CMI Cummins Inc.

bullish track record → $627.18 +18.29 (+3.0%)
Get emailed when CMI changes direction
Mkt Cap $85B P/E 30.1 fwd 19.6 52wk $269.24 - $620.78 Earnings 2026-05-04 45d ago
Insider selling: $69,467,640 sold by 31 insiders (30d)
Est. revisions: -2.0% (1 up, 1 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -0.3)

Factor Model

net -0.3 1.8 / 10
Est. Revisions
-0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0

Data center boom fuels diesel generator demand

Watch: Watch for forward guidance on data center-related order backlog when Cummins next reports. Any slowdown in capex commitments from cloud providers would hit this thesis directly.

Cummins is riding a wave of diesel backup generator orders tied to the data center buildout, per Cramer's comments on CNBC. The stock jumped 47% over six months. Year-to-date it's up nearly 14%, though it's traded flat to slightly down over the past month.

AI infrastructure spending is creating a tangible secondary beneficiary in power generation. Cummins' diesel generator business is capturing demand as hyperscalers and enterprise customers build out redundant power for high-density compute facilities.

Our Trades

Full track record →
+104.9%

Long Call · Wide Runner

7d held
2026-04-15
+137.1%

Long Call · The Indexer

3d held
2026-04-11
+125.9%

Long Call · True Believer

3d held
2026-04-10

Evidence

6d ago Insider buy by BOAKYE MARVIN (CMI): $499,133
6d ago Insider buy by WILTROUT JEFFREY T (CMI): $80,401
6d ago Insider sell by MILLER WILLIAM I (CMI): $10,811,646
6d ago Insider buy by STONE JOHN H (CMI): $332,080
6d ago Citigroup main CMI: Buy → Buy
6d ago Wells Fargo main CMI: Overweight → Overweight
29d ago Argus is Bullish on Cummins Inc. (CMI) yahoo-finance
38d ago Cummins (CMI) Gains on Data Center Power Demand Despite Weak Truck Market yahoo-finance
2 older signals
45d ago Jim Cramer Notes “Cummins Is Seeing Incredible Demand for Diesel Backup Generators From All These New Data Centers”
54d ago Insider Sale: VP & Pres. - Accelera and Com of $CMI Sells 1,033 Shares - Quiver Quantitative
Fundamentals & Data ▾
Cummins Inc. Industrials · Specialty Industrial Machinery
Mkt Cap
$85B
P/E
30.1 fwd 19.6
Beta
1.14
Div Yield
127.00%
52w Range
$269.24 - $620.78
Short Interest
2.2M 1.83%
Days to Cover
2.5 +48%
Technicals downtrend
from 52w Hi
0.0%
1w return
+1.8%
Insiders
selling 0B / 1S
Analysts
mixed
EPS Estimate
$5.55 -2.0% 30d 1up / 1dn
Est. Dispersion
20% 9 analysts
Analyst Target
$639 $490 - $784
Options P/C
0.34
Insider Cluster
strong buy 3B / 11S
Fund Convergence
strong Citadel, D.E. Shaw, Bridgewater
Financials
Revenue
$8.5B +1% YoY
FCF
$990M
Gross Margin
23%
Op Margin
9%
Momentum: accelerating
Top Holders
Citadel $557M
D.E. Shaw $79M
Bridgewater $16M
Recent Filings & Data
insider trade 146
net selling · $69,467,640 sold · $911,614 bought
31 insiders · 146 transactions (30d)
Recent transactions
BARNER SHARON R. · other
DAVIS AMY ROCHELLE · sell · $2,275,690
GAIDOO JOHN O · award
RUMSEY JENNIFER W. · award
SMITH MARK ANDREW · award
BOAKYE MARVIN · award
STONER NATHAN R · award
DAVIS AMY ROCHELLE · award
LAMB-HALE NICOLE · award
NEWSOME EARL JR. · award
BUSH JENNIFER MARY · award
WILTROUT JEFFREY T · award
FETCH BONNIE J · award
PETERS LUTHER EARL · award
WRIGHT BENJAMIN G. · award
WOOD JONATHAN DAVID · award
MERRITT BRETT MICHAEL · award
ENRIGHT ROBERT J · award
JACKSON DONALD G · award
JACKSON DONALD G · sell · $2,323,562
JACKSON DONALD G · exercise · $781,420
DAVIS AMY ROCHELLE · sell · $1,093,504
NEWSOME EARL JR. · sell · $758,776
FETCH BONNIE J · award
WRIGHT BENJAMIN G. · award
GAIDOO JOHN O · exercise · $31,636
MILLER WILLIAM I · sell · $10,811,646
BUSH JENNIFER MARY · sell · $2,497,658
BUSH JENNIFER MARY · exercise · $629,654
MERRITT BRETT MICHAEL · sell · $709,514
MERRITT BRETT MICHAEL · exercise · $341,088
RUMSEY JENNIFER W. · other
RUMSEY JENNIFER W. · sell · $2,165,657
RUMSEY JENNIFER W. · exercise · $498,541
SMITH MARK ANDREW · sell · $6,170,411
SMITH MARK ANDREW · exercise · $1,863,193
SMITH MARK ANDREW · sell · $89,819
SMITH MARK ANDREW · exercise · $28,424
SMITH MARK ANDREW · sell · $3,514,402
SMITH MARK ANDREW · exercise · $1,136,960
SMITH MARK ANDREW · sell · $3,774,789
SMITH MARK ANDREW · exercise · $1,483,944
ENRIGHT ROBERT J · sell · $748,210
ENRIGHT ROBERT J · exercise · $307,590
QUINTOS KAREN H. · sell · $529,761
DAVIS AMY ROCHELLE · sell · $2,015,215
DAVIS AMY ROCHELLE · exercise · $310,688
MILLER WILLIAM I · other
SMITH MARK ANDREW · sell · $5,002,500
SMITH MARK ANDREW · exercise · $2,042,875
BUSH JENNIFER MARY · sell · $201,826
PETERS LUTHER EARL · sell · $1,887,559
PETERS LUTHER EARL · exercise · $529,086
TSIEN MATTHEW · award
JACKSON DONALD G · award
STONE JOHN H · buy · $332,080
BARNER SHARON R. · other
MILLER WILLIAM I · award
FISHER DANIEL WILLIAM · award
HARRIS CARLA A · award
STONE JOHN H · award
BELSKE GARY L · award
BERNHARD ROBERT J · award
LYNCH THOMAS J · award
QUINTOS KAREN H. · award
NELSON KIMBERLY A. · award
DI LEO ALLEN BRUNO VITO · award
RUMSEY JENNIFER W. · award
PADMANABHAN SRIKANTH · award
SMITH MARK ANDREW · award
BOAKYE MARVIN · award
STONER NATHAN R · award
DAVIS AMY ROCHELLE · award
LAMB-HALE NICOLE · award
NEWSOME EARL JR. · award
BUSH JENNIFER MARY · award
WILTROUT JEFFREY T · award
FETCH BONNIE J · award
PETERS LUTHER EARL · award
WOOD JONATHAN DAVID · award
MERRITT BRETT MICHAEL · award
ENRIGHT ROBERT J · award
BARNER SHARON R. · award
JACKSON DONALD G · award
DAVIS AMY ROCHELLE · award
BUSH JENNIFER MARY · award
FETCH BONNIE J · award
SMITH MARK ANDREW · other
SMITH MARK ANDREW · sell · $4,281,359
SMITH MARK ANDREW · exercise · $1,739,888
RUMSEY JENNIFER W. · sell · $188
PADMANABHAN SRIKANTH · award
DAVIS AMY ROCHELLE · award
BUSH JENNIFER MARY · award
PADMANABHAN SRIKANTH · award
SMITH MARK ANDREW · award
BOAKYE MARVIN · award
STONER NATHAN R · award
DAVIS AMY ROCHELLE · award
LAMB-HALE NICOLE · award
NEWSOME EARL JR. · award
BUSH JENNIFER MARY · award
WILTROUT JEFFREY T · award
FETCH BONNIE J · award
MERRITT BRETT MICHAEL · award
RUMSEY JENNIFER W. · award
BARNER SHARON R. · sell · $798,403
BARNER SHARON R. · exercise · $353,499
PADMANABHAN SRIKANTH · exercise · $1,530,556
BARNER SHARON R. · sell · $784,071
DI LEO ALLEN BRUNO VITO · sell · $1,773,082
JACKSON DONALD G · sell · $1,775,697
JACKSON DONALD G · exercise · $768,931
BARNER SHARON R. · sell · $775,052
LAMB-HALE NICOLE · award
SATTERTHWAITE LIVINGSTON LORD · sell · $7,474,875
SATTERTHWAITE LIVINGSTON LORD · exercise · $2,645,432
BARNER SHARON R. · sell · $1,977,637
BARNER SHARON R. · exercise · $1,060,497
PADMANABHAN SRIKANTH · exercise · $1,872,997
BARNER SHARON R. · sell · $1,435,657
BARNER SHARON R. · exercise · $765,278
PADMANABHAN SRIKANTH · other
WILTROUT JEFFREY T · buy · $80,401
DAVIS AMY ROCHELLE · exercise · $236,566
WILTROUT JEFFREY T · exercise · $177,419
FETCH BONNIE J · exercise · $597,947
BOAKYE MARVIN · buy · $499,133
BUSH JENNIFER MARY · exercise · $847,998
MERRITT BRETT MICHAEL · exercise · $816,676
RUMSEY JENNIFER W. · exercise · $1,363,553
STONER NATHAN R · exercise · $559,926
MILLER WILLIAM I · award
FISHER DANIEL WILLIAM · award
HARRIS CARLA A · award
STONE JOHN H · award
BELSKE GARY L · award
BERNHARD ROBERT J · award
LYNCH THOMAS J · award
QUINTOS KAREN H. · award
NELSON KIMBERLY A. · award
DI LEO ALLEN BRUNO VITO · award
BARNER SHARON R. · sell · $708,110
BARNER SHARON R. · exercise · $382,639
BARNER SHARON R. · sell · $1,113,010
BARNER SHARON R. · exercise · $594,398
ae trade 3
10 signals · latest 6d ago

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