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Premium Brands And Digital Solutions Will Reshape Agriculture

Published
28 Aug 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$123.92
8.1% undervalued intrinsic discount
27 Aug
US$113.86
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1Y
26.0%
7D
0.9%

Author's Valuation

US$123.9

8.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 11%

AGCO's consensus price target has been raised to $121.46, driven by anticipated sector tailwinds from renewed bonus depreciation, the expected boost from monetary easing, machinery outperformance, and strengthened governance and capital return policies following the TAFE agreement. Analyst Commentary Passage of the One Big Beautiful Bill reinstates 100% bonus depreciation and delays several Liberation Day tariffs, providing sector tailwinds.

Shared on07 May 25
Fair value Increased 23%

Shared on30 Apr 25
Fair value Decreased 0.022%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 3.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 8.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.21%

AnalystConsensusTarget has increased revenue growth from -1.7% to -1.9%.

Shared on10 Mar 25
Fair value Increased 8.79%

AnalystConsensusTarget has decreased revenue growth from -4.5% to -1.7%, increased profit margin from 5.4% to 6.0% and decreased future PE multiple from 16.7x to 14.9x.