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
BUY
They reported today amid high expectations built into the share price. It's hitting highs today, but stay in this stock. because it's thriving within a secular bull market for agriculture. Also, there will be an acceleration in replacing aging farm equipment. Plus there will implementation of autonomous tractors. Stay committed to the entire ag space as a whole as it moves into 2023.
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)
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