Últimas noticias sobre Cummins (NYSE:CMI) Bolsa

Cummins

Cummins is a leading manufacturer of diesel and other engines used in heavy- and medium-duty commercial trucks, off-highway equipment, and locomotives, in addition to prime power and standby generators. The company also sells powertrain components, which include filtration products, transmissions, turbochargers, aftertreatment systems, and fuel systems. Sales are approximately 60% US and Canada and 40% rest of world. Much of Cummins' foreign sales (China, India, and so forth) are through joint ventures. The company operates 650 distributors and over 19,000 dealer locations across 190 countries. Cummins' business model is unique as it competes with many of its heavy-duty truck manufacturer customers, who also make their own engines.

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Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) underwent analysis by 8 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">3</td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $371.5, a high estimate of $431.00, and a low estimate of $320.00. Surpassing the previous average price target of $359.38, the current average has increased by 3.37%.
<img src="https://www.benzinga.com/files/images/story/2025/1753124497_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The perception of Cummins by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Adam Seiden</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$387.00</td>
<td>$381.00</td>
</tr>
<tr>
<td>David Leiker</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$355.00</td>
<td>$315.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$360.00</td>
<td>$350.00</td>
</tr>
<tr>
<td>Jerry Revich</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Buy</td>
<td>$431.00</td>
<td>$410.00</td>
</tr>
<tr>
<td>David Raso</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$419.00</td>
<td>$451.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$350.00</td>
<td>$320.00</td>
</tr>
<tr>
<td>Angel Castillo</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$350.00</td>
<td>$340.00</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$320.00</td>
<td>$308.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Cummins. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Cummins compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Cummins's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Cummins's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/CMI/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Cummins analyst ratings.</a>
<h2>Delving into Cummins's Background</h2>
Cummins is a leading manufacturer of diesel and other engines used in heavy- and medium-duty commercial trucks, off-highway equipment, and locomotives, in addition to prime power and standby generators. The company also sells powertrain components, which include filtration products, transmissions, turbochargers, aftertreatment systems, and fuel systems. Sales are approximately 60% US and Canada and 40% rest of world. Much of Cummins' foreign sales (China, India, and so forth) are through joint ventures. The company operates 650 distributors and over 19,000 dealer locations across 190 countries. Cummins' business model is unique as it competes with many of its heavy-duty truck manufacturer customers, who also make their own engines.
<h3>Understanding the Numbers: Cummins's Finances</h3>
Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.
Revenue Growth: Cummins's revenue growth over a period of 3M has faced challenges. As of 31 March, 2025, the company experienced a revenue decline of approximately -2.73%. This indicates a decrease in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: Cummins's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 10.08%, the company may face hurdles in effective cost management.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 7.78%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): Cummins's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 2.57%, the company showcases efficient use of assets and strong financial health.
Debt Management: Cummins's debt-to-equity ratio is below the industry average. With a ratio of 0.74, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>Analyst Ratings: What Are They?</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Breaking Down Cummins: 8 Analysts Share Their Views

Barclays analyst Adam Seiden maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Equal-Weight and raises the price target from $381 to $387.

Price Target

Barclays Maintains Equal-Weight on Cummins, Raises Price Target to $387

China's high-speed rail progress will take center stage at the US-China Rail Transit Industry Roundtable in Beijing, where U.S. firms like Westinghouse Air Brake Technologies Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WAB#NYSE">WAB</a>), Caterpillar (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>), Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>), L B Foster Co (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSTR#NASDAQ">FSTR</a>) and 3M Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>) will participate.
What Happened: China&#8217;s high-speed rail development has been progressing at an impressive pace, surpassing the United States. The US-China Rail Transit Industry Roundtable is expected to address this issue, with a focus on the challenges faced by American projects due to funding shortages and political pressures, <a href="https://www.scmp.com/economy/global-economy/article/3318627/chinas-speedy-maglev-train-breaks-records-us-ambitions-go-rails?module=top_story&amp;pgtype=homepage">reported </a>by South China Morning Post. 
Industry representatives from both countries will also explore the potential for supply-chain collaboration in the railway sector. The event is organized by&nbsp;the China Council for the&nbsp;Promotion of International Trade.
Wang Yiwei, head of Renmin University&#8216;s Institute of International Affairs in Beijing, attributed the slow progress of high-speed rail in the United States to political and financial constraints. He highlighted President Donald Trump&#8216;s opposition to California&#8217;s high-speed rail project as an example of these challenges.
Wang pointed out that China's success in high-speed rail stems from long-term government planning, strategic investment, and centralized oversight. 
&#8220;Even if high-speed rail projects are not profitable in the short term, China can still build them for strategic reasons,&#8221; stated Wang.
SEE ALSO: <a href="https://benzinga.com/markets/equities/25/07/46487931/bitmine-surges-14-after-hours-as-ethereum-holdings-top-1-billion-just-days-after-250-million-raise" target="_blank" rel="noreferrer noopener">BitMine Surges 14% After Hours As Ethereum Holdings Top $1 Billion Just Days After $250 Million Raise &#8211; Grayscale Ethereum Mini Trust (ETH) Common units of fractional undivided beneficial interest (AR</a>
Why It Matters: The U.S.-China Rail Transit Industry Roundtable comes at a time when the U.S. is facing challenges in its high-speed rail projects. In a recent development, the Trump administration decided to <a href="https://www.benzinga.com/news/politics/25/07/46461319/trump-cancels-4-billion-funding-for-california-high-speed-rail-project-calls-it-disastrously-overpriced">withdraw $4 billion</a> in federal funding from California&#8217;s high-speed rail project, citing excessive costs and unmet promises. This move has further highlighted the difficulties faced by the US in competing with China&#8217;s high-speed rail advancements.
That being said, the US Department of Transportation had <a href="https://www.benzinga.com/news/politics/25/06/45744869/us-dot-allocates-5-4-billion-for-bridge-infrastructure-fund-scraps-diversity-climate-criteria-for-applicants-report">allocated $5.4 billion</a> for the construction, replacement, or repair of bridges across the U.S. However, the department decided to remove climate change, environmental justice, diversity, equity, and inclusion (DEI) requirements from the grant application criteria.
These developments raise questions about America&#8217;s ability to keep up with China&#8217;s high-speed rail advancements and the potential impact on the country&#8217;s infrastructure and transportation sectors.
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

FSTR

3M, Caterpillar, Cummins To Visit Beijing For Rail Supply Chain Talks As China Takes A Dig At US High-Speed Rail Delays

AI isn&#8217;t just consuming the world; it&#8217;s poised to devour the power grid. Big tech companies such as Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Palantir (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) are <a href="https://www.benzinga.com/markets/tech/25/07/46471676/meta-palantir-amazon-ai-datacenter-growth">going all-in on artificial intelligence</a>, fueling a historic development of data center infrastructure. For ETF investors, that implies it&#8217;s time to move beyond Nvidia and begin focusing on the literal power behind the machine.
Goldman Sachs projects that global data center electricity demand will increase by 165% by 2030, making them among the world&#8217;s top 10 consumers of electricity. With capex cycles of $100 billion-plus underway, <a href="https://www.benzinga.com/etfs" target="_blank" rel="noopener">power generation-related ETFs</a>, infrastructure ETFs, and digital real estate ETFs are in play.
<h2 class="wp-block-heading">Power &amp; Utilities</h2>
With U.S. data-center electricity consumption set to surge, utility ETFs may enjoy long-term tailwinds.
Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) – owns large, regulated utilities such as NextEra (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>) and Duke Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DUK#NYSE">DUK</a>), which may benefit from AI-fueled load growth.
First Trust Nasdaq Clean Edge Smart Grid Infrastructure ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRID#NASDAQ">GRID</a>) – provides exposure to the firms upgrading the electrical grid, from smart meters to transmission technology. Johnson Controls International Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>), Eaton Corporation Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>) and ABB Ltd (OTCPK: ABBNY) hold the largest chunks of the fund&#8217;s holdings.
Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) – becomes more relevant since Goldman projects 25–30% of new generation will be provided by solar.
These funds provide investors with a diversified holding in the enormous re-wiring that AI will require.
<h2 class="wp-block-heading">Infrastructure &amp; Industrials</h2>
Behind each <a href="https://www.benzinga.com/topic/artificial-intelligence">AI cluster</a> lies a concrete-intensive reality: HVACs, substations, turbines, and a substantial amount of steel. Infrastructure-based ETFs provide a straight shot at the buildout:
Global X U.S. Infrastructure Development ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/PAVE#BATS">PAVE</a>) – has holdings such as Eaton and Nucor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>), all related to power systems and data construction.
iShares U.S. Industrials ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYJ#BATS">IYJ</a>) – has holdings in Caterpillar (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>), Eaton, and Emerson Electric (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMR#NYSE">EMR</a>), essential providers of backup power and cooling systems.
Meta alone intends to construct two multi-gigawatt clusters of AI, pointing to a multi-year infrastructure-driven growth.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46382291/mark-zuckerberg-poaches-sam-altmans-talent-with-multimillion-dollar-offers-to-build-metas-ai-team">Mark Zuckerberg Poaches Sam Altman&#8217;s Talent With Multimillion-Dollar Offers To Build Meta&#8217;s AI Team</a>
<h2 class="wp-block-heading">Digital Infrastructure &amp; REITs</h2>
As demand for data centers goes parabolic, real estate investment trusts (REITs) and digital infrastructure players are observing that narrowing supply-demand dynamics are propelling margins:
Real Estate Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>) – more general exposure to REITs, with substantial stakes in digital infra. This ETF offers a long-term perspective on the physical and digital infrastructure supporting AI growth.
<h2 class="wp-block-heading">Quick Background: Why Now?</h2>
Goldman Sachs estimates that global data center demand will reach 92 GW by 2027, a 50% increase from late 2025, largely due to AI. Meta&#8217;s future Prometheus (1 GW) and Hyperion (5 GW) clusters indicate the size of things to come. Amazon and Palantir are also spending significant amounts on compute infrastructure.
Meanwhile, firms such as Caterpillar and Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) are experiencing billions of dollars&#8217; worth of new orders for data center-related generators, and Jabil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) has just increased its AI-related revenue estimate by $1 billion.
The AI revolution is being built from the ground up. From server racks to solar panels, the buildout of the data center is producing new champions across industries. And the wisest way to gain diversified exposure may very well be through ETFs that are quietly driving the next wave of AI.
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Meta, Amazon, Palantir Fuel AI Data Center Boom — ETFs Are The Sleeper Bet

A global buildout of datacenter infrastructure is charging ahead to meet the immense computing power needed for AI ambitions by tech giants like Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)<a href="https://www.benzinga.com/tech"> and others. </a>
Goldman Sachs now expects global datacenter demand to soar 50% by 2027, setting the stage for a massive expansion in power generation and infrastructure investment across the AI value chain.
In a note shared this week, the firm analyst James Schneider projected that global datacenter demand will jump from 62 gigawatts (GW) in the second half of 2025 to 92 GW by 2027—a 50% increase in just over two years. AI workloads are expected to drive that growth, expanding their share of total demand from 13% to 28% by 2027, while traditional workloads shrink to 21%.
Overall, Goldman expects global datacenter power demand to rise 165% by 2030, a shift so large that, if isolated, it would place datacenters among the world's top 10 electricity consumers.
<h2 class="wp-block-heading">Can Supply Keep Up?</h2>
Datacenter supply is projected to grow nearly as fast, with global capacity rising from 68 GW today to 137 GW by 2030—a 15% compound annual growth rate. 
But power constraints are looming. In the U.S., where datacenters already consume 4% of electricity, Goldman forecasts that share to more than double by the end of the decade.
Meeting that power need will require 72 GW of new generation capacity, with 25%-30% likely coming from solar and 30% each from combined-cycle and peaker natural gas plants. 
Adding momentum to the datacenter arms race, Meta CEO Mark Zuckerberg recently posted on Threads that the company is building two multi-gigawatt AI clusters: Prometheus, a 1 GW supercluster expected in 2026, and Hyperion, which could deliver at least 5 GW of compute capacity by 2030.
"We&#8217;re… going to invest hundreds of billions of dollars into compute to build superintelligence," Zuckerberg wrote.
Bank of America analyst Justin Post said the statement "signals to the Street that the AI capex cycle is far from over." Post raised his 2026 Meta capex estimate by $6 billion and now expects $229 billion in total capex spend from 2025 to 2027.
<h2 class="wp-block-heading">Who Benefits From The Datacenter Boom?</h2>
According to Goldman, datacenter operators such as Digital Realty Trust Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>) and Equinix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EQIX#NASDAQ">EQIX</a>) are positioned to sustain profitability above historic levels. The tight supply-demand balance also benefits infrastructure and industrial players.
Cummins Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) now sees 35% of its power generation sales linked to datacenters, while Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) generates about $2.8 billion annually from the segment. Together, they&#8217;re projected to supply 6–7 GW in backup generator capacity this year.
Jabil Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) raised its fiscal 2025 AI-related revenue forecast to $8.5 billion, up from $7.5 billion in the prior quarter, citing strong demand and near-peak utilization at some factories.
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Meta, Palantir, Amazon Are All-In On AI—Can Datacenters Keep Up?

Baird analyst David Leiker maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Neutral and raises the price target from $315 to $355.

Baird Maintains Neutral on Cummins, Raises Price Target to $355

Citigroup analyst Kyle Menges maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Buy and raises the price target from $350 to $360.

Citigroup Maintains Buy on Cummins, Raises Price Target to $360

Cummins Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) is poised to benefit from structurally higher unit profitability in Power Systems and its pricing structure <a href="https://www.benzinga.com/topic/data-centers">moving beyond datacenter,</a> according to Goldman Sachs.
The Cummins Analyst: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58ac6423b85e930001e63864/jerry-revich">Analyst Jerry Revich</a> upgraded the rating from Neutral to Buy.
The Cummins Thesis: Margins in the company's Power Systems segment have expanded from its historical range of 5%-10% to 15%-20%, "driven by a transition to value-based pricing, with capacity and product line expansion for large generators (including data centers) contributing," Revich said in the note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Cummins' Power Systems segment is currently estimated to derive sales of $1.5 billion from data center, he added.
"Although data center investment is only 3% of U.S. private non-residential construction investment today, based on a range of growth outcomes, it could account for 5-10% of U.S. private non-residential construction investment in 2030," the analyst wrote.
Sleeper truck used inventory levels are down 30% year over year and OEMs have guided to production cuts, Revich further stated.
CMI Price Action: Shares of Cummins had risen by 2.92% to $326.49 at the time of publication on Tuesday.
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45262278/under-armour-faces-tough-road-ahead-says-analyst"> Marjorie Taylor Greene Goes Stock Shopping Again: Here Are 50+ Stocks The Congresswoman Bought</a></li>
</ul>
Photo: Shutterstock

Upgrades

Movers

Goldman Turns Bullish On Cummins Amid Profit Shift And Quiet Data Center Play

Goldman Sachs analyst Jerry Revich upgrades Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) from Neutral to Buy and raises the price target from $410 to $431.

Goldman Sachs Upgrades Cummins to Buy, Raises Price Target to $431

During the last three months, 14 analysts shared their evaluations of Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>), revealing diverse outlooks from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">4</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $349.0, a high estimate of $451.00, and a low estimate of $240.00. A decline of 11.1% from the prior average price target is evident in the current average. 
<img src="https://www.benzinga.com/files/images/story/2025/1747663225_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
A clear picture of Cummins's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>David Raso</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$419.00</td>
<td>$451.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$350.00</td>
<td>$320.00</td>
</tr>
<tr>
<td>Angel Castillo</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$350.00</td>
<td>$340.00</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$320.00</td>
<td>$308.00</td>
</tr>
<tr>
<td>Angel Castillo</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$340.00</td>
<td>$425.00</td>
</tr>
<tr>
<td>David Leiker</td>
<td>Baird</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$315.00</td>
<td>$407.00</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$308.00</td>
<td>$375.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$320.00</td>
<td>$360.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Hold</td>
<td>$338.00</td>
<td>$420.00</td>
</tr>
<tr>
<td>Steven Fisher</td>
<td>UBS</td>
<td>Lowers</td>
<td>Sell</td>
<td>$240.00</td>
<td>$400.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$360.00</td>
<td>$430.00</td>
</tr>
<tr>
<td>Steven Fisher</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$400.00</td>
<td>$432.00</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$375.00</td>
<td>$420.00</td>
</tr>
<tr>
<td>David Raso</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$451.00</td>
<td>$408.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Cummins. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Cummins compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Cummins's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Cummins's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/CMI/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Cummins analyst ratings.</a>
<h2>Unveiling the Story Behind Cummins</h2>
Cummins is a leading manufacturer of diesel and other engines used in heavy- and medium-duty commercial trucks, off-highway equipment, and locomotives, in addition to prime power and standby generators. The company also sells powertrain components, which include filtration products, transmissions, turbochargers, aftertreatment systems, and fuel systems. Sales are approximately 60% US and Canada and 40% rest of world. Much of Cummins' foreign sales (China, India, and so forth) are through joint ventures. The company operates 650 distributors and over 19,000 dealer locations across 190 countries. Cummins' business model is unique as it competes with many of its heavy-duty truck manufacturer customers, who also make their own engines.
<h3>Unraveling the Financial Story of Cummins</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Negative Revenue Trend: Examining Cummins's financials over 3M reveals challenges. As of 31 March, 2025, the company experienced a decline of approximately -2.73% in revenue growth, reflecting a decrease in top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Industrials sector.
Net Margin: Cummins's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of 10.08%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 7.78%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): Cummins's ROA stands out, surpassing industry averages. With an impressive ROA of 2.57%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: With a below-average debt-to-equity ratio of 0.74, Cummins adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>The Significance of Analyst Ratings Explained</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Where Cummins Stands With Analysts

Evercore ISI Group analyst David Raso maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Outperform and lowers the price target from $451 to $419.

Evercore ISI Group Maintains Outperform on Cummins, Lowers Price Target to $419

Shares of major machinery companies, including AGCO Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGCO#NYSE">AGCO</a>), Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) and Cummins Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) are trading higher Monday afternoon after the United States and China reached a temporary agreement to slash tariffs <a href="https://www.benzinga.com/government/regulations/25/05/45347089/wall-street-rips-higher-as-tariff-truce-halts-us-china-economic-escalation">on each other's goods. </a>
What To Know: The rally reflects broad optimism that reduced trade barriers xould ease supply chain constraints and boost business confidence in the industrial and manufacturing sectors.
The tariff rollback, announced after talks in Geneva between U.S. Treasury Secretary Scott Bessent and China's Vice Premier He Lifeng, cuts U.S. tariffs on Chinese goods from 145% to 30% and reduces Chinese tariffs on American goods from 125% to 10%. The reductions take effect on May 14 and are scheduled to last for 90 days as both countries assess next steps in their trade relationship.
Companies in the machinery and industrial equipment space are among the most directly impacted by such tariffs, given their reliance on international supply chains and global demand for capital goods.
Wall Street responded positively, with major equity futures rising across the board. S&amp;P 500 futures jumped 3.1%, Nasdaq futures surged over 4% and Dow futures gained more than 2.6%. The dollar strengthened while gold prices declined, reflecting a shift away from safe-haven assets.
Price Action: AGCO shares are up 6.55% to $105.85, Caterpillar shares gained 5.4% to $343.21 and Cummins shares jumped 7.6% to $330.01, according to<a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2"> Benzinga Pro.</a>
Read Next:
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<li><a href="https://www.benzinga.com/tech/25/05/45357613/china-tariff-de-escalation-biggest-winners-include-tesla-apple-new-tech-highs-back-on-the-table-now-for-2025">China Tariff De-Escalation Biggest Winners Include Tesla, Apple: &#8216;New Tech Highs Back On The Table Now For 2025&#8217; </a></li>
</ul>

AGCO

Machinery Stocks Surge As US–China Tariff Truce Eases Trade Pressures: What's Going On?

Citigroup analyst Kyle Menges maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Buy and raises the price target from $320 to $350.

Citigroup Maintains Buy on Cummins, Raises Price Target to $350

WIIM

ATMU

CMCO

GTES

GTLS

HLMN

INLF

LECO

MIDD

NDSN

PCAR

RAIL

RAIN

Shares of machinery companies are higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A reduction in tariffs could alleviate some supply chain concerns and improve macro sentiment as well as demand visibility.

Rep. Marjorie Taylor Greene (R-Ga.) has been actively buying stocks in 2025, including transactions that may have been perfectly timed<a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip"> during a market dip.</a>
Here's the latest transactions made by the congresswoman in early May.
What Happened: Greene was ranked as the 24th best-performing member of Congress based on their trades in 2024. The Congresswoman gained 30.2% for the year, <a href="https://www.benzinga.com/25/01/42860759/10-best-stock-traders-in-congress-in-2024-where-do-nancy-pelosi-pete-sessions-susan-collins-marjorie-taylor-greene-rank">outperforming the S&amp;P 500 </a>gain of 24.9%.
With new trades placed throughout the early months of 2025, Greene could see huge returns again during the year.
Here are her most recent trades made on May 5, as shown on the <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent050725">Benzinga Government Trades page</a>. All purchases made were listed as between $1,001 to $15,000 unless otherwise indicated.
<ul>
<li>Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</li>
<li>AbbVie (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)</li>
<li>Adobe Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>)</li>
<li>Applied Materials (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>)</li>
<li>Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)</li>
<li>Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</li>
<li>American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>)</li>
<li>Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)</li>
<li>Bank of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>)</li>
<li>BHP Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BHP#NYSE">BHP</a>)</li>
<li>BP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BP#NYSE">BP</a>)</li>
<li>Berkshire Hathaway Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)</li>
<li>Blackstone Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>)</li>
<li>Cardinal Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAH#NYSE">CAH</a>)</li>
<li>Caterpillar (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>)</li>
<li>Cummins Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>)</li>
<li>Chevron Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>)</li>
<li>Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)</li>
<li>Digital Realty Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>)</li>
<li>Duke Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DUK#NYSE">DUK</a>)</li>
<li>Devon Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVN#NYSE">DVN</a>)</li>
<li>FedEx Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>)</li>
<li>Frontline PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FRO#NYSE">FRO</a>)</li>
<li>Gilead Sciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>): two separate purchases of $1,001 to $15,000</li>
<li>Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>)</li>
<li>Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)</li>
<li>Goldman Sachs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>)</li>
<li>Home Depot (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>)</li>
<li>The Hershey Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HSY#NYSE">HSY</a>)</li>
<li>Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</li>
<li>Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>)</li>
<li>JPMorgan Chase (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>)</li>
<li>Kinder Morgan (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMI#NYSE">KMI</a>)</li>
<li>Eli Lilly And Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)</li>
<li>MercadoLibre (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>)</li>
<li>Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</li>
<li>Merck Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</li>
<li>Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>)</li>
<li>Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</li>
<li>NextEra Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>)</li>
<li>ServiceNow Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NASDAQ">NOW</a>)</li>
<li>Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>): two separate purchases of $1,001 to $15,000</li>
<li>NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</li>
<li>Old Dominion Freight Line (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ODFL#NASDAQ">ODFL</a>)</li>
<li>Occidental Petroleum (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OXY#NYSE">OXY</a>): two separate purchases of $1,001 to $15,000</li>
<li>Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>)</li>
<li>Paychex Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAYX#NASDAQ">PAYX</a>)</li>
<li>Impinj Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PI#NASDAQ">PI</a>)</li>
<li>Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>)</li>
<li>Starbucks Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>)</li>
<li>Charles Schwab Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHW#NYSE">SCHW</a>)</li>
<li>Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</li>
<li>United Parcel Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>)</li>
<li>Visa Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>)</li>
<li>Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>)</li>
</ul>
In total, that's more than 50 different stocks bought and disclosed by Greene in the latest filing. Based on the purchase range of $1,001 to $15,000, this would make the transaction range over $50,000 and up to more than $800,000.
Read Also: <a href="https://www.benzinga.com/politics/25/04/45077654/bill-named-after-nancy-pelosi-could-ban-congress-members-from-trading-stocks-what-you-need-to-know-about-the-pelosi-act">Bill Named After Nancy Pelosi Could Ban Congress Members From Trading Stocks: What You Need To Know About The &#8216;PELOSI&#8217; Act</a>
Why It's Important: Members of Congress are allowed to buy and sell stocks as long as they properly disclose the transaction.
The process has drawn scrutiny from the public and retail investors as members of Congress could have inside information and time their trades accordingly. Committee assignments in particular, often draw red flags from investors.
Greene serves on the House Committee on Oversight and Accountability and the House Committee on Homeland Security with several subcommittee appointments. The congresswoman's past trade in technology and cybersecurity stocks has drawn attention with her role within Homeland Security.
Greene&#8217;s past trades of Palantir Technologies and a<a href="https://www.benzinga.com/25/03/44255172/marjorie-taylor-greene-buys-more-bitcoin-etf-shares-ahead-of-trumps-strategic-reserve-executive-order"> Bitcoin ETF </a>have drawn criticism along with the timing of her trades, as she is a close ally to President Donald Trump. 
When asked previously about buying stocks earlier this year that soared days later after Trump announced a pause to tariffs, Greene<a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip"> brushed aside the criticism.</a>
&#8220;I think that criticism is laughable. President Trump has been talking about tariffs for decades,&#8221; Greene told reporters when asked about the trades at a recent town hall event in Georgia in a clip <a href="https://x.com/unusual_whales/status/1912456434081480777" target="_blank" rel="noreferrer noopener">shared </a>by Unusual Whales. The congresswoman used the opportunity to boast about her stock performance, which ranked her as one of the top trading members of Congress in 2024.
&#8220;I don&#8217;t place my buys and sells," Greene said, citing an agreement she has with her portfolio manager, who handles all the buying and selling of stocks. &#8220;He did a great job. Guess what he did. He bought the dip. And that&#8217;s what anybody that has financial sense does."
Greene also said her portfolio manager did not have inside information, everything was public and a potential tariff pause wasn&#8217;t a secret.
Sen. Josh Hawley (R-Mo.) has reintroduced legislation that would ban members of Congress from trading or holding individual stocks.
The bill is known as the Preventing Elected Leaders from Owning Securities and Investments Act, or PELOSI Act based on the first letter of each of the main words. The name takes aim at the congresswoman and former Speaker of the House Nancy Pelosi (D-Calif.).  
&#8220;Members of Congress should be fighting for the people they were elected to serve — not day trading at the expense of their constituents,&#8221; Hawley&nbsp;<a href="https://www.hawley.senate.gov/hawley-reintroduces-pelosi-act-to-ban-congress-from-trading-stocks/" target="_blank" rel="noreferrer noopener">said</a>. &#8220;Americans have seen politician after politician turn a profit using information not available to the general public.&#8221;
Hawley said the bill will help &#8220;restore Americans&#8217; trust in our nation&#8217;s legislative body.&#8221;
Hawley&#8217;s bill is being reintroduced as President&nbsp;Donald Trump&nbsp;<a href="https://time.com/7280114/donald-trump-2025-interview-transcript/" target="_blank" rel="noreferrer noopener">said&nbsp;</a>he would support such a ban.
&#8220;Well, I watched Nancy Pelosi get rich through insider information, and I would be okay with it. If they send it to me, I would do it,&#8221; Trump told TIME.
Trump said he would sign the ban if the bill passes Congress.
While Pelosi makes headlines for her trades, it&#8217;s important to remember that<a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip" target="_blank" rel="noreferrer noopener">&nbsp;it is both Republican</a>&nbsp;and Democratic members of Congress who are profiting from buying and selling stocks and options while in office, with some trades coming with questionable timing or having a connection to committees they serve on.
In 2024, a list of the top-performing traders in Congress included six Republicans and four Democrats.
Did You Know?
<ul>
<li>Congress Is Making Huge Investments. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent050725">Get Tips On What They Bought And Sold With Our Easy-to-Use Tool</a></li>
</ul>
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent050725"><img loading="lazy" decoding="async" width="1024" height="330" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1-1024x330.png" alt="" class="wp-image-906796" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1-1024x330.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1-300x97.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1-768x248.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1.png 1430w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Photo: Shutterstock

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Politics

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AMAT

DELL

GILD

GOOG

INTC

MELI

ODFL

PANW

PAYX

QCOM

SBUX

SCHW

TSLA

Marjorie Taylor Greene Goes Stock Shopping Again: Here Are 50+ Stocks The Congresswoman Bought

Morgan Stanley analyst Angel Castillo maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Overweight and raises the price target from $340 to $350.

Morgan Stanley Maintains Overweight on Cummins, Raises Price Target to $350

JP Morgan analyst Tami Zakaria maintains Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) with a Neutral and raises the price target from $308 to $320.

JP Morgan Maintains Neutral on Cummins, Raises Price Target to $320

Wall Street kicked off the week with a cautious tone, as major stock indices hovered near the flatline by midday in New York. Investors digested fresh signs of inflationary pressure in the services sector, raising doubts about near-term rate cuts and <a href="https://www.benzinga.com/markets">weighing on risk appetite.</a>
The ISM Services PMI for April pointed to only marginal growth, the slowest since late 2023, while the index for prices paid surged to its highest reading in more than two years, reflecting a sharp rise in input costs amid renewed trade disruptions tied to tariffs announced last month by President Donald Trump.
The S&amp;P 500 slipped 0.2% to 5,670, while the Nasdaq 100 matched the decline to 20,050. The Dow Jones Industrial Average, however, managed a modest 0.2% gain. If the S&amp;P 500 closes higher, it would mark its tenth consecutive session of gains, the longest winning streak since September 1995.
Rising bond yields pressured equities, with the 10-year Treasury yield climbing 4 basis points to 4.35%, and the 30-year yield up at 4.83%.
Speaking at the Milken Institute, Treasury Secretary Scott Bessent said the U.S. was nearing agreements on new trade deals, potentially as soon as this week. He indicated that 17 trading partners, excluding China, had presented strong proposals, and suggested that meaningful progress with China could also emerge in the coming weeks.
Meanwhile, oil prices dropped 2% to $57 a barrel following OPEC+'s signal of a 411,000 bpd production hike starting in June, with further increases possible over the summer.
Gold rallied 2%, on track for its strongest session in two weeks, while Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) held steady near $94,000.
<h3 class="wp-block-heading">Monday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg %</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>41,418.85</td>
<td>+0.2%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,677.19</td>
<td>-0.2%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,016.46</td>
<td>-0.2%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>20,057.89</td>
<td>-0.2%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:42 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) inched 0.2% down to $565.72.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.3% to $414.11.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;fell 0.2% to $487.66.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) inched 0.1% lower to $200.11.</li>
<li>The&nbsp;Industrials&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>) outperformed, up 0.6%; the&nbsp;Energt Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) lagged, down 1.4%.</li>
</ul>
<h3 class="wp-block-heading">Monday&#8217;s Stock Movers</h3>
Stocks reacting to earnings reports included: 
<ul>
<li>Berkshire Hathaway Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) down 4.26%</li>
<li>Cummins Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) up 2.07%</li>
<li>Tyson Foods Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSN#NYSE">TSN</a>) down 7.63%</li>
<li>Zimmer Biomet Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZBH#NYSE">ZBH</a>) down 9.28%</li>
<li>Loews Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/L#NYSE">L</a>) down 1.29%</li>
<li>ON Semiconductor Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) down 8.17%</li>
<li>Henry Schein Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HSIC#NASDAQ">HSIC</a>) up 0.86%</li>
</ul>
Stocks scheduled to report earnings after the close include Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), The Clorox Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLX#NYSE">CLX</a>), Coterra Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTRA#NYSE">CTRA</a>), Vertex Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRTX#NASDAQ">VRTX</a>), Diamondback Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FANG#NASDAQ">FANG</a>), Realty Income Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/O#NYSE">O</a>), The Williams Companies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMB#NYSE">WMB</a>), Celanese Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CE#NYSE">CE</a>), Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>), Lattice Semiconductor Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LSCC#NASDAQ">LSCC</a>), Mattel Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAT#NASDAQ">MAT</a>) and Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>).
Read Next:
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45198741/goldman-sachs-issues-bearish-40-oil-forecast-as-opec-pumps-more-energy-stocks-sink">Goldman Sachs Issues Bearish $40 Oil Forecast As OPEC+ Pumps More: Energy Stocks Sink</a></li>
</ul>
Photo: Shutterstock

Broad U.S. Equity ETFs

$BTC

CTRA

SPDR Dow Jones Industrial Average ETF Trust

FANG

LSCC

VRTX

Select Sector SPDR-Consumer Discretionary

Stocks Pause Gains As Treasury Yields Rise: What's Driving Markets Monday?

Cummins Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) shares traded higher premarket on Tuesday after the company <a href="https://www.benzinga.com/pressreleases/25/05/b45190850/cummins-reports-first-quarter-2025-results" target="_blank" rel="noreferrer noopener">reported first-quarter 2025 results</a>.
Sales declined&nbsp;3% year over year (Y/Y) to&nbsp;$8.17 billion, missing the consensus of&nbsp;$8.19 billion.
The Indiana-based company stated that sales in North America declined 1% Y/Y and international revenues fell 5%&nbsp;Y/Y in the quarter.
Sales by segments:
<ul>
<li>Components&nbsp;$2.7 billion (-20% Y/Y)</li>
<li>Engine&nbsp;$2.8 billion (-5% Y/Y)</li>
<li>Distribution&nbsp;$2.9&nbsp;billion (+15% Y/Y)</li>
<li>Power Systems&nbsp;$1.6 billion (+19% Y/Y)</li>
<li>Accelera&nbsp;$103&nbsp;million (+11% Y/Y).</li>
</ul>
CMI reported an operating income of&nbsp;$1.134 billion&nbsp;(vs.&nbsp;$923 million&nbsp;a year ago quarter).
EBITDA came in at&nbsp;$1.5 billion (17.9% of sales) vs.&nbsp;$2.6 billion&nbsp;(30.6%) last year.
EPS for the quarter stood at&nbsp;$5.96 compared to&nbsp;$14.03 a year ago, beating <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">the consensus of&nbsp;$4.85</a>.
Cummins' operating cash outflow for the quarter totaled&nbsp;$3 million, compared to the operating cash flow of&nbsp;$276 million a year ago.
At the end of March 2025, CMI held cash and equivalents of&nbsp;$1.53 billion.
Outlook: Given increasing economic uncertainty, the company planned to not provide revenue or profitability<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener"> guidance for the rest of 2025</a>.
During the fourth quarter earnings call, Cummins provided 2025 guidance of revenue of down&nbsp;2% to up&nbsp;3%&nbsp;<a target="_blank" href="https://www.benzinga.com//node/43463557" rel="noreferrer noopener">and&nbsp;EBITDA of 16.2%&nbsp;and&nbsp;17.2%</a>.
Jennifer Rumsey, chair and CEO of Cummins added, &#8220;While the outlook for the remainder of the year remains unclear, we remain confident in our position and that our Destination Zero strategy is the right one.&#8221;
&#8220;Cummins is in a strong position to navigate through economic uncertainty, and we look forward to reinstating our forecast when conditions allow.&#8221;
Investors can gain exposure to the stock via&nbsp;Honeytree U.S. Equity ETF&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BEEZ#NASDAQ">BEEZ</a>) and&nbsp;EA Series Trust TBG Dividend Focus ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TBG#NYSE">TBG</a>).
Price Action: CMI shares are down 2.23%&nbsp;at&nbsp;$293.17&nbsp;premarket at the last check Monday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com//node/45079085" target="_blank" rel="noreferrer noopener">PACCAR Misses&nbsp;Q1&nbsp;Earnings, Blames Tariff Turmoil For Hitting North American Truck Market</a></li>
</ul>
Image: Shutterstock

Guidance

BEEZ

Cummins Beats On EPS, Misses On Revenue — But Keeps Engine Running Despite Uncertainty

Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) reported quarterly earnings of $5.96 per share which beat the analyst consensus estimate of $4.85 by 22.89 percent. This is a 16.86 percent increase over earnings of $5.10 per share from the same period last year. The company reported quarterly sales of $8.17 billion which missed the analyst consensus estimate of $8.19 billion by 0.22 percent. This is a 2.73 percent decrease over sales of $8.40 billion the same period last year.

Earnings Beats

Earnings Misses

Cummins Q1 EPS $5.96 Beats $4.85 Estimate, Sales $8.17B Miss $8.19B Estimate

Press Releases

Accelera and GAIL Partner to Advance Green Hydrogen Production, Transportation and Storage

Cummins Unveils B7.2 Diesel Engine for Medium-duty Applications

Cummins Announces Retirement of Sharon Barner, Chief Administrative Officer

Accelera hosts Spanish Prime Minister and industry leaders for tour and meeting at Guadalajara electrolyzer facility

Accelera to Unveil Zero-Emissions Integrated Battery Electric Powertrain for Isuzu F-Series Medium-Duty Truck

Cummins Announces Appointment of Nicole Y. Lamb-Hale as Chief Administrative Officer and Corporate Secretary

Cummins Announces Appointment of John Gaidoo as Vice President and Chief Legal Officer

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