Shared on 06 Nov 25

CNH: Sector Headwinds From Tariffs Will Present Opportunity For Medium-Term Upside

CNH Industrial's average analyst price target has been revised downward by $1, now standing at $12. Analysts are adjusting expectations in response to expanded steel and aluminum tariffs, as well as broader sector headwinds.

Shared on 22 Oct 25

Fair value Decreased 3.77%

Analysts have modestly lowered their price target for CNH Industrial, reducing it from approximately $14.66 to $14.11 per share. They cite the impact of newly expanded tariffs and related headwinds facing the heavy machinery sector as key factors.

Shared on 08 Oct 25

Fair 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 on 24 Sep 25

Fair 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 on 09 Sep 25

Fair 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.