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Deere & Company (DE) Q2 2026 Earnings Call Transcript
Neutral5-21
Deere & Company (DE) Q1 2026 Earnings Call Transcript
Unknown2-19
The earnings call presents mixed signals. Strong financial metrics with positive pricing and market share gains are offset by weak guidance in certain segments, such as large ag. The Q&A reveals cautious management responses to tariffs and production costs, suggesting uncertainties. While there are positive aspects like strong biofuel demand and tech adoption, the overall sentiment remains balanced, leading to a neutral stock price prediction.
Deere & Company (DE) Q4 2025 Earnings Call Transcript
Unknown11-26
The earnings call presents a mixed picture: strong Q4 financial performance contrasts with a year-over-year decline in FY 2025 sales. Positive elements include resumed share repurchases in 2026 and optimistic guidance on margin improvements. However, the overall sentiment is tempered by high tariffs, unfavorable geographic mix, and unclear management responses in the Q&A. Given the lack of a market cap and the mixed signals, the stock price reaction is likely to be neutral, with potential for slight volatility due to uncertainties and external factors.
Deere & Company (DE) Q3 2025 Earnings Conference Call Transcript
Unknown8-14
The earnings call presents a mixed outlook. While financial services net income is up, concerns about production alignment with demand, cautious ordering, and pricing competition in CNF create uncertainties. Positive pricing and AI investments are promising, but wide cash flow guidance and tariff impacts raise caution. The Q&A reveals optimism about international growth and AI potential but also highlights market uncertainties. With no strong catalysts like new partnerships or record revenue, and given the mixed guidance, the stock price is likely to remain stable over the next two weeks.
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