Baird Says Farm Equipment Is Ready for a 2027 Rebound
Baird upgrades Deere, AGCO, CNH, and Titan, citing firmer crop prices and a 2027 recovery in North American large-ag equipment demand.
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US Slashes Farm Equipment Tariffs from 25% to 15% – Big Boost for Deere, CNH & AGCO
The White House lowered tariffs on agricultural and industrial equipment from 25% to 15%. Citi sees this as an incremental positive for Deere, CNH Industrial, and AGCO.
JPMorgan Cuts Outlook for CNH Industrial After Deere’s Industry Update
JPMorgan downgraded CNH Industrial to Underweight and lowered its price target to $10, citing weaker long-term demand for large agricultural equipment as farm profitability declines.