New insider activity at Cummins ( (CMI) ) has taken place on November 25, 2025.
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Brett Michael Merritt, the Vice President and President of the Engine Business at Cummins, recently executed a significant stock transaction. He sold 1,450 shares of Cummins stock, amounting to a total value of $709,514.
Recent Updates on CMI stock
Recent developments in Cummins’ stock have seen notable upgrades and price target increases from several financial institutions. UBS upgraded Cummins to Neutral from Sell, citing a bottoming truck cycle in 2026 and a balanced risk/reward profile, despite potential downside risks in engine and components units. Truist upgraded Cummins to Buy, highlighting the company’s strong position in Commercial Vehicles and growth potential in Power Systems, supported by meetings with Cummins’ management. Wells Fargo initiated coverage with an Overweight rating, pointing to a $7 billion data center opportunity and improved unit profitability. Cummins’ Q3 earnings report revealed challenges in the North American truck market but strong demand in Power Systems and Distribution segments, driven by data center backup power needs. The company remains cautious about its financial outlook for 2025 due to market uncertainties but is optimistic about its diversified portfolio and cost management strategies.
Spark’s Take on CMI Stock
According to Spark, TipRanks’ AI Analyst, CMI is a Outperform.
Cummins’ strong technical indicators and cash flow performance are offset by challenges in revenue growth and profitability margins. The company’s strategic focus on international markets and operational efficiencies provides some optimism, but valuation concerns and North American market challenges temper the outlook.
To see Spark’s full report on CMI stock, click here.
More about Cummins
YTD Price Performance: 42.09%
Average Trading Volume: 918,101
Technical Sentiment Signal: Buy
Current Market Cap: $67.03B