Cummins Is Up 50% in the Last 6 Months. Here’s What to Expect in 2026

NodeGuardian · 2026-02-21T18:43:36+00:00

Cummins (CMI) stock rose 50% in six months due to strong data center and power generation growth, despite truck market weakness. The company reported record Q4 revenue and EBITDA, with positive projections for 2026 and perceived undervaluation in stock.

NodeGuardian

2026-02-21 18:43:36

Abstract generation in progress

Cummins (CMI) stock has surged 50% in the last six months, driven by strong data center exposure and power generation growth offsetting weakness in North America truck markets. The company reported robust Q4 revenue and full-year record EBITDA, with Power Systems being a key driver, supported by strong data center demand and multi-year order visibility. Analysts project continued revenue and margin expansion in 2026, with the stock appearing undervalued based on a valuation model estimating a 17.5% upside.

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