Deere & Company (DE) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

BULLISH

Deere’s latest earnings guidance of $4.82 EPS and $10.83 billion revenue for the upcoming quarter signals modest earnings growth, which may support a bullish stance in the next trading days, so watch the earnings release for guidance. The company’s 11.36% monthly gain, outpacing the Industrial Products sector, indicates stronger relative performance, which could attract additional investor interest, so watch for any changes in analyst coverage. Zacks users’ recent surge in interest highlights growing curiosity around Deere’s commodity price exposure and capital allocation plans, which may influence valuation, so watch for updates on capital allocation or restructuring initiatives. However, a two‑year decline in annual sales and a 27.2% drop in EPS raise concerns about long‑term profitability, which could temper enthusiasm, so watch for any guidance on volume growth or margin improvement. Deere’s pivot toward high‑margin precision agriculture software aims to create recurring revenue streams, which could stabilize earnings amid commodity cycles, so watch the rollout pace and customer uptake of the new platform. The recent tariff cut to 15% and the $272 million refund in Q2 2026 lower the company’s cost base, which may enhance pricing flexibility and margin expansion, so watch how the firm translates these savings into its pricing strategy in upcoming earnings. A shelf prospectus filed by Deere allows future securities issuance without disclosed terms, which introduces potential capital needs uncertainty, so watch for any announcements of new financing or changes in capital structure. The combination of improved cost base, software expansion, and modest earnings guidance suggests a potential upward trajectory, which may influence short‑term trading, so watch for any shifts in analyst ratings or price targets. Finally, the overall macro environment, including commodity price trends and tariff policy updates, remains a key driver for Deere’s demand outlook, so watch for any changes in commodity price movements or tariff policy that could affect sales.

DE|Company Info

Sector

Industrials

Industry

Farm & Heavy Construction Machinery

Exchange

NYQ

Country

United States

Website

deere.com/en

Symbol

Description

Deere & Company is a global manufacturer and distributor of agricultural, turf, construction, and forestry equipment. Its core business revolves around four key segments: Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services. The company's diverse product portfolio includes tractors, harvesters, and related equipment for large-scale farming, as well as compact tractors, mowers, and utility vehicles for smaller agricultural operations and landscaping. Furthermore, Deere & Company provides construction machinery like excavators and loaders, alongside financial services such as equipment financing and leasing, solidifying its position as a comprehensive equipment solutions provider. Founded in 1837 and headquartered in Moline, Illinois, the company has a long history of serving these essential industries.

DE|Earnings Snapshot

Earnings Summary

Deere & Company, headquartered in Moline, Illinois, is a global manufacturer and distributor of agricultural, turf, construction, and forestry equipment, serving large‑scale farming, small agriculture, and construction markets. Operating through four key segments—Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services—the company provides a comprehensive equipment solutions portfolio in the industrials sector. In Q2 2026 Deere reported revenue of $11.78 billion, up 13.6 % from the $10.36 billion in Q2 2025, while EPS rose 66 % to $6.55 from $4.75 in the prior quarter, reflecting a rebound after a modest decline in Q2 2025. The company’s EPS beat analyst estimates in four of the last five quarters, with Q1 2025, Q2 2025, Q3 2025, and Q2 2026 all exceeding expectations, whereas Q4 2024 fell slightly short of the $3.25 estimate. Revenue growth accelerated in the most recent period, contrasting with the 10.1 % drop in annual sales reported over the past two years, suggesting a shift in demand dynamics while operating margin slipped to 12.8 % on a trailing 12‑month GAAP basis. Year‑over‑year revenue growth has been uneven, with a 13.6 % increase in Q2 2026 but a 10.1 % decline in annual sales over the prior two years, highlighting volatility in the equipment market. The company has consistently beaten EPS estimates in recent quarters, underscoring resilient profitability even as margins compress. Recent news notes a 27.2 % year‑over‑year fall in earnings per share and a commodity‑price rally driven by Middle East tensions that has been cited as a catalyst for stronger sales momentum, positioning Deere to benefit from a physical‑economy tilt in market sentiment. Investors should watch for the company’s upcoming guidance on revenue forecasts and cost‑control initiatives, as well as any commentary on inventory levels and potential restructuring plans that could reshape its risk profile. Key will be monitoring how Deere balances capital allocation against the backdrop of a possible debt or equity issuance and the impact of commodity price movements on demand for its equipment.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$4.69	-	-
Q2'26	$5.70	$6.55	+15.0%
Q3'25	$3.83	$3.93	+2.5%
Q2'25	$4.66	$4.75	+1.9%
Q1'25	$5.64	$6.64	+17.8%
Q4'24	$3.25	$3.19	-1.8%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$11.1B	-	-
Q2'26	$11.9B	$11.8B	-0.9%
Q3'25	-	$10.6B	-
Q2'25	-	$10.4B	-
Q1'25	-	$11.2B	-
Q4'24	-	$6.8B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

Market Data

DE Stock Snapshot

DE is currently trading at $609.16, giving Deere & Company a market cap of 158.36B and a P/E ratio of 33.1. Today's range spans $585.00–$612.98, with shares opening at $592.69 and moving up $17.22 (2.9%) from the prior close. DailyIQ's technical score sits at 68/100 (BUY) with a news sentiment reading of 69/100.

Over the past year DE has traded between $433.00 and $674.19 - the current price is +40.7% off the 52-week low and -9.6% from the high. 36 analysts cover the stock with a Buy consensus and a mean 12-month target of $644.21 (range $500.00–$759.00), implying upside of +5.8%.

DE is showing the kind of bullish setup that active managers add to on dips - 68/100 (BUY), bullish sentiment at 69/100, 158.36B market cap in Industrials, price $609.16 (in the upper portion of its 52-week range). The current P/E ratio stands at 33.1. At this cap tier, the combination of technical confirmation and positive sentiment is what separates speculative bullish positions from high-conviction ones. Annual range: $433.00–$674.19. The setup is in the latter category.

The combination of a BUY signal (68/100) and bullish news sentiment (69/100) puts DE on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 158.36B in Industrials market cap without immediately moving the stock. At $609.16 (in the upper portion of its 52-week range in the $433.00–$674.19 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.

News Sentiment Analysis

Sentiment gathered from recent headlines

69/100

Strong NegativeNeutralStrong Positive

MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Deere (DE) closed the session at $598.59, up 1.59% while the S&P 500 fell 0.37%. The shares have risen 11.36% in the last month, outpacing the Industrial Products sector and the broader market. Analysts project EPS of $4.82 and revenue of $10.83 billion for the quarter, with full‑year estimates of $18.13 EPS and $41.41 billion revenue. The upcoming earnings release will be a key catalyst for price action.

What did this article say?

Zacks.com users have recently increased interest in Deere (DE), prompting analysts to highlight key facts that could influence the company's outlook. The article outlines several factors that investors should consider, including recent earnings performance, commodity price exposure, and capital allocation plans. Understanding these elements can help traders assess whether DE’s current valuation aligns with its growth prospects.

What did this article say?

Deere (DE) reports a 10.1% decline in annual sales over the past two years, reflecting weaker demand for its agricultural and construction equipment. Earnings per share have fallen 27.2% year‑over‑year, raising concerns about long‑term profitability. The company’s trailing 12‑month GAAP operating margin sits at 12.8%, indicating pressure on operating efficiency. These metrics suggest that DE may underperform peers as its core profit centers age and returns on capital erode. Traders should watch the upcoming earnings release for guidance and any announced capital allocation or restructuring initiatives that could alter the risk profile.

What did this article say?

Deere & Company has filed a shelf prospectus with the SEC, allowing it to issue securities in the future without specifying terms. The filing does not disclose pricing, size, or timing of potential offerings, leaving investors uncertain about the company's capital needs. This move signals that Deere may be preparing for future financing but provides no immediate guidance on the nature or scale of the offering.

What did this article say?

Deere (DE) is pivoting from traditional tractor sales to a high-margin precision agriculture software business, aiming to capture recurring revenue streams. The transition signals a strategic move to diversify income and improve profitability margins. Analysts note that software adoption could stabilize earnings amid cyclical commodity markets. Investors should monitor the rollout pace and customer uptake of the new platform.

What did this article say?

Madison Large Cap Fund’s first‑quarter 2026 investor letter spotlighted Deere & Company (DE) as a key holding amid a broader market pivot from mega‑cap tech to physical‑economy stocks. Rising commodity prices, driven by Middle East tensions, have bolstered demand for DE’s agricultural, construction, and forestry equipment. DE’s shares closed at $575.47 on June 15, 2026, delivering a 3.12% one‑month return. The letter’s emphasis on DE signals confidence in the company’s exposure to inflation‑sensitive sectors.

What did this article say?

The article outlines Deere’s Q1 earnings as a reference point for future performance. It highlights the importance of comparing Deere’s results with those of its peers in the agricultural machinery space. Traders should focus on how Deere’s financial metrics align with industry trends and what that implies for the company’s growth prospects.

What did this article say?

Federal tariff reductions on imported agricultural and construction equipment lower Deere’s cost base, potentially enhancing pricing power in key markets. The refund could lift margins and support future earnings growth. Traders should monitor how the reduced duties translate into actual sales lift and whether the market fully incorporates the benefit.

What did this article say?

Deere & Company (DE) has become one of the most searched stocks on Zacks.com, reflecting heightened investor curiosity. The spike in search activity suggests traders are evaluating the company's upcoming earnings and potential guidance. No new corporate announcements have been released yet, so the focus remains on external factors such as commodity price trends and macroeconomic data. Monitoring the earnings call and commodity price movements will be key to assessing DE's near‑term trajectory.

What did this article say?

Farm equipment demand is stabilizing, potentially boosting Deere's sales. Analysts see a moderate recovery in North America next year. Tariff considerations remain a risk. Watch for upcoming earnings.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

DE·Deere & Company

EPS

Revenue

DE Stock Snapshot

News Sentiment Analysis

Recent News Coverage

Discover More

News Sentiment Analysis

Recent News Coverage

Discover More