Deere & Company (DE) News Today

Deere & Company (DE) is trading higher today after a mix of bullish analyst coverage and sector tailwinds, offset by negative headlines and a downgrade from Zacks. Investors appear to be reacting to RBC Capital's fresh coverage and growth commentary around Deere's tech-led agriculture positioning, while weighing a Zacks "Strong Sell" call, a small EPS revision and reports of job moves to Mexico that raise reputational and political risk.

• Positive Sentiment: RBC Capital initiated coverage with an Outperform rating and $542 price target, citing Deere’s tech-enabled agriculture edge and upside to EPS through 2026. Article
• Positive Sentiment: Coverage and trade publications are highlighting Deere’s role in S&P 500 machinery gains, supporting investor interest in the sector exposure. Article
• Neutral Sentiment: MarketBeat flagged Deere among seven agriculture stocks to watch, increasing visibility but not delivering firm fundamentals changes. Article
• Neutral Sentiment: Industry reports (IoT in construction) include Deere as a participant in long-term connected-equipment trends — a positive strategic theme but not immediate earnings news. Article
• Negative Sentiment: Zacks Research downgraded Deere to a "Strong Sell" and trimmed a FY2027 EPS forecast slightly, which can pressure sentiment given the prominence of sell-side signals. Article
• Negative Sentiment: Follow-up Zacks notes lowered FY2027 EPS estimates (minor cut) and the firm retains very bearish positioning — increases near-term headline risk. Article
• Negative Sentiment: Media reported Deere is shifting hundreds of U.S. jobs to Mexico; this raises political/regulatory and reputational risk that can weigh on the stock despite possible cost benefits. Article