Deere & Company (DE) Stock Analysis
Breakout setup
Industrials · Farm & Heavy Construction Machinery
Hold if already holding. Not a fresh buy at $577.33, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.4).
Deere & Company manufactures agricultural equipment (PPA: $17.3B, SAT: $10.2B; 71% of equipment net sales) and construction/forestry equipment (CF: $11.4B; 29%), plus financial services. Tariffs directly impacted product and component costs by approximately $600M in FY2025.... Read more
Hold if already holding. Not a fresh buy at $577.33, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.4). Chart setup: Golden cross, above all MAs, RSI 58, MACD bullish. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 4.2/10, high confidence.
Passes 5/8 gates (positive momentum, clean insider activity, earnings proximity 70d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About Deere & Company
About Deere & Company
Deere & Company's equipment operations recorded approximately $38.9 billion in net sales for fiscal year 2025, split across Production & Precision Agriculture (PPA, 45%), Construction & Forestry (CF, 29%), and Small Agriculture & Turf (SAT, 26%). About 2,050 independent dealer locations serve the U.S. and Canada alongside additional global dealer networks. Unfavorable agricultural market conditions in 2025 drove lower sales volumes and elevated receivable write-offs, with the company expecting certain of those conditions to persist into fiscal year 2026.
Deere earns revenue through equipment sales and aftermarket parts and services, with its Financial Services segment providing retail notes, revolving charge accounts, wholesale receivables, and leases to finance a significant portion of equipment sales worldwide. The PPA and SAT segments — representing 71% of equipment operations combined — are highly cyclical, with demand driven by farm commodity prices, farm income, and government agricultural policies. The CF segment competes globally against Caterpillar Inc., Komatsu Ltd., and Volvo Construction Equipment, while the agricultural segments compete with AGCO Corporation, CLAAS KGaA mbH, CNH Industrial N.V., and Kubota Tractor Corporation. Nearly 80% of domestic U.S. sales are assembled domestically; certain compact construction products shifted to Mexico in 2024 became subject to additional tariffs in 2025, prompting the company to pursue USMCA qualification to mitigate elevated costs. Precision technology embedded in equipment and delivered through the John Deere Operations Center represents a growing aftermarket and lifecycle-solutions revenue stream.
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A raw material dependency flagged specifically in the 10-K concerns rare earth minerals: certain products including motors and batteries rely on rare earths, a significant majority of which are sourced from China. The 10-K warns that inability to obtain export permits for these minerals could have a detrimental effect on the business. This supply risk compounds a tariff exposure the company quantified directly: incremental import tariffs incurred in fiscal year 2025 totaled approximately $600 million, excluding the indirect effect on supplier costs and market demand. Retaliatory tariffs from trade partners on U.S.-exported products could further weigh on agricultural equipment profits if enacted or expanded.
See also: Industrials · Farm & Heavy Construction Machinery
From Deere & Company's most recent 10-K filing, extracted June 9, 2026.
Recent developments
updated 2026-06-10Recent Developments — Deere & Company
Latest news
- NEWS Deere Reports Earnings Thursday. Here's How Much Traders Expect Its Stock to Move - Investopedia — Investopedia neutral
- NEWS Deere (DE) Stock Falls Amid Market Uptick: What Investors Need to Know - Yahoo Finance — Yahoo Finance negative
- NEWS Deere & Company (DE) is Attracting Investor Attention: Here is What You Should Know - Yahoo Finance — Yahoo Finance positive
- NEWS Handelsbanken Fonder AB Grows Position in Deere & Company $DE - MarketBeat — MarketBeat positive
- NEWS Swiss Life Asset Management Ltd Has $22.59 Million Stock Position in Deere & Company $DE - MarketBeat — MarketBeat neutral
Generated 2026-06-15T18:11:46Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-05-01Item 5.02MEDIUMT. Brent Norwood, age 44, appointed SVP and CFO effective May 1, 2026, replacing acting CFO Ryan Campbell, who continues as President, Worldwide Construction & Forestry and Power Systems. Norwood previously VP & Finance Director, Construction & Forestry.SEC filing →
- 2026-03-16Item 5.02LOWBoard approved one-time PSU grants to named executive officers and certain senior officers on approximately March 19, 2026, under the 2020 Equity and Incentive Plan. Performance period runs through October 2030 based on SVA targets. Compensatory arrangement only.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Revenue shrinking — -11.1% YoY. Growth thesis broken unless recovery story develops.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $577.33, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.4). Chart setup: Golden cross, above all MAs, RSI 58, MACD bullish. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $579.79 (+0.4%), stop $538.95 (−7.1%), A.R:R 0.0:1. Score 4.2/10, high confidence.
Take-profit target: $579.79 (+0.4% upside). Target $579.79 (+0.4%), stop $538.95 (−7.1%), A.R:R 0.0:1. Stop-loss: $538.95.
Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.4); Sector modifier (Industrials): -0.7.
Deere & Company trades at a P/E of 32.7 (forward 25.3). TrendMatrix value score: 4.5/10. Verdict: Hold.
34 analysts cover DE with a consensus score of 3.8/5. Average price target: $644.
What does Deere & Company do?Deere & Company manufactures agricultural equipment (PPA: $17.3B, SAT: $10.2B; 71% of equipment net sales) and...
Deere & Company manufactures agricultural equipment (PPA: $17.3B, SAT: $10.2B; 71% of equipment net sales) and construction/forestry equipment (CF: $11.4B; 29%), plus financial services. Tariffs directly impacted product and component costs by approximately $600M in FY2025. Nearly 80% of domestic sales are assembled in the U.S.; equipment sold globally through ~2,050 independent dealer locations in the U.S. and Canada.