Deere (DE): Assessing Valuation as Investor Focus Rises Ahead of Industry Conference

Deere (NYSE:DE) has seen its stock price swing noticeably in recent months, which has drawn added interest as the company prepares to present at the upcoming Pickering Energy Partners Austin Energy Conference.

See our latest analysis for Deere.

There’s a sense of anticipation around Deere as its share price has bounced around in recent months, reflecting shifting sentiment on growth and risk. While its 1-year total shareholder return of about 15% suggests long-term optimism is holding up, recent momentum has faded. This may be a sign that investors are waiting to see what’s next at the upcoming conference.

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With analysts forecasting strong earnings growth and the stock trading close to its price target, the big question facing investors is whether Deere is currently undervalued or if the market has already accounted for its future gains.

Most Popular Narrative: 13.4% Undervalued

With Deere’s last close at $461.82 and the most widely followed narrative assigning a fair value near $533, the story now hinges on how evolving technology and global market shifts will shape investor expectations.

Rapid adoption of Deere's precision agriculture and automation solutions (for example, JDLink Boost, Precision Essentials bundles, See & Spray tech, and new automation features) is driving higher-value product sales and increased software engagement globally. This positions Deere to benefit from shifts toward high-efficiency, technology-enabled farming, which could lift both future revenue and net margins through higher-margin recurring software and data services.

Read the complete narrative.

Curious about what’s fueling this valuation jump? There’s a bold forecast for profit margins and ambitious growth in ultra-high-margin tech. The real surprise? The narrative’s hidden assumptions about how Deere’s software and automation bets could turn cautious sentiment into big upside. Click through to uncover the numbers and outlook that drive the market’s top narrative.

Result: Fair Value of $533 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, rising steel tariffs and ongoing volatility in North American agricultural demand could quickly undermine Deere’s earnings outlook and challenge its margin growth story.

Find out about the key risks to this Deere narrative.

Build Your Own Deere Narrative

If you want to dig into the numbers and see a different story, you can create your own analysis and narrative in just a few minutes as well: Do it your way.

A great starting point for your Deere research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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