TickerTalks
Browse all tickers →
TickerTalks›$AGCO
AGAGCO

AGCO Corporation

$AGCO·$7.3B·Agricultural - Machinery·Industrials
$102.12-1.5%YTD-1.1%1Y-5.4%
Price updated 7h ago·X counts updated 8d ago
AGAGCO
$AGCOAGCO Corporation
$102.12-1.54%60 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $AGCO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

60X posts · last 7 days
Oct 2Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AGCO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 55% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-11

AGCO is bullish on X — $130 18SEP26 call ran $0.70 → $5.49 (+684%), $125 call up to +841% gain, all-time high breakout potential, and $306K whale into $165 Feb calls (24% OTM). Inside-bar + expansion-news setup drives strong call flow into September expiry.

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
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AGCO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

AGCO call-flow is extreme — $130 Sep calls +684% and $125 calls +841% — the Oct 30 earnings is the real test.

AGCO Corporation is a global agricultural-equipment maker — Massey Ferguson, Valtra, and Fendt brands. The 2026 story has been a quiet operational-reset meeting specific option-flow catalysts.

  • The P&L is modest but surprising: Q2 revenue was down 1% YoY to $2.61B at a 5.8% operating margin and $1.08 EPS, with trailing EPS surprises of -2% then a +114% beat — the earnings swings reflect specific ag-cycle timing rather than business issues.
  • The capital-markets positioning is substantive: $130 Sep calls went from $0.70 to $5.49 (+684%), $125 calls +841%, and a $306K whale into $165 Feb calls (24% OTM) — these are specific option-flow signals that typically precede a meaningful earnings event.
  • The product-innovation signal confirms management is positioning for growth: 6th-generation Valtra T Series launch plus the Massey Ferguson/International Tractors partnership for low-horsepower and compact tractors — these are the kinds of product expansions that typically precede operating-leverage inflection.

At 35% of its 52-week range going into Oct 30 earnings, the setup is coiled on option-flow catalysts. A clean beat with reaffirmed FY27 guide is the trigger for continuation; another small-beat with soft forward guide is the invalidation.

Agrees with X sentimentThe specific option-flow numbers ($130 Sep +684%, $306K whale into $165 Feb) are grounded capital-markets data that match an institutional-positioning-into-event setup.

What to watch: Oct 30 Q3 earnings — revenue direction, operating margin, FY27 guide, tractor-sales commentary. Clean beat plus reaffirmed guide is the trigger; soft forward guide is the invalidation.

On the calendar: 2026-10-30 — Q3 earnings

event ahead 30doption flow

Read the AI verdict on $AGCO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

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

Manufactures and sells farm equipment globally under Challenger, Fendt, Massey Ferguson, and Valtra brands, covering tractors through precision-ag tech.

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

No material change from last week — dealer destocking has passed its worst.

What this means for $AGCO

Neutral — Manufactures and sells farm equipment globally under Challenger, Fendt, Massey Ferguson, and Valtra brands, covering tractors through precision-ag tech.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+9.3%YTD
+8.6%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 earningsThu, Oct 29·consensus EPS $0.87

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$5.63$5.40 – $5.7812
FY27$10.7B$10.3B – $11.0B$7.37$6.67 – $9.2112
FY28$11.3B$10.8B – $12.0B$9.22$8.49 – $11.5610
FY29$11.4B$11.0B – $11.7B$8.90$8.58 – $9.215

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.0.7×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.9%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.-9.7%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.-12.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 58.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β1.075-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

SellSep 15Harris Ivory MarieSVP Chief HR Officer1.6K sh$200KSellSep 4Eric P HansotiaCEO2.6K sh$338KSellSep 4Bennett Kelvin EugeneSVP Engineering1.0K sh$133KBuyAug 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 · 2 inkinds · 1 exempt) 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 changeOct 58-K — Item 5.02: Officer or director change
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
+ 6 other (2 10-Qs · 2 earnings 8-Ks · 1 13G · 1 SD) in window

Recent news

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

Do Options Traders Know Something About AGCO Stock We Don't?zacks.com·7d agoAg Equipment's Recovery Trade Meets Washington's Scrutinymarketbeat.com·7d agoColumbus McKinnon (NASDAQ:CMCO) and AGCO (NYSE:AGCO) Critical Reviewdefenseworld.net·7d agoAGCO Corp (AGCO) Stock Down 4.5% but Still Overvalued -- GF Score: 76/100gurufocus.com·10d agoAGCO’s $2 Billion PTx Bet: How Precision Tech Is Reshaping the Farmdefenseworld.net·13d ago

More in Agricultural - Machinery

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

$CAT$DE$CNH
Voices on X · last 7 days

No standout posts about $AGCO on X in the 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