How Deere's (DE) Leadership Shuffle Reflects Its Bet on Smart Agriculture Expansion

• In early September 2025, Deere & Company announced leadership changes as part of its ongoing Smart Industrial Strategy, appointing Deanna Kovar and Justin Rose as presidents of major global divisions and reassigning Cory Reed to oversee lifecycle and customer support initiatives.
• This executive restructuring aligns specialized expertise with Deere’s growth priorities in intelligent, connected agriculture, reaffirming its commitment to expanding both high-tech product offerings and customer support services worldwide.
• We’ll explore how Deere’s renewed focus on specialized leadership in precision and production agriculture may influence its investment outlook moving forward.

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Deere Investment Narrative Recap

To get behind Deere’s story, you have to believe in the transformation of global agriculture through precision technology and Deere’s ability to lead that shift while managing market headwinds. The recent leadership changes support the company’s Smart Industrial Strategy, likely keeping its focus on automation and data-driven services intact, but won’t materially alter the immediate concerns around large equipment demand softness or margin pressure in the North American market.

Among recent company news, Deere’s completion of a US$300.28 million share buyback program stands out, as it underscores management’s ongoing commitment to returning capital to shareholders during a period of earnings guidance reductions and market uncertainty. This buyback activity may provide some short-term support for the stock despite the prevailing volatility in end-market sales.

However, investors should be aware that, while these signals are positive, there is still the risk of sustained pressure on Deere’s core revenue if...

Read the full narrative on Deere (it's free!)

Deere is projected to reach $45.1 billion in revenue and $8.6 billion in earnings by 2028. This outlook reflects a 0.7% annual decline in revenue, but a $3.4 billion increase in earnings from the current level of $5.2 billion.

Uncover how Deere's forecasts yield a $533.38 fair value, a 13% upside to its current price.

Exploring Other Perspectives

Seven members of the Simply Wall St Community offered fair value estimates for Deere stock, with figures ranging from US$350 to US$849 and the widest group between US$450 and US$650. While opinions on valuation differ, many remain watchful of the ongoing 30 percent projected decline in North American large ag equipment sales and its potential to weigh on Deere’s performance as markets shift.

Explore 7 other fair value estimates on Deere - why the stock might be worth 26% less than the current price!

Build Your Own Deere Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• 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.
• Our free Deere research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Deere's overall financial health at a glance.

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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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