Shared on 09 Dec 25

Fair value Decreased 0.07%

DE: Precision Ag Subscriptions Will Drive Future Earnings Recovery Despite Cyclical Headwinds

Analysts have modestly raised their price target on Deere to approximately $540 from about $535, reflecting increased confidence in the long term earnings power from its expanding Precision Ag subscription base and data enabled ecosystem, even as they acknowledge a near term cyclical downturn and a mixed demand backdrop. Analyst Commentary Recent Street research on Deere reflects a generally constructive stance on the shares, with analysts emphasizing the company’s growing Precision Ag subscription base, data driven offerings, and potential earnings recovery as key drivers of long term value, even as they flag near term cyclical and inventory related risks.

Shared on 25 Nov 25

Fair value Increased 0.071%

DE: Technology-Driven Offerings Will Aid Earnings Recovery Amid Steel Tariff Headwinds

Deere's analyst price target was modestly increased to $525.78 from $525.40, reflecting analysts' expectations for ongoing growth in Precision Ag adoption, technology-driven profitability, and constructive long-term fundamentals. This outlook remains despite mixed cyclical indicators and tariff headwinds.

Shared on 08 Nov 25

Fair value Increased 0.087%

DE: Technology Ecosystem Will Drive Earnings Recovery After Tariff Headwinds

Deere’s analyst price target increased slightly by $0.45 to $525.40. Analysts cite improving revenue growth, embedded technology advantages, and expectations for an earnings recovery in 2027 that are starting to be reflected in forecasts.

Shared on 24 Oct 25

Fair value Decreased 0.14%

Deere's analyst price target was revised slightly lower to approximately $524.95. This modest decrease reflects analysts' cautious outlook on near-term agriculture fundamentals, tariff impacts, and expectations for a longer earnings recovery cycle, balanced by ongoing innovation and the company's strong market position.

Shared on 10 Oct 25

Fair value Decreased 1.45%

Deere's analyst price target has been modestly reduced to approximately $525 from $533. Analysts cite updated tariff headwinds, along with softening revenue growth and profit margin projections, in their revised outlooks.

Shared on 04 Sep 25

Fair 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 on 07 May 25

Fair value Increased 15%

Shared on 30 Apr 25

Fair value Decreased 4.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.074%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.0081%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 15%

Shared on 10 Mar 25

Fair value Decreased 13%

AnalystConsensusTarget has increased revenue growth from -3.7% to -5.7% and increased profit margin from 15.2% to 19.6%.

Precision Farming Advances Will Drive Cycle Recovery Despite Headwinds

DE: Precision Ag Subscriptions Will Drive Future Earnings Recovery Despite Cyclical Headwinds

DE: Technology-Driven Offerings Will Aid Earnings Recovery Amid Steel Tariff Headwinds

DE: Technology Ecosystem Will Drive Earnings Recovery After Tariff Headwinds

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