2026-10-08 Regulation Bear
US FTC, USDA Probe Anticompetitive Conduct in Farm Equipment Industry Regulators seek public comment on market practices, potentially reshaping industry competition
D1 -0.7% · +5d -0.3%
2026-09-24 Other
DE Hits 52-Week High Amid Weak Market Breadth DE on new-high list while NYSE breadth weakens, showing stock strength vs. broad market
D1 -2.0% · +5d -4.0%
17 earlier events › 2026-09-03 Analyst
Deere Hits New All-Time Highs, Valuation Premium Draws Attention Multiple sources confirm record highs, but valuation exceeds industry average, raising sustainability concerns.
D1 -0.6% · +5d -2.7%
2026-09-03 Analyst
Evercore ISI Group upgrades to Outperform D1 -0.6% · +5d -2.7%
2026-08-31 → 09-02 Analyst Bull
Deere Hits All-Time High After Baird Upgrade Shares extend rally to new 52-week high, aided by analyst's farming recovery forecast
D1 +3.9% · +5d +3.9%
› 2 waves of this story2026-08-31 Analyst sees Deere best positioned for North American large ag recovery, earnings power rising through 20282026-09-02 Shares extend rally to new 52-week high, aided by analyst's farming recovery forecast2026-09-02 Product
Deere Launches AI Assistant JD, Integrated with Operations Center AI assistant for operational data Q&A, early access for US ag customers, expanding smart product lineup.
D1 +3.3% · +5d -2.9%
› 2 waves of this story2026-09-02 AI assistant analyzes field data to aid farmer decisions; early access for US customers2026-09-01 AI assistant for operational data Q&A, early access for US ag customers, expanding smart product lineup.2026-08-31 Analyst
Baird upgrades to Outperform D1 +3.9% · +5d +3.9%
2026-08-18 → 08-24 Earnings
Deere Raises FY Net Income Guidance to $4.75-5.0B, Q3 Revenue Beats Post-earnings price action and valuation debate continue, market weighs cycle positioning
D1 -1.9% · +5d +7.1%
› 5 waves of this story2026-08-18 Multiple financial media and traders confirm DE reports Thursday; retail data in focus2026-08-20 With earnings imminent, options imply ~±4.84% move; media highlight potential AI data center angle2026-08-20 Earnings and guidance improve, signaling stabilization in ag market2026-08-22 Q3 revenue of $12.608B beat expectations, operating margin 14.4%, raised FY guidance, ag cycle bottoming2026-08-24 Post-earnings price action and valuation debate continue, market weighs cycle positioning2026-08-23 Company Bear
UAW Rejects Deere's Contract Extension, Setting Up 2027 Battle Union's rejection signals heightened labor conflict risk ahead of 2027 negotiations
D1 +0.2% · +5d +1.0%
2026-08-21 Insider selling
Insider selling $15.1M (1) D1 +4.3% · +5d -2.6%
2026-08-20 8-K filing
8-K: Item 2.02, Item 7.01, Item 9.01 D1 +6.9% · +5d +0.3%
2026-08-20 Earnings
Earnings report Equipment operations achieved a 14.4% operating margin in Q3, with net sales up 6% to $10.999 billion.
D1 +6.9% · +5d +0.3%
2026-08-13 Capital Bear
Assenagon Cuts Deere Stake by 45.5% in Q2 Asset manager's significant position reduction signals institutional shift
D1 -1.2% · +5d +1.4%
2026-08-11 Analyst Bear
Deere shares fall 1.86% as earnings risks loom Zacks notes Deere underperformed market; Seeking Alpha flags front-running risk ahead of Q3 earnings
D1 +1.4% · +5d -4.7%
2026-08-05 Earnings
Deere to Hold Q3 FY2026 Earnings Call on Aug 20 Company sets official date for Q3 results release, providing clarity for investors.
D1 -0.9% · +5d +1.3%
2026-07-30 Capital Bull
Amundi Increases Deere Stake by 18.2% Institutional holding change disclosed to SEC; no new facts beyond prior event
D1 -1.9% · +5d +2.6%
› 2 waves of this story2026-07-30 Asset manager discloses stake increase, signaling institutional confidence2026-07-30 Institutional holding change disclosed to SEC; no new facts beyond prior event2026-07-21 Capital
Multiple Institutions Adjust Deere Holdings in Q1 Sweden's Andra AP fonden raised stake by 120.3%, AlTi Global cut by 70.8%, extending institutional repositioning
D1 +0.2% · +5d +9.0%
› 2 waves of this story2026-07-21 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 repositioning2026-07-20 Company
John Deere Named Presenting Sponsor of 2026 MLB Field of Dreams Game Partnership with MLB highlights agriculture-community ties and boosts brand visibility.
D1 -1.9% · +5d +6.7%
2026-07-15 8-K filing
8-K: Item 8.01, Item 9.01 D1 +0.9% · +5d +3.0%
by direction · sourced
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
be the first
🙂 Post
Facts and opinions separated · All items sourced · Not investment advice
