TSE:AFN

Ag Growth International Inc (AFN.TO)

19.85
+0.25 (1.28%)
as of Jul 22, 2026, 8:00:01 pm Market Open.
175 watching
0
Investor Insights
star iconJul 22, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Ag Growth International Inc (AFN-T) faces significant challenges, particularly highlighted by delays in reporting financial data from its Brazilian operations. Such delays have raised concerns among investors, as they prevent the timely release of Q3 numbers, which is often viewed as a red flag in the financial market. This unpredictability is further exacerbated by the company's heavy reliance on the agricultural cycle, known for its volatility. Given these circumstances, experts have expressed caution regarding future investments in the company. Overall, the current situation paints a picture of uncertainty, leading to a more cautious approach from analysts and investors alike when considering Ag Growth's stock.

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Consensus
Caution
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Valuation
Overvalued
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CNHI
PAST TOP PICK
(A Top Pick Jun 30/21, Down 25%) The macro conditions are good now with demand for farm equipment. Farmers are flush and are buying. However, AFN got hit with a lawsuit with a grain bin collapse on the west coast--a temporary issue, he thinks. He holds a few shares.
WATCH
This is the perfect environment for them to be hitting on all cylinders. Their move into international markets in South America -- foreign exchange is hurting them. Farmers are spending a lot on equipment and machinery and not updating storage and grain bins. They is still a pending a law suit on a grain bin collapse from a year ago. He is watching it.
TOP PICK
Many agriculture stocks have done very well, but AFN has seen a few setbacks, like litigation. But AFN crop yields are improving and the agriculture space is well-positioned. Growth by acquiring has declined, but he expects their technological expertise to increase. (Analysts’ price target is $46.63)
TOP PICK
Global seller of farm equipment. Well run. Strong crop prices benefit them, as farmers have more money to replace farm equipment. Attractive valuation, positive demand outlook. Yield is 1.60%. (Analysts’ price target is $55.75)
DON'T BUY

It is a small cap company in the AG space. He prefers NTR-T. They have the end-to-end business. He also likes Raven Industries (RAVN-T) – autonomous farm vehicles.

RISKY
Hit by Covid. Balance sheet not great. Problems with storage bins, and the market overreacted. Long-term growth story over time, a year or two, you can own it, but it's risky. Fairly cheap, decent growth. Good opportunity.
DON'T BUY
It supplies implements to the agriculture sector. The problem is that business around the world has stopped. He thinks a dividend cut could be coming. He would continue to watch it from the sidelines.
BUY
A small-cap. It's well-managed and have expanded into the U.S. from where they receive a lot of revenues. AG will perform in line with U.S. agriculture. Overall a good name.
COMMENT
An interesting stock. Given severe weather lately, he expects low crop yields to come and trouble in the food space. This and other companies in this sector are worth looking at now.
RISKY
Lots of industrial stocks got beaten up by the trade talks since it’s part of the agricultural complex. In Q2, they had a sizeable downward guidance due to weather issues. They also have more elevated leverage. With better weather, you could get upside surprises and you could be sheltered from a recession here.
WATCH
The market knows where the lows in December were. It will likely have a bullish go of it in late August. Let the news digest before buying any. See how the next couple of days go. This is a critical area if you look back in 2017 to when it broke out. (Analysts’ price target is $63.06)
PAST TOP PICK
(A Top Pick Jun 13/18, Down 3%) He still likes this story. They guided to a much better second half. He likes the management team. About 16.5 times earnings.
BUY
He likes this name but it has an indebted balance sheet. Trading at 14.5 times peers. He likes the dividend as well. As long as you are not concern with a recession you are OK buying this name.
TOP PICK
A great growth story. It's expanded its reach from a dozen to over 100 countries, and enlarged its product range. They sees 17% EPS growth. It's trading below its historic average. Just remember it's a small cap, and don't own this during a recession. (Analysts’ price target is $73.00)
WATCH
They just opened a Brazillian operation, but it's really a play on domestic agriculture. They have nice products, but this really depends on crops prices and technological changes. He'd definitely look at this with an eye to buying.
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