Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Deere (DE) despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Deere is expected to report quarterly earnings of $1.92 per share, reflecting a year-over-year decrease of 39.8%, while revenues are projected at $7.6 billion, an increase of 11.7% from the previous year [3]. - The earnings report is scheduled for release on February 19, and better-than-expected results could lead to a stock price increase, whereas missing estimates may result in a decline [2]. Estimate Revisions - The consensus EPS estimate has been revised 0.07% higher in the last 30 days, indicating a slight bullish sentiment among analysts [4]. - The Most Accurate Estimate for Deere is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.13%, suggesting a likelihood of beating the consensus EPS estimate [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Historically, Deere has beaten consensus EPS estimates three out of the last four quarters, which may influence future earnings predictions [14]. Industry Comparison - CNH Industrial (CNH), a competitor in the agricultural equipment sector, is expected to report earnings of $0.11 per share, a year-over-year decline of 26.7%, with revenues projected at $5.02 billion, up 2.9% from the previous year [18]. - CNH's consensus EPS estimate has remained unchanged, but a higher Most Accurate Estimate has resulted in an Earnings ESP of +4.08%, combined with a Zacks Rank of 4, making predictions of an earnings beat challenging [19].

Core Insights - Deere & Company has announced the five startups selected for its 2026 Startup Collaborator Program, aimed at enhancing interactions with startups that can provide valuable technology for agriculture, construction, and roadbuilding sectors [1][2] Group 1: Program Overview - The Startup Collaborator Program was initiated in 2019 to foster collaboration with startups addressing critical challenges in various industries [2] - The program focuses on technologies that improve precision, productivity, and sustainability for customers through innovations such as real-time equipment insights, AI-driven robotics, and digital crop intelligence [2][3] Group 2: Participating Startups - The 2026 cohort includes five startups: AIRS ML, IoTag, resonAg, TorqueAGI, and Aerobotics, each bringing complementary technologies in monitoring, sensing, AI, robotics, and data-driven insights [3][4] - AIRS ML specializes in on-device intelligence for real-time monitoring and predictive maintenance [4] - IoTag offers a telematics solution that optimizes performance across mixed fleets for agricultural and construction customers [4] - resonAg focuses on advanced soil sensing systems for precision agriculture, adapting technologies from other sectors [4] - TorqueAGI is developing an AI foundation model for enterprise robots capable of real-world reasoning and autonomy [4] - Aerobotics aids the fruit industry in making sustainable farming decisions using drone imagery and AI for yield estimation and operational optimization [4]

分组1 - Analysts are generally cautious or bearish on Deere (DE), with recent ratings showing only 2 buys, 4 holds, and 4 sells [1] - Despite the negative sentiment from analysts, Deere's stock continues to perform well, defying expectations [1] 分组2 - The article emphasizes the importance of sustained profitability, including strong margins, stable and expanding free cash flow, and high returns on invested capital, as key drivers of investment returns [1] - The author manages a portfolio on eToro, focusing on undervalued growth stocks and high-quality dividend growers, indicating a strategic investment approach [1]

Core Insights - Deere (DE) shares increased by 4.1% to $567.26, with a notable trading volume, and have gained 12.2% over the past four weeks [1] - The company showcased new equipment at the 2026 GCSAA Conference, focusing on precision, performance, and operator experience [1][2] Financial Performance - Deere is projected to report quarterly earnings of $1.92 per share, reflecting a year-over-year decline of 39.8%, while revenues are expected to reach $7.6 billion, an increase of 11.7% from the previous year [3] - The consensus EPS estimate for Deere has been slightly revised upward in the last 30 days, indicating a potential for price appreciation [4] Industry Context - Deere holds a Zacks Rank of 3 (Hold) and is part of the Zacks Manufacturing - Farm Equipment industry, where CNH Industrial (CNH) also operates, having closed 6.6% higher at $11.96 [5] - CNH's EPS estimate remains unchanged at $0.11, representing a year-over-year decline of 26.7%, and it currently has a Zacks Rank of 4 (Sell) [6]

Core Viewpoint - Deere & Company will hold its first quarter 2026 earnings call on February 19, 2026, at 9:00 a.m. central time, discussing financial and operational performance with analysts and investors [1]. Group 1 - The earnings call can be accessed online at www.JohnDeere.com/earnings, and a recorded version will be available afterward [2]. - The earnings release, along with other financial information and the earnings call presentation, can also be found at the same link [2]. Group 2 - Deere & Company has a long history of nearly 200 years, starting with the invention of a steel plow, and continues to drive innovation across various sectors including agriculture, construction, forestry, and power systems [3].

Core Viewpoint - Deere's stock performance has outpaced major indices, with a notable increase in the past month, while upcoming earnings are expected to show a significant year-over-year decline in earnings per share [1][2]. Financial Performance - In the latest trading session, Deere's stock rose by 2.4% to $545.00, contrasting with the S&P 500's decline of 0.84% [1]. - Analysts project Deere will report earnings of $1.92 per share, reflecting a year-over-year decline of 39.81%, while revenue is expected to reach $7.6 billion, an increase of 11.68% from the previous year [2]. - For the entire year, earnings are forecasted at $16.82 per share, down 9.08%, and revenue at $40 billion, up 2.78% compared to the prior year [3]. Analyst Sentiment - Recent changes in analyst estimates for Deere are crucial, as they often indicate shifts in short-term business dynamics, with positive revisions suggesting optimism about the company's profitability [3][4]. - The Zacks Consensus EPS estimate has increased by 0.29% in the past month, and Deere currently holds a Zacks Rank of 3 (Hold) [5]. Valuation Metrics - Deere's Forward P/E ratio stands at 31.64, significantly higher than the industry average of 20.03, indicating that Deere is trading at a premium [6]. - The PEG ratio for Deere is 2.12, aligning with the industry average, which also reflects the expected earnings growth rate [6]. Industry Context - The Manufacturing - Farm Equipment industry, part of the Industrial Products sector, holds a Zacks Industry Rank of 96, placing it in the top 40% of over 250 industries [7]. - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [7].

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Group 1 - President Trump announced a $70 million excavator manufacturing facility by John Deere in Kernersville, North Carolina, which will be the only excavator entirely made in the United States [1] - John Deere confirmed the new facility and also announced a new distribution center near Hebron, Indiana, aimed at strengthening its manufacturing operations with advanced technologies [2] - Both facilities are expected to begin operations within the next year, with the Indiana site benefiting from a skilled workforce and central location [3] Group 2 - Deere & Company faces a $1.2 billion tariff impact in fiscal 2026, which is a $600 million increase over 2025 levels, affecting its fiscal outlook [4] - CEO John May indicated that tariffs would lead to ongoing margin pressures, while President Trump announced $12 billion in farm aid to assist farmers facing higher costs [5] - Deere & Co. is ranked in the 58th percentile for quality and 57th percentile for value, with its stock increasing by 8.17% over the past year, closing at $519.19 [6]

Group 1 - The company is expanding its operations by establishing a new distribution center in Indiana [1] - Additionally, the company is setting up an excavator factory in North Carolina [1]

Core Points - Deere & Company, a farm machinery manufacturer, will invest $70 million to build a facility in North Carolina [1][2] - The investment is expected to create over 150 jobs [1][2] - This investment mirrors a previous commitment made by Deere in 2024 during President Biden's administration [1][2]