NYSE:DE

Deere & Co. (DE)

626.63
+13.39 (2.18%)
as of Jun 29, 2026, 8:00:00 pm Market Open.
55 watching
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Investor Insights
star iconJun 29, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Deere & Co. (DE) has received mixed reviews from financial experts, highlighting its cyclical nature and strong ties to agricultural commodity prices. Some experts express hesitation due to external factors such as tariffs and fuel prices that could impact farmers' fortunes. Despite a solid earnings report in August and a raised net income forecast, concerns about disappointing 2026 guidance overshadowed the recent positive performance in sales. Experts suggest that, while the business itself is stable, alternative investments like CAT or companies in the broader infrastructure space may present better opportunities. There are indications that DE could recover as agriculture rebounds, but caution is advised in terms of timing and investment strategy.

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Consensus
Cautious
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Valuation
Fair Value
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Similar
CAT, CAT
TOP PICK
Growth in land in producing food and the need to update equipment to harvest it.
TOP PICK
Cheapest of the major agricultural equipment manufactures. Changing of dietary diets of Asians will increase the needs of farm equipment.
DON'T BUY
Massively overvalued. Too Expensive to buy.
BUY
15.6 times next years earnings. Selling in Brazil and India Likes it.
TOP PICK
90% of combines and tractors in the US are more than 5 years old. Farmers had a great year in 2006, so there will probably be a massive spending program.
TOP PICK
90% of the US combines and tractors is more than 5 years old. Farmers like modern equipment and they have had record cash receipts, and he expects it will spend a lot on equipment.
DON'T BUY
He has a model price on this up $74.91. That is a negative 32% differential.
TOP PICK
World's dominant player in tractors and combines.
HOLD
Has benefited from the infrastructure construction boom in the US as well as strong grain prices.
DON'T BUY
Agricultural economy is what drives this company. His concern is his inability to forecast this part of the economy.
BUY
Has come under a lot of pressure recently. There are drought conditions taking place and if we can get some good corn crops with farmers reinvesting their money in ethanol, this could do quite well. Strong balance sheet.
PAST TOP PICK
(A Top Pick Nov 10/04. Down 4.7%.) Had a nice run and sold some of his position at a good profit. The other half went at a loss. Looking at it again. Has a lot of cash and is very cheap.
TOP PICK
Stock price moves with the price of corn. Estimate for US farm income is higher than expected. Over $12 a share in cash.
TOP PICK
Likes the industrial space. The first leg of the expansion has been in smaller size tractors. Expects this will move to heavier duty/higher-margin equipment.
BUY
Has a nice uptrend. As long as it continues its upwards growth channel, it's good to hold.
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