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CMI stock through Employee Stock Purchase Plan, is it worth it?
Cummins shares slip as analysts raise concerns on margins (NYSE:CMI)
Cummins shares rise on record revenue report (NYSE:CMI)
Worksport #WKSP is opening new company with Patent filed
About 87% of Companies in the S&P have beaten analyst estimates, set to be the higgest beat rate on record since 1994
Mentions
I'm not going to plug in any fresh buy orders before Monday comes around since I still need to observe the news headlines and see how the war in the Middle East continues to unfold, but amongst the several dozen watchlist names that I'd like to have, if I had to narrow it down to only a select few, I'd say that these are my first priority if the non-oil market stabilizes: ROK > PH > AME > RRX > LFUS > CMI > HUBB (in this order) Those are fresh additions on top of my other 300+ positions that I already have, which is already quite industrial-heavy.
CAT and CMI. Both are positioned to take advantage of data center buildout due to the need for backup diesel generators and construction equipment. Additionally, Cummins (CMI) is working toward alternative-fueled engines. The CAT pickup does not have me convinced though. The way I see it, we’re not going to stop building things or moving stuff, and these companies provide the power (literally) to do that.
I'm still pissed I sold all my TGB at $2. I put that money into gold and CMI, which are also both doing really well. But man, TGB has gone through the roof.
How the fuq does a stock like CMI go up 100% in one year?
Cummins changed their ticker symbol from CUM to CMI in the 2000s…
Power generation and related infrastructure. $CMI, $ETN. Also, tangentially, defense, but maybe not actual defense firms. $GHM, $ESE.
I thought that too. Made a ton from CAT and started going to CMI as a secondary winner. But then when I read about CATs product mix and how much they do in mining and given how mining is growing with commodity prices, I am going back in hard. CMIs CEO started in energy cells so I thought would be growing with grid stabilization but they are considering getting out of the business. The real sleeper play is GNRC. They been making generators forever and also with this winter and incoming grid issues, we are gonna see rich people buying at home generators like crazy.
It’s a cool company. I actually found it looking at large HP natural gas compression, since I’m pretty bullish on natural gas. Plus, they have long-term service contracts so their revenue is pretty stable. It has run up a bit, and the debt load is a bit high to be honest. EQT helped them come public so the past year they were selling their shares. AROC is a name I don’t own but has better valuation and capital allocation. NGS I have been watching, they build their own frames and buy the motor-drive from CAT or CMI.
Holy CMI, EL, ELF…. 🤣🤣🤣💃
updates: calls: **PTC, CMI, IQV** # puts: AFRM, SNAP, RBLX, DOCS
CAT and CMI 5 year charts look like silver and gold
the new mag7 for 2026 is SNDK, WDC, MU, STX, FIX, CMI and CHRW buy high sell higher mentality, being retarded pays off
That's kind of my point. The urgency of need for your portfolio growth will encourage worse choices, not better ones. Anyways, I'll tell you my current holdings. CMI 500 C 6/18/26 -2.8% in 3 days GLD 325 C 6/17/27 +303% in 96 days GLD 365 C 6/17/27 +118% in 56 days The CMI will probably open high tomorrow and be in the green. These in the money calls are leveraged. I could win a lot or I could lose a lot. Thankfully I made good choices as I have quite a bit invested.
Yes I thought you were gonna say CMI
What’s the market angle that actually trades? * Oil: Venezuelan crude is heavy/sour. U.S. refiners can process it, but throughput, margins, and contract terms decide outcomes. A quick gasoline glut is unlikely; diesel/asphalt effects are more plausible. Near-term watchlists: refiners (VLO, MPC), services (SLB, HAL), integrateds (CVX). * Gold: Above-ground Venezuelan reserves are limited; new mining is slow. Hard catalyst for a gold crash is weak—uncertainty often supports gold and miners/ETFs. * Geopolitics: This looks more like U.S.–China pressure than pure commodities. Expect higher risk premia, defense names bid, and swings in rare earths/critical minerals on export-control narratives. * Power/AI: Backup generation demand is real, but fuel logistics and capex are multi-quarter. GNRC/CMI can benefit from deployments; it’s not an overnight fix for the grid. Bottom line: price in more volatility and be selective across energy, defense, and equipment instead of assuming a clean “oil flood” or a gold collapse.
One of mine is GNRC - CAT and CMI are heavily bought in, GNRC is priced like it's in a bounce, it got overly sold off compared to competitors.
He definitely wants it but neither NYSE nor NASDAQ will give it to them. CUM had to change to CMI because NYSE decided to ban the ticker due to its "explicitness".
Should have bought CAT CMI GEV CASY and took a long 3 year nap.
What am I missing other than gains. CMI and GM up 5% Lag 7 is lagging again
CMI and CAT outperforming AI stocks.
Exactly why you dont listen to randoms on Reddit haha. I have been a shareholder of CMI for 3 years now and its outperformed SPY consistently in the last 3 years. Good dividend as well. My cost basis is low so I have no plans on selling but the market is definitely a bit too optimistic about the PSBU business. Only time will tell...
CMI. My cost basis is 86. I sold half my position at 190. It is almost 500 today. As someone else said, worse is where I rolled that money after locking those profits -- some crap bond fund I've since sold and ED, neither was truly bad but I'd be better off still in CMI.
I’m newer to reddit and am mostly just trying to become familiar with how everything works but I work for a Gold and Silver company and came across this. It’s called CMI Gold & Silver. I just thought it could be helpful because our brokers don’t work on commission so you can call us up and ask as many questions as you’d like without getting pressured to buy or sell anything. Our website is cmigs.com and our number is 855-628-6704 I hope this was helpful :)
Anyone supplying the AI boom. Examples: INTC, AMD, SNDK, STX, WDC, NVDA is already crazy high though. This is not advice just information, you need to do your own research and make your own investment choices. Probably generator companies too like CMI, or anyone building power infrastructure, the high voltage transformers. Liquid cooling infrastructure, etc… I don’t wish I worked at any of those companies, I love my job.
ABBV and CMI have been very good to me (and put money in my pocket)
Buy CMI as well. They provide emergency power
CAT, CMI, HON, who knows
CMI CAT CSX all because of a random post on here
**BREAKING NEWS: Warren Buffett buys Cummins ($CMI) to pair with his Chubb ($CB) purchase because there's name synergy**
I think it’s CMI. I got the last one right so we will see
I'd split it in 5 and put 20K each in CALM, AMZN, O, COST, CMI. I might switch the equivalent amount in my other accounts to individual stocks and put all of this into SGOV with DRIP then do a steady withdrawal.
The fact that Cummins’ ticker is CMI and not CUM is a tragedy that needs addressed
I'm showing futures up. CMI had a good pre-market earnings report. I believe ARES beat forecasts also. They were the two largest premarket reports. What's your plan?
I like copying some of Christopher Niemczewski’s investments. I can see analyst and hedge fund manager portfolios on TipRanks, he’s the top hedge fund manager on there by sharpe ratio & returns. In particular I like AZO, CMI, ORLY, ACGL, PGR, TJX from his portfolio.
CMI Always calls for Cummins... 
DE green CMI red too
WTF is DE green and CAT CMI are down so much?
I like CMI, AMGN a lot. Also LMT
Hey dude, you need to diversify, not the whole world is running on technology. You can add some MCD, CMI JUST a suggestion
Is CMI really down 17% this morning?
I might sell some of my CMI tomorrow, it's up over 40% from when I bought. Thanks for introducing me to it 🙏
Cool to see people see value in CMI. I work here and put 10% of my check into their stock plan, they match 25% of that so it’s basically an automatic 25% gain. I have done pretty well with it and basically use it as a savings account.
What you think about CMI growth potential? The trend is more and more towards renewable energy and electric cars. Plus their hydrogen engine still an experiment.
I think you would have to be extremely astute and read a fair bit before you can beat any of the indexes. I've had good successes this year that have really helped boost my porfolio performance. Some of my best investments this year have been: * NVDA * LLY * ONON * BLDR * CMI I found these companies through either just reading market reports here and there, or they have products that either I or people in my circle consumer and can vouch for. On the flipside, I've also put money into the following: * GME * AMD * SOFI * INTC I do have other picks that have kinda gone nowhere. As a rule of principal, I put half my paycheck into ETFs and the other half into the individual stocks that I find. I personally think this is a great approach because its worked out for me.
Look at CMI, I’ve been holding a few shares since last year
China pretty much, they've brought down the cost of everything from smart phones to Solar panels and EV's between 5 and 1 fold in the last 15 years and [wages have increased massively](https://www.chemanager-online.com/sites/default/files/styles/gallery/public/Pflug_Wage%20Growth%20China_CMI0514.jpg?itok=GsOGneYV)
CMI to the moon 
Look at industrial companies, some good ones: EMR CMI WM
What just happened to CMI?
Does anyone own (or know anything about) CMI (Cummins Inc)??
Why did Cummins go with CMI instead of CUM 😕🙁
Anybody watching CMI? They are building the first road that charges your EV vehicle while driving. Do you think there is a future here? I want to know y’all’s thoughts.
Commenting on Cummins ide me, Daddy: A $9.7 Billion Dollar Gay Bear Tail Thesis (CMI)... I like this because you can play it either way - you either like the bet on the 5/3 miss or you can play it as a short against the market - CMI tracks well with the overall momentum of the market. I took the small dip this morning and took my small profit - didn’t have the guts to ride it out. https://preview.redd.it/7px4blmtg2uc1.jpeg?width=1170&format=pjpg&auto=webp&s=75986ca7f5377a64756be8e7c066195e0a35a4f9
Looking at CMI short squeeze with Root! It could happen buy it up!!
CMI do be ripping up. Cummins Inc
You still holding CMI? I am going through my accounts and wonder if I should bail? Only own 12.5
BLDR, CAT CMI TSCO HD list goes on
>CMI interesting, paccar has also been flying of late. but I think they have a some green focused trucking products. what do you see in CMI, do they have an earnings release coming up?
SNA and CMI are jumping up. SNA missed earnings and took off after it dumped.
Lots of shares getting distributed next week with the CMI tender, so there will be some selling. The shorts are trying to front-run the selling. Squeeze em!
There’s something called an exchange offer going on right now with ATMU. For every $100 worth of CMI stock you own you can exchange it for $107.53 of ATMU stock. This people are participating in the exchange offer and hedge the transaction by shorting ATMU. When the shares exchange the short position will offset and they will be left with 7.53% profit.
What % of their revenue is hydrogen vs natty gas? APD has both too + industrials but I would have thought APD % is more exposed just due to CMI size
I’ve gone for CMI for exposure to hydrogen power technology
Here's seven: WM CMI EMR WMT CTAS GD MCD
F & CMI are ripping bc they are leading in hydrogen.
CMI, HSY, MA, ODFL, SHW, TSCO, and ZTS I own more stocks but that list seems to be consistent and well run year over year.
I work for CMI also. The plan buys every month on the 5ht of the month, with the $ you contributed the month prior. So my two payroll deductions in January bought on Feb. 5.
Caterpillar is up - so does that mean CMI Cummins is going to be - ya know cummin up on earnings too?
I’m inclined to believe what CAT and TKR tell us on Monday will indicate what we hear from CMI on Tuesday
Personal opinion, so feel free to disregard: Individual stocks shouldn’t make up more than 3-4% of your portfolio individually. This, if you still want to invest in AAPL, MSFT, and CMI as a part of your $100k, these three shouldn’t have more than about $3k-4k invested. The rest should be in broad market index funds that track the S&P or the total stock market. Nothing wrong with wanting individual stocks, just don’t make em the focus of your investments.
CMI will do just fine. Very profitable business and growing too with all the new acquisitions. The leaders know how to run a business for sure
I can't believe CMI isn't dumping harder after announcement of $1.65B in fines and having to repair or replace 600k engines due to their emissions scandal.
Opened positions on CMI and DGII today. Had my eye on them a while, and after this pullback it seems a decent time to enter.
weird how no one has chosen this ticker Cummins Inc. i think had it but changed it to CMI
I work at CMI. There is no vesting period. You get the shares immediately and you can sell them immediately. It’s an amazing plan
Are you able to sell immediately upon vesting? If so, yeah. An extra 25% gain. A lot of ESPP allow for buying the share a discount, like 15%. Seems like CMI just adds 25%. I’d max it assuming you can sell immediately and get your gain.
Hello fellow colleague I also work for CMI . I opted out from the espp only because I’d be paying extra taxes on the 25% they give me and also for the dividend. I’m not sure where your located but I’m in Canada. If I were able to do the espp in a rrsp id do it in a heart beat. Just a cash account seems to be a lot of trouble with the usd cad , taxes ect … I’d rather put 5% else where like in spy or qqq and have better returns over the long term.
JNJ is in lawsuit hell spiral and I see no end in site. And these arent the regular one time off type lawsuits. These are very bad class action things that can potentially wipe out a decade. I remember back in the day when Monsanto started getting hammered like this and people thinking they will be fine... well not only have they not recovered but they took Bayer down with them. I would get out. PFE is fine. They have a good pipeline. Banking is good business run by immoral and unethical people. Basically, no one can be trusted in banking. All they cares about is immediate pay, be it via commissions and bonuses and they dont care if the bank itself burns. And its not like they didnt know what they are doing is shady, but the people there simply dont care if the bank fails. To me that makes banking a terrible investment. Id avoid them and just pick up some solid REITs from the financial sector. DE and PPE are probably ok but we are in a down cycle. Long term should be fine. No opinion on CMI.
Depending on the size of the portfolio, it's almost certain you should consult a tax professional about this. The former owner's goals and circumstances will likely be different than yours. I strongly believe that if someone is going to own individual stocks, they should be doing so actively and should be commiting time each week and even each day on that. Otherwise, you can pay someone to manage it for you. Being newly retired (?) your priorities might be around tax optimization and stable income and capital preservation but still needing some growth. The names you're soliciting, here is some common sentiment on them. I don't endorse or reject it, I just relay it. PFE has been deemed a loser in the suffering sector of big pharma. The speculation now is that maybe it is getting to be so bad it's good. JNJ has assymetric risk from ongoing litigation. Rightly or wrongly, they're going through a tumbler of expensive litigation and settlements. Maybe they can beat some of it and emerge. But the thesis would be why take that bumpy ride with them if there are hundreds of other stocks that are good and don't have that form of risk. Cummins has been battered of late but is kind of best of breed of what they do. If one believes that infrastructure and building and global recovery are imminent, then Cummins will prosper from that. Deere is seen as agriculture and infrastructure/construction. Agriculture has been battered too, and Deere, being one that rode very high, has been getting taken back down. Similar concepts as with Cummins, if one believes in things happening through 2024 that benefit heavy industry, that can help Deere. However Deere is exposed to the ups and downs of Ag. Notice that you have some overlaps with PFE/JNJ and DE/CMI. Wells Fargo is considered one of the weak sisters of banking along with C Citigroup. Sometimes you can gamble on these more-disliked plays whe they rebound from "hated" to merely "despised". If doing that, you'd want that to be a conscious strategy though. But again, not best of breed here.