Should You Buy Deere & Co (DE) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Hold
Latest Price
525.010
1 Day change
1.12%
52 Week Range
533.780
Analysis Updated At
2026/01/28
DE is NOT a good buy right now for a beginner long-term investor who wants to enter immediately. The chart is bullish but the stock is trading near resistance (~529–537) with momentum starting to cool (MACD histogram still positive but contracting) and insiders are aggressively selling (selling up ~384.66% last month). With earnings coming soon (QJAN 2026 on 2026-02-17 pre-market) and mixed fundamentals (revenue up but profits/margins down), the risk/reward at ~$525 looks more “fairly priced” than “great entry.”
Intellectia Proprietary Trading Signals
- [AI Stock Picker](module://ai_stock_pick): No signal on given stock today.
- [SwingMax](module://swingmax): No signal on given stock today.
Technical Analysis
Trend is bullish: moving averages are stacked positively (SMA_5 > SMA_20 > SMA_200), indicating an established uptrend. RSI_6 ~67.5 is near the upper end of neutral (not extreme overbought, but stretched). MACD histogram is positive (1.815) but *positively contracting*, suggesting upside momentum is slowing rather than accelerating.
Key levels: Pivot 517.19 (near-term “line in the sand”); Resistance R1 529.18 then R2 536.59; Supports S1 505.20 then S2 497.79. With price ~525, upside to resistance is limited versus downside to support, so the immediate entry is not attractive.
Options Data
Bearish
Open Interest Put-Call Ratio
Bullish
Option Volume Put-Call Ratio
Options sentiment is mixed: open interest put/call at 1.06 implies slightly more protective positioning/hedging, while volume put/call at 0.49 shows call volume dominating today (more bullish trading flow). Implied volatility is elevated (30D IV ~38.33, IV percentile ~95.2), meaning options are pricing in large moves and uncertainty (often seen around catalysts/earnings). Overall: traders are active, but positioning isn’t cleanly bullish.
Technical Summary
Sell
2
Buy
10
Positive Catalysts
- Technical uptrend remains intact (bullish MA stack).
Neutral/Negative Catalysts
- Insider behavior is a clear negative: insiders are selling, and selling activity increased ~384.66% over the last month.
- Profitability pressure: latest quarter shows net income, EPS, and gross margin down YoY despite revenue growth.
- Near-term setup: price is close to resistance (529–537) while MACD momentum is cooling, making a near-term pullback more likely than a clean breakout.
- Congress trading is balanced (not a strong bullish signal): equal number of buys and sells in last 90 days.
Financial Performance
Latest quarter: 2025/Q4. Revenue rose to $12.394B (+11.22% YoY), but profitability weakened: Net Income $1.065B (-14.46% YoY), EPS $3.93 (-13.63% YoY), Gross Margin 35.9 (-12.52% YoY). Growth is coming through the top line, but margins and earnings are trending down, which can cap near-term upside unless the cycle turns or costs improve.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Recent analyst trend shows mostly steady-to-higher price targets into late 2025, with a generally positive long-term narrative but some near-term caution. Notable changes: Morgan Stanley raised PT to $560 (Overweight) on improved conviction from investor day; UBS reiterated Buy with $535 and framed 2026 as a cycle bottom; RBC kept Outperform around $541; Oppenheimer raised to $531 (Outperform). On the cautious side, Jefferies stayed Hold (PT $475) arguing shares already price in significant long-term EPS, and Evercore stayed In Line while cutting PT to $458 on murky ag fundamentals.
Wall Street pros vs cons: Pros—strong long-term roadmap/precision ag/2030 targets, multiple bullish ratings and targets above current price. Cons—near-term cycle uncertainty, tariff/earnings pressure cited by some analysts, and current price looks less compelling versus what’s already priced in.
Wall Street analysts forecast DE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for DE is 514.25 USD with a low forecast of 458 USD and a high forecast of 560 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast DE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for DE is 514.25 USD with a low forecast of 458 USD and a high forecast of 560 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
7 Hold
0 Sell
Moderate Buy
Current: 519.190
Low
458
Averages
514.25
High
560
Current: 519.190
Low
458
Averages
514.25
High
560
Jefferies
Stephen Volkmann
Hold
maintain
$440 -> $475
AI Analysis
2025-12-09
Reason
Jefferies
Stephen Volkmann
Price Target
$440 -> $475
AI Analysis
2025-12-09
maintain
Hold
Reason
Jefferies analyst Stephen Volkmann raised the firm's price target on Deere to $475 from $440 and keeps a Hold rating on the shares after management outlined a "sharpened 2030 framework" with "no major surprises" at the company's analyst day meeting. Deere targets 10% sales CAGR and 20% cycle average margins in 2030, notes the analyst, who sees shares already pricing in about $50 per share in EPS in 2030 at a price of $466. This suggests upside from here requires a cycle turn, the analyst added.
Morgan Stanley
Overweight
maintain
$500 -> $560
2025-12-09
Reason
Morgan Stanley
Price Target
$500 -> $560
2025-12-09
maintain
Overweight
Reason
Morgan Stanley raised the firm's price target on Deere to $560 from $500 and keeps an Overweight rating on the shares after the company outlined "an attractive long-term earnings path" during its investor day meeting. Deere issued 2030 targets of 10% equipment operating sales compound annual growth to about $63B with better than expected top-line growth despite a more gradual Precision Ag ramp, says the analyst, who adds that the event "raises our conviction" in the long-term attractiveness of Deere shares.
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