Deere & Company (NYSE:DE), which accounts for 3.79% of Bill Gates’s stock portfolio, is one of his top 15 stock picks. UBS Maintains Bullish Stance on Deere & Company (DE) Following Meetings with Management LOVE_CHOTE/Shutterstock.comg On October 28, 2025, UBS reaffirmed its “Buy” rating on Deere & Company (NYSE:DE) with a $535 price target. Following meetings with management, UBS signaled confidence amid a challenging environment. Due to multiple uncertainties, particularly delays in new equipment ord ...

Anand Chokkavelu, CFA has no position in any of the stocks mentioned. Lou Whiteman has no position in any of the stocks mentioned. Matt Frankel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Deere & Company. The Motley Fool has a disclosure policy. ...

Core Insights - Deere & Company is experiencing ongoing sales pressure due to persistently low crop prices, which are causing farmers to delay significant purchases of tractors and combines [1] Group 1: Company Performance - The overall macroeconomic weakness is impacting Deere's sales, as farmers remain cautious in their spending [1] Group 2: Market Conditions - Low crop prices are a significant factor keeping farmers on the sidelines, affecting their purchasing decisions for high-value agricultural equipment [1]

Core Insights - Deere & Company is experiencing ongoing sales pressure due to persistently low crop prices, which are causing farmers to delay significant purchases of tractors and combines [1] Company Summary - The company is facing macroeconomic challenges that are impacting its sales performance [1] Industry Summary - The agricultural equipment industry is currently affected by low crop prices, leading to reduced spending from farmers on large equipment [1]

Core Insights - The National FFA Organization is the leading youth development organization in the U.S., focusing on agricultural education and preparing students for future careers [1][2] - The 98th National FFA Convention & Expo is set to take place from October 29 to November 1, 2025, in Indianapolis, with over 70,000 attendees expected [1] - John Deere Foundation is investing $3.9 million over three years to enhance FFA's reach and leadership development, reflecting a long-term partnership of 80 years [2] Industry Overview - FFA members will explore over 350 careers in agriculture, including agribusiness, environmental science, food systems, and ag technology [2] - The organization emphasizes sustainability, food security, and climate resilience, adapting to the evolving needs of the agricultural sector [2] - FFA provides a combination of classroom instruction, hands-on learning, and leadership development to equip members for success in various fields [2] Impact and Achievements - The convention will feature events such as the Student Showcase Stage, Career & Leadership Development Events, and an Expo Hall for career exploration [4] - A total of 5,161 American FFA Degrees were awarded to top-performing members, highlighting the achievements of the organization [4] - FFA is actively involved in community education on sustainability and food systems, launching ag-tech startups, and advocating for agricultural literacy [4]

Core Insights - Agriculture stocks are currently highlighted as significant investment opportunities, with Deere & Company, Corteva, Bunge Global, Cal-Maine Foods, and Gates Industrial being the top five to watch according to MarketBeat's stock screener tool [2] - These stocks provide exposure to various factors such as commodity prices, weather variability, input costs, and government policies, making them cyclical but valuable for diversification and inflation protection [2] Company Summaries - **Deere & Company (DE)**: Engages in manufacturing and distributing equipment for agriculture, construction, forestry, and turf care, operating through segments including Agriculture and Turf, Construction and Forestry, and Financial Services [3] - **Corteva (CTVA)**: Operates in agriculture with two segments, Seed and Crop Protection, focusing on developing advanced germplasm and traits for optimal farm yields, enhancing resistance to various agricultural challenges [3] - **Bunge Global (BG)**: Functions as an agribusiness and food company with four segments: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy, involved in purchasing, storing, and processing agricultural commodities [4] - **Cal-Maine Foods (CALM)**: Produces, grades, packages, markets, and distributes shell eggs, offering a variety of specialty eggs under several brand names [5] - **Gates Industrial (GTES)**: Engages in manufacturing and distributing industrial products, with further details available in the latest research report [5]

Since I first covered Deere & Company (NYSE: DE ) (NEOE: DEER:CA ) and called them “ Probably My Strongest Sell Today ,” the stock is down ~9%, yet I believe this is still veryAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful conten ...

Core Insights - Deere & Company (DE) is valued at a market cap of $127.8 billion and operates in manufacturing agricultural, construction, forestry machinery, and financial services [1] Financial Performance - Analysts expect DE to report a profit of $3.96 per share for fiscal Q4 2025, a decrease of 13% from $4.55 per share in the same quarter last year [2] - For fiscal 2025, DE's expected profit is $18.57 per share, down 27.5% from $25.62 per share in fiscal 2024, but projected to rebound to $19.99 in fiscal 2026, reflecting a year-over-year growth of 7.7% [3] Stock Performance - DE's stock has increased by 17.6% over the past 52 weeks, outperforming the S&P 500 Index's return of 16.9% and the Industrial Select Sector SPDR Fund's 15% increase [4] Recent Developments - Despite reporting better-than-expected Q3 total revenue of $12 billion and EPS of $4.75, DE's shares fell by 6.8% due to a decline in net sales across all major segments, particularly a 16.2% drop in the Production & Precision Agriculture division [5] - The company has narrowed its fiscal 2025 net income guidance, citing challenges from high interest rates and trade uncertainties affecting demand, especially in North America [6] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for DE, with 11 out of 23 analysts recommending "Strong Buy," 2 suggesting "Moderate Buy," 9 advising "Hold," and 1 indicating "Strong Sell." The mean price target for DE is $523.52, suggesting a potential upside of 10.7% from current levels [7]

Group 1 - Deep-pocketed investors are showing a bullish sentiment towards Deere, indicating potential significant developments ahead [1][2] - Recent options activity for Deere has been notable, with 53% of investors leaning bullish and 23% bearish, involving a total of $344,372 in puts and $276,278 in calls [2] - Major market movers are focusing on a price range between $430.0 and $570.0 for Deere over the past three months [3] Group 2 - Analyzing volume and open interest provides insights into the liquidity and interest for Deere's options, particularly within the $430.0 to $570.0 strike price range over the last 30 days [4] - Recent options activity highlights various trades, including bullish and bearish sentiments, with significant total trade prices and open interest [9] Group 3 - Deere is a leading manufacturer of agricultural equipment and construction machinery, with a strong market presence in North America, Europe, Latin America, and beyond [10] - The company operates through four segments: production & precision agriculture, small agriculture & turf, construction & forestry, and financial services [10] Group 4 - Analysts have set an average target price of $541.5 for Deere, with individual targets ranging from $480 to $609 from various firms [12][13] - Currently, Deere's stock is trading at $473.65, reflecting a 0.9% increase, with an anticipated earnings release in 27 days [15]

Core Viewpoint - The article discusses the reliability of brokerage recommendations, particularly focusing on Deere (DE), and emphasizes the importance of using these recommendations in conjunction with other analytical tools like the Zacks Rank. Brokerage Recommendations - Deere has an average brokerage recommendation (ABR) of 1.95, indicating a consensus between Strong Buy and Buy based on 22 brokerage firms' recommendations [2] - Out of the 22 recommendations, 11 are Strong Buy and 1 is Buy, accounting for 50% and 4.6% of all recommendations respectively [2] Limitations of Brokerage Recommendations - Studies indicate that brokerage recommendations have limited success in guiding investors towards stocks with the best price increase potential [5] - Analysts often exhibit a positive bias due to the vested interests of brokerage firms, leading to a disproportionate number of favorable ratings compared to negative ones [6][10] Zacks Rank vs. ABR - The Zacks Rank is a proprietary tool that classifies stocks based on earnings estimate revisions, providing a more reliable indicator of near-term price performance compared to ABR [8][11] - Unlike ABR, which is based solely on brokerage recommendations, the Zacks Rank is updated frequently to reflect current business trends and earnings estimates [12] Current Earnings Estimates for Deere - The Zacks Consensus Estimate for Deere's earnings has remained unchanged at $18.58 over the past month, indicating growing pessimism among analysts regarding the company's earnings prospects [13] - The recent consensus estimate changes have resulted in a Zacks Rank of 4 (Sell) for Deere, suggesting caution despite the favorable ABR [14]