Cummins (CMI) — What Changed

Material changes in the AI committee's view · 24 events tracked · Detected nightly

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2026-08-01 MAJOR
▼ Agreement Shift

CMI's Committee agreement moved from 83.30% to 66.70% (-16.60pp, 1 day(s) apart).

83.30 → 66.70 (-16.6)

2026-08-01 MINOR
▲ Score Change

CMI's Committee score moved from 51.55 to 53.63 (+2.08, 1 day(s) apart).

51.55 → 53.63 (+2.1)

2026-08-01 MATERIAL
— Conviction Change

CMI's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-31 MAJOR
▲ Agreement Shift

CMI's Committee agreement moved from 50.00% to 83.30% (+33.30pp, 1 day(s) apart).

50.00 → 83.30 (+33.3)

2026-07-31 MINOR
▲ Score Change

CMI's Committee score moved from 51.13 to 51.55 (+0.42, 1 day(s) apart).

51.13 → 51.55 (+0.4)

2026-07-31 MAJOR
— Conviction Change

CMI's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-30 MAJOR
▼ Agreement Shift

CMI's Committee agreement moved from 83.30% to 50.00% (-33.30pp, 1 day(s) apart).

83.30 → 50.00 (-33.3)

2026-07-30 MINOR
▼ Score Change

CMI's Committee score moved from 53.28 to 51.13 (-2.15, 1 day(s) apart).

53.28 → 51.13 (-2.1)

2026-07-30 MAJOR
— Conviction Change

CMI's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-07-28 MINOR
▼ Score Change

CMI's Committee score moved from 54.58 to 53.28 (-1.30, 1 day(s) apart).

54.58 → 53.28 (-1.3)

2026-07-18 MINOR
▼ Score Change

CMI's Committee score moved from 54.95 to 53.28 (-1.67, 1 day(s) apart).

54.95 → 53.28 (-1.7)

2026-07-16 MAJOR
▲ Agreement Shift

CMI's Committee agreement moved from 66.70% to 83.30% (+16.60pp, 1 day(s) apart).

66.70 → 83.30 (+16.6)

2026-07-16 MINOR
▼ Score Change

CMI's Committee score moved from 55.30 to 54.95 (-0.35, 1 day(s) apart).

55.30 → 54.95 (-0.3)

2026-07-16 MATERIAL
— Conviction Change

CMI's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-07-15 MINOR
▼ Score Change

CMI's Committee score moved from 56.03 to 55.30 (-0.73, 1 day(s) apart).

56.03 → 55.30 (-0.7)

2026-07-14 MAJOR
▼ Agreement Shift

CMI's Committee agreement moved from 83.30% to 66.70% (-16.60pp, 1 day(s) apart).

83.30 → 66.70 (-16.6)

2026-07-14 MAJOR
▼ Score Change

CMI's Committee score moved from 69.80 to 56.03 (-13.77, 1 day(s) apart).

69.80 → 56.03 (-13.8)

2026-07-14 MATERIAL
— Conviction Change

CMI's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-14 MAJOR
— Rating Change

CMI moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MAJOR
▲ Agreement Shift

CMI's Committee agreement moved from 57.10% to 83.30% (+26.20pp, 1 day(s) apart).

57.10 → 83.30 (+26.2)

2026-07-13 MAJOR
▲ Score Change

CMI's Committee score moved from 61.50 to 69.80 (+8.30, 1 day(s) apart).

61.50 → 69.80 (+8.3)

2026-07-13 MAJOR
— Conviction Change

CMI's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-10 MINOR
▲ Agreement Shift

CMI's Committee agreement moved from 60.00% to 66.70% (+6.70pp, 3 day(s) apart).

60.00 → 66.70 (+6.7)

2026-07-10 MINOR
▲ Score Change

CMI's Committee score moved from 62.20 to 63.61 (+1.41, 3 day(s) apart).

62.20 → 63.61 (+1.4)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →