SENTIMENT ANALYSIS
CMI
Cummins
Last Updated: 2026-10-26
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SENTIMENT RATING
SENTIMENT SCORE
Neutral
54 / 100
Summary
Coverage is largely neutral: Cummins affirmed its quarterly $2.20 dividend and its one‑year TSR is +24.56%, while a feature praising Dodge pickups fitted with Cummins diesel engines highlights product strength but notes limited direct financial impact. The stock has fallen 21.82% over 90 days and GDELT shows a mildly negative 43/100 tone, so sources mix product reputation positives with near‑term price and sentiment headwinds.

Signal Breakdown

NNews
64/ 100Neutral

5 verified publisher articles from recent coverage.

TVTV
0/ 100No data

Limited TV coverage this week.

VVideos
0/ 100No data

Limited video coverage this week.

GTGDELT Tone
43/ 100Neutral

GDELT tone + context across verified sources.

What’s Driving Sentiment

Bullish Signals

  • A feature highlights second‑generation Dodge pickups using Cummins diesel engines and praises their durability, torque, and aftermarket tunability.
  • Cummins' one‑year total shareholder return is +24.56% and its 3‑ and 5‑year returns are described as strong.

Risk Factors

  • Shares have fallen 21.82% over the past 90 days, signaling near‑term price weakness.
  • GDELT aggregate tone is 43/100 across 50 articles, suggesting mildly negative media sentiment.
  • The pickup praise was explicitly noted as not directly material to Cummins' financials or corporate developments.
Key ThemesNo themes listed

Evidence

Showing 5 of 5 verified news articles

  • No current evidence is available for this source.

No current verified Archive TV segments

  • No current evidence is available for this source.

No verified video evidence in the current 7-day window

Formula & Methodology
News
GDELT discovers coverage; only publisher passages that directly name the company qualify as news evidence.
TV
Internet Archive TV captions are retained only with a match-centered quote that directly names the company.
Video
Recent Bullish Gator videos tagged to the company; the item summary and publisher label feed the judge.
Holistic AI judge
A single Azure OpenAI call reads the news, television, and video evidence together and returns the rating, a 0–100 composite, and a short rationale. Thresholds are enum-only: 65+ Bullish, 35 or lower Bearish, Neutral in between.
Data Source

News evidence comes from the GDELT Global Knowledge Graph (via BigQuery); TV evidence from the Internet Archive TV News Archive; video evidence from recent Bullish Gator video coverage. Azure OpenAI filters per-article relevance and serves as the holistic AI judge that produces the composite rating. Portions use data from The GDELT Project under open data terms. This page is informational analysis, not investment advice. See Financial Disclaimer.