Added to YB: 2026-01-07
Pitch date: 2026-01-05
CMI [bullish]
Cummins Inc.
+0.75%
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
$535.00
Price Target
800.00 (+46%)
Dividend
1.53%
EV/EBITDA
13.17
P/E
27.10
EV/Sales
2.33
Sector
Machinery
Category
growth
Cummins: The Most Underappreciated AI Bottleneck
CMI: Hidden AI bottleneck as backup power for data centers. 72-104 week generator lead times, mandatory N+1 redundancy. Power Systems rev +27% on hyperscale demand. Vertical integration & domestic capacity create pricing power in oligopoly market. Trading 22x forward PE but earnings underestimate genset boom. Price target $640-$800.
Read full article (11 min)