Cummins Stock: Analyst Estimates & Ratings
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Columbus, Indiana-based Cummins Inc. (CMI) is a leading global designer, manufacturer, and distributor of diesel and natural gas engines and power train-related component products. With a market cap of $55.4 billion, Cummins operates through Engine, Distribution, Components, Power Systems, and Accelera segments.
The industrial giant has notably outperformed the broader market over the past year. CMI stock prices have soared 31.5% over the past 52 weeks and 15.4% on a YTD basis, compared to the S&P 500 Index’s ($SPX) 16.1% gain over the past year and 10% surge in 2025.
Narrowing the focus, Cummins has also outperformed the sector-focused Industrial Select Sector SPDR Fund’s (XLI) 19.6% surge over the past 52 weeks, but lagged behind XLI’s 16.2% gains in 2025.
Cummins' stock prices gained 3.2% following the release of its better-than-expected Q2 results on Aug. 5 and maintained a positive momentum for the next six trading sessions. The company’s net sales for the quarter dropped 1.7% year-over-year to $8.6 billion, but surpassed the Street expectations by approximately 2%. Meanwhile, Cummins experienced a notable improvement in margins. Its EPS for the quarter soared 22.2% year-over-year to $6.43, surpassing the consensus estimates by 28.9%.
For the full fiscal 2025, ending in December, analysts expect Cummins to deliver an EPS of $21.62, up 1.2% year-over-year. On a more positive note, the company has a solid earnings surprise history. It has surpassed the Street’s bottom-line projections in each of the past four quarters.
The stock has a consensus “Moderate Buy” rating overall. Of the 20 analysts covering the stock, opinions include six “Strong Buys,” 13 “Holds,” and one “Strong Sell.”
This configuration is slightly more optimistic than three months ago, when only five analysts gave “Strong Buy” recommendations.
On Aug. 7, Truist Securities analyst Jamie Cook reiterated a “Hold” rating on CMI and raised the price target from $342 to $380.
As of writing, CMI’s mean price target of $409.75 represents a 1.9% premium to current price levels. Meanwhile, the street-high target of $480 suggests a notable 19.3% upside potential.
On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.