Wall Street Zen upgrades Cummins stock to Buy. Consensus target is USD 703.18

Published on 10/26/2026 at 15:58 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue rose 9.40 percent to USD 9.46 billion. Cummins stock costs EUR 466.80 on October 26, 2026, up 2.48 percent versus Tradegate.

Analyst upgrade and key dates

Wall Street Zen upgraded Cummins from Hold to Buy on October 25, 2026, while the consensus target stood at USD 703.18.
Second-quarter revenue rose 9.40 percent year over year to USD 9.46 billion.
Cummins stock costs EUR 466.80 at Lang & Schwarz on October 26, 2026 at 3:43 p.m. CEST, 2.48 percent above the Tradegate close of October 23, 2026.

Cummins Inc., US2310211063, Illustration mit AI erstellt.

Cummins Inc. (ISIN US2310211063) received a Buy upgrade from Wall Street Zen on October 25, 2026, while the analyst consensus target stood at USD 703.18, according to MarketBeat. The consensus target was 34.20 percent above Cummins' USD 523.97 primary-market price at the latest October 26, 2026 quote. At Lang & Schwarz, the stock stood at EUR 466.80 on October 26, 2026 at 3:43 p.m. CEST, up 2.48 percent versus the Tradegate close of October 23, 2026 at EUR 455.50.

Revenue growth meets an earnings miss

Cummins reported USD 9.46 billion of revenue for the second quarter of 2026, up 9.40 percent from the second quarter of 2025. Diluted earnings per share were USD 6.73, below the USD 7.21 consensus estimate, according to Yahoo Finance. Operating income reached USD 1.28 billion and operating cash flow was USD 1.50 billion in the quarter.

Management raised its 2026 revenue-growth outlook to 10.00 percent to 13.00 percent from 8.00 percent to 11.00 percent. The second-quarter call also put adjusted EBITDA at USD 1.70 billion, or 17.50 percent of sales, compared with USD 1.60 billion, or 18.40 percent, a year earlier.

Stock position and valuation

The primary-market quote was USD 523.97 on October 26, 2026 at 10:58 a.m. ET. Cummins' 52-week range was USD 413.98 to USD 737.76, leaving the stock 29.23 percent below its high. Market capitalization was USD 72.1 billion, with a price-to-earnings ratio of 26.78 and a dividend yield of 2.00 percent.

Comparison with peers
Cummins Inc.: up 2.48 percent versus the Tradegate close, P/E 26.78, market capitalization USD 72.1 billion
Caterpillar (NYSE, USD): up 0.92 percent, P/E 29.76, market capitalization USD 317.9 billion
Deere & Company (NYSE, USD): down 1.56 percent, P/E 35.31, market capitalization USD 171.5 billion

What date comes next?

The next reported earnings date is November 5, 2026, with the release scheduled before the US market opens, according to Mindtrajour. A quarterly dividend of USD 2.20 was scheduled for payment on December 3, 2026, according to MarketBeat.

Price and investor perspective

The analyst upgrade adds a fresh rating signal, while the second-quarter figures combine higher revenue with an earnings-per-share shortfall. The current US valuation remains below the 52-week high, and the next results date gives investors a defined catalyst to monitor.

Cummins stock was trading at EUR 466.80 at Lang & Schwarz on October 26, 2026 at 3:43 p.m. CEST, 2.48 percent above the Tradegate close of October 23, 2026 at EUR 455.50. The further course of trading is shown by the continuously updated real-time quote of Cummins stock.