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Catalysts

CMI Stock Catalysts

Earnings · Growth Drivers · Events · AIQ Catalyst

IndustrialsIndustrial - MachineryScore data as of Sep 4, 2026

CMI

Catalysts
Cummins Inc.
Industrials· Industrial - Machinery
AIQ Score
NeutralAIQ Edge 5/10
Low Priority
In Line With Peers
Score data as of Sep 4, 2026
Last price
$560.75
+$15.25 (+2.80%)
Latest market quote
Momentum10
Value59
Quality54
Risk Resilience62
Sentiment
View financial data

Stock Catalyst Board

Earnings timing, analyst expectations, news pressure, growth drivers, events, and AIQ Catalyst context.

Next earnings
Nov 5, 2026

Upcoming reporting date available for this company.

AIQ Catalyst
AIQ 46/100

Momentum 10/100 and sentiment before the next covered event.

Recent coverage
5 articles

Updated Sep 5, 2026 · Sentiment 41.13%

Earnings History And Surprises

See whether reported EPS and revenue have consistently exceeded or missed analyst expectations.

Earnings Expectations And Results

Compare what analysts expected with what the company reported across recent quarters.

Momentum 10/100AIQ Edge 5/10 In Line With Peers
Beat rate
88%
7 of 8 reported periods
Average surprise
+13.6%
Across covered historical reports
Latest result
-6.7%
Aug 4, 2026
EPS estimate versus actual
Actual bars are colored by beat, inline result, or miss.
Earnings history
Report dateFiscal periodEPS estimateEPS actualEPS surpriseRevenue estimateRevenue actual
Aug 4, 2026$7.21$6.73-6.7%$9.33B$9.46B
May 5, 2026$5.63$6.15+9.2%$8.37B$8.4B
Feb 5, 2026$5.10$5.81+13.9%$8.11B$8.54B
Nov 6, 2025$4.83$5.59+15.7%$7.99B$8.32B
Aug 5, 2025$5.23$6.43+22.9%$8.43B$8.64B
May 5, 2025$4.91$5.96+21.4%$8.18B$8.17B
Feb 4, 2025$4.70$5.16+9.8%$8.07B$8.45B
Nov 5, 2024$4.80$5.86+22.1%$8.29B$8.46B

Analyst Forecast And Price Targets

Wall Street consensus, rating distribution, and the current 12-month target range.

Analyst ratings
Buy
15
Buy
7
Hold
1
Sell
12-month analyst target
$797.93
+42.30% versus current price
Based on 10 analyst observations. Targets are estimates, not predictions.
Low target
$700.00
+24.83% vs latest price
Average target
$797.93
+42.30% vs latest price
High target
$901.00
+60.68% vs latest price

Event Read

Catalysts should explain what can change the setup, when it might happen, and which AIQ component would move first.

Current event setup

Event dateNov 5, 2026

Next known earnings or reporting date.

EPS estimate$8.20

Current analyst expectation for the upcoming report.

Revenue estimate$9.82B

Current analyst expectation for the upcoming report.

Sentiment score

News pressure around the setup.

Momentum score10

Where event reaction would show up first.

AIQ score46/100

Composite decision read before event confirmation.

Analyst context

Consensus
Buy
Analysts
10
Average target
$797.93
Target upside
42.30%
Target range
$700.00 - $901.00
90-day revisions
11

News And Sentiment

Recent company coverage, scored where source sentiment is available.

Positive
5
Neutral
0
Negative
0
gurufocus.com · Sep 2, 2026

CMI DCF Analysis: Intrinsic Value $267 vs Price $551

On September 02, 2026, we conducted a DCF analysis for Cummins Inc (CMI), a company that has seen a price performance of +40.4% over the past year, despite rece

insidermonkey.com · Aug 26, 2026

Industrial Giants Pivot to AI Data Centers: Caterpillar (CAT), Cummins (CMI), and Ford (F) Target Power Boom

On August 15, 2026, The Wall Street Journal reported that US manufacturing rose to its highest level since 2022 last month.

gurufocus.com · Aug 26, 2026

Is CMI Overvalued? DCF Says Worth $267

On August 26, 2026, we conducted a DCF analysis for Cummins Inc (CMI), a company currently facing significant price fluctuations. Over the past week, the stock

insidermonkey.com · Aug 20, 2026

Diesel Engines Meet the AI Boom: Inside Caterpillar and Cummins’ Record Quarters

Global data center energy usage is expected to rise 26% by 2026 to 565 terawatt-hours, while overall data center power demand will soar by 27% to 132 gigawatts.

seekingalpha.com · Aug 18, 2026

Cummins Is Becoming The Power Bottleneck’s Toll Collector (NYSE:CMI)

Cummins shifts into power infrastructure as AI/data center demand surges. Click for more on CMI stock.

Open full news and sentiment

CMI Catalysts FAQ

What are the next catalysts for CMI stock?

CMI's next stock catalysts can include earnings, guidance, analyst ratings, price-target changes, estimate revisions, product updates, regulatory events, contracts, or sector developments. Use this page to connect those events with AIQ and market context.

What upcoming events could move CMI stock?

Upcoming events that could move CMI include earnings reports, management commentary, estimate changes, major news, and market-wide sector catalysts.

How could CMI's next earnings report affect the stock?

CMI's next earnings report could affect the stock by changing revenue expectations, EPS estimates, guidance, analyst ratings, price targets, estimate revisions, and momentum.

What could drive CMI stock higher?

CMI could move higher if earnings, guidance, demand trends, analyst expectations, or AIQ momentum improve relative to what the market already expects.

What events could hurt CMI stock?

CMI could be hurt by weaker guidance, negative estimate revisions, margin pressure, adverse news, regulatory issues, or a sector-wide risk-off move.