Deere is past the down-cycle trough but recovery in large-ag North America remains gradual as grower cash receipts only just stabilize. Construction and forestry equipment provides offset from US reshoring infrastructure activity. Precision ag adoption (See & Spray, autonomy) supports premium pricing power. Buyback continues to shrink share count meaningfully.
Thesis reviewed May 29, 2026
Deere & Company is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →🌾Agriculture20REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ICL | ICL Group Ltd. | 26 | +14% | ↓90% | EARLY |
| ANDE | The Andersons, Inc. | 26 | +7% | ↓90% | NEUTRAL |
| FMC | FMC Corporation | 26 | -6% | ↓90% | AVOID |
| ADM | Archer-Daniels-Midland Company | 26 | +4% | ↓90% | NEUTRAL |
| CF | CF Industries Holdings, Inc. | 26 | +11% | ↓90% | EARLY |
| IPI | Intrepid Potash, Inc. | 26 | +11% | ↓90% | EARLY |
| BG | Bunge Global SA | 26 | +12% | ↓90% | EARLY |
Investors who hold DE may also have indirect exposure through these country funds.
USDA forecasts 2026 net farm income up modestly off the bottom
Deere reaffirms FY26 large-ag down 10-15%
Estimates · Yahoo Finance · Not audited figures
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] DELIVERING FOR VETERANS AND CAREGIVERS: YEAR ONE OF THE DOLE ACT ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON OVERSIGHT AND INVESTIGATIONS OF THE …
[Senate Hearing 119-68] [From the U.S. Government Publishing Office] S. Hrg. 119-68 Senate Hearings Before the Committee on Appropriations _______________________________________________________________________ Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations …
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] IMMIGRATION POLICY BY COURT ORDER: THE ADVERSE EFFECTS OF PLYLER v. DOE ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON THE CONSTITUTION AND LIMITED GOVERNMENT OF THE …
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Julie JohnsonTX | Buy | $1k–$15k | Oct 21, 25 | ||
| Julie JohnsonTX | Buy | Unknown amount | Aug 5, 26 | ||
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Dan NewhouseWA | Sell | $1k–$15k | Jul 10, 26 | ||
| Markwayne Mullin | Buy | $15k–$50k | Dec 29, 25 | +5.7% | |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | +5.6% |
| Julia LetlowLA | R | Buy | $1k–$15k | Sep 22, 25 | +8.9% |
| Julia LetlowLA | R | Buy | $1k–$15k | Jan 31, 25 | +8.9% |
| Richard W. AllenGA | R | Buy | $1k–$15k | Aug 14, 24 | +36.8% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Jun 28, 24 | +59.2% |