TickerTalks
Browse all tickers →
TickerTalks›$DE
DEDE

Deere & Company

$DE·$168B·Agricultural - Machinery·Industrials
$650.65+3.2%YTD+32.5%1Y+28.3%
Mentions · last 7 days
2026-08-21: 96 posts2026-08-22: 24 posts2026-08-23: 24 posts616-3%
Price updated 9m ago·X counts updated 8d ago
DEDE
$DEDeere & Company
$650.65+3.22%616 posts-3%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 numbersCooling offAI verdict · as of 2026-08-30

Catching its breath after a run — could pick back up or fade from here.

The bellwether of ag equipment has re-rated 30% into a soft farmer-income cycle — quality holding up, but the CFO just cashed out $20M of stock.

Deere is the dominant maker of tractors, combines and construction equipment — the ag-machinery bellwether. It has re-rated 30% year-to-date while farmer income is still weak, and insiders have used that strength to unload material stock.

How to weigh the setup:

  • The operating story is quietly improving: revenue grew 6.7% year-on-year last quarter to $13.4B and operating margin recovered to 22.5% — Deere has managed the down-cycle better than the peer group, and the market is pricing in an eventual up-cycle.
  • The multiple is where the debate sits: at 33x trailing earnings and 20x EV/EBITDA for a cyclical, this is priced for the up-cycle to arrive on schedule — a 12-month push-out of that ag-equipment recovery is the main risk to a stock at the 82nd percentile of its 52-week range.
  • The insider signal is loud: officer Ryan Campbell exercised and sold ~$20M of stock across two transactions this month — real distribution, not tax-withholding, at the highs.
  • There's a fresh technology hook: the Ouster lidar autonomous-navigation partnership plus GUSS Automation precision-autonomy give Deere a credible 'ag-AI' angle the market is starting to reward alongside the cyclical trade.

The November 25 print is the next test — a re-acceleration in orders (backlog re-build, dealer inventory turn) keeps the multiple intact; another quarter of soft equipment sales at these multiples turns the insider selling into a leading indicator, not a coincidence.

Agrees with X sentimentAgree with the direction — the crowd's OUST/GUSS ag-AI partnership hook and 'value outperforming AI' framing is fair, and the +35% YTD move is real; the risk they aren't naming is the $20M+ Campbell distribution at the highs and the still-soft farmer income backdrop.

What to watch: November 25 earnings — the specific numbers are large-ag equipment orders (backlog trend) and dealer inventory (needs to be turning); a second soft-orders quarter at 33x earnings turns the CFO-office distribution into a leading indicator.

On the calendar: 2026-11-25 — Q4 FY26 earnings

X sentiment

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

Bullish sentiment19 posts analyzed · as of 2026-08-30

John Deere's thread is emphatic bullish. Posters flag DE +35% YTD, an earnings breakout with volume forming a cup-with-handle, weekly $650 calls printing 201-256% intraday, an Ouster Rev8 lidar partnership for GUSS Automation's orchard/vineyard autonomy, and a California draft bill opening the door to driverless farm equipment operating alongside workers. Fox Business asks 'is value the new growth?' as DE plus KO, XOM and CAT all outpace NVDA. Skepticism is minimal.

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
Free, forever. No credit card.

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

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.

What this means for $DE

Partial — upstream oil & gas exposure ties to commodity price cycle; Deere & Company is a global manufacturer and distributor of .

Top industry ETF

$XLIIndustrial Select Sector SPDR
+19.8%YTD
+15.5%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 $4.12

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$41.6B$41.5B – $41.8B$18.09$17.42 – $18.6312
FY27$44.8B$43.8B – $45.8B$22.48$20.42 – $23.5412
FY28$48.8B$45.1B – $51.4B$27.21$21.15 – $35.518

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.0.5×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.82%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.+3.2%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.+12.0%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 today0.2% 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.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

SellAug 24Ryan D CampbellPres WWC&F and Pwr Systems7.8K sh$5.1MSellAug 21Ryan D CampbellPres WWC&F and Pwr Systems23.3K sh$15.1M
+ 13 other (9 awards · 2 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
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-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.

8-KOfficer or director changeMar 168-K — Item 5.02: Officer or director change
+ 8 other (2 10-Qs · 2 13Gs · 2 11-Ks · 1 routine 8-K) in window

Recent news

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

Beacon Pointe Advisors LLC Makes New Investment in Deere & Company $DEdefenseworld.net·3d agoAncora Advisors LLC Invests $1.15 Million in Deere & Company $DEdefenseworld.net·4d agoDeere & Company Announces Quarterly Dividendprnewswire.com·5d agoCaterpillar vs. Deere: Which Heavy Equipment Stock Should You Bet On?zacks.com·6d agoCan Construction and Forestry Fuel Deere's Long-Term Growth?zacks.com·7d ago

In themes

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

Trending on X

More in Agricultural - Machinery

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

$CAT$KUBTY$KUBTF$SHKLF
Voices on X · top 10 · 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