기타
DE Hits 52-Week High Amid Weak Market Breadth영어 원문
DE on new-high list while NYSE breadth weakens, showing stock strength vs. broad market
첫날 -2.0% · 5일 후 -4.0%
애널리스트
Deere Hits New All-Time Highs, Valuation Premium Draws Attention영어 원문
Multiple sources confirm record highs, but valuation exceeds industry average, raising sustainability concerns.
첫날 -0.6% · 5일 후 -2.7%
이전 이벤트 16건›
애널리스트
Evercore ISI Group: 투자의견 상향 → Outperform
첫날 -0.6% · 5일 후 -2.7%
애널리스트호재
Deere Hits All-Time High After Baird Upgrade영어 원문
Shares extend rally to new 52-week high, aided by analyst's farming recovery forecast
첫날 +3.9% · 5일 후 +3.9%
›전개 과정 2회
- 2026-08-31 Analyst sees Deere best positioned for North American large ag recovery, earnings power rising through 2028
- 2026-09-02 Shares extend rally to new 52-week high, aided by analyst's farming recovery forecast
제품
Deere Launches AI Assistant JD, Integrated with Operations Center영어 원문
AI assistant for operational data Q&A, early access for US ag customers, expanding smart product lineup.
첫날 +3.3% · 5일 후 -2.9%
›전개 과정 2회
- 2026-09-02 AI assistant analyzes field data to aid farmer decisions; early access for US customers
- 2026-09-01 AI assistant for operational data Q&A, early access for US ag customers, expanding smart product lineup.
애널리스트
Baird: 투자의견 상향 → Outperform
첫날 +3.9% · 5일 후 +3.9%
실적
Deere Raises FY Net Income Guidance to $4.75-5.0B, Q3 Revenue Beats영어 원문
Post-earnings price action and valuation debate continue, market weighs cycle positioning
첫날 -1.9% · 5일 후 +7.1%
›전개 과정 5회
- 2026-08-18 Multiple financial media and traders confirm DE reports Thursday; retail data in focus
- 2026-08-20 With earnings imminent, options imply ~±4.84% move; media highlight potential AI data center angle
- 2026-08-20 Earnings and guidance improve, signaling stabilization in ag market
- 2026-08-22 Q3 revenue of $12.608B beat expectations, operating margin 14.4%, raised FY guidance, ag cycle bottoming
- 2026-08-24 Post-earnings price action and valuation debate continue, market weighs cycle positioning
기업악재
UAW Rejects Deere's Contract Extension, Setting Up 2027 Battle영어 원문
Union's rejection signals heightened labor conflict risk ahead of 2027 negotiations
첫날 +0.2% · 5일 후 +1.0%
내부자 매도
내부자 매도 1510만 달러 (내부자 1명)
첫날 +4.3% · 5일 후 -2.6%
8-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 +6.9% · 5일 후 +0.3%
실적
실적 발표영어 원문
Equipment operations achieved a 14.4% operating margin in Q3, with net sales up 6% to $10.999 billion.
첫날 +6.9% · 5일 후 +0.3%
M&A·자금조달악재
Assenagon Cuts Deere Stake by 45.5% in Q2영어 원문
Asset manager's significant position reduction signals institutional shift
첫날 -1.2% · 5일 후 +1.4%
애널리스트악재
Deere shares fall 1.86% as earnings risks loom영어 원문
Zacks notes Deere underperformed market; Seeking Alpha flags front-running risk ahead of Q3 earnings
첫날 +1.4% · 5일 후 -4.7%
실적
Deere to Hold Q3 FY2026 Earnings Call on Aug 20영어 원문
Company sets official date for Q3 results release, providing clarity for investors.
첫날 -0.9% · 5일 후 +1.3%
M&A·자금조달호재
Amundi Increases Deere Stake by 18.2%영어 원문
Institutional holding change disclosed to SEC; no new facts beyond prior event
첫날 -1.9% · 5일 후 +2.6%
›전개 과정 2회
- 2026-07-30 Asset manager discloses stake increase, signaling institutional confidence
- 2026-07-30 Institutional holding change disclosed to SEC; no new facts beyond prior event
M&A·자금조달
Multiple Institutions Adjust Deere Holdings in Q1영어 원문
Sweden's Andra AP fonden raised stake by 120.3%, AlTi Global cut by 70.8%, extending institutional repositioning
첫날 +0.2% · 5일 후 +9.0%
›전개 과정 2회
- 2026-07-21 Andra AP fonden raised stake by 120.3%, AlTi Global cut by 70.8%, Dimensional trimmed by 2.8%, showing divergent institutional views.
- 2026-07-21 Sweden's Andra AP fonden raised stake by 120.3%, AlTi Global cut by 70.8%, extending institutional repositioning
기업
John Deere Named Presenting Sponsor of 2026 MLB Field of Dreams Game영어 원문
Partnership with MLB highlights agriculture-community ties and boosts brand visibility.
첫날 -1.9% · 5일 후 +6.7%
8-K 공시
8-K: 기타 주요 사항
첫날 +0.9% · 5일 후 +3.0%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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