Deere & Company (DE)
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-10-30
$675.48+2.35%
Close 2026-10-30 · 1-day change
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-10-30
Research Workspace
Put DE 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.
The reason to own it still holds.
View ThesisManagement screens strong on capital allocation, earnings delivery, the balance sheet, market reaction to earnings.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskDeere depends on steady earnings and modest revenue growth, not accelerating sales. Its farm equipment business remains exposed to regulatory inquiries into market practices. Third-quarter fiscal 2026 revenue grew 5% year over year, and earnings beat consensus. That revenue growth slowed from 13% in Q1, despite beats in all listed quarters. Deere trades at 37× P/E versus the 23× peer median, with expectations pricing more growth than forecast. Fragile cash backing and regulatory scrutiny could weaken the earnings case. The next-quarter miss probability is 17%. Peer multiples imply a price about 46% below where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. DE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 26 analysts currently covering DE (as of Oct 2026).
Based on 8 Wall Street analysts offering 12-month price targets for DE in the last 4 months.
Continue this research
Compare DE 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 |
|---|---|---|---|---|---|
| DE 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 12 valuation methods, at three horizons. As of 2026-10-30. 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 DE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Regulatory inquiries could impact market practices and profitability.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $675.48
The last 12 months of price, then the range of analyst 12-month targets from today’s $675.48.
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.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Inquiry could impact production and sales strategies.
Advances: Focus on growth in Small Ag & Turf and Construction & Forestry
Upgrade reflects positive outlook on growth in Small Ag & Turf.
Advances: Focus on growth in Small Ag & Turf and Construction & Forestry
Increased construction demand supports growth in targeted sectors.
Advances: Focus on growth in Small Ag & Turf and Construction & Forestry
Growth in unexpected areas supports focus on Small Ag & Turf.
Labor disputes may affect production and leadership stability.
Advances: Increase net income guidance
Raising net income guidance supports growth objectives.
Advances: Increase net income guidance
Strong net income supports growth objectives.
