NYSE:DE

Deere & Co. (DE)

586.00
-11.24 (1.88%)
as of Jul 20, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 20, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Deere & Co. (DE-N) has shown impressive momentum, up 31% over the last six months, but opinions on its future prospects are mixed. While some experts highlight its resilience in the agricultural sector and a solid earnings report – which included a 14% growth in net sales – concerns loom over its dependencies on various cyclical factors like commodity prices and tariffs. There are suggestions to consider alternatives in the infrastructure sector, with CAT being referred to as a potentially better opportunity. Overall, though they acknowledge Deere's strong fundamentals, mixed sentiments about the company's conservative guidance for 2026 create hesitation among experts. Observations hint that while there is an anticipation of recovery, near-term uncertainties must be addressed, and buying shares may be advisable post-report.

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Consensus
Mixed
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Valuation
Fair Value
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Similar
CAT, CAT
PAST TOP PICK
(A Top Pick Aug 5/08. Down 36.9%.)
PAST TOP PICK
(A Top Pick June 4/08. Down 44.9%.) Suffered with all agricultural related stocks. This year there have been fears about weather and credit conditions restraining purchases of new equipment. Long-term it's a great buy but not in the near term.
PAST TOP PICK
(A Top Pick Nov 6/07. Down 57%.) There were fears of flooding in the US Midwest. Also difficulties in Brazil, which he feels have been resolved. 55% of sales are overseas. Agricultural boom is not over.
BUY
Trading at about 6 X earnings. Very good balance sheet with only about 21% debt to total capital. Buy for the longer-term 3 to 5 years.
BUY
Agricultural exports get hurt with a rising US$. US agriculture is very well supported on a subsidy and competitive basis. This company should do well.
DON'T BUY
(Market Call Minute.) Tied to the agricultural sector so he would stay away right now.
TOP PICK
(A Top Pick Sept 13/07. Down 2%.) Had a peak towards the end of last year. Went sideways and then with flooding in the US, fears were created that farmers would not be able to buy new equipment. Expecting tremendous increasing demand for foods.
SELL
(Market Call Minute.) Wait for the sector to turn around before buying.
TOP PICK
Has been beaten up badly because of worries about farmers’ income being hurt with the flooding. That has turned around entirely.
BUY
(Market Call Minute.) Along with the rest of the agriculture play, this is probably a Buy.
TOP PICK
A mispriced security. People have stayed away because of the flooding in the US and fears it will impact farmers’ income. The opposite is true and farmers will have lots of money to spend on new equipment. Also selling watering meter systems to help farmers conserve water.
TOP PICK
Agriculture is the one area that will be able to do OK in this very bad market. Trades at 10X next year's earnings. Global demand is very strong.
TOP PICK
Key reasons for its decline is flooding in central US. Dept of Agriculture came out with another revision of corn, soy and wheat plantings. Also farm income, which will be up 25%. This is a key driver to tractor and combine sales. Countries where they are well represented are doing very well.
DON'T BUY
Down 22% year to date and before that it was up 20% year over year, so is basically flat to where it was a year ago. Inexpensive, good ROE level, good profit growth and cheap on a traditional PE basis. Likes it, but wouldn’t touch it right now.
BUY
Need for additional agricultural equipment as demand for food rises globally, will put a wind at their back.
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