Each fall across America's heartland, countless fields are toiled by farmers and their tractors. Mike and Betsy Roland own West Bureau Farms in central Illinois, one of at least 18 states where farmers this year are testing state-of-the-art AI tractor technology. A rural response perhaps to the self-driving cars increasingly spotted in major cities.Here, Mike and Betsy start their high-tech tractor from an iPhone. >> Oh my gosh. and save hours of work.The tech, courtesy of agriculture giant John Deere, who' ...

Core Viewpoint - Deere & Company is viewed positively by Jim Cramer, who emphasizes the company's resilience and the consistent demand for its products due to government support for farmers [1] Company Overview - Deere & Company (NYSE:DE) manufactures and distributes a range of equipment including agricultural, turf, construction, and forestry machinery [1] - The product lineup includes tractors, harvesters, mowers, loaders, and road-building machinery [1] Financial Performance - Despite a significant increase in stock price over the past 12 months, the company's financial results have not been particularly strong [1] - The company's performance has consistently exceeded market expectations, even when absolute numbers have been poor [1] Market Dynamics - Deere's business is heavily influenced by the agriculture market, which is subject to external factors beyond the company's control [1]

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]