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CMI vs GEV
Which Stock Would AI Choose? Cummins (CMI) vs. GE Vernova (GEV) Stock Comparison
Key Takeaways
- CMI reported record Q2 2026 revenue of $9.5 billion and raised full-year revenue guidance to 10-13% growth, driven by power generation demand including data centers.
- GEV achieved an 88% year-over-year surge in Q2 orders to $24.2 billion, expanding its backlog to a record $176 billion amid strong Power and Electrification momentum.
- CMI stock has traded around $550-$557 recently after pulling back from 52-week highs above $727, reflecting broader market rotation despite solid fundamentals.
- GEV stock has consolidated near $950-$957 following a retreat from peaks near $1,196, with investors weighing robust backlog growth against Wind segment challenges.
- CMI maintains a consistent dividend growth track record, while GEV benefits from multi-year visibility through its expanding equipment and services backlog.
- Both companies operate in power and energy infrastructure but differ in exposure, with CMI focused on engines and generation systems and GEV spanning power technologies, wind, and grid electrification.
Introduction
Investors and traders seeking exposure to power generation, industrial engines, and the broader energy transition often compare CMI and GEV. These stocks represent complementary yet distinct segments of the industrial and energy infrastructure space. CMI provides diesel, natural gas, and alternative fuel power solutions, while GEV delivers gas turbines, wind equipment, and electrification technologies. This comparison highlights recent performance trends, business drivers, and market positioning relevant to growth-oriented and income-focused market participants monitoring infrastructure spending and data center demand.
CMI Overview and Recent Performance
Cummins Inc. designs, manufactures, and services diesel, natural gas, and electric powertrain solutions across engine, power systems, components, distribution, and accelera segments. In recent market activity, the company posted record second-quarter revenue supported by elevated global power generation volumes and improving international construction demand. Full-year 2026 revenue guidance was raised to a 10-13% increase, reflecting stronger North American on-highway and China markets. Stock performance has featured consolidation following earlier gains, influenced by sector rotation and macroeconomic factors, while the firm continued dividend increases for the 17th consecutive year.
GEV Overview and Recent Performance
GE Vernova Inc. operates through Power, Wind, and Electrification segments, providing gas, nuclear, hydro, steam, wind turbines, grid solutions, and storage technologies. Recent quarters showed robust order growth, with Q2 orders rising 88% year-over-year to $24.2 billion and backlog reaching $176 billion. Revenue increased notably, though adjusted earnings per share missed some estimates amid Wind segment pressures. The stock has experienced consolidation after prior advances, shaped by investor focus on execution risks and margin expansion potential in core Power and Electrification businesses.
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Head-to-Head Comparison
CMI and GEV both capitalize on power infrastructure demand yet diverge in business models. CMI emphasizes engine and generator systems with steady aftermarket services and dividend consistency, exposing it to cyclical industrial and truck markets alongside data center growth. GEV offers broader energy transition exposure through gas power, renewables, and grid modernization, supported by a significantly larger backlog that provides multi-year revenue visibility. Recent momentum favors GEV on order acceleration, while CMI demonstrates more stable operational execution and shareholder returns. Risk factors include commodity price sensitivity for CMI and Wind segment variability plus execution on large projects for GEV. Market sentiment reflects optimism around electrification themes for both, tempered by valuation considerations after prior rallies.
Tickeron AI Verdict
Based on observable factors such as order momentum, backlog expansion, and trend consistency in power-related segments, Tickeron’s AI models may currently assign a modest probabilistic preference to GEV over CMI. Stronger recent catalysts in equipment orders and multi-year visibility could support relative positioning, though stability in earnings delivery and dividend history provide CMI with defensive attributes. Outcomes remain contingent on macroeconomic conditions and sector-specific execution.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Disclaimers and LimitationsTo compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CMI is a Hold and GEV is a Buy.
CMI | ||
|---|---|---|
OUTLOOK RATING 1..100 | 63 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 27 Undervalued | |
PROFIT vs RISK RATING 1..100 | 32 | |
SMR RATING 1..100 | 44 | |
PRICE GROWTH RATING 1..100 | 59 | |
P/E GROWTH RATING 1..100 | 15 | |
SEASONALITY SCORE 1..100 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| CMI | GEV | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 76% | N/A |
| Stochastic ODDS (%) | 2 days ago 70% | 2 days ago 68% |
| Momentum ODDS (%) | N/A | 2 days ago 90% |
| MACD ODDS (%) | 2 days ago 69% | 2 days ago 90% |
| TrendWeek ODDS (%) | 2 days ago 59% | 2 days ago 88% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 87% |
| Advances ODDS (%) | 12 days ago 66% | 8 days ago 88% |
| Declines ODDS (%) | 9 days ago 56% | 23 days ago 66% |
| BollingerBands ODDS (%) | 2 days ago 68% | 2 days ago 86% |
| Aroon ODDS (%) | 2 days ago 50% | 2 days ago 83% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CMI’s FA Score shows that 3 FA rating(s) are green while GEV’s FA Score has 1 green FA rating(s).
- CMI’s FA Score: 3 green, 2 red.
- GEV’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CMI’s TA Score shows that 5 TA indicator(s) are bullish while GEV’s TA Score has 5 bullish TA indicator(s).
- CMI’s TA Score: 5 bullish, 3 bearish.
- GEV’s TA Score: 5 bullish, 3 bearish.
Price Growth
CMI (@Industrial Machinery) experienced а -0.78% price change this week, while GEV (@Industrial Machinery) price change was +3.39% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -1.77%. For the same industry, the average monthly price growth was -2.31%, and the average quarterly price growth was -2.65%.
Reported Earning Dates
CMI is expected to report earnings on Oct 29, 2026.
GEV is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Industrial Machinery (-1.77% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
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CMI and
Correlation & Price change
A.I.dvisor indicates that over the last year, CMI has been closely correlated with ETN. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMI jumps, then ETN could also see price increases.
GEV and
Correlation & Price change
A.I.dvisor indicates that over the last year, GEV has been closely correlated with ETN. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if GEV jumps, then ETN could also see price increases.