AGCO (AGCO)
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-09-14
$122.30+0.99%
Close 2026-09-14 · 1-day change
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-09-14
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 broken — EPS reaches $6.00 per share in FY26: FY26 EPS guidance $5.50-$5.75 vs $6.00 target.
View ThesisRevenue is growing steadily — about 2% 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 growth depends on executing its Farmer-First strategy and improving operating margins. Revenue growth is under pressure, as seen in the latest earnings miss. AGCO trades at 21× P/E versus a peer median of 24×. This suggests the price reflects less growth than expected. The primary risk is the potential for further guidance cuts, which could lead to lower estimates. Peer multiples imply a price about 8% below where it trades. Our read remains provisional.
Trailing returns as of 2026-09-14. AGCO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering AGCO (as of Sep 2026).
Based on 6 Wall Street analysts offering 12-month price targets for AGCO in the last 4 months.
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Compare AGCO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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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 11 valuation methods, at three horizons. As of 2026-09-14. 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.
Upgrade indicates positive outlook on revenue growth.
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 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $122.30
The last 12 months of price, then the range of analyst 12-month targets from today’s $122.30.
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
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Execute Farmer-First strategy with innovation and cost discipline
Supports Farmer-First strategy through improved distribution.
Advances: Maintain cost discipline and improve operating margins
Upgrade indicates confidence in margin recovery potential.
Threatens: Execute Farmer-First strategy with innovation and cost discipline
Lower demand and guidance cuts impact growth strategy.
Advances: Focus on revenue growth
Market share gains support revenue growth objective.
Threatens: Focus on revenue growth
Mixed results indicate potential revenue growth challenges.
Threatens: Enhance gross profit margins
Margin pressure could hinder gross profit margin enhancement.
Threatens: Focus on revenue growth
Missed sales expectations indicate potential revenue growth issues.