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DE

Deere & Co

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 592.67 Industrials - Agricultural - MachineryAWAIT ENTRY
59

Position levels

Currenttoday
USD 592.67
Buy <=wait / entry
USD 498.33
Trim >=take some off
USD 615.00
Thesis breakA material cut to full-year fiscal 2026 guidance at the next quarterly print or ...
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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

  • Raised full-year net income guidance to $4.5-5.0 billion after Q1 2026 net sales rose 13%
  • Scaling autonomous tillage and planting across high-horsepower tractors in early 2025
  • 18% global agricultural equipment market share and 30% North American large tractor segment
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.