Shared on04 Sep 25Fair value Decreased 0.23%
Analysts cite increased steel and aluminum tariffs as a margin headwind and lingering weak global ag demand, but also highlight Deere’s strong Q3 Small Ag performance, lower dealer inventories, and an expected cyclical earnings upturn in FY26, resulting in no change to the consensus price target at $534.61. Analyst Commentary Bearish analysts lowered price targets to reflect updated Section 232 tariffs, which significantly increase the cost of steel and aluminum content in imported products, posing a headwind to margins and earnings.
Shared on30 Apr 25Fair value Decreased 4.96%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on23 Apr 25Fair value Decreased 0.074%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on16 Apr 25Fair value Decreased 0.28%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Decreased 0.20%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Increased 0.0081%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Decreased 10%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on10 Mar 25Fair value Decreased 13%
AnalystConsensusTarget has increased revenue growth from -3.7% to -5.7% and increased profit margin from 15.2% to 19.6%.