TickerTalks
Browse all tickers →
TickerTalks›$AGCO
AGAGCO

AGCO Corporation

$AGCO·$8.8B·Agricultural - Machinery·Industrials
$133.99+6.5%
Mentions · last 7 days
2026-08-28: 1 posts2026-08-29: 1 posts2026-08-30: 1 posts2026-08-31: 43 posts2026-09-01: 9 posts2026-09-02: 25 posts2026-09-03: 5 posts85
Price updated 2m ago·X counts updated 21h ago
AGAGCO
$AGCOAGCO Corporation
$133.99+6.49%85 posts
AI analysisFundamentalsVoices on X
Loading…

Sentiment on XAI analysisGenerated by AI from underlying data

Top X posts

How loud the X conversation is around $AGCO and which way it's leaning — read in seconds.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-09-03

AGCO — heavy machinery rotation with call gains: $125 Sep 18 calls up 208-408% in a week. Massive rotation into agriculture/farm equipment alongside DE/TITN with call gains 250-1150%. Bulls actively trading the rotation. Speculative pump-mode bullish.

Read what X is saying about $AGCO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • Volume context so you know if today's chatter is normal or unusual
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

AGCO Corporation operates as a global manufacturer and distributor of essential agricultural machinery and associated replacement components. The company's diverse product portfolio includes a range of tractors: high-horsepower models designed for large-scale operations such as row crop cultivation, soil preparation, planting, land leveling, seeding, and commercial hay production; utility tractors catering to the needs of small to medium-sized farms, as well as specialized sectors like dairy, livestock, orchards, and vineyards; and compact tractors suitable for smaller agricultural ventures, specialty farming, landscaping, equestrian activities, and residential applications. Beyond tractors, AGCO provides comprehensive systems for grain management, encompassing storage bins, drying units, and handling equipment, alongside seed-processing solutions. Its offerings for livestock and poultry include feed storage and delivery systems, advanced ventilation and watering setups, and specialized equipment for egg and broiler production. For the harvesting and packaging of vegetative feeds, vital for industries such as beef cattle, dairy, equine, and renewable fuels, the company supplies an array of equipment. This includes various balers (round and rectangular), loader wagons, self-propelled windrowers, forage harvesters, disc mowers, spreaders, rakes, tedders, and mower conditioners. AGCO's implement division offers disc harrows for seedbed leveling and chemical mixing; heavy tillage equipment for soil breakup and crop residue incorporation; field cultivators for creating smooth seedbeds and weed destruction; drills for small grain seeding; diverse planters and other planting apparatus; and loaders for material handling. Furthermore, the company produces combines specifically engineered for harvesting staple grain crops like corn, wheat, soybeans, and rice. Its application equipment segment features self-propelled, three- and four-wheeled vehicles and related implements for the precise distribution of liquid and dry fertilizers and crop protection chemicals, both before and after crop emergence. Complementing its core machinery, AGCO also manufactures diesel engines, gears, and generating sets. The company's extensive product line is distributed globally through a network of independent dealers and distributors, marketed under renowned brands such as Challenger, Fendt, GSI, Massey Ferguson, and Valtra. AGCO Corporation was founded in 1990 and maintains its corporate headquarters in Duluth, Georgia.

Industry overviewAI analysisGenerated by AI from underlying data

Where Agricultural - Machinery sits in its cycle right now — and what that implies for $AGCO.

Agricultural - Machinery · Industrials

Crop price cycles (corn, soy, wheat) drive agricultural input and equipment demand; fertilizer pricing has normalized from post-Ukraine spike peaks. Precision agriculture adoption (GPS planting, AI-driven yield optimization) is the structural demand driver for capital equipment.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+19.8%YTD
+16.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
25.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.43$1.46-2.1%
Q1 2026May 5, 2026$0.94$0.44+114.0%
Q4 2025Feb 5, 2026$2.17$1.85+17.3%
Q3 2025Oct 31, 2025$1.35$1.26+7.1%
Next earningsFri, Oct 30·consensus EPS $0.88

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$2.6B-1.0%24.7%5.8%$1.08$108.2M
Q1 FY26$2.3B+14.3%24.8%4.0%$0.76$-455.0M
Q4 FY25$2.9B+1.1%25.4%9.5%$1.30$675.0M
Q3 FY25$2.5B-4.7%25.0%6.3%$4.10$2.1M

Forward consensus

4-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.2B$10.1B – $10.3B$5.65$5.39 – $6.0311
FY27$10.7B$10.4B – $11.0B$7.32$6.56 – $9.2212
FY28$11.4B$10.7B – $12.0B$9.68$8.26 – $13.199
FY29$11.4B$11.0B – $11.7B$8.90$8.56 – $9.224

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.61%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 58.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.085-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 14De Lange BobDirector1.0K sh$101KSellAug 6Bennett Kelvin EugeneSVP Engineering2.0K sh$205KSellAug 5Tractors & Farm Equipment Ltd10% owner492.4K sh$56.8MSellMay 5Tractors & Farm Equipment Ltd10% owner422.6K sh$52.1M
+ 20 other (17 awards · 3 inkinds) in window

See when $AGCO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change
AI summary

AGCO Corporation disclosed an executive leadership reshuffling effective August 1, 2026: Damon Audia, previously serving as Chief Financial Officer, was named President of PTx & Corporate Strategy; and Indira Agarwal, previously VP and Chief Accounting Officer, was promoted to the CFO role. The transition reflects an internal reallocation of senior executive responsibilities at the agricultural equipment company. A press release announcing the leadership changes is filed as an exhibit.

8-KCharter amendmentJul 108-K — Item 5.03: Charter amendment
AI summary

AGCO Corporation amended its corporate bylaws on July 8, 2026, introducing a new right for stockholders holding at least 25% of the company's voting power collectively to call special meetings of stockholders. The bylaw amendment also includes conforming and clarifying changes to related provisions. The amended and restated bylaws are filed as Exhibit 3.2 to the 8-K.

8-KShareholder voteApr 248-K — Item 5.07: Shareholder vote
3New insider — initial holdingsApr 83
+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Massey Ferguson Introduces N-Series Split/Narrow Row Planter at 2026 Farm Progress Showprnewswire.com·2d agoNew Strong Sell Stocks for September 2ndzacks.com·3d agoIs the Options Market Predicting a Spike in AGCO Stock?zacks.com·3d agoFendt™ Launches 1100 Vario™ MT Gen2 Track Tractor, Momentum™ 80-Foot Planter and 300 Vario Gen5 at 2026 Farm Progress Showprnewswire.com·3d agoDeere and AGCO Rally 4% as Baird Upgrades Both on North America Row Crop Demand247wallst.com·4d ago

More in Agricultural - Machinery

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$CAT$DE$CNH
Voices on X · top 4 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport