November 18, 2025 a 05:01 pm
CMI: Analysts Ratings - Cummins Inc.
Cummins Inc. has positioned itself as a leader in the engine and power generation sector. With consistent innovations across traditional and electrified power systems, the company continues to attract investor attention. The current analyst sentiment reflects a cautious approach with a preference for holding positions despite the robust business model. While opportunities exist in new power segments, market volatility and economic uncertainty remain challenges.
Historical Stock Grades
In the latest analyst ratings for November 2025, the sentiment remains predominantly neutral with a significant inclination towards Hold positions. The data suggests a cautious approach by analysts, possibly attributed to external market uncertainties or internal strategic shifts.
| Recommendation | Count | Score |
|---|---|---|
| Strong Buy | 2 | |
| Buy | 7 | |
| Hold | 13 | |
| Sell | 1 | |
| Strong Sell | 0 |
Sentiment Development
- The total number of ratings has remained relatively stable over the months, with minor fluctuations.
- The proportion of Hold ratings has increased, indicating a shift towards a more cautious outlook.
- Strong Buy recommendations have seen a slight decline, reflecting a moderated optimism among analysts.
Percentage Trends
The percentage distribution of analyst ratings highlights a notable trend:
- While the Strong Buy category experienced a reduction, the Hold category consistently gained ground.
- This indicates a growing perception of stability or potential market saturation.
- Over the past 12 months, the frequency of Strong Sell ratings has sharply declined, suggesting reduced bearishness.
Latest Analyst Recommendations
Recent analyst recommendations showcase a consistent stance, with no changes in the latest updates:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-11-11 | Equal Weight | Equal Weight | Barclays |
| 2025-11-07 | Buy | Buy | Citigroup |
| 2025-11-07 | Hold | Hold | Truist Securities |
| 2025-10-20 | Equal Weight | Equal Weight | Barclays |
| 2025-10-14 | Neutral | Neutral | JP Morgan |
Analyst Recommendations with Change of Opinion
Over the past few months, key changes in recommendations highlight strategic shifts by analysts:
| 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 analyst sentiment for Cummins Inc. suggests a stable yet cautious outlook. A predominantly Hold stance reflects market uncertainty and a lack of clear growth drivers. Despite positive moves in electrification, concerns about macroeconomic factors and competition persist. However, the limited changes in recommendations indicate consistent analyst expectations without major shifts in confidence.
Conclusion
In summary, Cummins Inc. remains an entity with strong foundations, yet it faces challenges typical of a mature industry. While advancements in electrification offer growth potential, the company's reliance on traditional markets exposes it to broader economic cycles. Analysts show cautious optimism, balancing the company's innovation with market uncertainty. Investors may find the stock's current valuation appealing, yet they should remain vigilant about external risks and evolving market dynamics.