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Deere & Company Stock Price

NYSE:DE Community·US$182.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 243 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

DE Share Price Performance

US$675.74
206.63 (44.05%)
​
US$685.19
Fair Value
US$675.74
206.63 (44.05%)
1.4% undervalued intrinsic discount
US$685.19
Fair Value
Price US$675.74
AnalystConsensusTarget US$685.19
AnalystLowTarget US$512.76
AnalystHighTarget US$803.77
Fri, 4 Sep 26
Fair ValueUS$685.19
Share Pricen/a

DE Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$685.19 1.4% undervalued intrinsic discount

Precision Farming Advances Will Drive Cycle Recovery Despite Headwinds

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110users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$512.76 31.8% overvalued intrinsic discount

Construction Tailwinds And Equipment Pricing Power Will Eventually Fade For This Machinery Giant

0users have liked this narrative
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1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$803.77 15.9% undervalued intrinsic discount

Long Term Construction Upswing And Aging Farm Fleets Will Support A Stronger Outlook

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DE logo
Deere
1.4% undervalued intrinsic discount

Precision Farming Advances Will Drive Cycle Recovery Despite Headwinds

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 4 Sep
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DE logo
Deere
31.8% overvalued intrinsic discount

Construction Tailwinds And Equipment Pricing Power Will Eventually Fade For This Machinery Giant

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 21 Aug
Read Narrative
DE logo
Deere
15.9% undervalued intrinsic discount

Long Term Construction Upswing And Aging Farm Fleets Will Support A Stronger Outlook

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 15 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
DE logo

DE: Construction Strength And 2027 Farm Replacement Demand Will Support Post Cycle Recovery Potential

Fair Value: US$685.19 1.4% undervalued intrinsic discount
110 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
DE logo

DE: Elevated Multiple Will Face Test From Uneven Agricultural Equipment Demand

Fair Value: US$512.76 31.8% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
DE logo

DE: AI Precision Investment And Tariff Relief Will Support Future Upside

Fair Value: US$803.77 15.9% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Adequate balance sheet average dividend payer.

1 Risk
2 Rewards
View Full Analysis

Deere & Company Key Details

US$47.9b

Revenue

US$30.8b

Cost of Revenue

US$12.1b

Gross Profit

US$7.2b

Other Expenses

US$4.9b

Earnings

Last Reported Earnings
Aug 02, 2026
Next Reporting Earnings
Nov 25, 2026
18.07
25.18%
10.17%
228.6%
View Full Analysis

About DE

Founded
1837
Employees
73100
CEO
John May
WebsiteView website
www.deere.com

Deere & Company engages in the manufacture and distribution of various equipment worldwide. The company operates through four segments: Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services. The Production and Precision Agriculture segment provides four-wheel-drive track and row crop tractors, harvesters, cotton pickers and strippers, sugarcane harvesters and loaders, soil preparation, tillage, seeding, and crop care equipment, as well as application equipment, including sprayers and nutrient management, soil preparation machinery, and related attachments and service parts. The Small Agriculture and Turf segment offers specialty, utility, and compact tractors; self-propelled forage harvesters and attachments; rotary mowers, hay and forage equipment, and utility vehicles; turf and utility equipment, including riding lawn, commercial mowing, and golf course equipment, and utility vehicles, as well as implements for mowing, tilling, snow and debris handling, aerating, residential, commercial, golf, and sports turf care applications. The Construction and Forestry segment provides backhoe loaders, crawler dozers and loaders, four-wheel-drive loaders, excavators, motor graders, articulated dump trucks, skid-steer loaders, milling machines, recyclers, slipform and asphalt pavers, surface miners, compactors, tandem, static rollers, mobile crushers and screens, mobile and stationary asphalt plants, and log harvesters; and road building and rehabilitation equipment. The Financial Services segment finances sales and leases agriculture and turf, and construction and forestry equipment. It also offers wholesale financing to dealers of the foregoing equipment; and extended equipment warranties. Deere & Company has a strategic partnership with Tarter USA to develop and produce flex wing rotary cutters. The company was founded in 1837 and is headquartered in Moline, Illinois.

Recent DE News & Updates

Seeking Alpha • Sep 11

Deere & Company: Showing Leverage, But Not Enough To Justify The Share Price

Summary John Deere receives a Hold rating due to a disconnect between muted revenue growth expectations and a sharply elevated share price. Despite strong segmental performance and margin improvements, DE’s forward valuation at 39x FWD EV/EBIT is not justified by high single-digit revenue growth. Construction & Forestry and Small Ag & Turf segments are offsetting weakness in Production & Precision Ag, with robust demand and margin expansion aided by price realization. Recurring customer loyalty and a dominant market position support a premium, but cyclical end markets and margin pressures cap upside at the current valuation. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 04

DE: Construction Strength And 2027 Farm Replacement Demand Will Support Post Cycle Recovery Potential

Analysts have lifted the Deere fair value estimate from $644.21 to $685.19, reflecting updated views that improving North America replacement demand, stronger farm fundamentals into 2027, and sustained margin support justify a modestly lower discount rate, slightly lower revenue growth assumptions, a higher profit margin outlook, and a reduced future P/E multiple. Analyst Commentary Recent Street research on Deere points to a mixed but generally constructive view on the stock, with several firms updating models after fiscal Q3 results and refreshed assumptions for 2026 and 2027.

Recent updates

No updates

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