October 27, 2025 a 05:01 pm
CMI: Analysts Ratings - Cummins Inc.
Cummins Inc. has been a staple in the power generation and engine market for decades. The company's broad product offerings, which include diesel and natural gas engines, electric powertrains, and filtration systems, showcase its commitment to innovation and diversification. While recent months have shown a stable hold recommendation pattern, the long-term insights suggest potential growth opportunities, especially as the company expands into electrified power systems. However, market volatility and competitive pressures remain key considerations for investors.
Historical Stock Grades
| Recommendation | Number of Ratings | Score |
|---|---|---|
| Strong Buy | 2 | |
| Buy | 6 | |
| Hold | 12 | |
| Sell | 1 | |
| Strong Sell | 0 |
Sentiment Development
Cummins Inc. has witnessed a relatively stable sentiment over the past months with a significant number of recommendations remaining in the Hold category. This steady pattern suggests that analysts are taking a cautious approach towards the company's stock. An uptick in Hold ratings from June to October reflects a market sentiment that may be waiting for clearer growth indicators before endorsing stronger buy recommendations.
- Hold recommendations showed an increase from 14 to 16 from May to October 2025.
- Strong Buy ratings have decreased from 3 to 2 in the same timeframe, indicating a more cautious market sentiment.
- The overall volume of analyst ratings has slightly decreased, reflecting a potential wait-and-see approach by the market.
Percentage Trends
In examining the changes in recommendation percentages, a shift towards more conservative ratings is evident, with an increased proportion of Hold ratings. The percentage of Strong Buy ratings decreased, representing a more reserved market approach. This indicates that while Cummins Inc. remains a key player in its sector, market conditions may be prompting analysts to adopt a more cautious outlook.
- Strong Buy ratings decreased from about 12% to around 7% over the last six months.
- Hold recommendations increased from 48% to roughly 62%, signaling growing caution.
- Sell and Strong Sell have remained minimal, indicating limited bearish sentiment.
Latest Analyst Recommendations
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-20 | Equal Weight | Equal Weight | Barclays |
| 2025-10-14 | Neutral | Neutral | JP Morgan |
| 2025-10-08 | Hold | Hold | Truist Securities |
| 2025-09-23 | Buy | Buy | Citigroup |
| 2025-09-03 | Buy | Hold | Melius Research |
Analyst Recommendations with Change of Opinion
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-09-03 | Buy | Hold | Melius Research |
| 2025-08-11 | Outperform | Peer Perform | Wolfe Research |
| 2025-05-27 | Buy | Neutral | Goldman Sachs |
| 2025-04-07 | Sell | Buy | UBS |
| 2025-02-05 | Buy | Neutral | Goldman Sachs |
Interpretation
The current analyst ratings reveal a cautious optimist approach towards Cummins Inc. The increase in Hold recommendations suggests that analysts see stability but are not yet confident in significant gains. Given the trend of declining Strong Buy recommendations alongside a stable Hold sentiment, it reflects a market adjusting to Cummins' strategic shifts into electrified systems while maintaining traditional power solutions. The stability amidst shifts signifies an underlying confidence in the company's adaptive strategies, yet also highlights market uncertainties.
Conclusion
Cummins Inc. stands at the crossroads of maintaining its traditional engine markets while advancing into electrified systems. Analysts currently exhibit a reserved viewpoint, marked by increased Hold ratings, as they consider market complexities and competition. The slight decline in Strong Buy ratings suggests caution, though positive movements in Buy recommendations indicate optimism. Investors should weigh the company's innovative shifts against broader industry challenges and market volatilities.