Deere & Company

(New York Stock Exchange)

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

21
Neutral 0

Caterpillar Falls 4% While Deere Edges Higher: Is the Data Center Power Trade Unwinding?

AI-generated analysis

Caterpillar Inc. (NYSE: CAT) shares fell 4% to $783.15 on Monday, leading the industrial sector lower as investors reacted to a potential unwind in its AI data center power trade. The decline was driven by weekend comments from OpenAI and Anthropic CEOs suggesting a slowdown...

Bullish Signals

  • Shares rose 1% on Q3 EPS of $5.10.
  • Raised full-year net income guidance to $4.75-$5B.
  • Stock gained 48% YTD, outperforming the sector.

Bearish Signals

  • Peer divergence noted; no direct negative impact on Deere.
22
Somewhat Bullish +50

Deere and Caterpillar Are Both Up Over 40% This Year: Take Profits or Hold On for the Ride?

AI-generated analysis

Deere & Company (DE) shares have surged 47% year-to-date, reaching $680.98, significantly outperforming the broader industrial sector which has gained only 12%. This rally is driven by idiosyncratic strength rather than a broad re-rating of the Industrial Select Sector SPDR ETF (XLI) or the S&P...

Bullish Signals

  • Shares surged 47% YTD to $680.98, outperforming sector's 12% gain.
  • Stock maintained momentum despite sector stagnation and no sell signal.
  • Momentum compounds in DE shares, potentially widening performance gap.

Bearish Signals

  • Concentrated gains lack broader bid if thesis cools.
  • Current prices assume recent news, reducing attractiveness.
  • Narrow leadership may unwind faster than group earnings.
23
Somewhat Bullish +45

Is Deere & Company (DE) A Good Stock To Buy Now?

AI-generated analysis

Deere & Company (DE) is being evaluated as a potential buy following Q1 2026 results, which showed net sales rising 13% year-over-year to $9.61 billion despite a decline in net income to $656 million due to cyclical compression. The stock traded at approximately $594.52 with...

Bullish Signals

  • Q1 2026 net sales rose 13% year-over-year to $9.61 billion.
  • Full-year 2026 profit guidance raised to $4.5-$5.0 billion.
  • See & Spray technology improves yields by up to 20%.
  • Stable dividend of $1.62 with 37% payout ratio and ~20% ROE.

Bearish Signals

  • Net income fell to $656M in Q1 2026 from $869M prior year.
  • $1.2 billion tariff headwind impacts financial performance significantly.
  • High valuation with trailing P/E of 33.53 and forward P/E of 33.44.
24
Somewhat Bullish +45

FY2027 EPS Estimate for Deere & Company Decreased by Analyst

AI-generated analysis

Erste Group Bank has lowered its full-year 2027 earnings per share (EPS) estimate for Deere & Company to $22.81 from a previous forecast of $23.00, citing a reduction in analyst expectations for the industrial manufacturer. Despite this specific downgrade, the broader analyst consensus remains positive...

Bullish Signals

  • Deere beat EPS expectations at $6.55 vs $5.70 consensus.
  • Revenue grew 5.4% year-over-year to $13.37 billion quarterly sales.
  • Truist raised price objective to $812.00 with buy rating.
  • Barclays upgraded target from $530.00 to $640.00 overweight.
  • Strong balance sheet with current ratio of 2.18 and quick ratio of 1.95.

Bearish Signals

  • Erste Group Bank cut 2027 EPS estimate from $23.00 to $22.81.
  • Bank of America lowered price target to $607.50 with neutral rating.
25
Bullish +65

Ibex Wealth Advisors Buys Shares of 875 Deere & Company $DE

AI-generated analysis

Ibex Wealth Advisors established a new position in Deere & Company (NYSE:DE) during the first quarter, purchasing 875 shares valued at approximately $493,000. This institutional activity is part of broader portfolio adjustments by major funds, including Vanguard Group Inc., State Street Corp, Capital World Investors,...

Bullish Signals

  • Deere beat EPS expectations at $6.55 vs $5.70 consensus.
  • Revenue reached $13.37 billion, exceeding the $11.55 forecast.
  • Institutional investors like Vanguard increased stakes in Q4.
  • Net margin hit 10.09% with ROE of 18.25%.
  • Quarterly revenue grew 5.4% year-over-year consistently.