Cummins Inc.

(New York Stock Exchange)
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Somewhat Bullish +45

Wall Street Zen upgrades Cummins stock to Buy. Consensus target is USD 703.18

Analyst upgrade Earnings report Financial outlook AI-generated analysis

πŸ“ˆ Wall Street Zen upgraded Cummins from Hold to Buy on October 25, 2026.

πŸ’° Q2 revenue rose 9.40 percent year over year to USD 9.46 billion.

⚠️ Diluted earnings per share of USD 6.73 missed the USD 7.21 consensus estimate.

πŸ“ˆ Management raised its 2026 revenue-growth outlook to 10.00-13.00 percent from 8.00-11.00 percent.

πŸ’΅ Operating cash flow reached USD 1.50 billion in the second quarter of 2026.

πŸ“‰ Adjusted EBITDA margin decreased to 17.50 percent of sales compared to 18.40 percent a year ago.

πŸ“ˆ Stock price increased 2.48 percent to EUR 466.80 on October 26, 2026.

🎯 The consensus analyst target price stands at USD 703.18.

πŸ“… Next earnings report is scheduled for November 5, 2026.

πŸ’° Market capitalization was USD 72.1 billion with a P/E ratio of 26.78.

Bullish Signals
  • Wall Street Zen upgraded Cummins stock from Hold to Buy on October 25, 2026, adding a fresh positive rating signal.
  • Second-quarter revenue grew 9.40 percent year over year to USD 9.46 billion, demonstrating strong top-line performance.
  • Management raised its full-year 2026 revenue-growth outlook to 10.00-13.00 percent from the prior guidance of 8.00-11.00 percent.
  • Operating cash flow reached USD 1.50 billion in Q2, reflecting strong liquidity generation.
  • The stock price rose 2.48 percent to EUR 466.80 on October 26, 2026, trading above the previous close.
Risk Factors
  • Diluted earnings per share of USD 6.73 missed the USD 7.21 consensus estimate despite higher revenue.
Full Analysis
Cummins Inc. reported second-quarter revenue of USD 9.46 billion, representing a 9.40 percent year-over-year increase to USD 9.46 billion. Despite the top-line growth, diluted earnings per share came in at USD 6.73, falling short of the USD 7.21 consensus estimate. Operating income reached USD 1.28 billion while operating cash flow totaled USD 1.50 billion for the quarter. Wall Street Zen upgraded Cummins from Hold to Buy on October 25, 2026, citing the fresh rating signal alongside the reported financial results. Management subsequently raised its full-year 2026 revenue-growth outlook to a range of 10.00 percent to 13.00 percent, up from the previous guidance of 8.00 percent to 11.00 percent. The company also reported adjusted EBITDA of USD 1.70 billion, or 17.50 percent of sales, compared to USD 1.60 billion and 18.40 percent a year earlier. As of October 26, 2026, the stock traded at EUR 466.80, which was up 2.48 percent versus the previous close, with a market capitalization of USD 72.1 billion. The next earnings report is scheduled for November 5, 2026, providing investors with a defined catalyst to monitor future performance. The current valuation remains below its 52-week high, and the analyst upgrade adds a positive rating signal to the stock's profile.