AGCO (AGCO)
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-10-29
$107.84+5.56%
Close 2026-10-29 · 1-day change
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-10-29
Research Workspace
Put AGCO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS reaches $6.00 per share in FY26: Comparison needs review.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAGCO’s recovery thesis rests on cost discipline and improved margins amid a farm-equipment downturn. Revenue growth has slowed: Q3 2026 revenue fell year over year despite an earnings beat. Q3 adjusted earnings beat consensus, yet reported profits remain weakly backed by cash. AGCO trades at 19× P/E versus a 22× peer median. The price reflects less growth than our forecast, despite recent revenue weakness. Fragile cash backing and a 27% next-quarter miss probability threaten the case. The FY26 EPS pillar needs review because its comparison is unverified. Peer multiples imply a price about 18% above where it trades. The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-29. AGCO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering AGCO (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for AGCO in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AGCO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Industrials (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put AGCO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Official 2026 outlook provides concrete sales, EPS, and margin targets, supporting visibility on recovery and execution.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $107.84
The last 12 months of price, then the range of analyst 12-month targets from today’s $107.84.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Reported profit beat amid an equipment trough supports resilience, cost discipline, and recovery execution.
Advances: Increase quarterly dividend to $0.30 per share
Declared dividend matches the tracked $0.30 quarterly payout objective.
Regulatory probe could impact cost discipline and margins.
Advances: Maintain cost discipline and improve operating margins
Better margins support management's cost discipline objective.
Advances: Execute Farmer-First strategy with innovation and cost discipline
Partnership enhances innovation in product offerings.
Upgrade indicates positive outlook on revenue growth.
Advances: Execute Farmer-First strategy with innovation and cost discipline
Supports Farmer-First strategy through improved distribution.
