 15 sources: 11 bullish vs 0 bearish calls from 22 authors. Historical directional balance: 28% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 40 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: Chris Verrone, u/raytoei, Neil Dutta.