Shared on08 Oct 25Fair value Decreased 1.07%
Analysts have modestly lowered their price target for CNH Industrial, trimming it by approximately $0.16 to $14.66. Recent research cites increased tariff headwinds for heavy equipment manufacturers and a more cautious outlook on sector earnings growth.
Shared on24 Sep 25Fair value Decreased 1.40%
Analysts have modestly reduced CNH Industrial’s price target to $14.82 amid rising steel and aluminum tariffs pressuring margins, ongoing sector inventory destocking, and more cautious near-term earnings expectations despite some longer-term optimism. Analyst Commentary Increased and broadened steel and aluminum tariffs (Section 232) are raising input costs for CNH Industrial, directly pressuring near-term margin expectations.
Shared on09 Sep 25Fair value Decreased 0.35%
CNH Industrial’s consensus price target was trimmed slightly to $15.03 as analysts accounted for the increased cost impact of expanded Section 232 tariffs on metal components and a weaker near-term earnings outlook, reflecting ongoing industry headwinds. Analyst Commentary Price targets reduced to reflect the impact of updated Section 232 tariffs, including a 50% tariff on steel and aluminum content of imported products, which increases input costs for agricultural machinery manufacturers.
Shared on30 Apr 25Fair value Decreased 0.37%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on23 Apr 25Fair value Decreased 11%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Decreased 1.27%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Decreased 5.08%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25Fair value Decreased 5.49%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on10 Mar 25Fair value Increased 5.56%
AnalystConsensusTarget has decreased revenue growth from -0.5% to -0.6%.