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DEDE

Deere & Company

$DE·$168B·Agricultural - Machinery·Industrials
$640.46-1.6%YTD+39.6%1Y+45.1%
Price updated 2m ago·X counts updated 5d ago
DEDE
$DEDeere & Company
$640.46-1.57%400 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $DE 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.

400X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $DE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-14

Deere & Co. hit a new all-time high — traders repeat a 'farm economy written off for years' framing while the tape says the opposite. A new John Deere AI assistant (named JD) is being cited as fresh product-narrative, and DE is listed among 'real money-printing machines on the steepest discount in years'. No visible bear voice.

Read what X is saying about $DE

  • 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
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AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersAcceleratingAI verdict · as of 2026-10-03

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

Farm equipment at a new all-time high — the "farm economy is dead" narrative is being disproved by the P&L.

Deere is the largest agricultural equipment maker in the world — tractors, combines, construction equipment, and the precision-ag software layer. The stock is up 47% YTD at a fresh all-time high as the "farm economy is dead" narrative gets contradicted by the actual print.

  • Growth is accelerating: fiscal Q3 revenue of $13.4B at +6.7% YoY after +16% in Q2 — the mix of precision-ag plus construction is pulling the top line, and consensus has FY27 revenue of $44.9B.
  • Earnings beats are compounding: last four EPS prints at +9%, +15%, +20%, +2% — 2027 consensus EPS of $22.62 against the $687 stock gives a 30x forward multiple that is defensible against a quality-industrial compounder cycle.
  • The new John Deere AI assistant "JD" is the quiet product-narrative lever — not transformative on its own, but part of the See & Spray/Autonomy stack that justifies the premium multiple.

Nov 25 fiscal Q4 earnings with FY27 revenue guide tracking $45B plus precision-ag monetization clean restarts the move; a soft fiscal 2027 guide or farm-income weakness and the premium compresses from near all-time highs.

Agrees with X sentimentX correctly flags Deere at an all-time high and the "farm economy written off" framing proven wrong — the mechanics (compound EPS beats of +9%, +15%, +20%, +2%) back the view. The crowd is directionally right; the JD AI assistant is the under-weighted precision-ag monetization lever.

What to watch: Nov 25 fiscal Q4 earnings — Production & Precision Ag organic growth above 5%, Construction & Forestry segment margin, FY27 revenue guide tracking consensus $45B, and precision-ag subscription monetization commentary. A guide cut compresses the 30x multiple fast.

On the calendar: 2026-11-25 — fiscal Q4 2026 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — dealer destocking has passed its worst.

What this means for $DE

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

Top industry ETF

$XLIIndustrial Select Sector SPDR
+9.3%YTD
+10.0%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
Q2 2026Aug 20, 2026$5.10$4.69+8.7%
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%
Next earningsWed, Nov 25·consensus EPS $4.07

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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$41.4B$41.1B – $43.2B$18.09$17.97 – $18.4711
FY27$45.0B$43.0B – $49.3B$22.68$19.45 – $25.8611
FY28$48.6B$47.2B – $51.5B$27.13$21.97 – $35.559

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.0.9×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.74%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.-0.8%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.+9.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 269.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% 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.

Insider activity

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

Recent transactions

SellAug 31Ryan D CampbellPres WWC&F and Pwr Systems4.9K sh$3.2MSellAug 24Ryan D CampbellPres WWC&F and Pwr Systems7.8K sh$5.1MSellAug 21Ryan D CampbellPres WWC&F and Pwr Systems23.3K sh$15.1M
+ 5 other (3 exempts · 2 inkinds) 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

8-KPress release / Reg FDAug 208-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Deere & Company (DE) reported fiscal third quarter 2026 financial results on August 20, 2026, covering operations through approximately July 2026, and furnished an investor presentation alongside the earnings release under Regulation FD. Deere has been navigating a significant cyclical downturn in agricultural equipment demand, with lower order volumes and production cuts affecting financial performance. The Q3 results and updated guidance are material for assessing the trajectory of the ag machinery down-cycle and when recovery might begin. Management commentary on order books, dealer inventory, and full-year outlook will be closely watched by investors.

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.

+ 5 other (2 10-Qs · 1 routine 8-K · 1 SD · 1 13G) in window

Recent news

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

Investors Heavily Search Deere & Company (DE): Here is What You Need to Knowzacks.com·2d agoWhich Industrials Stock Do Analysts Like Better: Deere or Caterpillar?fool.com·3d agoCaterpillar Sinks 5% as Deere Edges Higher: Is the Data Center Power Premium Unwinding?247wallst.com·3d agoAg Equipment's Recovery Trade Meets Washington's Scrutinymarketbeat.com·3d agoDeere (DE) Stock Sinks As Market Gains: Here's Whyzacks.com·7d ago

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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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