Core Viewpoint - Agco (AGCO) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Estimate Revisions - The upward trend in earnings estimate revisions indicates growing optimism among analysts regarding Agco's earnings prospects, which is expected to positively impact its stock price [2]. - For the current quarter, Agco is projected to earn $1.20 per share, reflecting a 76.5% increase from the previous year's reported figure. The Zacks Consensus Estimate has risen by 7.94% over the last 30 days, with five estimates increasing and one decreasing [6]. - For the full year, Agco is expected to earn $4.78 per share, which is a 36.3% decrease from the prior year. However, the trend for estimate revisions is positive, with seven estimates moving higher and no negative revisions [7]. Zacks Rank - Agco currently holds a Zacks Rank 1 (Strong Buy), indicating strong agreement among analysts in raising earnings estimates, which enhances the consensus estimates for the upcoming quarter and full year [3][8]. - The Zacks Rank system has a proven track record, with Zacks 1 Ranked stocks averaging a 25% annual return since 2008, suggesting that Agco's strong performance may continue [3][8]. Stock Performance - Agco shares have increased by 6.4% over the past four weeks, indicating investor confidence in the company's earnings growth prospects due to favorable estimate revisions [9].

Core Viewpoint - Agco (AGCO) has received an upgrade to a Zacks Rank 1 (Strong Buy), indicating a positive outlook for its earnings estimates, which are a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which have a strong correlation with stock price movements [4][6]. - Agco's earnings estimate for the fiscal year ending December 2025 is projected at $4.78 per share, showing no year-over-year change, but the Zacks Consensus Estimate has increased by 15.8% over the past three months [8]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Agco's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting potential for higher stock prices in the near term [10]. Investor Sentiment - Rising earnings estimates and the corresponding rating upgrade for Agco reflect an improvement in the company's underlying business, which could lead to increased investor interest and stock price appreciation [5].

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential [1] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, identified through the Zacks Momentum Style Score [2] Group 2: AGCO Stock Analysis - AGCO (AGCO) has shown a price increase of 6.4% over the past four weeks, indicating growing investor interest [3] - Over the past 12 weeks, AGCO's stock gained 12.6%, demonstrating its ability to deliver positive returns over a longer timeframe [4] - AGCO has a beta of 1.21, suggesting it moves 21% higher than the market in either direction, indicating fast-paced momentum [4] - AGCO holds a Momentum Score of B, suggesting it is an opportune time to invest in the stock [5] - The stock has a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which attract more investors [6] - AGCO is trading at a Price-to-Sales ratio of 0.83, indicating it is reasonably valued at 83 cents for each dollar of sales [6] Group 3: Additional Investment Opportunities - Besides AGCO, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [7] - Zacks offers over 45 Premium Screens tailored to different investing styles, aiding in identifying potential winning stocks [8]

Core Insights - Deere & Company reported Q3 fiscal 2025 earnings of $4.75 per share, exceeding the Zacks Consensus Estimate of $4.62, but reflecting a 24% decline year-over-year due to lower shipment volumes [1][9] Financial Performance - Net sales from equipment operations were $10.36 billion, down 9% year-over-year, but above the Zacks Consensus Estimate of $10.26 billion. Total net sales, including financial services, were $12.02 billion, down 8.6% year-over-year [2][9] - The cost of sales decreased by 3.5% year-over-year to $7.57 billion, while total gross profit fell 21.2% to $2.79 billion. Total operating profit, including financial services, dropped 31.7% year-over-year to $1.57 billion [3] Segment Performance - Production & Precision Agriculture segment sales fell 16% year-over-year to $4.27 billion, missing estimates. Operating profit decreased 50% to $580 million due to lower shipment volumes [4] - Small Agriculture & Turf sales decreased 1% to $3.03 billion, exceeding projections. Operating profit fell 2% to $485 million, impacted by lower shipment volumes and higher warranty expenses [5] - Construction & Forestry sales were $3.06 billion, down 5% year-over-year, with operating profit decreasing 47% to $237 million due to unfavorable price realization and higher production costs [6] Financial Services - Revenues in the Financial Services division were $1.42 billion, down 4% year-over-year, while net income increased to $205 million from $153 million in the prior-year quarter, attributed to lower provision for credit losses [7] Cash and Debt Position - Cash and cash equivalents stood at $8.58 billion, up from $7.32 billion at the end of fiscal 2024. Cash flow from operating activities was $3.46 billion in the first nine months of fiscal 2025, down from $4.14 billion in the prior-year period. Long-term borrowing increased to $44.43 billion from $43.23 billion year-over-year [8] Guidance - Deere narrowed its fiscal 2025 net income forecast to between $4.75 billion and $5.25 billion. Expected sales declines include 15-20% for Production & Precision Agriculture, 10% for Small Agriculture & Turf, and 10-15% for Construction & Forestry [10] Stock Performance - DE shares have increased by 39.5% over the past year, outperforming the industry's growth of 37.4% [11]

Kristen, thanks for the time today. We appreciate it. We had a discussion this morning about how much to believe given that deer are such a classic and historic um underguider when it comes to forward guidance.Yeah, thanks Carl for having me. Um you know, deer's taking an appropriately cautiously optimistic outlook certainly for the fourth quarter. We've got some some pretty good visibility.You know, deer talked about their order books being full for the next four to five months. that's allowing some visibi ...

Core Viewpoint - John Deere is committing to invest nearly $20 billion over the next decade to enhance its US operations and support American manufacturing [1][5]. Investment Focus - The investment will focus on developing new products, advanced technology, and improved manufacturing capabilities [2]. Recent Developments - John Deere is constructing a $70 million factory in Kernersville, North Carolina, dedicated to manufacturing excavators [3]. - A $40 million expansion has been completed at the Des Moines, Iowa factory to produce See & Spray sprayers, which utilize computer vision and AI for weed detection [4]. - The company has invested nearly $150 million to renovate its East Moline, Illinois factory for the production of new X9 combines, which increase harvesting capacity by approximately 45% [6]. Employment and Sales - Nearly 80% of John Deere's US sales and 25% of international sales come from domestically manufactured products [7]. - The company employs around 30,000 people across more than 60 US locations, with an additional 50,000 employed by its network of independent US dealerships [7].

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Alamo Group (ALG) . This company, which is in the Zacks Manufacturing - Farm Equipment industry, shows potential for another earnings beat.When looking at the last two reports, this maker of road maintenance, industrial and farm equipment has recorded a strong streak of surpassing earnings estimates. The company has topped est ...

Core Viewpoint - CNH Industrial (CNH) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended June 2025, with the consensus outlook indicating a significant impact on its near-term stock price based on actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $0.16 per share, reflecting a year-over-year decrease of 57.9% [3]. - Revenues are projected to be $4.53 billion, down 17.6% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 3.31% lower in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for CNH is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.59%, suggesting a bullish outlook from analysts [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]. - CNH currently holds a Zacks Rank of 3, which, along with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, CNH was expected to post earnings of $0.09 per share but exceeded expectations with earnings of $0.10, resulting in a surprise of +11.11% [13]. - Over the past four quarters, CNH has only beaten consensus EPS estimates once [14]. Industry Comparison - Agco (AGCO), a competitor in the manufacturing - farm equipment industry, is expected to report earnings of $1.06 per share for the same quarter, indicating a year-over-year change of -58.1% [18]. - Agco's revenues are projected to be $2.48 billion, down 23.6% from the previous year, with a consensus EPS estimate revised 1.3% upward in the last 30 days, but it has a negative Earnings ESP of -0.47% [19].

Brazil has raised interest rates on farm equipment financing, threatening to constrain a much-needed recovery in tractor sales https://t.co/8p5Pr7cNQn ...

Group 1 - Agco (AGCO) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which significantly influences stock prices [1][3] - The Zacks rating system is based on changes in earnings estimates, which are tracked through a consensus measure from sell-side analysts [1][2] - The upgrade reflects an improvement in Agco's underlying business, suggesting that investors may respond positively by driving the stock price higher [5][10] Group 2 - The correlation between earnings estimate revisions and stock price movements is strong, with institutional investors using these estimates to determine fair value [4][6] - For the fiscal year ending December 2025, Agco is expected to earn $4.20 per share, with a 1.2% increase in the Zacks Consensus Estimate over the past three months [8] - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7][9] Group 3 - The placement of Agco in the top 20% of Zacks-covered stocks indicates its strong earnings estimate revision feature, suggesting potential for market-beating returns in the near term [10]