Deere & Company DE
Weak AgriTech sector · Farm machinery giant turning itself into a precision-ag software company.
🗓 Reports earnings in 50 days (2026-11-25) — calendar context, not a prediction.
Deere & Company (DE) is an established AgriTech company, graded Weak on FrontierLab's evidence-based quality rubric (data as of 2026-10-05). Revenue grew 9.9% year-over-year at a 35.7% gross margin. Gross-profits-to-assets is 0.16; Rule of 40 is 28.9. Net share issuance -0.3% YoY (flat share count). No risk flags are currently noted. Analyst mix: 22 buy / 12 hold / 0 sell. Track record: 35% of Weak-graded names beat the S&P over 63 sessions (95% CI 18–57%, N=20). Median excess vs the S&P was -13%.
These sentences are generated from the day's data by deterministic templates.
Key quality signals
| Revenue growth (YoY) | 9.9% |
|---|---|
| Gross margin | 35.7% |
| Gross profits / assets | 0.16 |
| Rule of 40 | 28.9 |
| Net margin | 19% |
| Cash runway (months) | — |
| PEG | — |
| Price / sales | 3.9 |
Quality checklist
Each line is one quality test behind the grade — ✓ passed · ~ borderline · ✗ failed. Hover a metric in the tables below for what it means.
- ✗ Revenue growth — 9.9% (pass ≥ 20%)
- ✗ Gross profits / assets — 0.16 (pass ≥ 0.33)
- · Rule of 40 — 28.9 (context — graded for software only)
- ✓ Gross margin — 35.7% (pass ≥ 28% · AgriTech)
- ✓ Cash generation
- ✓ Share dilution — -0.3%
- ✓ Competitive moat — Wide
- ✓ Market size (TAM) — Large
Grade history
Graded Weak since 2026-06-10 — no grade changes recorded yet.
How have Weak-graded names performed?
The forward returns of all Weak-graded names since each grade was recorded — the bucket this name currently sits in, not a forecast of this individual stock.
| Window | Forward record vs the S&P | Median |
|---|---|---|
| ~1 month | 32% of Weak-graded names beat the S&P over 21 sessions (95% CI 15–54%, N=19). | Median excess vs the S&P was -3%. |
| ~3 months | 35% of Weak-graded names beat the S&P over 63 sessions (95% CI 18–57%, N=20). | Median excess vs the S&P was -13%. |
| ~6 months | building — 46 more sessions needed | |
Scope: these are forward returns vs the S&P among names still covered at each horizon's end, within the curated universe — not a survivorship-clean whole-market backtest. Names later dropped from coverage are counted as attrition (not hidden), and single-session moves beyond ±300% are treated as split/data artifacts and excluded. How this is measured → · Full track record →
How it compares
Coarse same-sector, same-stage context — not a percentile or rank. GP/A is graded on its absolute level, not position.
Fundamentals
| Market cap | $185.45B |
|---|---|
| Stage | Established |
| Share issuance (YoY) | -0.3% · flat share count |
| Moat | Wide |
| TAM | LARGE |
| P/E (trailing) | 38.2 |
| EPS (trailing) | $18.00 |
| Burn multiple | — |
| Gross-margin trend (pts) | -2 |
| Cash / assets | 0.1 |
| Accruals (%) | -2.2% |
| Net debt / EBITDA | 5 |
| Statements as of | Q3 FY2026 · filed 2026-08-27 |
Momentum context — describes the past, not a signal
Low reached Oct 13, 2025 · high reached Sep 23, 2026 — by daily close.
| Price | $687.00 (as of 2026-10-02) |
|---|---|
| Last session move | — |
| % off 52-wk high | -4.7% |
| RSI (14) | 56 |
| Relative volume | 0.8× |
Positive signals
Insider activity (90 days)
| Cluster buyers | 0 |
|---|---|
| Sellers | 1 |
Insider selling is routine diversification, not a bearish signal.
Analyst mix
| Strong buy | 7 |
|---|---|
| Buy | 15 |
| Hold | 12 |
| Sell | 0 |
| Strong sell | 0 |
Ratings are context, not a price target. "Momentum" = how the mix changed over recent weeks, not a forecast.
From the headlines
Deere outperforms market; strategic shift toward construction and small equipment noted.
- Deere & Company (DE) is Built to Win. But is its Stock a Buy Today?
- Will Deere's (DE) Shift Toward Construction and Small Equipment Reshape Its Precision Tech Narrative?
- Why Deere (DE) Outpaced the Stock Market Today
- Deere (DE) Finds Growth In Construction And Small Equipment
AI take — daily, AI-generated
AI leans mixed
Deere shows modest growth (9.9%) with weak profitability metrics (GP/A 0.16) and a valuation that doesn't clearly justify entry despite market outperformance; the strategic pivot toward construction is interesting but unproven.
Generated by an AI model from the day's news — an opinion for context only. Not financial advice, not a recommendation, and not a price target.
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Data as of 2026-10-05 08:19 (end-of-day). How grades are computed →