Ultime notizie per Cummins (NYSE:CMI) Azioni

Cummins

Cummins is the top manufacturer of diesel engines used in commercial trucks, off-highway machinery, and railroad locomotives, in addition to standby and prime power generators. The company also sells powertrain components, which include transmissions, turbochargers, aftertreatment systems, and fuel systems. Cummins is in the unique position of competing with its primary customers, heavy-duty truck manufacturers, who make and aggressively market their own engines. Despite robust competition across all its segments and increasing government regulation of carbon emissions, Cummins has maintained its leadership position in the industry.

Cummins Inc

CMIC HOLDINGS Co Ltd

Capella Minerals Ltd

CAPELLA MINERALS LTD by Capella Minerals Ltd.

CHANGMING INDSTL MGMT GRP by Changming Industrial Management Group Holding

Changming Industrial Management Group Holding Inc

CMARK INTERNATIONAL INC by CMARK International, Inc.

Cmark International Inc

JP Morgan analyst Tami Zakaria maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Neutral and lowers the price target from $375 to $308.

News

Price Target

Analyst Ratings

JP Morgan Maintains Neutral on Cummins, Lowers Price Target to $308

President Donald Trump raised tariffs on Thursday, increasing the price of Chinese imports to a minimum of 145%. The move combines a 125% reciprocal tariff increase with <a href="https://www.benzinga.com/25/04/44757476/asia-mixed-europe-slides-as-china-tariff-hike-escalates-tensions-gold-soars-dollar-hits-two-year-low-global-markets-today-while-us-slept">pre-existing 20% duties</a>. 
The trade war shows no signs of slowing down as China responded on Friday morning with a retaliatory tariff now standing at 125% <a href="https://www.benzinga.com/markets/25/04/44756353/xi-jinping-says-there-are-no-winners-in-tariff-war-as-china-slaps-125-tariffs-on-us-goods-urges-trump-to-immediately-correct-wrongdoings">on U.S. imports. </a>
Here's a look at which companies are most exposed to China and could be impacted by the ongoing trade war. 
A recent <a href="https://strategyrisks.com/data-products/">report</a> from Strategy Risks ranks the largest publicly traded American companies with overexposure to China based on the following criteria: Business Fundamentals, Partnerships and politics, Regional Issues, Supply Chain, and Capacity. 
Read Next: <a href="https://www.benzinga.com/25/04/44695907/elon-musk-calls-trump-trade-advisor-peter-navarro-dumber-than-sack-of-bricks-defends-tesla-as-the-most-american-made-cars">Elon Musk Calls Trump Trade Advisor Peter Navarro &#8216;Dumber Than Sack Of Bricks,&#8217; Defends Tesla As &#8216;Most American-Made Cars&#8217;&nbsp;</a>
<ul>
<li>Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) ranked in the top position as most overexposed to China with high scores in all criteria, especially Regional Issues (linked to human rights abuses and forced labor practices) and Supply Chain.&nbsp;</li>
</ul>
<ul start="2">
<li>Carrier Global Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>) dominates China's commercial HVAC sector and operates 11 manufacturing sites, 5 R&amp;D centers and over 300 sales/service branches in the country.&nbsp;</li>
</ul>
<ul start="3">
<li>Apple, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) produces 90% of iPhones, 70% to 80% of iPads and 50% of Mac products in China, according to Wedbush. Tech analyst Dan Ives<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44670176/nvidia-apple-top-names-to-own-cybersecurity-stocks-to-outperform-tech-analyst-dan-ives-says"> recently said</a> Apple &#8220;is in the eye of this storm," referring to the trade war with China. </li>
</ul>
<ul start="4">
<li>Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) U.S. energy business faces existential risks due to tariffs on Chinese battery cells which could double production costs for Powerwalls and Megapacks, <a href="https://electrek.co/2025/04/09/tesla-tsla-surges-trump-bigger-tariffs-on-china-destroy-energy-business/">according</a> to Electrek.&nbsp;</li>
</ul>
<ul start="5">
<li>Coca-Cola Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) faces rising costs due to tariffs on critical raw materials like sucralose, sourced from U.S. and Chinese suppliers. The company noted in its 2024 annual report that tariffs could reduce profitability if price hikes fail to offset higher costs.&nbsp;</li>
</ul>
<ul start="6">
<li>Cummins, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) has a significant presence in China through strategic investments, joint ventures and innovation initiatives, particularly in clean energy and engine manufacturing.&nbsp;</li>
</ul>
<ul start="7">
<li>RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) said in 2023 that decoupling its supply chains from China was unrealistic. Former CEO Gregory Hayes said RTX had "several thousand" Chinese suppliers, and told the Financial Times that, "we are not in a position to pull out of China the way we did out of Russia."&nbsp;</li>
</ul>
<ul start="8">
<li>Honeywell International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>) faces significant supply chain disruptions due to its large presence in China and heavy reliance on imported components. In March, following the initial tariff increases, Honeywell implemented a 6.4% tariff surcharge on Building Management System (BMS) products, and more surcharges are likely to follow as the trade war escalates. </li>
</ul>
<ul start="9">
<li>Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) CEO Bob Iger has expressed significant concerns about the impact of U.S. tariffs on Chinese imports, warning of broader economic consequences and specific challenges for Disney's operations. </li>
</ul>
<ul start="10">
<li>Caterpillar, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) faces significant challenges due to the escalating trade tensions, which have eroded the company's competitiveness in China. This is prompting buyers to seek alternative suppliers and forcing Caterpillar to reassess export strategies. </li>
</ul>
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/25/04/44667862/oil-crashes-to-60-per-barrel-as-recession-fears-grow">Oil Crashes To $60 Per Barrel As Global Recession Fears Grow&nbsp;</a></li>
</ul>
Image: Shutterstock

Large Cap

Global

Economics

Movers

Tech

AAPL

CARR

TSLA

10 Companies With Exposure To Trump's China Tariff War: Ford, Tesla, Apple, Disney And More

WIIM

AGCO

ATMU

CMCO

CVGI

GTES

GTLS

HLIO

JBTM

LECO

MIDD

NDSN

PCAR

RAIL

TWIN

Shares of machinery companies are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

ALSN

ASTE

BLBD

EPAC

ESAB

FELE

FSTR

LXFR

OTIS

PDYN

PRLB

SPXC

UGRO

WPRT

Shares of machinery companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Citigroup analyst Kyle Menges maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Buy and lowers the price target from $360 to $320.

Citigroup Maintains Buy on Cummins, Lowers Price Target to $320

Truist Securities analyst Jamie Cook maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Hold and lowers the price target from $420 to $338.

Truist Securities Maintains Hold on Cummins, Lowers Price Target to $338

Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) has been analyzed by 10 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $382.7, a high estimate of $451.00, and a low estimate of $240.00. This current average has decreased by 4.52% from the previous average price target of $400.80. 
<img src="https://www.benzinga.com/files/images/story/2025/1744063213_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
A comprehensive examination of how financial experts perceive Cummins is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Steven Fisher &#x7C;UBS &#x7C;Lowers &#x7C;Sell &#x7C; $240.00&#x7C;$400.00 &#x7C; 
&#x7C;Kyle Menges &#x7C;Citigroup &#x7C;Lowers &#x7C;Buy &#x7C; $360.00&#x7C;$430.00 &#x7C; 
&#x7C;Steven Fisher &#x7C;UBS &#x7C;Lowers &#x7C;Buy &#x7C; $400.00&#x7C;$432.00 &#x7C; 
&#x7C;Tami Zakaria &#x7C;JP Morgan &#x7C;Lowers &#x7C;Neutral &#x7C; $375.00&#x7C;$420.00 &#x7C; 
&#x7C;David Raso &#x7C;Evercore ISI Group &#x7C;Raises &#x7C;Outperform &#x7C; $451.00&#x7C;$408.00 &#x7C; 
&#x7C;David Leiker &#x7C;Baird &#x7C;Raises &#x7C;Neutral &#x7C; $407.00&#x7C;$395.00 &#x7C; 
&#x7C;Adam Seiden &#x7C;Barclays &#x7C;Raises &#x7C;Equal-Weight &#x7C; $381.00&#x7C;$310.00 &#x7C; 
&#x7C;Jamie Cook &#x7C;Truist Securities &#x7C;Raises &#x7C;Hold &#x7C; $425.00&#x7C;$424.00 &#x7C; 
&#x7C;Kyle Menges &#x7C;Citigroup &#x7C;Lowers &#x7C;Buy &#x7C; $430.00&#x7C;$435.00 &#x7C; 
&#x7C;Michael Feniger &#x7C;B of A Securities &#x7C;Raises &#x7C;Neutral &#x7C; $358.00&#x7C;$354.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Cummins. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Cummins compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of Cummins's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Cummins's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/CMI/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Cummins analyst ratings.</a>
<h2>About Cummins</h2>
Cummins is the top manufacturer of diesel engines used in commercial trucks, off-highway machinery, and railroad locomotives, in addition to standby and prime power generators. The company also sells powertrain components, which include transmissions, turbochargers, aftertreatment systems, and fuel systems. Cummins is in the unique position of competing with its primary customers, heavy-duty truck manufacturers, who make and aggressively market their own engines. Despite robust competition across all its segments and increasing government regulation of carbon emissions, Cummins has maintained its leadership position in the industry.
<h3>Financial Milestones: Cummins's Journey</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Negative Revenue Trend: Examining Cummins's financials over 3M reveals challenges. As of 31 December, 2024, the company experienced a decline of approximately -1.12% in revenue growth, reflecting a decrease in top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Industrials sector.
Net Margin: Cummins's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 4.95%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Cummins's ROE stands out, surpassing industry averages. With an impressive ROE of 4.06%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Cummins's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.31% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: With a below-average debt-to-equity ratio of 0.74, Cummins adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>What Are Analyst Ratings?</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Assessing Cummins: Insights From 10 Financial Analysts

UBS analyst Steven Fisher downgrades Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) from Buy to Sell and lowers the price target from $400 to $240.

Downgrades

UBS Downgrades Cummins to Sell, Lowers Price Target to $240

Embraer-Empresa Brasileira De Aeronautica

FTAI

GEHC

RKLB

Shares of industrial stocks are trading lower amid macroeconomic concerns due to rising global trade tensions.

INLF

KRNT

LASE

MVST

Shares of machinery stocks are trading lower as markets react to President Trump's announcement of sweeping tariffs.

Citigroup analyst Kyle Menges maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Buy and lowers the price target from $430 to $360.

Citigroup Maintains Buy on Cummins, Lowers Price Target to $360

UBS analyst Steven Fisher maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Buy and lowers the price target from $432 to $400.

UBS Maintains Buy on Cummins, Lowers Price Target to $400

Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) has been analyzed by 8 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $406.38, with a high estimate of $451.00 and a low estimate of $358.00. Observing a 4.37% increase, the current average has risen from the previous average price target of $389.38. 
<img src="https://www.benzinga.com/files/images/story/2025/1742302869_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
The standing of Cummins among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$375.00</td>
<td>$420.00</td>
</tr>
<tr>
<td>David Raso</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$451.00</td>
<td>$408.00</td>
</tr>
<tr>
<td>David Leiker</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$407.00</td>
<td>$395.00</td>
</tr>
<tr>
<td>Adam Seiden</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$381.00</td>
<td>$310.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$425.00</td>
<td>$424.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$430.00</td>
<td>$435.00</td>
</tr>
<tr>
<td>Michael Feniger</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Neutral</td>
<td>$358.00</td>
<td>$354.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$424.00</td>
<td>$369.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Cummins. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Cummins compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Cummins's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Cummins's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/CMI/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Cummins analyst ratings.</a>
<h2>Delving into Cummins's Background</h2>
Cummins is the top manufacturer of diesel engines used in commercial trucks, off-highway machinery, and railroad locomotives, in addition to standby and prime power generators. The company also sells powertrain components, which include transmissions, turbochargers, aftertreatment systems, and fuel systems. Cummins is in the unique position of competing with its primary customers, heavy-duty truck manufacturers, who make and aggressively market their own engines. Despite robust competition across all its segments and increasing government regulation of carbon emissions, Cummins has maintained its leadership position in the industry.
<h3>Unraveling the Financial Story of Cummins</h3>
Market Capitalization Analysis: The company's market capitalization is above the industry average, indicating that it is relatively larger in size compared to peers. This may suggest a higher level of investor confidence and market recognition.
Negative Revenue Trend: Examining Cummins's financials over 3 months reveals challenges. As of 31 December, 2024, the company experienced a decline of approximately -1.12% in revenue growth, reflecting a decrease in top-line earnings. When compared to others in the Industrials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 4.95%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Cummins's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 4.06%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Cummins's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 1.31%, the company showcases efficient use of assets and strong financial health.
Debt Management: Cummins's debt-to-equity ratio is below the industry average. With a ratio of 0.74, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>Analyst Ratings: Simplified</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Assessing Cummins: Insights From 8 Financial Analysts

JP Morgan analyst Tami Zakaria maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Neutral and lowers the price target from $420 to $375.

JP Morgan Maintains Neutral on Cummins, Lowers Price Target to $375

Cummins's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) short percent of float has fallen 4.38% since its last report. The company recently reported that it has 1.56 million shares sold short, which is 1.31% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.8 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Cummins Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741957219_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Cummins has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Cummins's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Cummins's peer group average for short interest as a percentage of float is 5.93%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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Is the Market Bullish or Bearish on Cummins?

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Shares of machinery companies are trading lower amid overall market uncertainty after President Trump confirmed March 4 tariffs.

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While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company&#39;s earnings paid out to shareholders; it&#39;s often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends make up large portions of long-term returns, and in many cases, dividend contributions surpass one-third of total returns.
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<h2>Cummins in Focus</h2>
&nbsp;
Cummins (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/cmi#NYSE">CMI</a>) is headquartered in Columbus, and is in the Auto-Tires-Trucks sector. The stock has seen a price change of 3.4% since the start of the year. The engine maker is currently shelling out a dividend of $1.82 per share, with a dividend yield of 2.02%. This compares to the Automotive - Internal Combustion Engines industry&#39;s yield of 0.99% and the S&amp;P 500&#39;s yield of 1.56%.
Taking a look at the company&#39;s dividend growth, its current annualized dividend of $7.28 is up 4% from last year. Over the last 5 years, Cummins has increased its dividend 5 times on a year-over-year basis for an average annual increase of 7.49%. Any future dividend growth will depend on both earnings growth and the company&#39;s payout ratio; a payout ratio is the proportion of a firm&#39;s annual earnings per share that it pays out as a dividend. Cummins&#39;s current payout ratio is 34%, meaning it paid out 34% of its trailing 12-month EPS as dividend.
Looking at this fiscal year, CMI expects solid earnings growth. The Zacks Consensus Estimate for 2025 is $22.54 per share, representing a year-over-year earnings growth rate of 5.47%.
&nbsp;
<h2>Bottom Line</h2>
&nbsp;
Investors like dividends for a variety of different reasons, from tax advantages and decreasing overall portfolio risk to considerably improving stock investing profits. But, not every company offers a quarterly payout.
For instance, it&#39;s a rare occurrence when a tech start-up or big growth business offers their shareholders a dividend. It&#39;s more common to see larger companies with more established profits give out dividends. During periods of rising interest rates, income investors must be mindful that high-yielding stocks tend to struggle. With that in mind, CMI is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of 3 (Hold).
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<a href="https://www.zacks.com/registration/pfp?ALERT=ZER_LINK&amp;t=CMI&amp;ADID=SYND_BENZ_TCK_TALEOFTAPE_514_2421354_CMI&amp;cid=CS-BENZ-FT-tale_of_the_tape|yseop_template_5-2421354">Cummins Inc. (NYSE: </a><a class="ticker" href="https://www.benzinga.com/stock/cmi#NYSE">CMI</a>): Free Stock Analysis Report
<a href="https://www.zacks.com/stock/news/2421354/are-you-looking-for-a-high-growth-dividend-stock?cid=CS-BENZ-FT-tale_of_the_tape|yseop_template_5-2421354">This article originally published on Zacks Investment Research (zacks.com).</a>
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Shares of machinery companies are trading lower amid overall market weakness on US consumer and economic concerns.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>VRT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$102.00</td>
<td>$29.3K</td>
<td>3.6K</td>
<td>1.1K</td>
</tr>
<tr>
<td>GRAB</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$5.00</td>
<td>$40.0K</td>
<td>60.8K</td>
<td>968</td>
</tr>
<tr>
<td>BA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$185.00</td>
<td>$26.7K</td>
<td>6.4K</td>
<td>938</td>
</tr>
<tr>
<td>LUNR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/14/25</td>
<td>$21.00</td>
<td>$243.6K</td>
<td>191</td>
<td>922</td>
</tr>
<tr>
<td>PBI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$20.00</td>
<td>$49.7K</td>
<td>205</td>
<td>607</td>
</tr>
<tr>
<td>SMR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>05/16/25</td>
<td>$23.00</td>
<td>$110.3K</td>
<td>931</td>
<td>518</td>
</tr>
<tr>
<td>CMI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$360.00</td>
<td>$40.0K</td>
<td>139</td>
<td>408</td>
</tr>
<tr>
<td>JOBY</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$15.00</td>
<td>$34.2K</td>
<td>2.0K</td>
<td>252</td>
</tr>
<tr>
<td>GE</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$210.00</td>
<td>$50.9K</td>
<td>675</td>
<td>183</td>
</tr>
<tr>
<td>AZEK</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$50.00</td>
<td>$28.6K</td>
<td>385</td>
<td>110</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For VRT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>), we notice a put option trade that happens to be bullish, is expiring today. Parties traded 85 contract(s) at a $102.00 strike. The total cost received by the writing party (or parties) was $29.3K, with a price of $345.0 per contract. There were 3693 open contracts at this strike prior to today, and today 1115 contract(s) were bought and sold. 
• Regarding GRAB (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRAB#NASDAQ">GRAB</a>), we observe a call option trade with bearish sentiment. It expires in 693 day(s) on January 15, 2027. Parties traded 200 contract(s) at a $5.00 strike. The total cost received by the writing party (or parties) was $40.0K, with a price of $200.0 per contract. There were 60863 open contracts at this strike prior to today, and today 968 contract(s) were bought and sold. 
• Regarding BA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), we observe a call option sweep with bullish sentiment. It expires in 28 day(s) on March 21, 2025. Parties traded 60 contract(s) at a $185.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $26.7K, with a price of $445.0 per contract. There were 6417 open contracts at this strike prior to today, and today 938 contract(s) were bought and sold. 
• Regarding LUNR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LUNR#NASDAQ">LUNR</a>), we observe a call option sweep with bullish sentiment. It expires in 21 day(s) on March 14, 2025. Parties traded 850 contract(s) at a $21.00 strike. This particular call needed to be split into 43 different trades to become filled. The total cost received by the writing party (or parties) was $243.6K, with a price of $288.0 per contract. There were 191 open contracts at this strike prior to today, and today 922 contract(s) were bought and sold. 
• Regarding PBI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PBI#NYSE">PBI</a>), we observe a call option trade with bearish sentiment. It expires in 329 day(s) on January 16, 2026. Parties traded 994 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $49.7K, with a price of $50.0 per contract. There were 205 open contracts at this strike prior to today, and today 607 contract(s) were bought and sold. 
• Regarding SMR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>), we observe a call option sweep with neutral sentiment. It expires in 84 day(s) on May 16, 2025. Parties traded 382 contract(s) at a $23.00 strike. This particular call needed to be split into 46 different trades to become filled. The total cost received by the writing party (or parties) was $110.3K, with a price of $289.0 per contract. There were 931 open contracts at this strike prior to today, and today 518 contract(s) were bought and sold. 
• Regarding CMI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>), we observe a put option sweep with bearish sentiment. It expires in 28 day(s) on March 21, 2025. Parties traded 100 contract(s) at a $360.00 strike. This particular put needed to be split into 44 different trades to become filled. The total cost received by the writing party (or parties) was $40.0K, with a price of $400.0 per contract. There were 139 open contracts at this strike prior to today, and today 408 contract(s) were bought and sold. 
• For JOBY (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>), we notice a call option trade that happens to be bullish, expiring in 693 day(s) on January 15, 2027. This event was a transfer of 200 contract(s) at a $15.00 strike. The total cost received by the writing party (or parties) was $34.2K, with a price of $171.0 per contract. There were 2068 open contracts at this strike prior to today, and today 252 contract(s) were bought and sold. 
• Regarding GE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>), we observe a call option sweep with bearish sentiment. It expires in 84 day(s) on May 16, 2025. Parties traded 55 contract(s) at a $210.00 strike. This particular call needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $50.9K, with a price of $925.0 per contract. There were 675 open contracts at this strike prior to today, and today 183 contract(s) were bought and sold. 
• Regarding AZEK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZEK#NYSE">AZEK</a>), we observe a call option trade with bearish sentiment. It expires in 119 day(s) on June 20, 2025. Parties traded 110 contract(s) at a $50.00 strike. The total cost received by the writing party (or parties) was $28.6K, with a price of $260.0 per contract. There were 385 open contracts at this strike prior to today, and today 110 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AZEK

GRAB

JOBY

LUNR

10 Industrials Stocks With Whale Alerts In Today's Session

Evercore ISI Group analyst David Raso maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Outperform and raises the price target from $408 to $451.

Evercore ISI Group Maintains Outperform on Cummins, Raises Price Target to $451

Press Releases

Cummins Inc. Declares Quarterly Common Stock Dividend

Cummins announces leadership team changes: Bonnie Fetch and Shon Wright appointed to key roles

Cummins Introduces the X10: A Durable and Versatile Mid-Bore Workhorse in the Cummins HELM™ 10-Liter Platform for 2027

Accelera and GAIL Partner to Advance Green Hydrogen Production, Transportation and Storage

Cummins Unveils B7.2 Diesel Engine for Medium-duty Applications

Cummins Announces Retirement of Sharon Barner, Chief Administrative Officer

Accelera hosts Spanish Prime Minister and industry leaders for tour and meeting at Guadalajara electrolyzer facility

Accelera to Unveil Zero-Emissions Integrated Battery Electric Powertrain for Isuzu F-Series Medium-Duty Truck

Cummins Announces Appointment of Nicole Y. Lamb-Hale as Chief Administrative Officer and Corporate Secretary

Cummins Announces Appointment of John Gaidoo as Vice President and Chief Legal Officer

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