NYSE:DE

Deere & Co. (DE)

626.63
+13.39 (2.18%)
as of Jun 29, 2026, 8:00:00 pm Market Open.
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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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BUY
Last Friday, they reported a strong quarter--great orders and they see an end to the supply problem that has been plaguing them. Deere has been spending a lot to make their machines more efficient (and requires less labour during a global labour shortage).
SELL
Just sold it. He had a great run, but the strong USD is a concern for this sector and stock. This equipment is very expensive to global buyers. The USD is killing this.
BUY
The USD has continued to strengthen, but there is a lot of consolidation in the farming sector. There will be a need for more ag. efficiencies. So, Deere is a long-term opportunity and will benefit from this.
COMMENT
It reports Friday. It has a more-than-full order book but is hampered by supply chain constraints.
BUY
There will be more plantings in Europe, therefore more precision agricultural equipment. Deere is a no-brainer.
BUY
She bought more today. She likes farm equipment's secular growth; likes how Deere is introducing technology to make their business more efficient which will improve margin. But they are also hit by the supply chain. They beat their quarter--precision and production ag came in light, but up 13%. Construction and forestry segments were stellar with revenues up 9% YOY; operating profit was up 66%. This current share drop is overdone. Deere has hung on better than other industrials. They just announced 9% revenue growth, and 17% earnings growth, and raised guidance.
BUY
He loves the agriculture trade. Spring plantings are coming and this gives exposure. He continues to buy it. There's no organization like OPEC to crude oil to control this sector and its holdings.
BUY
Deere and ADM--he's staying long in agriculture.
BUY
It's the Tesla of farming; autonomous tractors are coming. They report this week.
BUY
Anything agriculture is a bull market, from machinery to fertilizer. Deere's conference call last week was magnificent; the tech they talked about was revolutionary and will save farmers a lot in wages.
BUY ON WEAKNESS
Who will benefit from the $1 trillion infrastructure bill? There's a decade, not a month, of spending here, so there will be long-term gains for certain stocks. Technical analyst Bob Lang suggests: They also make construction equipment, which is one reason why the stock has been on fire since June. The RSI indicates overbought now, but Lang advises buying on any dip.
BUY ON WEAKNESS
There's a June 30 government crop report. If corn has a bumper crop, Deere will go down--but that will be a buying opportunity. We're in a multi-year move for agriculture.
TOP PICK
A leader in farming machinery. Crop and commodity prices are high, which is a good backdrop for farmers. This should lead to further machinery purchases. Clear competitive advantage in precision agriculture, as it owns both the machinery and the software. Yield is 1.0%. (Analysts’ price target is $400.49)
BUY
They report Friday and it will be a blow-out, he predicts. Be aware of the commodity chatter out there, but we are in the strongest agricultural cycle in a decade.