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DE

Deere & Co

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 620.83 Industrials - Agricultural - MachineryAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
USD 620.83
Buy <=wait / entry
USD 533.33
Trim >=take some off
USD 660.00
Thesis breakA material order decline reported by Deere alongside a downgrade of full-year fi...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Q2 2026 EPS beat of $6.55 vs $5.70 consensus with revenue of $13.37B
  • Acquisition of leading AI and robotics startup for $1.2 billion
  • Raised full-year net income guidance to $4.5-$5.0 billion range
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.