Professional
Added to YB: 2025-05-29
Pitch date: 2025-05-27
CMI [bullish]
Cummins Inc.
+83.94%
current return
Author Info
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Company Info
Cummins Inc. offers various power solutions worldwide. It operates through five segments: Engine, Distribution, Components, Power Systems, and Accelera.
Market Cap
$72.1B
Pitch Price
$323.42
Price Target
431.00 (-28%)
Dividend
1.53%
EV/EBITDA
13.17
P/E
27.10
EV/Sales
2.33
Sector
Machinery
Category
value
Show full summary:
Cummins Upgraded to Buy by Goldman Sachs, Price Target Increased to $431
CMI (upgrade): GS upgrade to Buy; structurally higher Power Systems profitability, derisked EPA 2027 expectations, and significantly reduced US truck demand (used sleeper inventory -30% YoY). Trading at 16x mid-cycle EPS est. $20.50, PT $431. Truck production bottom expected 4Q25/1Q26.
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