Copper Loves the Fed Cut. 6 Sleeper Stocks to Play Catch-Up.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 26 2024
0mins
Should l Buy AGCO?
Source: Barron's
Copper Market Overview: Copper prices have surged by 8% following a Federal Reserve rate cut and China's stimulus package, benefiting mining stocks like Freeport-McMoRan and Southern Copper, which have both gained 21%.
Investment Opportunities: Analysts suggest considering lagging stocks such as Worthington Steel, Olympic Steel, Wabash International, and Devon Energy, which may catch up with copper's rising demand and are currently undervalued compared to the S&P 500.
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Analyst Views on AGCO
Wall Street analysts forecast AGCO stock price to fall
11 Analyst Rating
3 Buy
7 Hold
1 Sell
Hold
Current: 138.930
Low
105.00
Averages
122.70
High
138.00
Current: 138.930
Low
105.00
Averages
122.70
High
138.00
About AGCO
AGCO Corporation designs, manufactures and distributes agricultural machinery and precision agriculture technology. The Company’s brands include Fendt, Massey Ferguson, PTx and Valtra. Its segments include North America, South America, Europe/Middle East and Asia/Pacific/Africa regions. Its solutions include tractors, compact/utility tractors, harvesting, hay & forage, crop care & nutrient management, planting & soil preparation, material handling, power generation, water management, and engines. Its tractors include high horsepower tractors, utility or mid-range tractors, and compact tractors. Its hay and forage solutions range from mowers and balers to forage blowers. It offers seeding and tillage equipment for a variety of crops and conditions - from minimum tillage to primary tillage. Its AGCO Power division produces diesel engines, gears and generating sets. It also provides retail and wholesale financing through its finance joint ventures with Cooperatieve Rabobank U.A.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
"Exploring Vibe-Coding in Gas Town: A Guide to the Software Market Decline Featuring 4 Attractive Stock Selections."
Market Trends: There has been a significant selloff in software stocks, particularly affecting software-as-a-service (SaaS) companies.
Cultural References: Various playful terms have emerged to describe the situation, such as "SaaSpocalypse," highlighting the dramatic nature of the declines.
Timing of Declines: The downturn in software stocks began in January, indicating that the issues are not solely recent developments.
Naming Challenges: Attempts to create catchy phrases to describe the selloff, like "Valentine’s Day SaaSsacre" and "SaaSquatch," have faced challenges in relevance and accuracy.
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Setting: The scene takes place in Central Texas Hill Country, where a Black Baldy cow is being prepared for auction.
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Auction Purpose: Tim Niedecken from the Jordan Cattle Auction indicates that the cow will be sold as a packer animal, meaning it is intended for slaughter.
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AGCO to Participate in Citi's 2026 Global Industrial Tech Conference
- Conference Participation: AGCO announced its participation in Citi's Global Industrial Tech and Mobility Conference on February 19, 2026, featuring a fireside chat with CFO Damon Audia at 10:30 a.m. Eastern Time, highlighting the company's leadership in agricultural machinery.
- Investor Engagement: Investors can listen to the live webcast of the conference through the 'Events' section of AGCO's Investor Relations website, enhancing interaction and transparency with stakeholders and improving the company's public image.
- Webcast Archiving: The webcast will be archived for 12 months post-event, ensuring that investors who cannot attend live can access the information later, thereby increasing the accessibility of critical updates.
- Company Overview: AGCO is a global leader in agricultural machinery and precision agriculture technologies, committed to delivering high-performance equipment and smart farming solutions through its brands like Fendt, Massey Ferguson, PTx, and Valtra, aimed at promoting sustainable agricultural practices.
See More
AGCO to Participate in Citi's 2026 Global Industrial Tech Conference
- Conference Participation: AGCO announced its participation in Citi's Global Industrial Tech and Mobility Conference on February 19, 2026, where CFO Damon Audia will engage in a fireside chat at 10:30 a.m. Eastern Time, highlighting the company's leadership in agricultural machinery.
- Investor Engagement: Investors can listen to the live webcast of the event via the 'Events' section of AGCO's Investor Relations website, enhancing interaction and transparency with stakeholders, which is expected to attract more attention and potential investments.
- Webcast Archiving: The webcast will be archived for 12 months post-event, ensuring that investors who cannot attend live can access the information at their convenience, further improving information accessibility and the company's image.
- Company Overview: AGCO is a global leader in agricultural machinery and precision agriculture technologies, committed to delivering high-performance equipment and smart farming solutions through its brands like Fendt, Massey Ferguson, PTx, and Valtra, driving sustainable productivity in agriculture.
See More
AGCO to Participate in Citi's 2026 Global Industrial Tech Conference
- Conference Participation: AGCO announced its participation in Citi's Global Industrial Tech and Mobility Conference on February 19, 2026, where CFO Damon Audia will engage in a fireside chat at 10:30 a.m. Eastern Time, showcasing the company's leadership in agricultural machinery.
- Investor Engagement: Investors can listen to the live webcast of the presentation via the 'Events' section of AGCO's Investor Relations website, enhancing investor interaction and transparency, which is expected to attract more attention and potential investments.
- Webcast Archiving: The webcast will be archived immediately after the presentation for 12 months, ensuring that investors who cannot attend live can access the information at their convenience, further improving information accessibility.
- Company Background: AGCO, a global leader in agricultural machinery and precision agriculture technologies, is committed to delivering high-performance equipment through its brands like Fendt, Massey Ferguson, PTx, and Valtra, aligning with its Farmer-First strategy to promote sustainable agricultural practices.
See More
AGCO Reports Better-Than-Expected Earnings and 2026 Outlook
- Strong Earnings Report: AGCO's Q4 2025 net sales reached $2.92 billion, a 1.1% increase year-over-year, surpassing the $2.67 billion analyst estimate, although net sales declined 5.3% year-over-year when excluding a 6.4% favorable currency impact.
- Earnings Beat Expectations: Adjusted earnings per share were $2.17, exceeding the $1.86 analyst estimate and up from $1.97 in Q4 2024, demonstrating the company's resilience and focus in a volatile market.
- Positive 2026 Outlook: AGCO forecasts adjusted earnings per share of $5.50 to $6.00 for 2026, above the $5.83 analyst estimate, and projects net sales of $10.4 billion to $10.7 billion, exceeding the $10.072 billion estimate, reflecting confidence in future growth.
- Positive Stock Reaction: Following the earnings announcement, AGCO shares rose 5.3% to $130.93, with analysts adjusting their price targets; Barclays raised its target from $93 to $105, indicating market optimism about AGCO's future performance.
See More
"Exploring Vibe-Coding in Gas Town: A Guide to the Software Market Decline Featuring 4 Attractive Stock Selections."
Market Trends: There has been a significant selloff in software stocks, particularly affecting software-as-a-service (SaaS) companies.
Cultural References: Various playful terms have emerged to describe the situation, such as "SaaSpocalypse," highlighting the dramatic nature of the declines.
Timing of Declines: The downturn in software stocks began in January, indicating that the issues are not solely recent developments.
Naming Challenges: Attempts to create catchy phrases to describe the selloff, like "Valentine’s Day SaaSsacre" and "SaaSquatch," have faced challenges in relevance and accuracy.
See More
America's Cattle Dilemma: Declining Herd Numbers, Rising Beef Costs, and Limited Hope for Improvement
Setting: The scene takes place in Central Texas Hill Country, where a Black Baldy cow is being prepared for auction.
Cow Characteristics: The Black Baldy breed is noted for its easy calving and attentive mothering, making it a desirable choice for cattle ranchers.
Auction Purpose: Tim Niedecken from the Jordan Cattle Auction indicates that the cow will be sold as a packer animal, meaning it is intended for slaughter.
Market Factors: The decision to sell the cow may be influenced by her declining breeding capabilities or the high market price of beef.
See More
AGCO to Participate in Citi's 2026 Global Industrial Tech Conference
- Conference Participation: AGCO announced its participation in Citi's Global Industrial Tech and Mobility Conference on February 19, 2026, featuring a fireside chat with CFO Damon Audia at 10:30 a.m. Eastern Time, highlighting the company's leadership in agricultural machinery.
- Investor Engagement: Investors can listen to the live webcast of the conference through the 'Events' section of AGCO's Investor Relations website, enhancing interaction and transparency with stakeholders and improving the company's public image.
- Webcast Archiving: The webcast will be archived for 12 months post-event, ensuring that investors who cannot attend live can access the information later, thereby increasing the accessibility of critical updates.
- Company Overview: AGCO is a global leader in agricultural machinery and precision agriculture technologies, committed to delivering high-performance equipment and smart farming solutions through its brands like Fendt, Massey Ferguson, PTx, and Valtra, aimed at promoting sustainable agricultural practices.
See More
AGCO to Participate in Citi's 2026 Global Industrial Tech Conference
- Conference Participation: AGCO announced its participation in Citi's Global Industrial Tech and Mobility Conference on February 19, 2026, where CFO Damon Audia will engage in a fireside chat at 10:30 a.m. Eastern Time, highlighting the company's leadership in agricultural machinery.
- Investor Engagement: Investors can listen to the live webcast of the event via the 'Events' section of AGCO's Investor Relations website, enhancing interaction and transparency with stakeholders, which is expected to attract more attention and potential investments.
- Webcast Archiving: The webcast will be archived for 12 months post-event, ensuring that investors who cannot attend live can access the information at their convenience, further improving information accessibility and the company's image.
- Company Overview: AGCO is a global leader in agricultural machinery and precision agriculture technologies, committed to delivering high-performance equipment and smart farming solutions through its brands like Fendt, Massey Ferguson, PTx, and Valtra, driving sustainable productivity in agriculture.
See More
AGCO to Participate in Citi's 2026 Global Industrial Tech Conference
- Conference Participation: AGCO announced its participation in Citi's Global Industrial Tech and Mobility Conference on February 19, 2026, where CFO Damon Audia will engage in a fireside chat at 10:30 a.m. Eastern Time, showcasing the company's leadership in agricultural machinery.
- Investor Engagement: Investors can listen to the live webcast of the presentation via the 'Events' section of AGCO's Investor Relations website, enhancing investor interaction and transparency, which is expected to attract more attention and potential investments.
- Webcast Archiving: The webcast will be archived immediately after the presentation for 12 months, ensuring that investors who cannot attend live can access the information at their convenience, further improving information accessibility.
- Company Background: AGCO, a global leader in agricultural machinery and precision agriculture technologies, is committed to delivering high-performance equipment through its brands like Fendt, Massey Ferguson, PTx, and Valtra, aligning with its Farmer-First strategy to promote sustainable agricultural practices.
See More
AGCO Reports Better-Than-Expected Earnings and 2026 Outlook
- Strong Earnings Report: AGCO's Q4 2025 net sales reached $2.92 billion, a 1.1% increase year-over-year, surpassing the $2.67 billion analyst estimate, although net sales declined 5.3% year-over-year when excluding a 6.4% favorable currency impact.
- Earnings Beat Expectations: Adjusted earnings per share were $2.17, exceeding the $1.86 analyst estimate and up from $1.97 in Q4 2024, demonstrating the company's resilience and focus in a volatile market.
- Positive 2026 Outlook: AGCO forecasts adjusted earnings per share of $5.50 to $6.00 for 2026, above the $5.83 analyst estimate, and projects net sales of $10.4 billion to $10.7 billion, exceeding the $10.072 billion estimate, reflecting confidence in future growth.
- Positive Stock Reaction: Following the earnings announcement, AGCO shares rose 5.3% to $130.93, with analysts adjusting their price targets; Barclays raised its target from $93 to $105, indicating market optimism about AGCO's future performance.
See More
