CMI Cummins Inc. Loading... : Bullish and Bearish Analyst Opinions
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14:00
Aug 04
Aug 04
Management is confidently raising guidance on the back of data center power demand, a stronger on-highway truck market, and improving conditions in China. Despite near-term tariff headwinds, the tone is positive on 2027 transitions.
HIGH
14:00
May 05
May 05
Management has raised full-year revenue and margin guidance, driven by improved North American truck demand, strong power generation, and stabilizing Accelera losses.
HIGH
15:00
Feb 05
Feb 05
Despite weak truck demand, Cummins is forecasting revenue growth and stable margins in 2026, supported by strong power generation demand and a modest truck recovery in the second half.
HIGH
15:00
Nov 06
Nov 06
Management expects continued weakness in North America on-highway markets to persist through Q4 but sees it as a potential bottom. Strong power generation demand provides a partial offset. Guidance is suspended until February pending clarity on trade and regulatory policy, indicating significant uncertainty.
HIGH
About CMI Analyst Coverage
Buzzberg tracks CMI (Cummins Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 4 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Mark Smith, Jennifer Rumsey.