Deere (DE) 주식 개요
디어앤컴퍼니는 전 세계적으로 다양한 장비를 제조 및 유통하는 기업입니다. 자세히 보기
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Analyst Price Targets
Capital Goods opportunity
Deere & Company 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$580.54 |
| 52주 최고가 | US$674.19 |
| 52주 최저가 | US$433.00 |
| 베타 | 0.97 |
| 1개월 변동 | 0.79% |
| 3개월 변동 | -0.44% |
| 1년 변동 | 18.48% |
| 3년 변동 | 55.73% |
| 5년 변동 | 53.54% |
| IPO 이후 변동 | 26,126.74% |
최근 뉴스 및 업데이트
Seeking Alpha • May 07
Deere: Q2 Earnings Beat Could Be On The Way With Industry Tailwinds
Summary Deere is positioned for a strong fiscal Q2 earnings beat, driven by easy compares and street underestimating leverage. Despite global agricultural market pressures, signs of bottoming and inventory flushes suggest a supportive fiscal 2027 backdrop for DE. Guidance implies 3.3% topline growth, but I model 6% for Q2 and $6.91 EPS versus the street at $5.71, with potential for positive revisions. Valuation is robust at 33x earnings; upside remains as earnings revisions, not multiple expansion, drive DE toward $630–$800/share. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.내러티브 업데이트 • 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.Recent updates
Seeking Alpha • May 07
Deere: Q2 Earnings Beat Could Be On The Way With Industry Tailwinds
Summary Deere is positioned for a strong fiscal Q2 earnings beat, driven by easy compares and street underestimating leverage. Despite global agricultural market pressures, signs of bottoming and inventory flushes suggest a supportive fiscal 2027 backdrop for DE. Guidance implies 3.3% topline growth, but I model 6% for Q2 and $6.91 EPS versus the street at $5.71, with potential for positive revisions. Valuation is robust at 33x earnings; upside remains as earnings revisions, not multiple expansion, drive DE toward $630–$800/share. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새 내러티브 • 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?내러티브 업데이트 • 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.
새 내러티브 • 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?분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha주주 수익률
| DE | US Machinery | US 시장 | |
|---|---|---|---|
| 7D | -1.6% | 5.7% | 3.2% |
| 1Y | 18.5% | 58.6% | 31.0% |
수익률 대 산업: DE은 지난 1년 동안 58.6%의 수익을 기록한 US Machinery 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: DE은 지난 1년 동안 31%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| DE volatility | |
|---|---|
| DE Average Weekly Movement | 5.4% |
| Machinery Industry Average Movement | 6.6% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: DE는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: DE의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1837 | 73,100 | John May | www.deere.com/en |
디어앤컴퍼니는 전 세계적으로 다양한 장비를 제조 및 유통하는 기업입니다. 이 회사는 네 가지 부문으로 운영됩니다: 생산 및 정밀 농업, 소규모 농업 및 잔디, 건설 및 임업, 금융 서비스입니다. 생산 및 정밀 농업 부문은 4륜 구동 트랙 및 줄 작물 트랙터, 수확기, 면화 수확기 및 스트리퍼, 사탕수수 수확기 및 로더, 토양 준비, 경운, 파종 및 작물 관리 장비는 물론 분무기 및 영양 관리, 토양 준비 기계, 관련 부착물 및 서비스 부품을 포함한 응용 장비를 제공합니다.
Deere & Company 기초 지표 요약
| DE 기초 통계 | |
|---|---|
| 시가총액 | US$159.81b |
| 순이익 (TTM) | US$4.81b |
| 매출 (TTM) | US$46.73b |
32.6x
주가수익비율(P/E)3.4x
주가매출비율(P/S)DE는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| DE 손익계산서 (TTM) | |
|---|---|
| 매출 | US$46.73b |
| 매출원가 | US$29.39b |
| 총이익 | US$12.27b |
| 기타 비용 | US$7.45b |
| 순이익 | US$4.81b |
최근 보고된 실적
Feb 01, 2026
다음 실적 발표일
May 21, 2026
| 주당순이익(EPS) | 17.82 |
| 총이익률 | 26.25% |
| 순이익률 | 10.30% |
| 부채/자본 비율 | 238.0% |
DE의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Deere 배당 일정 | |
|---|---|
| 배당락일 | Mar 31 2026 |
| 배당 지급일 | May 08 2026 |
| 배당락일까지 남은 일수 | 39 days |
| 배당 지급일까지 남은 일수 | 1 day |
DE는 안정적으로 배당을 지급합니까?
DE 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 22:40 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/02/01 |
| 연간 수익 | 2025/11/02 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Deere & Company는 50명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Eade | Argus Research Company |
| Mircea Dobre | Baird |
| Andrew Kaplowitz | Barclays |