Deere Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Deere de 17.2% y 2.1% por año respectivamente. Se prevé que el BPA crezca en un 18.3% al año. Se espera que la rentabilidad financiera sea de 24.7% en 3 años.
Información clave
17.2%
Tasa de crecimiento de los beneficios
18.33%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Machinery | 16.5% |
| Tasa de crecimiento de los ingresos | 2.1% |
| Rentabilidad financiera futura | 24.70% |
| Cobertura de analistas | Good |
| Última actualización | 23 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • 3h
Deere: The Hard Part May Already Be Over
Summary Deere is rated Buy, viewed as undervalued, with strong AI-driven and cyclical tailwinds supporting double-digit growth and potential benchmark outperformance. DE posted its fifth consecutive double-beat, with small ag & turf and construction & forestry segments delivering 16% and 29% YoY sales growth, respectively. Management anticipates 15–20% sales growth in key segments and margin expansion, while share repurchases and debt reduction remain priorities. Risks include continued weakness in production & precision ag, high leverage, and macro uncertainty, but long-term upside is supported by AI and rate cut catalysts. Read the full article on Seeking Alpha
Actualización de narrativa • May 09
DE: Construction Strength And Expected Large Ag Recovery Will Support Future Earnings
Narrative Update: Deere The analyst price target on Deere has been adjusted to reflect a more balanced risk and reward profile. Recent research highlights mixed views on valuation, with several firms raising targets by $25 to above $200, while others have flagged the stock as a bearish pick or issued downgrades even as they raised targets.Actualización de narrativa • Apr 21
DE: Construction Momentum And Pending Large Ag Recovery Will Support Future Earnings
The analyst fair value estimate for Deere has increased by about $1 to $665, reflecting modest adjustments to growth, profit and P/E assumptions as analysts weigh recent price target increases against mixed views on valuation and the timing of an agriculture recovery. Analyst Commentary Recent research on Deere is divided, with many firms lifting price targets and talking up execution, while others focus on valuation risk and the timing of an agriculture recovery.Actualización de narrativa • Apr 05
DE: Construction Strength And Anticipated Large Ag Upswing Will Support Future Earnings
Analysts have made a small upward adjustment to the Deere price target, adding roughly $0.50. This reflects slightly higher modeled revenue growth and future P/E expectations, partially offset by a modestly higher discount rate and a stable profit margin outlook.Actualización de narrativa • Mar 22
DE: Construction Momentum And Large Ag Recovery Will Support Future Earnings Momentum
Analysts have made a small downward reset to the model driven price target for Deere, trimming it by about $2 to $663.51. A slightly higher discount rate offsets broadly supportive views around stronger Q1 results, healthier Large Ag orders, and improving trends in construction and small ag and turf.Actualización de narrativa • Mar 08
DE: Construction Strength And Large Ag Recovery Will Support Future Earnings Momentum
We are nudging our fair value estimate for Deere up from $630 to about $666 per share, reflecting analysts' higher price targets following a strong Q1 beat, healthier Large Ag order trends, and better support from Construction and Small Ag/Turf, even as views differ on how much of the next cycle is already priced in. Analyst Commentary Street research after Deere's Q1 report reflects a mix of enthusiasm about execution and caution around how much optimism is already embedded in the share price.
Nueva narrativa • Mar 07
Construction Tailwinds And Equipment Pricing Power Will Eventually Fade For This Machinery Giant
Catalysts About Deere Deere & Company designs, manufactures and finances agricultural, construction and forestry equipment for customers globally. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Feb 22
DE: Q1 Beat And Construction Strength Will Support Earnings Recovery As Cycle Bottoms
Analysts have raised their implied fair value estimate for Deere from about $527 to about $630, citing stronger than expected Q1 results, an improved margin outlook, and higher long-term earnings power. This view is reflected in a slightly lower discount rate, steadier revenue expectations, and a similar future P/E multiple.
Nueva narrativa • Feb 21
Long Term Construction Upswing And Aging Farm Fleets Will Support A Stronger Outlook
Catalysts About Deere Deere manufactures equipment and technology for agriculture, construction, forestry and related financial services. What are the underlying business or industry changes driving this perspective?Artículo de análisis • Jan 07
Shareholders Should Be Pleased With Deere & Company's (NYSE:DE) Price
Deere & Company's ( NYSE:DE ) price-to-earnings (or "P/E") ratio of 26.1x might make it look like a sell right now...Actualización de narrativa • Dec 23
DE: Precision Ag Subscriptions Will Support Earnings Recovery As Downturn Nears Trough
Analysts have nudged our fair value estimate for Deere modestly higher by about $1.50 per share to roughly $527, reflecting increased confidence that Precision Ag subscription growth and a maturing earnings downturn will support steadier profitability despite a still mixed cyclical backdrop. Analyst Commentary Recent Street commentary on Deere underscores a constructive long term outlook supported by Precision Ag adoption and technology driven differentiation, tempered by caution around near term cyclical headwinds and used equipment dynamics.Actualización de narrativa • Dec 09
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.Artículo de análisis • Dec 07
Deere (NYSE:DE) Is Paying Out A Dividend Of $1.62
The board of Deere & Company ( NYSE:DE ) has announced that it will pay a dividend on the 9th of February, with...Actualización de narrativa • Nov 25
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.Actualización de narrativa • Nov 08
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.Actualización de narrativa • Oct 24
Precision Farming Advances Will Drive Cycle Recovery Despite Headwinds
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.Actualización de narrativa • Oct 10
Precision Agriculture And Automation Will Boost Global Reach
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.Actualización de narrativa • Sep 04
Precision Agriculture And Automation Will Boost Global Reach
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.Artículo de análisis • Jun 25
Deere (NYSE:DE) Takes On Some Risk With Its Use Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Jun 12
Investors Interested In Deere & Company's (NYSE:DE) Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Artículo de análisis • May 29
Is Now An Opportune Moment To Examine Deere & Company (NYSE:DE)?
Deere & Company ( NYSE:DE ) received a lot of attention from a substantial price increase on the NYSE over the last few...Seeking Alpha • Mar 21
Deere: What Turnaround? (Technical Analysis)
Summary Deere's technicals are currently mixed, with the chart and moving averages favouring an upside breakout while the indicators show that the top is likely in for the stock. Most recent earnings show weak financials, with revenue and EPS growth hitting three-year lows. Guidance shows that net income declines may moderate modestly in 2025. The valuation has gotten ahead of itself, as expansion in the P/S and P/E ratios are unjustified by the fundamentals of the business. Therefore, I initiate DE stock at a sell rating on technical uncertainty and fundamental unattractiveness. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Is Deere Still Cheap?
Summary Deere's Q1 earnings served to reaffirm the investment thesis despite the "worrying" headline numbers. There are certain things to be optimistic about regarding the future of the company. I discuss these in the article. I believe Deere's stock remains attractive despite hovering at all-time highs. I explain why my base case scenario yields a 16% 6-year IRR. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Deere's Q1 Earnings: Why Investors Want 'Bad News'
Summary Deere & Company's stock is currently expensive with a high forward P/E of 24, but investor optimism is driven by an expected gradual recovery through 2025. Deere's earnings report is crucial, especially regarding inventory management and production hours, as competitors face significant declines and market downturns. Despite a weak 2025 outlook, Deere's strong market position and technology in precision agriculture and autonomous solutions offer long-term potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
As Cyclical Pressures And Strategic Shifts Emerge, I'm Bearish On Deere & Company
Summary Deere & Company faces near-term challenges due to declining commodity prices, tightening financial conditions, and reduced demand, prompting a sell rating. The latest earnings report shows a significant drop in net income, reflecting broader market and economic uncertainties impacting farm equipment investments. Current valuations appear overly optimistic, with DCF calculations indicating shares are approaching fair value, posing downside risk amid potential economic downturns. Despite Deere's focus on precision agriculture and automation, its high P/E ratio compared to peers suggests vulnerability if market conditions worsen. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
Deere: Strong Buy At The Ag Cycle Nadir
Summary Deere is a strong buy with a conservative upside target of $600, driven by structural profitability improvements and a turn in the agricultural cycle. Historically, the best buying opportunities for DE shares occur when corn and soybean prices are low, as the agricultural cycle inevitably turns higher. DE's investment in new technologies and rapid response to industry downturns have improved profit margins, justifying higher valuations through the next agricultural cycle. Despite current weak fundamentals, improving supply/demand balance for key crops and a rising Farm Capital Investment Index suggest the worst may be over for DE's core markets. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
Deere: Another Challenging Year Ahead (Rating Downgrade)
Summary Deere's share price continues to disappoint in relative terms to the broader equity market. After yet another year of underperformance, the outlook for 2025 appears bleak. Deere's share price remains elevated once we consider margins, demand outlook, commodity prices and last but not least - the dividend. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Deere: Conservative Market Expectations As It Sows The Seeds Of Recovery
Summary Deere faces sales declines due to weak crop prices, but strong margin protection and operational excellence support a 'Buy' rating. Despite a challenging 2025 outlook, DE's structural improvements and cash flow generation position it well for a potential market rebound. Long-term growth prospects are bolstered by precision agriculture technologies and potential benefits from infrastructure investments. Current valuation appears attractive, suggesting investors are paying a relatively cheap multiple for a business likely to outperform conservative analyst estimates. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
Is The Market Waking Up To Deere?
Summary Deere & Company reported good results last week, to which the market reacted positively. The stock is currently hovering around all-time highs. The company is still going through a downcycle, but there's no denying it's becoming a structurally better business. We go over the valuation to show that Deere might be trading at a reasonable valuation despite the recent run. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Deere: Sell It On Q4 Earnings Bounce, Buy It Back Later
Summary Deere is the undisputed market leader among tractor and farming equipment manufacturers. This year, the whole industry faced many challenges and was expected to report weak earnings. However, after a weak report, John Deere's shares are rising close to ATHs. I see this as an opportunity to sell. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 10/31/2028 | 49,205 | 7,350 | 7,246 | 10,668 | 7 |
| 10/31/2027 | 44,830 | 6,085 | 6,268 | 8,215 | 14 |
| 10/31/2026 | 41,425 | 4,863 | 4,262 | 6,537 | 13 |
| 5/3/2026 | 47,337 | 4,783 | 3,768 | 7,933 | N/A |
| 2/1/2026 | 46,731 | 4,814 | 3,576 | 7,701 | N/A |
| 11/2/2025 | 45,628 | 5,027 | 3,231 | 7,459 | N/A |
| 7/27/2025 | 44,250 | 5,207 | 4,101 | 8,556 | N/A |
| 4/27/2025 | 45,384 | 5,652 | 4,332 | 8,855 | N/A |
| 1/26/2025 | 47,855 | 6,218 | 4,230 | 9,007 | N/A |
| 10/27/2024 | 51,532 | 7,100 | 4,429 | 9,231 | N/A |
| 7/28/2024 | 55,955 | 8,224 | 5,011 | 9,832 | N/A |
| 4/28/2024 | 58,604 | 9,468 | 4,937 | 9,680 | N/A |
| 1/28/2024 | 60,755 | 9,958 | 4,455 | 8,927 | N/A |
| 10/29/2023 | 61,222 | 10,166 | 4,121 | 8,589 | N/A |
| 7/30/2023 | 61,361 | 10,043 | 2,847 | 7,177 | N/A |
| 4/30/2023 | 59,662 | 8,949 | 2,063 | 6,314 | N/A |
| 1/29/2023 | 55,646 | 8,187 | 1,990 | 6,006 | N/A |
| 10/30/2022 | 52,563 | 7,131 | 911 | 4,699 | N/A |
| 7/31/2022 | 48,354 | 6,168 | 639 | 3,830 | N/A |
| 5/1/2022 | 45,752 | 5,951 | 1,332 | 4,178 | N/A |
| 1/30/2022 | 44,440 | 5,642 | 2,314 | 5,030 | N/A |
| 10/31/2021 | 43,983 | 5,963 | 5,146 | 7,726 | N/A |
| 8/1/2021 | 42,375 | 5,438 | 5,288 | 7,740 | N/A |
| 5/2/2021 | 39,800 | 4,582 | 6,154 | 8,493 | N/A |
| 1/31/2021 | 36,995 | 3,458 | 5,818 | 8,134 | N/A |
| 11/1/2020 | 35,514 | 2,751 | 4,827 | 7,483 | N/A |
| 8/2/2020 | 35,687 | 2,714 | 3,928 | 7,065 | N/A |
| 5/3/2020 | 36,796 | 2,802 | 2,248 | 5,683 | N/A |
| 2/2/2020 | 38,880 | 3,272 | N/A | 4,555 | N/A |
| 11/3/2019 | 39,233 | 3,253 | N/A | 3,412 | N/A |
| 7/28/2019 | 38,731 | 3,316 | N/A | 2,898 | N/A |
| 4/28/2019 | 39,005 | 3,327 | N/A | 1,547 | N/A |
| 1/27/2019 | 38,389 | 3,401 | N/A | 1,467 | N/A |
| 10/28/2018 | 37,318 | 2,368 | N/A | 1,822 | N/A |
| 7/29/2018 | 35,567 | 2,094 | N/A | 799 | N/A |
| 4/29/2018 | 32,971 | 1,825 | N/A | 1,143 | N/A |
| 1/28/2018 | 30,360 | 1,425 | N/A | 1,641 | N/A |
| 10/29/2017 | 29,071 | 2,159 | N/A | 2,196 | N/A |
| 7/30/2017 | 27,874 | 1,934 | N/A | 3,175 | N/A |
| 4/30/2017 | 26,884 | 1,781 | N/A | 3,918 | N/A |
| 1/29/2017 | 26,757 | 1,468 | N/A | 3,811 | N/A |
| 10/30/2016 | 26,549 | 1,523 | N/A | 3,770 | N/A |
| 7/31/2016 | 26,804 | 1,589 | N/A | 3,872 | N/A |
| 5/1/2016 | 27,671 | 1,612 | N/A | 3,583 | N/A |
| 1/31/2016 | 27,816 | 1,807 | N/A | 3,473 | N/A |
| 11/1/2015 | 28,781 | 1,939 | N/A | 3,759 | N/A |
| 7/31/2015 | 31,046 | 2,237 | N/A | 4,036 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (17.2% al año) de DE es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (17.2% al año) de DE crezcan más rápidamente que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de DE crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (2.1% al año) de DE crezcan más despacio que el mercado de US (11.7% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 2.1% al año) de DE crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de DE sea alta dentro de 3 años (24.7%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/24 15:44 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/05/03 |
| Ingresos anuales | 2025/11/02 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Deere & Company está cubierta por 50 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| John Eade | Argus Research Company |
| Mircea Dobre | Baird |
| Andrew Kaplowitz | Barclays |