Oppenheimer raises Deere stock price target to $566 on 2026 growth outlook

Published 15/08/2025, 11:52
Oppenheimer raises Deere stock price target to $566 on 2026 growth outlook

Investing.com - Oppenheimer has raised its price target on Deere (NYSE:DE) to $566.00 from $560.00 while maintaining an Outperform rating following the company’s fiscal third-quarter results. The machinery giant, currently trading at $478.84, shows mixed signals according to InvestingPro data, with analyst targets ranging from $460 to $750.

The price target adjustment comes after Deere’s quarterly report triggered a 6.8% stock selloff, which Oppenheimer characterized as creating an attractive entry point for investors as positive indicators emerge in European and Latin American markets. Despite recent volatility, Deere maintains strong fundamentals with a healthy current ratio of 2.19 and has consistently paid dividends for 55 consecutive years. InvestingPro analysis reveals 12+ additional key insights about Deere’s financial health and market position.

Oppenheimer noted that bearish reactions to the report focused on weak end-of-period results, unexpected negative pricing in Large Agriculture, and increased tariff expenses, though the end-of-period results were described as "anticipated and better-than-feared."

The firm maintains estimates at the higher end of 2026 consensus, projecting modest growth driven by North American harvest results, clarity on biofuels policy, and success in used equipment merchandising.

Oppenheimer suggested the recent stock dislocation from on-farm economics represents a "modest valuation reset" that appears "both justified and healthy" given what it termed "dynamic industry crosswinds."

In other recent news, Deere & Company reported its third-quarter 2025 earnings, which exceeded expectations. The company announced an earnings per share (EPS) of $4.75, surpassing the analysts’ forecast of $4.58. Revenue for the quarter reached $10.6 billion, also beating the anticipated $10.35 billion. Despite these strong financial results, Deere’s stock experienced a decline, which analysts attribute to broader market trends and sector-specific challenges. In addition, several analysts have weighed in on Deere’s performance, with some firms suggesting caution due to the current market conditions. These developments are part of the company’s ongoing financial narrative, reflecting both its operational successes and the external factors impacting its stock performance.

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