UBS has upgraded Cummins Inc (CMI) to Neutral from Sell, signaling a shift in analyst sentiment regarding the company's outlook. This change, effective November 24, 2025, may reflect improved fundamentals or enhanced confidence in Cummins' strategic direction.
Currently, Cummins operates within the machinery industry, focusing on the design, manufacture, and distribution of powertrains and related components, including advanced technologies like hydrogen production and fuel cells. As of November 25, 2025, the company boasts a market capitalization of $67.0 billion, a P/E ratio of 25.12, and an impressive dividend yield of 164.7%.
Looking ahead, Cummins is scheduled to report its next earnings on August 3, 2026, with analysts estimating earnings per share (EPS) of $6.46 and revenues of $8.7 billion. Recent performance has shown positive surprises, including a Q3 2025 EPS of $5.59, exceeding expectations by 15.0%.
Analyst ratings serve as professional assessments based on extensive research and financial models. While they provide valuable insights, investors should consider a range of factors, including company fundamentals and market trends, before making investment decisions. Analyst opinions can evolve as new information becomes available, highlighting the dynamic nature of market assessments.