Core Insights - Deere & Company (DE) has a market capitalization of $129.2 billion and specializes in manufacturing agricultural, construction, forestry, and turf equipment, along with providing precision agriculture technologies and financial services [1] Performance Overview - Over the past 52 weeks, DE shares have increased by 22.1%, outperforming the S&P 500 Index, which rose by 14.5%. However, year-to-date, DE's stock is up 13.5%, lagging behind the S&P 500's 16.5% return [2] - DE has also outperformed the First Trust Indxx Global Agriculture ETF (FTAG), which saw a 10.1% increase over the past 52 weeks and a 12.7% rise year-to-date [3] Financial Results - In Q3, DE reported revenue of $12 billion and earnings per share (EPS) of $4.75, both exceeding analyst expectations. However, the stock fell by 6.8% on the announcement day due to a 16.2% decline in the Production & Precision Agriculture division and an overall revenue decrease of 8.6% compared to the previous year [4] - The net income per share dropped by 24.5%, and the company narrowed its fiscal 2025 net income guidance, citing a challenging operating environment [4] Future Expectations - For the current fiscal year ending in October, analysts project DE's EPS to decline by 27.5% year-over-year to $18.57. Despite this, DE has a strong earnings surprise history, exceeding consensus estimates in the last four quarters [5] - Among 23 analysts covering DE, the consensus rating is a "Moderate Buy," with 11 "Strong Buy," 2 "Moderate Buy," 9 "Hold," and 1 "Strong Sell" rating [5]

Core Viewpoint - Deere & Company is set to hold its fourth quarter 2025 earnings call on November 26, 2025, at 9:00 a.m. central time, where financial and operational performance will be discussed with analysts and investors [1]. Group 1 - The earnings call will be accessible via the company's website, and a recorded version will be available for a limited time afterward [2]. - Deere & Company emphasizes its long-standing role in supporting global food, fiber, fuel, and infrastructure production, highlighting its historical roots and ongoing innovation across various sectors [3]. Group 2 - The company has announced key leadership changes as part of its Smart Industrial Strategy aimed at delivering intelligent solutions [5].

Core Insights - Deere & Company (NYSE: DE) is a significant holding in Bill Gates's stock portfolio, representing 3.79% of it [1] - UBS maintains a "Buy" rating on Deere & Company with a price target of $535 following discussions with management [2] - The company faces challenges due to delays in new equipment orders from farmers, leading to a wide range of possible outcomes for North American agriculture trends in 2026 [3] Financial Performance - Deere & Company reported weaker fiscal Q3 results in August, with declines in sales and net income attributed to lower crop prices and macroeconomic pressures [4] - Both segments, Production & Precision Agriculture and Small Agriculture & Turf, experienced decreased sales due to lower shipment volumes [4] Future Outlook - The trend of declining sales is expected to continue amid macroeconomic uncertainties, although a potential soybean trade deal could enhance farmer confidence [5] - UBS anticipates that Deere & Company's 2026 guidance will indicate a lean start [5] - The company specializes in the manufacturing and distribution of agricultural, construction, and forestry equipment [5]

Group 1 - The article mentions that The Motley Fool has positions in and recommends Deere & Company [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] 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]

Core Viewpoint - Deere & Company (NYSE: DE) has seen a stock decline of approximately 9% since the analyst's initial coverage, which labeled it as "Probably My Strongest Sell Today" [1] Group 1: Company Overview - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1] - The analyst has researched over 1000 companies, providing a broad perspective on investment opportunities [1] - The focus has shifted to a value investing-oriented YouTube channel after three years of blogging, indicating a commitment to sharing in-depth research [1] Group 2: Industry Focus - The analyst expresses a preference for covering metals and mining stocks, while also being comfortable with other sectors such as consumer discretionary/staples, REITs, and utilities [1]

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]