Cummins Inc. (CMI) has been characterized as crucial for data centers by industry experts. The company's Q3 2025 earnings call and reports show the corporation navigating economic challenges and strategic growth. New investments into Cummins have been made by Olympiad Research LP, L&S Advisors Inc., and multiple others, reflecting increased investor confidence. Wells Fargo has initiated coverage of CMI with an 'overweight' rating, suggesting a strong buying recommendation. The company's valuation has been in limelight, with many assessing it post strong share price momentum. Share changes include sales by M&G PLC, purchases by institutions such as Geode Capital Management, Cherokee Insurance Co, among others. Further, CMI posted better-than-expected Q3 sales, leading to a significant rise in stock price. Barclays has increased CMI's price target to $515. Company insiders, including the CFO, have also sold substantial shares recently. CMI's high institutional ownership speaks for the company's robust performance, with recent gains of 8.2% in the last week. Lastly, Cummins has reported strong operating results in 2025, recording non-cash charges related to its electrolyzer business.
Cummins CMI News Analytics from Tue, 04 Feb 2025 08:00:00 GMT to Sat, 15 Nov 2025 13:22:44 GMT - Rating 7 - Innovation 6 - Information 8 - Rumor -2
