Deere’s Disappointing Outlook Shows Farm Recovery Is Elusive. Listen for more on Bloomberg Intelligence. https://t.co/aI2rARtIpw ...

Key Takeaways Deere's Q4 EPS fell 14% as higher production costs and tariffs offset stronger equipment volumes.Equipment operations sales rose 14% to $10.6B, with all major segments posting year-over-year growth.Financial Services net income climbed on favorable financing spreads and lower provisions for credit losses.Deere & Company (DE) has reported fourth-quarter fiscal 2025 (ended Nov. 2, 2025) earnings of $3.93 per share, which missed the Zacks Consensus Estimate of $3.96. The bottom line decreased 14% ...

By Nathan Gomes and Nandan Mandayam (Reuters) -Deere & Co on Wednesday flagged a bigger hit from tariffs in 2026 ​and forecast its annual profit below estimates on the back of weaker ‌margins on large tractors, sending the farm-equipment maker's shares down 5%. CEO John May said ‌ongoing margin pressures from tariffs would continue to weigh on its large farm equipment unit, although he expects to benefit from cost cuts and demand in its forestry and small agriculture markets. The company expects a pre-t ...

Patrick T. Fallon / AFP / Getty Images Close However, for fiscal 2026 Deere sees Production & Precision Agriculture sales falling 5% to 10%. They expect them to rise about 10% at both Small Agriculture & Turf and Construction & Forestry. Deere shares were down 4% in recent trading. The stock has gained about 13% so far in 2025, slightly lagging the performance of the benchmark S&P 500 index. Key Takeaways Shares of Deere & Company (DE) fell Wednesday morning after the maker of large farm and construction eq ...

Dell - Dell's stock is experiencing positive momentum due to an optimistic AI-powered outlook, despite being an underperformer year-to-date [2][3] - The company reported adjusted EPS of $2.59, exceeding expectations, while revenue was slightly below expectations at approximately $27 billion, compared to the anticipated $27.27 billion [2] - Dell raised its AI server shipment target to $25 billion and expects fourth-quarter revenue of $31.5 billion, significantly above Wall Street's consensus [3][4] - The data center segment saw a surge in demand for Nvidia-powered AI systems, contributing to the positive outlook [3] - Dell has resumed returning $1.6 billion to shareholders through buybacks and dividends, indicating financial strength [4] - Full-year revenue guidance has been boosted to $111.7 billion, up from $17 billion, reflecting strong momentum in AI infrastructure [4][5] HPQ - HPQ's stock is facing weakness following its latest results, primarily due to a cautious outlook rather than past performance [6] - The company reported adjusted EPS of $0.93, slightly beating expectations, with revenue of $14.6 billion, surpassing the forecast of $14.4 billion [6] - HPQ's cautious outlook is attributed to rising costs from new US trade rules and a significant increase in memory prices [7] - The company plans to reduce its workforce by 4,000 to 6,000 employees due to these rising costs and a soft printing market, where printer revenue fell by 4% [7][8] - The PC division showed some strength with an 8% rise, partly due to the transition from Windows 10 prompting consumer upgrades [8] Deere - Deere's shares are under pressure due to a weak outlook, despite a solid recent quarter with adjusted EPS of $3.93 and revenue of $12.39 billion, both beating expectations [10] - Concerns about future performance stem from tariffs and a weak agricultural cycle, leading to reduced large equipment purchases by farmers [11] - Although net income fell in double digits, management is optimistic about nearing the bottom of the farm equipment cycle, suggesting potential recovery ahead [12]

Market Overview - US stock futures are rising after equities experienced a third consecutive day of gains, with the S&P 500 trading above its 50-day moving average, indicating technical support for stocks [1][6] - Wall Street remains optimistic about the stock market despite concerns over valuations and the Federal Reserve's future actions [1][6] Company Earnings - Deutsche Bank and JP Morgan have raised their 2026 targets for the benchmark index, with JP Morgan suggesting the index could reach 8,000 if the Fed continues to ease [2][33] - HP's profit forecast fell short of estimates, leading to a plan to cut up to 6,000 jobs through increased AI utilization, which is expected to save the company $1 billion annually [2][30] - Dell's stock is gaining due to a positive outlook for AI server shipments, despite slightly missing revenue estimates for the third quarter [3][2] AI Sector Dynamics - Nvidia's shares have recovered some losses, but the company faces skepticism regarding its AI dominance, with a 14% decline since the start of the month, erasing over $700 billion in market value [4][6] - Concerns have been raised about Nvidia's financial practices, including allegations of circular financing and overinvestment in money-losing companies [4][23][24] - The AI trade remains volatile, with significant focus on both large and small-cap stocks, particularly in the context of ongoing AI developments [8][12] Sector Performance - The healthcare sector has emerged as a strong performer, up 14% since the beginning of the fourth quarter, while utilities have only increased by 2% [11][12] - The Russell 2000 index has shown notable strength, up nearly 7% over the past three days, indicating a potential shift in market dynamics [9][12] Future Outlook - Wall Street forecasts for 2026 are generally bullish, with expectations of strong earnings growth and AI-related productivity driving market performance [33][41] - The potential for the S&P 500 to surpass 8,000 hinges on further Fed rate cuts and strong earnings, with JP Morgan and UBS providing optimistic price targets [33][34] - Analysts suggest that a broader economic recovery could occur, driven by improvements in sectors like housing and manufacturing alongside ongoing AI investments [42][44]

Welcome back. Shares of deer under pressure. The farm equipment maker expects annual profit to come in below estimates because of tariff impacts and weaker margins from its large tractors.The quarter, Carl, was was actually pretty good and saw growth across all of the different sectors, including construction, which was really strong, up 27%. But maybe they're being conservative because just the farm economy has been so volatile. Um, but the the guidance was a disappointment here and and a bit of a headscra ...

Welcome back. Shares of deer under pressure. The farm equipment maker expects annual profit to come in below estimates because of tariff impacts and weaker margins from its large tractors.The quarter, Carl, was was actually pretty good and saw growth across all of the different sectors, including construction, which was really strong, up 27%. But maybe they're being conservative because just the farm economy has been so volatile. Um, but the the guidance was a disappointment here and and a bit of a headscra ...

Major U.S. stock indexes appeared set to open in the green on Wednesday. S&P 500 futures rose 0.25% in pre-market trading, the Nasdaq moved up 0.4%, and the Dow Jones Industrial Aveerage just nudged into positive territory after solid gains on Tuesday. Following last week’s volatility, this week’s mostly consistent positive trading looked set to allow investors a long, pleasant holiday week and weekend. But beneath the placid surface, surprising news made ripples across major sectors — from usually quiet ...

U.S. stocks closed broadly higher Wednesday, extending Wall Street’s recent winning streak to a fourth straight day. The S&P 500 rose 0.7%, the Dow Jones Industrial Average gained 0.7% and the Nasdaq composite added 0.8%. Solid gains for technology companies led the rally, although the gains were widespread, with most of the sectors in the benchmark S&P 500 index finishing higher. Gainers also outnumbered decliners by more than 2 to 1 on the New York Stock Exchange. U.S. markets have a shortened trading ...