Tariff Pressures And Digital Focus Will Transform Agriculture By 2026

Analysts have modestly adjusted AGCO's fair value target downward to $121.62 from $121.85, citing industry headwinds such as updated tariffs and tempered growth expectations. Analyst Commentary Recent research updates on AGCO reflect both optimism and caution among Street analysts, as they assess the company in light of broader industry developments, including shifting tariffs and evolving growth prospects.

AGCO's analyst price target was decreased by $2 to $135, as analysts adjusted estimates to account for the impact of recently expanded steel and aluminum tariffs on agricultural equipment makers. Analyst Commentary Analysts have recently weighed in on AGCO’s stock, reevaluating their positions in light of evolving policy and market conditions.

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.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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

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.