AGCO Corporation

Report azionario NYSE:AGCO

Capitalizzazione di mercato: US$8.5b

AGCO Crescita futura

Criteri Future verificati 1/6

AGCO prevede che gli utili e i ricavi cresceranno rispettivamente di 16.4% e 5.1% all'anno. Si prevede che l'EPS crescerà di 17.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 14.5% in 3 anni.

Informazioni chiave

16.4%

Tasso di crescita degli utili

17.11%

Tasso di crescita dell'EPS

Machinery crescita degli utili16.7%
Tasso di crescita dei ricavi5.1%
Rendimento futuro del capitale proprio14.47%
Copertura analitica

Good

Ultimo aggiornamento05 Sep 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Sep 03

AGCO: 2027 Agriculture Recovery Hopes Will Likely Leave Shares Overextended

AGCO's analyst price target has been reduced from $105 to $98, as analysts factor in softer modeled revenue growth alongside firmer profit margins and a lower P/E assumption, even as several recent research updates point to a possible agriculture recovery around 2027. Analyst Commentary Recent Street research on AGCO shows a mixed backdrop.
Aggiornamento narrativa • Aug 16

AGCO: Tariff Relief Will Support Margin Recovery Through The 2026 Downturn

AGCO's fair value estimate has shifted lower from $157.87 to $151.00 as analysts trim price targets across the sector and factor in higher discount rates, softer revenue assumptions, and lower future P/E multiples, while also acknowledging firmer profit margin expectations. Analyst Commentary Recent research on AGCO shows a mixed but constructive tone, with several bullish analysts still highlighting upside drivers even as many targets move lower.
Aggiornamento narrativa • Aug 02

AGCO: North American Share Gains And Tariff Relief Will Support Recovery

AGCO's updated fair value estimate has moved from $128.57 to $125.00 as analysts factor in lower Street price targets alongside mixed views on near term agricultural markets and potential benefits from market share gains and tariff relief in the longer term. Analyst Commentary Recent Street research on AGCO points to a split view on the stock, with some analysts focusing on long term recovery potential and others highlighting current agricultural market headwinds and valuation constraints.
Seeking Alpha • Jul 18

AGCO Corporation Is Finally Cheap Enough To Justify An Upgrade

Summary AGCO Corporation is upgraded from 'hold' to a soft 'buy' due to strong revenue and profitability growth despite challenging agricultural markets. AGCO trades at the lowest multiples among peers, with potential upside of up to 159.8% if valuation converges to group averages. The first quarter of 2026 saw revenue rise to $2.34B and adjusted net income more than double, driven by EME segment strength. I remain vigilant on risks, including tariffs and global uncertainties, but expect Q2 results on July 30th to reinforce the bullish thesis. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 02

AGCO: Tariff Relief And Q2 Earnings Setup Will Shape 2026 Margin Power

AGCO's analyst price target has been revised higher from $152 to about $158, with analysts pointing to tariff relief for agricultural equipment makers and a supportive sector setup ahead of upcoming earnings as key drivers for their updated assumptions. Analyst Commentary Recent research on AGCO highlights a mix of views, but the latest revisions show some bullish analysts becoming more constructive on the stock, particularly as they factor in tariff relief and the setup into upcoming earnings seasons across the broader machinery and industrial complex.
Articolo di analisi • Jun 20

AGCO (AGCO) Stock Could Be 11.6% Undervalued After Valtra Production Milestone

AGCO’s Valtra Milestone Puts Manufacturing Investment in Focus AGCO (AGCO) drew investor attention after its Valtra brand produced the 1,000th continuously variable transmission at its Suolahti, Finland factory. This marks a key step in a €38 million powertrain manufacturing investment. See our latest analysis for AGCO. At a share price of $113.66, AGCO has posted a 7.39% year to date share price return and a 12.30% total shareholder return over one year, while the 3 year total shareholder...
Aggiornamento narrativa • Jun 17

AGCO: Tariff Relief And Farmer Anxiety Will Likely Keep Shares Rangebound

AGCO's analyst price targets have been adjusted modestly, with mixed revisions across firms and support from expectations that lower U.S. tariffs on agricultural equipment could provide a small earnings tailwind for the stock in the coming years. Analyst Commentary Recent research around AGCO reflects a split view, with some firms pointing to tariff relief as a modest support for earnings while bearish analysts focus on valuation, execution, and growth risks that they see as capping upside for the stock.
Aggiornamento narrativa • Jun 03

AGCO: Tariff Relief And Mixed Regional Trends Will Likely Cap Future Upside

Analysts have nudged the fair value estimate for AGCO up from $102.00 to $105.00, pointing to updated tariff relief that supports earnings potential for agricultural equipment makers, and also reflecting revised assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research around AGCO is mixed, with some analysts highlighting tariff relief as a modest earnings tailwind while others are leaning more cautious on the stock's risk and reward trade off.
Articolo di analisi • May 13

AGCO's (NYSE:AGCO) Earnings Seem To Be Promising

The market seemed underwhelmed by last week's earnings announcement from AGCO Corporation ( NYSE:AGCO ) despite the...
Aggiornamento narrativa • May 02

AGCO: Rising Expectations On Execution Will Likely Cap Future Share Upside

The analyst price target for AGCO has been revised from $93.99 to $102.00 as analysts factor in updated assumptions on revenue growth, profit margin, and future P/E following a series of recent price target increases across the Street. Analyst Commentary Recent Street research on AGCO has centered on a series of price target adjustments, with most activity tied to updated assumptions for revenue, margins, and the P/E that analysts are comfortable using.
Aggiornamento narrativa • Apr 17

AGCO: Margin Risk Debate Will Spotlight 2026 Earnings Power Outlook

AGCO's analyst price target has been reset to $152.00. The tweak in supporting assumptions reflects a mix of recent target increases across several firms, fresh caution around margin risk, and a new bearish call from one broker.
Aggiornamento narrativa • Apr 03

AGCO: Rising Street Confidence Will Highlight Updated Earnings Power Outlook

Analysts have lifted their price targets on AGCO by increments ranging from $4 to $18, reflecting updated views that incorporate modestly higher revenue growth, slightly firmer profit margin assumptions, and a marginally lower discount rate, while leaving long term fair value estimates largely unchanged. Analyst Commentary Recent research points to a consistent tilt toward higher valuation targets for AGCO, with several bullish analysts revising their models to reflect updated assumptions on revenue, margins, and discount rates.
Aggiornamento narrativa • Mar 20

AGCO: Higher Street Expectations Will Highlight Updated Earnings Power Outlook

Analysts recently lifted the price target on AGCO to $152, reflecting updated assumptions around higher revenue growth, a slightly different discount rate, and modestly adjusted profit margin and future P/E expectations. Analyst Commentary Recent Street research around AGCO has centered on a cluster of price target increases, signalling a constructive tone from several bullish analysts even as some research highlights potential margin risk tied to Europe tariffs.
Aggiornamento narrativa • Mar 06

AGCO: Future Precision Equipment Demand Will Test Europe Tariff Margin Resilience

AGCO's updated analyst price target has increased by a mid-teens dollar amount, as analysts point to modest tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions to support their refreshed views. Analyst Commentary Recent research on AGCO clusters around updated price targets and refreshed assumptions, with most analysts fine tuning their models rather than completely rethinking the story.
Aggiornamento narrativa • Feb 19

AGCO: Mid Cycle Outlook Balances Precision Aftermarket Strength With Europe Tariff Margin Risks

The analyst price target for AGCO has been raised from about $118.50 to roughly $128.57, as analysts factor in updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples highlighted in recent research updates. Analyst Commentary Recent research updates show a cluster of upward price target revisions on AGCO, alongside at least one cautionary view around potential margin headwinds.
Articolo di analisi • Feb 05

AGCO (NYSE:AGCO) Is Due To Pay A Dividend Of $0.29

AGCO Corporation ( NYSE:AGCO ) has announced that it will pay a dividend of $0.29 per share on the 16th of March...
Aggiornamento narrativa • Feb 05

AGCO: Precision Agriculture Aftermarket And Tariff Risks Will Shape Mid Cycle Outlook

Analysts have nudged their price targets on AGCO higher into a tighter $114 to $120 range, citing a mix of support for the aftermarket and precision agriculture story, along with fresh tariff related margin concerns in Europe. Analyst Commentary Recent research on AGCO centers on a mid range view, with analysts weighing the appeal of its aftermarket and precision agriculture focus against fresh questions on European tariff exposure and where the stock sits in the machinery cycle.
Aggiornamento narrativa • Jan 22

AGCO: Precision Agriculture Aftermarket Will Support Margins While Tariff Risks Persist

Analysts have trimmed their AGCO fair value estimate by about $1 to $118.50, reflecting slightly lower assumed revenue growth and P/E expectations, while still seeing support from the company's precision agriculture positioning and recent price target increases from several firms. Analyst Commentary Bullish Takeaways Bullish analysts have raised AGCO price targets into the US$114 to US$120 range, which indicates they see the current P/E as reasonable relative to the company’s earnings profile.
Articolo di analisi • Jan 19

AGCO (NYSE:AGCO) Has Affirmed Its Dividend Of $0.29

The board of AGCO Corporation ( NYSE:AGCO ) has announced that it will pay a dividend on the 16th of March, with...
Aggiornamento narrativa • Jan 07

AGCO: Mid-Cycle Focus On Precision Aftermarket Will Likely Limit Share Upside

Narrative Update The analyst price target for AGCO has been adjusted to a range of $114 to $116, with analysts pointing to the company's aftermarket precision agriculture focus, improving machinery inventories, and a balanced mid cycle valuation profile as key drivers for their updated view. Analyst Commentary Recent research coverage on AGCO centers on a neutral stance, with analysts flagging both the appeal of its aftermarket precision agriculture focus and several reasons to stay cautious at current levels.
Articolo di analisi • Jan 05

What Is AGCO Corporation's (NYSE:AGCO) Share Price Doing?

While AGCO Corporation ( NYSE:AGCO ) might not have the largest market cap around , it saw significant share price...
Aggiornamento narrativa • Dec 24

AGCO: Mid-Cycle Positioning Will Likely Cap Upside Despite Improving Inventories

Analysts have nudged their fair value target for AGCO higher from $84 to about $94, supported by a more constructive view on revenue growth, improving inventory dynamics in agricultural machinery, and a preference for the company’s aftermarket precision agriculture positioning, even as they maintain a balanced and mid-cycle stance on the shares. Analyst Commentary Recent Street commentary on AGCO highlights a more nuanced tone beneath the headline price target increases.
Articolo di analisi • Dec 21

Does AGCO (NYSE:AGCO) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Aggiornamento narrativa • Dec 10

AGCO: Aftermarket Precision Agriculture Will Drive Upside As Sector Inventories Normalize

Analysts have made a modest downward revision to their AGCO price target, trimming it by approximately $0.30 to about $119.60. They are balancing optimism around the company’s aftermarket precision agriculture strategy and improving agriculture inventories with a preference for other machinery names at this point in the cycle.
Aggiornamento narrativa • Nov 25

AGCO: Improving Sector Inventories Will Support Performance Despite Tariff Risks Ahead

AGCO's analyst price target has seen a marginal increase of less than $1 to approximately $119.86. Analysts cite improved agriculture inventories and stabilization in sector expectations, despite persisting tariff-related risks.
Aggiornamento narrativa • Nov 11

AGCO: Improving Machinery Inventories Will Support Execution Despite Tariff Headwinds

AGCO's fair value estimate has decreased slightly from $121.62 to $119.77 per share as analysts adjust price targets in response to updated sector tariffs and evolving industry conditions. Analyst Commentary Recent street research presents a balanced outlook for AGCO, highlighting both potential upside and significant challenges in the face of evolving industry dynamics and trade policies.
Aggiornamento narrativa • Oct 28

Tariff Pressures And Digital Focus Will Transform Agriculture By 2026

Analysts have modestly adjusted AGCO's fair value target downward to $121.62 from $121.85, citing industry headwinds such as updated tariffs and tempered growth expectations. Analyst Commentary Recent research updates on AGCO reflect both optimism and caution among Street analysts, as they assess the company in light of broader industry developments, including shifting tariffs and evolving growth prospects.
Aggiornamento narrativa • Oct 13

Premium Brands And Digital Solutions Will Reshape Agriculture

AGCO's analyst price target was decreased by $2 to $135, as analysts adjusted estimates to account for the impact of recently expanded steel and aluminum tariffs on agricultural equipment makers. Analyst Commentary Analysts have recently weighed in on AGCO’s stock, reevaluating their positions in light of evolving policy and market conditions.

Previsioni di crescita degli utili e dei ricavi

NYSE:AGCO - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202811,4577167291,0869
12/31/202710,74150643578415
12/31/202610,17635729666914
6/30/202610,349533330590N/A
3/31/202610,374771546790N/A
12/31/202510,082727740988N/A
9/30/202510,0493757491,022N/A
6/30/202510,172100687978N/A
3/31/202510,784-582501848N/A
12/31/202411,662-425297690N/A
9/30/202412,575170353792N/A
6/30/202413,4324218601,334N/A
3/31/202414,0081,1078021,290N/A
12/31/202314,4121,1715851,103N/A
9/30/202314,5111,1558611,336N/A
6/30/202314,1771,1125531,039N/A
3/31/202313,299970410858N/A
12/31/202212,651890450838N/A
9/30/202211,908850-18324N/A
6/30/202211,511793-69219N/A
3/31/202211,445898126399N/A
12/31/202111,138897390660N/A
9/30/202110,700750428714N/A
6/30/202110,473726720993N/A
3/31/20219,6005137441,017N/A
12/31/20209,150427627897N/A
9/30/20208,9462037321,000N/A
6/30/20208,55854411687N/A
3/31/20208,974125N/A591N/A
12/31/20199,041125N/A696N/A
9/30/20199,120312N/A520N/A
6/30/20199,225376N/A572N/A
3/31/20199,340326N/A627N/A
12/31/20189,352286N/A596N/A
9/30/20189,287231N/A603N/A
6/30/20189,059221N/A455N/A
3/31/20188,686221N/A468N/A
12/31/20178,307186N/A578N/A
9/30/20177,873204N/A468N/A
6/30/20177,648183N/A368N/A
3/31/20177,479142N/A466N/A
12/31/20167,411160N/A370N/A
9/30/20167,276160N/A325N/A
6/30/20167,250187N/A432N/A
3/31/20167,324244N/A462N/A
12/31/20157,467266N/A524N/A
9/30/20157,994282N/A726N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di AGCO ( 16.4% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di AGCO ( 16.4% all'anno) cresceranno più lentamente rispetto al mercato US ( 17.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di AGCO cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di AGCO ( 5.1% all'anno) crescerà più lentamente rispetto al mercato US ( 13.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di AGCO ( 5.1% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di AGCO sarà basso tra 3 anni ( 14.5 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/13 17:02
Prezzo dell'azione a fine giornata2026/09/11 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

AGCO Corporation è coperta da 32 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Mircea DobreBaird
Adam SeidenBarclays
Andrew KaplowitzBarclays