Nov. 21 at 5:21 PM
$DE "Heads up alert! Upcoming earnings on Wednesday, 11/26/2025 for
$DE
Neutral (5.5)
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In the analysis of Deere & Company (NYSE: DE), several key financial metrics and market dynamics have been highlighted.
Deere's current P/E ratio stands at approximately 19.3, which is in line with the industry average, indicating that the stock is fairly valued relative to its earnings.
The company has demonstrated a commendable EPS growth rate of 8% over the past year, although analysts project a potential decline in the upcoming earnings report, suggesting a cautious outlook.
Revenue forecasts for the next fiscal year are expected to stabilize around
$14 billion, reflecting a slight decrease from previous estimates due to ongoing challenges in the agricultural sector.
Comparatively, Deere's closest competitors, such as AGCO and CNH Industrial, have reported mixed results, with AGCO experiencing a downturn in earnings while CNH has struggled to meet market expectations.
This competitive landscape suggests that while Deere maintains a strong market position, it must navigate significant industry headwinds.
Looking ahead to the upcoming earnings report scheduled for November 26, 2025, analysts anticipate a double-digit decline in earnings, attributed to reduced demand for agricultural machinery and delayed equipment orders.
Historical performance indicates that Deere has consistently managed to exceed earnings expectations in the past, though the current sentiment reflects a more cautious approach.
The consensus estimate for Q4 earnings is around
$3.50 per share, down from previous projections, and analysts are closely monitoring the company's ability to adapt to shifting market conditions.
The potential impact of this earnings report could set the tone for the stock's performance in the near term, especially as investors weigh the implications of ongoing innovation and technology integration within the agricultural sector.
In terms of sector performance, the agricultural machinery industry has faced challenges due to fluctuating commodity prices and changing demand dynamics.
However, there is a notable trend towards increased investment in precision agriculture and sustainability initiatives, which are expected to drive long-term growth.
As such, while Deere navigates short-term pressures, its strategic focus on innovation and technology positions it well for future opportunities in a transforming market landscape.
- Funds were net buyers of
$DE during the previous reporting quarter.
- Funds with large holdings in
$DE include:
- Bill & Melinda Gates Foundation Trust, MV:
$1,627MM. Fund Rank: 73%
www.gatesfoundation.org
- Baillie Gifford & Co Ltd, MV:
$248MM. Fund Rank: 92%
www.bailliegifford.com
- ARK Investment Management LLC, MV:
$151MM. Fund Rank: 84%
www.ark-invest.com
- Adage Capital P, MV:
$116MM. New position. Fund Rank: 88%
www.adagecapital.com
- Canada Pension , MV:
$15MM. Fund Rank: 83%
- Last 10 days performance: 0%
- Last 30 days performance: 3%
- Last 90 days performance: -4%
Some of the latest news articles:
- Title: Deere & Company (NYSE:DE) is largely controlled by institutional shareholders who own 74% of the company
Publication Date: 11/20/2025 11:00:08 AM, Source: yahoo
URL: https://finance.yahoo.com/news/deere-company-nyse-largely-controlled-110008918.html?.tsrc=rss
- Title: Earnings Preview: Deere (DE) Q4 Earnings Expected to Decline
Publication Date: 11/19/2025 3:00:01 PM, Source: yahoo
URL: https://finance.yahoo.com/news/earnings-preview-deere-q4-earnings-150001147.html?.tsrc=rss
- Title: Deere & Company (DE) Is a Trending Stock: Facts to Know Before Betting on It
Publication Date: 11/18/2025 2:00:05 PM, Source: yahoo
URL: https://finance.yahoo.com/news/deere-company-trending-stock-facts-140005095.html?.tsrc=rss
- Title: Ministry of Foreign Affairs of Kazakhstan Announces Agreements Worth 17 Billion Dollars With United States
Publication Date: 11/17/2025 8:05:00 AM, Source: yahoo
URL: https://finance.yahoo.com/news/ministry-foreign-affairs-kazakhstan-announces-080500352.html?.tsrc=rss
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