Core Insights - Deere & Company is expected to see its stock price rise by 20% or more in 2025, driven by strong Q2 results, positive guidance, and robust capital returns [1] - Analysts have responded positively, with 20 analysts tracking the stock, nine of whom revised their price targets upward within 24 hours of the report [2][3] - The average price target is $561, which is 20% above the pre-release consensus and 10% above the previous all-time high [3] Financial Performance - Q2 revenue contracted by 16.3%, but this was significantly better than analysts' expectations, outperforming consensus by 1600 basis points [8] - The Production and Precision Agriculture and Construction and Forestry segments showed resilience, contracting by only 6% and 1%, respectively, while Small Ag and Turf contracted by 23% [8] - Despite margin contraction due to deleveraging and cost pressures, the company reported a net income of $1.84 billion, which is sufficient to maintain a cash-flow positive quarter [9] Capital Returns - Deere & Company has a dividend yield of 1.22% and an annual dividend of $6.48, with a strong track record of dividend increases over the past four years [10] - The capital return in Q2 included dividends and share repurchases, resulting in a 1.26% yield and a 2.2% reduction in share count [10] - The company maintains a strong balance sheet with increased cash, decreased liabilities, and a 7% increase in equity for the quarter [10] Market Sentiment - Technical signals indicate a bullish market trend, with new highs and positive crossovers in MACD and stochastic indicators [4] - The stock forecast shows a 12-month price target of $504.38, with a high forecast of $619.00 and a low forecast of $389.00 [7] - Following the Q2 report, the stock price initially surged nearly 10%, indicating strong market support [12]

近日，记者从巴彦淖尔市科技局获悉，巴彦淖尔市全面加强"蒙科聚"平台建设，组建"蒙科聚"巴彦 淖尔分中心，聚焦辣椒产业升级、矿业绿色转型、智慧农机创新，坚持把科技成果转化作为推动科技创 新和产业创新深度融合的突破口，精准对接产业需求和智力资源。今年，该中心已累计签约成果转化合 作项目14项，金额达950万元，推动技术需求匹配率达80%。 据悉，"蒙科聚"巴彦淖尔分中心联合湖南农业大学举办辣椒产业科技成果发布暨对接活动，发 布"辣椒新品种选育及加工""蔬菜低盐清洁发酵技术应用"等5项科技成果，组织相关企业发布7项技术需 求，促进6家企业与湖南农业大学签订9项科技合作协议，并通过"科创人才—企业家"握手活动，进行一 对一深度对接，为全市辣椒产业延链补链强链提供关键技术支撑。 "蒙科聚"巴彦淖尔分中心联动中南大学开展矿业技术专场对接，围绕有色金属采选冶、尾矿资源化 利用等领域，组织4家企业发布10项技术需求，中南大学专家团队针对矿区生态修复、低品位矿提取等 技术提出创新路径，推动3家企业与校方达成合作意向。 "蒙科聚"巴彦淖尔分中心联合江苏大学开展智慧农机科技成果专场发布，发布"无人驾驶导航""智 能喷灌控制"等8项 ...

Core Viewpoint - Deere & Company is expected to report second-quarter fiscal 2025 results on May 15, with strong demand from product launches but challenges from elevated production expenses and low commodity prices impacting performance [1]. Group 1: Factors Influencing Q2 Performance - Low commodity prices and weak farmer spending have led to lower shipment volumes, negatively affecting the company's fiscal second-quarter performance [2]. - High production expenses, along with increased selling, administrative, and research and development costs, are anticipated to impact the company's margins [3]. - The company is reviewing its cost structure to improve margins, with favorable price realization expected to offset some of the higher material and freight costs [4]. Group 2: Segment Projections for Q2 - The Production & Precision Agriculture segment is projected to generate revenues of $4.61 billion, a year-over-year decrease of 23.9%, with operating profit expected to fall 62.5% to $619 million [5]. - The Small Agriculture & Turf segment's revenues are estimated at $2.78 billion, indicating a 12.6% decline, with operating profit expected to decrease by 15.1% to $485 million [6]. - The Construction & Forestry segment's sales are estimated at $3.29 billion, a 14.4% dip, with operating profit predicted to drop 12% to $588 million [7]. - The Financial Services segment is projected to have revenues of $1.48 billion, a 6.7% increase, with operating profit estimated at $232 million [8]. Group 3: Overall Q2 Expectations - The Zacks Consensus Estimate for Deere's earnings has decreased by 1.1% to $5.68 per share, implying a 33.4% decline from the previous year, with revenue expectations at $10.6 billion, a 21.7% year-over-year decline [9]. - The earnings surprise history shows that Deere has beaten the Zacks Consensus Estimates in the past four quarters, with an average surprise of 8.9% [10]. Group 4: Earnings Prediction Model - The current Earnings ESP for Deere is -0.03%, indicating that the model does not predict an earnings beat this time [11]. - Deere holds a Zacks Rank of 3, suggesting a hold position [12]. Group 5: Share Price Performance - Deere's shares have increased by 22.6% over the past year, outperforming the industry's growth of 18.5% [13].

DULUTH, Ga., May 12, 2025 /PRNewswire/ -- AGCO (NYSE: AGCO), a global leader in the design, manufacture and distribution of agricultural machinery and precision ag technology, announced today that it will participate in the JP Morgan 53rd Annual Technology, Media & Communications Conference on Wednesday, May 14, 2025. The conference will include a fireside chat with Damon Audia, Senior Vice President and Chief Financial Officer, and Andrew Sunderman, Vice President, PTx Product Creation & Delivery, at 10:40 ...

CNH Industrial (CNH) 2025 Capital Markets Day May 08, 2025 09:00 AM ET Speaker0 morning. Thank you, Jason, and good morning, everyone. Today, I'm delighted to introduce our CEO and executive team. Before I do that, I'd like to share with you how our long heritage and deep expertise has positioned CNH as the partner of choice for farmers and builders around the globe. For more than one hundred and eighty years, our legacy has been built on the pioneering spirit of innovators such as Jerome Case, the founder ...

M A Y 8 , 2 0 2 5 JASON OMERZA INTRODUCTION 2 S A F E H A R B O R S T A T E M E N T A N D D I S C L O S U R E S All statements other than statements of historical fact contained in this presentation including competitive strengths; business strategy; future financial position or operating results; budgets; projections with respect to revenue, income, earnings (or loss) per share, capital expenditures, dividends, liquidity, capital structure or other financial items; costs; and plans and objectives of manage ...

"会思考"的农机，让春耕春管实现了从"人控"到"数控"的转变。记者来到汝州市林鑫农机专业合作社， 这里的植保无人机等先进农机一应俱全，安装了北斗导航系统的播种机更让人眼前一亮。 记者看到无人机操控屏上显示着航线、已作业面积等数据。"过去人扛药桶打药，现在只需给无人机加 药、补药，轻轻松松活儿就干完了。"孙涛峰说。 无人机飞防让防治病虫害的效率大大提高。"以前从发现病虫害到打完药需要好几天，人工大约一天喷 洒30亩，现在无人机飞防一天可喷洒1000亩。" 不仅效率高、防治效果好，智慧农业也让春管成本大大减少。该合作社使用的多光谱无人机，能自动生 成麦田"处方图"，让麦田喷洒农药有了"智慧眼"。几天前，孙涛峰还带着一架搭载多光谱相机的无人 机，到牛王村进行麦田作业。 "过去全凭经验下田查看，现在无人机飞一圈，哪里缺肥、哪里生虫一目了然。"孙涛峰介绍，合作社利 用多光谱无人机扫描麦田，生成精准"处方图"，指导后续植保无人机按需喷洒。"精准的数据让100亩地 至少节约出1亩地的防治成本。"孙涛峰说。 5月4日上午，在汝州市纸坊镇牛王村的田野上，无人机的嗡鸣声与农人的欢笑声交织在一起。喜耕田农 机专业合作社负责人孙涛峰 ...

Company Overview - AGCO is a global leader in the design, manufacture, and distribution of agricultural machinery and precision ag technology [2] - The company offers a differentiated brand portfolio including leading brands such as Fendt®, Massey Ferguson®, PTx, and Valtra® [2] - AGCO's full line of equipment and smart farming solutions helps farmers sustainably feed the world [2] - Founded in 1990 and headquartered in Duluth, Georgia, AGCO reported net sales of approximately $11.7 billion in 2024 [2] Upcoming Events - AGCO will participate in the Oppenheimer 20th Annual Industrial Growth Conference on May 6, 2025 [1] - The conference will feature a fireside chat with Damon Audia, Senior Vice President and Chief Financial Officer, at 11:15 a.m. Eastern Time [1] - Investors can access a live webcast of the presentation through the "Events" section of the company's Investor Relations website, which will also be archived for 12 months [1]

For the quarter ended March 2025, Agco (AGCO) reported revenue of $2.05 billion, down 30% over the same period last year. EPS came in at $0.41, compared to $2.32 in the year-ago quarter.The reported revenue represents a surprise of +1.46% over the Zacks Consensus Estimate of $2.02 billion. With the consensus EPS estimate being $0.03, the EPS surprise was +1266.67%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectati ...

CNH Industrial (CNH) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Speaker0 Good morning, and welcome to the CNH twenty twenty five First Quarter Results Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I will now turn the call over to Jason Amersa, Vice President of Investor Relations. Please go ahead. Speaker1 Thank you, John, and good morning, everyone. We would like to welcome you to ...