New insider activity at Cummins ( (CMI) ) has taken place on November 10, 2025.
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Mark Andrew Smith, the Vice President and Chief Financial Officer of Cummins, has recently sold 13,110 shares of the company’s stock. This transaction amounts to a total value of $6,170,355.
Recent Updates on CMI stock
Cummins Inc. reported its Q3 2025 earnings, revealing a mixed performance across its business segments. The company achieved revenues of $8.3 billion and a net income of $536 million, despite challenges in the North American truck market and non-cash charges in its electrolyzer business. Strong demand in the Power Systems and Distribution segments, particularly for backup power in data centers, bolstered performance. International revenues grew by 2%, with significant contributions from China and India. However, the North American truck market saw a 4% decline in sales, with heavy-duty and medium-duty truck unit sales dropping significantly. The electrolyzer business faced setbacks due to reduced U.S. government incentives and slower market development, leading to a strategic review. Rising tariff costs also negatively impacted profitability. Cummins remains cautiously optimistic about market stabilization and anticipates a 15% decline in Q4 shipments, with hopes for recovery influenced by economic sentiment and policy developments. Strategic collaborations, such as with Komatsu for hybrid powertrains, reflect the company’s focus on sustainability and innovation.
Spark’s Take on CMI Stock
According to Spark, TipRanks’ AI Analyst, CMI is a Outperform.
Cummins’ strong technical indicators and cash flow performance are offset by challenges in revenue growth and profitability margins. The company’s strategic focus on international markets and operational efficiencies provides some optimism, but valuation concerns and North American market challenges temper the outlook.
To see Spark’s full report on CMI stock, click here.
More about Cummins
YTD Price Performance: 37.90%
Average Trading Volume: 857,518
Technical Sentiment Signal: Buy
Current Market Cap: $65.34B