Key Points
Deere & Company (DE) opened today under pressure and extended losses into the close. The stock fell from a previous close of $498.13 to $474.85, down 4.67% on the day, declining $23.28. The move deepened a short-term pullback that has unfolded after DE approached its 52-week high earlier this year, signaling investors are reassessing near-term expectations following the company’s latest results and outlook.
Trading was active on above-average volume, consistent with the magnitude of the decline and the market’s quick repricing of expectations. At $474.85, the shares sit roughly 11% below the 52-week high of $533.78 set on 05/16/2025. From a technical perspective, the break lower suggests the $500 area is shaping up as a near-term resistance zone, while traders will be watching whether buyers emerge to stabilize prices in the mid-$470s and rebuild a base.
In recent sessions, DE has seen wider intraday swings alongside shifting sentiment in Industrials, particularly within Capital Goods. The backdrop includes ongoing questions about agricultural demand normalization and cost inflation, which tend to influence equipment makers’ earnings power. That macro tone, combined with company-specific guidance, has amplified volatility and produced today’s decisive downside follow-through.
Why Deere & Company Price is Moving
Deere & Company’s stock is trading at $474.85, with a market capitalization of $134.66 billion. The company reports trailing twelve-month EPS of $19.13, placing valuation in focus given where earnings trends are heading. The shares are currently 11% below the 52-week high of $533.78, reflecting a reset in expectations amid changing sector conditions and company guidance. Trading occurred on above-average volume, underscoring an active response by investors to the latest information.
The immediate catalyst was Deere’s recent fiscal Q4 2025 earnings and outlook. The company posted earnings of $3.93 per share, missing the consensus estimate of $3.96. Net sales from equipment operations were $38.9 billion, down 13% year-over-year but ahead of forecasts. Even so, the bottom line fell 14% year-over-year as higher production costs and tariff impacts weighed on results. For the full fiscal year 2025, earnings came in at $18.50 per share, slightly below the $18.53 estimate and down 28% year-over-year. Management also cut fiscal 2026 net income guidance to a range of $4.0 billion to $4.75 billion, well under analysts’ $5.11 billion expectation, citing persistent weakness in agricultural markets and ongoing cost pressures. Operating margin compressed to 13% from 20.2% a year earlier, highlighting margin pressure.
Collectively, the earnings miss, lower guidance, and margin compression overshadowed revenue outperformance and signaled tougher near-term conditions for heavy equipment demand. With valuation sensitive to earnings trajectories, investors discounted shares accordingly. The sector’s sensitivity to agricultural cycles, tariffs, and cost inflation provided additional pressure, reinforcing today’s 4.7% move.
What is the Deere & Company Rating - Should I Sell or Buy?
Weiss Ratings assigns DE a C rating. Current recommendation is Hold.
The rating is built on six indices: the Weak Growth Index reflects contracting top-line momentum, consistent with revenue growth of -8.62% and an 11.76% profit margin under pressure; the Good Efficiency Index aligns with a solid 21.40% return on equity; the Excellent Solvency Index indicates a strong balance sheet underpinning financial flexibility. The Fair Total Return Index and Fair Volatility Index point to average performance and risk characteristics versus peers over multiple time frames. Finally, the Weak Dividend Index aligns with the modest 1.30% dividend yield, signaling limited income contribution to total return.
Within Industrials, sector peers include GE (B), CAT (B), and RTX (B). Those B-rated names score better on the balance of risk and reward, suggesting stronger recent execution, more durable margin frameworks, or better total return profiles. Relative to these peers, DE’s current growth headwinds and mixed momentum help explain its Hold classification.
A C rating indicates a balanced risk/reward profile. On one hand, DE’s efficiency and solvency are clear positives. On the other, weaker growth trends, margin compression, and a 26.03 P/E ratio temper the outlook, particularly as the market refocuses on earnings durability. In Weiss Ratings’ framework, these cross-currents net out to “Fair” overall quality and performance, supporting a Hold stance while the company navigates cyclical and cost-related pressures.
About Deere & Company
Deere & Company is a global manufacturer of equipment and solutions serving the agricultural, construction, and forestry markets. Operating in the Industrials sector within the Capital Goods industry, the company is widely recognized under the John Deere brand. Founded in 1837, Deere has grown from a maker of steel plows into a diversified equipment leader with a broad product and technology portfolio supporting productivity and efficiency across essential end markets.
The company’s product lineup includes large-scale agricultural machinery such as tractors, combines, sprayers, planters, and harvesters. In turf and compact utility equipment, Deere supplies mowers, compact tractors, and utility vehicles to residential, commercial, and municipal customers. In construction and forestry, offerings span excavators, loaders, dozers, graders, skid steers, and specialized forestry feller bunchers and harvesters. Deere complements hardware with precision agriculture technologies, guidance and telematics systems, and connected solutions that help customers monitor, automate, and optimize operations.
Deere’s market position is supported by a premium brand, a global dealer network, and a focus on precision and autonomy solutions that integrate hardware and software into enterprise workflows. The company emphasizes lifecycle support through parts, service, and financing options that deepen customer relationships and support recurring revenue. With a strategic focus on productivity, sustainability, and data-enabled equipment, Deere maintains competitive advantages in reliability, uptime, and integrated digital capabilities across farming, construction, and forestry applications.
Investor Outlook
With a Hold rating and a mix of strengths in efficiency and solvency offset by weaker growth and margin pressure, investors in DE should watch for stabilization in operating margins, the trajectory of agricultural demand, and whether guidance execution improves. Price action near $500 and sector trends in Capital Goods will likely guide sentiment. See full rankings of all C-rated Industrials stocks inside the Weiss Stock Screener.