Deere & Co

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 678.79 Industrials - Agricultural - MachineryAWAIT ENTRY

ACTIONABLEMethodology gates passed

Position levels

Currenttoday

USD 678.79

Buy <=wait / entry

USD 586.67

Trim >=take some off

USD 720.00

Thesis breakA cut to the raised fiscal 2026 net income guidance at the Q2 2026 earnings rele...

Scenario-weighted conviction

	Probability	Score	Contribution
Bull case	18%	100 / 100	18.0
Base case	52%	62 / 100	32.2
Bear case	30%	10 / 100	3.0
Weighted conviction			53 / 100 - OPPORTUNISTIC BUY

Top risks

Raised fiscal 2026 net income guidance to $4.75B-$5.00B after Q3 EPS of $5.10
Recorded $382M in tariff recoveries for first nine months of 2026
Commodity price sensitivity as primary demand risk for farm equipment

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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.