Deere & Co. (DE)

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.