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DEDE

Deere & Company

$DE·$158B·Agricultural - Machinery·Industrials
$598.97+1.6%YTD+28.5%1Y+18.0%
Mentions · last 7 days
2026-07-10: 301 posts2026-07-11: 120 posts2026-07-12: 220 posts2026-07-13: 234 posts2026-07-14: 122 posts2026-07-15: 102 posts2026-07-16: 96 posts1,227+8%
Price updated 15h ago·X counts updated 15h ago
DEDE
$DEDeere & Company
$598.97+1.61%1.2k posts+8%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $DE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-17

The move is getting stronger, with heavier trading behind it.

Ag-and-construction equipment leader running with the industrials rotation, right-to-repair settlement removes an overhang.

Deere is the global leader in agricultural equipment (tractors, combines) plus a growing construction-and-forestry business, all supported by John Deere Financial. It's the compounder of the industrial-machinery space and the tape has finally recognized it.

Why the tape has re-accelerated:

  • Growth is inflecting after a soft ag cycle: Q2 revenue up 6.7% YoY, and Q1 was +16% — the four-quarter path has moved from -8% to +12% to +16% to +7%, indicating the ag-equipment down-cycle is reversing.
  • Margins are unusually strong for machinery: Q2 operating margin 22%, gross margin 35% — this is what the premium of the John Deere brand and precision-ag technology (See & Spray, autonomous tractors) delivers.
  • The FTC right-to-repair settlement removes a regulatory overhang: the July 15 development where Deere effectively conceded on independent-repair rules removes one of the near-term policy risks the market was pricing.
  • Insider action is neutral (no notable buys or sells), and the balance-sheet toolkit is being used: a $300M Canadian senior notes issuance at 4.85% is exactly the kind of well-timed funding move a well-run industrial makes.
  • The tape is confirming: 63% of the 52-week range with YTD +28%, and Deere trades in a tight correlation with the CAT/UNP/GE industrial-leadership basket the community is playing.

The forward view: the August 20 Q3 print is the referee. A beat with a reaffirmed or raised full-year guide and specific commentary on ag equipment order backlogs would extend the run toward new highs. What breaks the accelerating leg: a soft ag-commodity print (grains rolling over), a China-tariff escalation that hits ag exports, or a Q3 print that shows dealer inventories re-building faster than end-demand supports. What extends it: any pricing-power commentary that says precision-ag features are commanding a real ASP premium.

Agrees with X sentimentThe bullish X read on the industrials rotation and Deere's participation is directionally right. Our take agrees, and adds the right-to-repair settlement as a real risk-off event that the crowd hasn't fully digested.

What to watch: August 20 Q3 earnings and any dealer-inventory or ag-order-backlog commentary; a China-tariff escalation on ag exports or a rolling-over grains complex would end the accelerating leg.

On the calendar: 2026-08-20 — Q3 2026 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-09

Deere chatter is thin and constructive. DE is up 28.17% YTD as part of a strong industrials rotation alongside $CAT (+65.5%), $UNP, $GE, $LMT and $WM. John Deere caved on right-to-repair, and canola-to-biofuel momentum is a mild macro tailwind. A comparative CAT vs DE post frames DE's $61.32B financial services debt vs CAT's stronger cash position. Overall sentiment leans bullish.

Read the AI verdict + X sentiment for $DE

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

World's leading maker of farm and construction equipment, investing in precision agriculture software and autonomous machinery.

Industry overviewAI analysisGenerated by AI from underlying data

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

Agricultural - Machinery · Industrials

No material change from last week — AI data center campus buildouts and Texas infrastructure projects are supporting equipment demand beyond the agriculture cycle.

What this means for $DE

Direct beneficiary — World's leading maker of farm and construction equipment, investing in precision agriculture software and autonomous machinery; the business model is a direct conduit for the AI data center and Texas infrastructure construction support.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+15.8%YTD
+19.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
32.9How 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
7.1%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
18.4%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
2.4%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
3.4Same 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
18.3%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
35.4%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
2.3Total 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
Q1 2026May 21, 2026$6.55$5.70+14.9%
Q4 2025Feb 19, 2026$2.42$2.02+19.8%
Q3 2025Nov 26, 2025$3.93$3.84+2.3%
Q2 2025Aug 14, 2025$4.75$4.57+3.9%
Next earningsThu, Aug 20·consensus EPS $4.72

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$13.4B+6.7%38.2%22.5%$6.56$874.0M
Q1 FY26$9.6B+16.3%34.7%16.2%$2.43$-1.6B
Q4 FY25$12.1B+11.7%32.6%15.7%$3.94$2.6B
Q3 FY25$11.8B-8.3%35.8%18.3%$4.76$1.8B

Forward consensus

3-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$41.7B$41.4B – $41.9B$18.09$16.70 – $18.7912
FY27$44.9B$44.1B – $45.3B$22.61$20.67 – $24.0912
FY28$49.0B$48.7B – $49.2B$27.18$21.10 – $35.428

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.0.6×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.63%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.+0.5%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.+8.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 269.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% 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.β0.905-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 10 other (9 awards · 1 inkind) in window

See when $DE 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
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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

S-3ASRAuto-shelf registrationJun 17S-3ASR
AI summary

Deere & Company and its subsidiary Deere Funding Canada Corporation filed an S-3ASR automatic shelf registration on June 17, 2026, covering an unspecified aggregate dollar amount of debt and equity securities. The filing names Kirkland & Ellis and Sidley Austin as counsel, and securities may be sold from time to time after effectiveness. This is a routine shelf refresh for a well-capitalized investment-grade issuer and is not immediately dilutive; it provides capital markets flexibility for future debt or equity issuances.

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change
AI summary

DE (DE) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in CTO. Individuals named in the filing include The Securities, Employer Identification. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KPress release / Reg FDMay 218-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Deere & Company (DE) filed an 8-K on May 21, 2026 disclosing financial results (Item 2.02) and a Regulation FD disclosure (Item 7.01), the standard earnings release package for a publicly traded company. Deere is a Moline, Illinois-based agricultural and construction equipment manufacturer listed on the NYSE. The excerpt does not include the financial figures; as a major industrial bellwether, Deere's quarterly results carry significant market implications for the agricultural and construction sectors.

3New insider — initial holdingsMay 113
AI summary

Deere & Company (DE) filed a Form 3 initial statement of beneficial ownership for a newly appointed officer or director, specifically CFO Norwood, who holds 1,113 shares of common stock directly. This is a routine SEC disclosure required within 10 days of becoming an insider at the company. The filing establishes the baseline ownership record for the named executive officer. No derivative securities were reported.

8-KOfficer or director changeMay 18-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Deere & Company (DE) filed an 8-K covering an executive leadership change (Item 5.02) and a Regulation FD disclosure (Item 7.01). The agricultural and construction equipment manufacturer reported a departure or appointment at the officer or director level, while simultaneously making investor presentation materials publicly available. The RegFD ensures equal access to any information shared with select investors. Executive transition details and disclosed materials are attached as exhibits.

8-KOfficer or director changeMar 168-K — Item 5.02: Officer or director change
8-KShareholder voteFeb 278-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDFeb 198-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 11 other (2 10-Qs · 2 13Gs · 2 11-Ks · 2 PX14A6Gs) in window

Recent news

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

Deere (DE) Increases Despite Market Slip: Here's What You Need to Knowzacks.com·18h agoALG vs. DE: Which Stock Is the Better Value Option?zacks.com·2d agoWill Deere Benefit From Settling Its FTC Right-to-Repair Dispute?zacks.com·2d agoDeere & Company (DE) is Attracting Investor Attention: Here is What You Should Knowzacks.com·3d agoDeere's $20 Billion Precision Ag Push Is Transforming Farming And That Is Good News For the Stock247wallst.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on X

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Voices on X · last 7 days

No standout posts about $DE 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.

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