Deere & Company

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +75

Deere & Co. stock climbs after Q3 earnings beat and buyback boost

AI-generated analysis

Deere & Co. shares are trading near their 52-week high following a stronger-than-expected Q3 2026 earnings report and the completion of a significant share buyback program. The agricultural equipment manufacturer reported earnings per share of $5.10, surpassing analyst expectations of $4.69, while revenue reached $12.61...

Bullish Signals

  • Deere & Co. reported Q3 2026 earnings per share of $5.10, beating analyst expectations of $4.69.
  • Revenue reached $12.61 billion in Q3 2026, surpassing the consensus forecast of $10.81 billion and growing 6.2% year over year.
  • The company completed a share repurchase program that retired approximately 184.85 million shares for roughly $31.77 billion since 2008.
  • Deere declared a quarterly dividend of $1.62 per share payable in November 2026, indicating confidence in future cash flows.
  • The stock is trading near its 52-week high, supported by strong fundamentals and a completed buyback program.
2
Somewhat Bearish -45

John Deere to pay $99 million settlement in right-to-repair lawsuit

AI-generated analysis

John Deere has agreed to pay $99 million into a settlement fund to address claims from farms and farmers involved in a class action lawsuit regarding repair costs and access. The agreement, filed on Monday, April 6, covers eligible plaintiffs who paid authorized dealers for...

Bullish Signals

  • Deere has agreed to pay $99 million into a settlement fund for farms and farmers, demonstrating commitment to resolving the class action lawsuit regarding repair costs and access.
  • In the settlement, Deere also agreed to make available to farmers for 10 years 'the digital tools required for the maintenance, diagnosis, and repair' of large agricultural equipment, including tractors, combines, and sugarcane harvesters.
  • The settlement addresses the issues raised in the 2022 complaint and brings this case to an end with no finding of wrongdoing, as stated by Deere in a separate statement.

Bearish Signals

  • Agreed to $99M settlement over repair/access lawsuit
  • Faced FTC lawsuit for forcing dealer network use
  • Stock down ~$90/share from February record high
  • Settlement needs judge approval without wrongdoing finding
  • Iowa considering bill requiring tool/software access to independents
3
Bullish +65

A $1,000 Stake in Deere From a Decade Ago Is Now Worth $7,882, and the Stock Is Up More Than 40% This Year

Earnings report Financial outlook AI-generated analysis

Deere & Company (NYSE: DE) has delivered exceptional long-term performance, turning a $1,000 investment from November 2016 into $7,882 by November 2026 through share price appreciation and dividend reinvestment. This represents a 23% annualized return, significantly outpacing the S&P 500 over the same decade. The...

Bullish Signals

  • Delivered 23% annualized return vs S&P 500's 250% over decade.
  • Construction equipment sales surged 34% in first three quarters of fiscal 2026.
  • Raised full-year 2026 net income guidance to $4.75-$5.00 billion.
  • See & Spray technology achieves >50% herbicide savings for farmers.
  • Executed share buybacks totaling $1.138B in fiscal 2025 and $697M through August 2026.

Bearish Signals

  • Fiscal 2025 revenue fell 11.7% and net income dropped 29.2%.
  • Faces $1.1B tariff costs; U.S./Canada sales down 15-20%.
  • FTC lawsuit over right-to-repair creates legal/reputational risks.
4
Slightly Bearish -15

John Deere to close 2 Iowa facilities during ag machinery slowdown

Business restructuring Production update AI-generated analysis

John Deere announced a strategic restructuring of its manufacturing footprint to consolidate production and strengthen U.S. operations amidst a challenging market cycle. The company plans to relocate windrower and round baler production from Ottumwa, Iowa, to its Des Moines facility, with windrowers expected online by...

Bullish Signals

  • Consolidating manufacturing to strengthen U.S. operations for long-term growth.

Bearish Signals

  • Net income fell 4% to $3.808B due to tariffs and tight margins.
5
Bullish +65

Align Financial LLC Invests $40.53 Million in Deere & Company $DE

AI-generated analysis

Align Financial LLC has increased its stake in Deere & Company (NYSE:DE) by purchasing 87,062 shares valued at approximately $40.53 million during the fourth quarter. This significant investment is part of a broader trend where several other institutional investors, including Strategic Advocates LLC and Key...

Bullish Signals

  • Align Financial invested $40.53 million in the company.
  • Earnings beat estimates at $6.55 versus $5.70 consensus.
  • Revenue reached $13.37 billion, surpassing the $11.55 forecast.
  • Barclays upgraded to 'overweight' with a $640 price target.
  • Net margin of 10.09% and ROE of 18.25% show efficiency.

Bearish Signals

  • Citigroup cut target to $595.00 with neutral rating.
  • Raymond James lowered target to $700.00.
  • Stock volatility ranges from $433.00 low to $674.19 high.
6
Bullish +55

Entropy Technologies LP Has $2.77 Million Stock Holdings in Deere & Company $DE - MarketBeat

AI-generated analysis

Entropy Technologies LP significantly reduced its position in Deere & Company (DE) by 70% in the fourth quarter, selling 13,881 shares and retaining a stake of 5,942 shares valued at approximately $2.77 million. This move contrasts with several other institutional investors who increased their holdings...

Bullish Signals

  • EPS of $6.55 beat analyst estimate of $5.70.
  • Revenue grew 5.4% YoY to $13.37 billion.
  • Quick ratio of 1.95 and current ratio of 2.18.
  • Quarterly dividend of $1.62 with 1.1% annualized yield.
  • Target price of $639.58 with Moderate Buy rating.

Bearish Signals

  • Entropy Technologies LP reduced investment by 70%, selling 13,000 shares.
  • Bank of America lowered price target from $672 to $607.50.
  • Truist Financial cut price target from $793 to $759.
  • Stock volatility with 52-week low of $433.00 versus high of $674.19.
7
Slightly Bullish +25

John Deere Plans to Close 2 Iowa Plants, and One Line Is Moving to ...

Business restructuring Layoffs Production update AI-generated analysis

John Deere announced plans to restructure its manufacturing footprint in Iowa by closing two facilities: the Ottumwa Works and the Hagie plant in Clarion. The company intends to shift production of windrowers, round balers, and sprayers to other locations such as Des Moines and Thibodaux,...

Bullish Signals

  • Net income reached $1.379 billion in Q3.

Bearish Signals

  • Plans to close two Iowa plants by fiscal 2029.
8
Somewhat Bullish +40

Deere & Co stock weighs cycle bottom against technology push

Acquisition Guidance raised New AI features AI-generated analysis

Deere & Co. is navigating a cyclical downturn in the agricultural sector while simultaneously pushing its technology and industrial portfolio forward. The company reported first-quarter revenue growth of 13 percent, reaching $9.6 billion, though net income declined to $656 million from $869 million year-over-year due...

Bullish Signals

  • Net income guidance raised to $4.5B-$5.0B.
  • Q1 revenue grew 13% YoY to $9.6B.
  • Expanding into forestry, electrification, and digital services.
  • Order books ahead of plan signal 2026 cycle bottom.
  • Risutec IP acquisition targets mechanized forestry market.

Bearish Signals

  • Q1 net income dropped 24% to $656M due to demand/costs.
9
Somewhat Bullish +45

Deere stock: six ways AI could drive it much higher in 2026

AI integration Company update New AI features AI-generated analysis

Deere & Co. (NYSE: DE) faces near-term headwinds with shares down over 10% after the company lowered its full-year net income guidance to $4.375 billion, missing analyst forecasts of $5.11 billion due to persistent tariff and cost pressures expected through fiscal 2026. Despite the disappointing...

Bullish Signals

  • 'See & Spray' cuts herbicide use by two-thirds, boosting demand.
  • Autonomous platforms enable premium pricing in rural environments.
  • 1.5M satellite-connected machines expand market to poor infrastructure regions.
  • AI maintenance reduces downtime and creates recurring service revenue.
  • DeereAI platform mitigates risks, reassuring investors of durability.

Bearish Signals

  • Net income guidance lowered to $4.37B, missing $5.11B forecast.
  • Persistent tariff and cost pressures expected through fiscal 2026.
10
Slightly Bullish +25

Caterpillar vs. Deere: Which Heavy Equipment Dividend Is Growing Faster?

Dividend AI-generated analysis

Caterpillar (NYSE:CAT) and Deere (NYSE:DE) are being compared as heavy equipment dividend plays, but their recent trajectories differ significantly. Caterpillar recently announced its sixth consecutive quarterly dividend increase of 8% to $1.63 per share, while Deere has held its quarterly payout flat at $1.62 for...

Bullish Signals

  • Dividend grew 170% since 2016 vs Caterpillar's 112%.
  • Lower beta of 0.872 with 1.01% yield.
  • Management sees 2026 as cycle bottom.

Bearish Signals

  • Dividend frozen at $1.62 as U.S./Canada sales fall 15-20%.
  • Tariff costs rise $1B, pressuring margins and payout ability.
  • Dividend freeze uncertainty persists until farm demand recovers.
11
Bullish +55

Deere & Company stock reports 5 percent fiscal Q3 revenue growth

Analyst upgrade Earnings report AI-generated analysis

Deere & Company reported strong fiscal third-quarter results, with worldwide net sales rising 5 percent to USD 12.608 billion in the quarter ended August 2, 2026. Earnings per share reached USD 5.10, surpassing the consensus estimate of USD 4.69, while quarterly revenue exceeded analyst expectations...

Bullish Signals

  • Worldwide net sales rose 5% to USD 12.608 billion.
  • EPS of USD 5.10 beat consensus estimate of USD 4.69.
  • Quarterly revenue of USD 12.608 billion exceeded analyst estimates.
  • Bank of America raised price target to USD 715.

Bearish Signals

  • Nine-month net income fell to USD 3.808B from USD 3.962B.
  • Cyclical market suggests potential future demand volatility.
12
Bullish +55

RBC Capital and Freedom Broker Raise Price Targets on Deere (DE) After Strong Quarterly Earnings

AI-generated analysis

Deere & Company (NYSE: DE) reported strong second-quarter earnings that exceeded analyst expectations, with the company earning $6.55 per share against estimates of $5.70 and generating revenue of $13.37 billion versus an expected $11.56 billion. This performance occurred despite the absence of anticipated tariff relief...

Bullish Signals

  • EPS of $6.55 beat estimates of $5.70.
  • Revenue of $13.37B exceeded forecast of $11.56B.
  • RBC raised target to $752 with Outperform rating.
  • Freedom raised target to $590 citing improved profitability.

Bearish Signals

  • RBC: Fiscal 2026 outlook steady but offset by South American downturn.
  • Freedom: 2026 is low point of major agricultural equipment cycle.
13
Bullish +65

Focus Partners Wealth Boosts Stock Position in Deere & Company $DE - MarketBeat

AI-generated analysis

Focus Partners Wealth significantly increased its stake in Deere & Company (NYSE: DE) by 592.9% during the fourth quarter, ending with 189,558 shares valued at approximately $88.3 million. This aggressive accumulation was accompanied by additions from other major institutional investors including Vanguard Group, State Street...

Bullish Signals

  • Focus Partners Wealth increased stake by 592.9%.
  • Deere beat EPS expectations with $6.55 vs $5.70.
  • Revenue reached $13.37B, exceeding forecasts of $11.55B.
  • Institutional ownership stands high at 68.58%.
  • Net margin is 10.09% and ROE is 18.25%.

Bearish Signals

  • Robert W. Baird lowered objective to $525 with neutral rating.
  • Oppenheimer cut target from $715 to $680.
  • Elevated P/E ratio of 32.69 versus historical averages.
14
Somewhat Bullish +50

Deere & Company stock rises as 675 workers return or are hired

Capacity expansion Hiring expansion AI-generated analysis

Deere & Company is actively expanding its workforce across multiple manufacturing and distribution facilities in the United States, including locations in Illinois, Iowa, and Kansas. The company announced plans to hire over 400 new employees and recall approximately 275 workers previously on layoff at its...

Bullish Signals

  • Hiring 400+ workers boosts production capacity.
  • All laid-off employees returned to work.
  • Stock rose 0.85% to €602.70 on hiring news.
  • Expansion enhances operational flexibility across plants.
  • Strategic hiring meets diverse customer needs.

Bearish Signals

  • 125 employees remain on layoff in Des Moines area.
  • Staffing move impact depends on future demand development.
  • Future labor negotiations introduce uncertainty and cost risks.
15
Slightly Bullish +25

Deere & Company (DE) Stock Forecast & Price Target (2026)

Analyst upgrade Earnings report AI-generated analysis

Deere & Company (DE) is currently trading at $627.00 as of October 20, 2026, with a market capitalization of $169.06 billion and a trailing P/E ratio of 35.68. The stock carries a 'Hold' rating from CleaRank Financial AI with a model score of 55/100. Analyst...

Bullish Signals

  • Strong analyst support with 16 of 25 ratings as Buy or Strong Buy.

Bearish Signals

  • Revenue growth slowed to 4.90% year-over-year in latest quarter.
  • Fiscal 2025 revenue declined 11.6% to $44.7 billion.
  • Net profit margins compressed to 11.2% in FY2025.
  • Technical momentum bearish with RSI of 38.0 below 50-day MA.
  • Insider net selling pressure: $55.9 million sales over 18 months.
16
Somewhat Bearish -45

Caterpillar Sinks 5% as Deere Edges Higher: Is the Data Center Power Premium Unwinding?

Company update AI-generated analysis

Caterpillar (NYSE:CAT) shares fell 5% in afternoon trading as investors repriced the stock's valuation premium built on its data center power business. The selloff was company-specific, with the Industrial Select Sector SPDR ETF and rival PACCAR showing only modest declines, while Deere (NYSE:DE) edged higher...

Bullish Signals

  • Shares rose 2% while Caterpillar fell during market dip.
  • Agricultural cycle bottoming supports farm equipment business.

Bearish Signals

  • While Deere is not the primary target of this article's negative sentiment, it serves as a contrasting peer that gained value while Caterpillar fell, highlighting company-specific weakness in CAT.
  • Rising long-dated Treasury yields increase borrowing costs for heavy equipment buyers, which negatively impacts demand for Deere's machinery just as it does for Caterpillar.
17
Somewhat Bullish +45

Deere & Company (DE) is Built to Win. But is its Stock a Buy Today?

Company update Financial outlook AI-generated analysis

Deere & Company (NYSE: DE) reported strong fiscal third-quarter results with net sales rising 5% year over year to $12.61 billion and net income increasing 7% to $1.38 billion, driven by an 18% surge in Construction & Forestry sales that offset a 6% decline in...

Bullish Signals

  • Net sales rose 5% YoY to $12.61B; net income up 7% to $1.38B.

Bearish Signals

  • Production & Precision Agriculture sales declined 6% year over year.
  • Valuation concern as stock trades at forward P/E of 29.33x.
  • Low dividend yield of approximately 0.95% suggests premium for growth.
18
Somewhat Bullish +45

Deere & Company stock holds near recent highs after solid quarterly figures

AI-generated analysis

Deere & Company stock closed at USD 679.90 on the New York Stock Exchange on September 14, 2026, trading just below its prior close of USD 681.46 and remaining near recent highs. The company's share price stability reflects a market view that values the stock...

Bullish Signals

  • Stock gained 10.4% over past month.
  • Institutional investors show confidence in earnings.
  • Stable share price with $1.62 quarterly dividend.

Bearish Signals

  • Minimal upside as average price target is USD 680.73.
  • Dividend yield of 0.9% is modest relative to share price.
19
Somewhat Bullish +35

Deere stock heads into the open after a 0.4 percent gain

AI-generated analysis

Deere & Co. (NYSE: DE) shares opened higher on September 17, 2026, following a close at USD 684.28 on the previous trading day. The stock gained 0.41 percent to finish the session with a volume of 1.53 million shares, outperforming the broader S&P 500 index...

Bullish Signals

  • Shares outperformed market with +0.41% gain vs S&P 500 decline.
  • Trading ex-dividend offering $1.62 cash dividend to shareholders.
20
Bullish +55

Is Deere (DE) Undervalued As Its Earnings Beat Reframes The Valuation Debate?

AI-generated analysis

Deere & Company (DE) has re-entered investor focus following a Q2 earnings beat that significantly outperformed analyst estimates. The company reported US$12.61 billion in revenue, driving a 16.5% surge in its share price since the report and contributing to a year-to-date return of 46.54%. This...

Bullish Signals

  • Q2 revenue hit US$12.61B, boosting stock 16.5%.

Bearish Signals

  • P/E ratio of 37.8x exceeds sector average of 24.3x.
  • Growth optimism may already be priced into share price.
  • Tariffs could erode margins faster than pricing can adjust.
  • Soft North American equipment demand risks near-term revenue.