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Deere & Company (DE) Stock Analysis

Industrials Updated August 23, 2026
$647.75
52W $433.00 – $674.19
53/100
$174.78B
35.9
0.90
AI Committee Verdict
Watch
53/100
Conviction: Contested · 50% agreement · 6 analysts
+4.0%
-15.1%
0.27:1
Contested

Is DE Bullish or Bearish?

Mixed. Innellis AI committee rates Deere & Company (DE) Watch with a composite score of 53/100 , based on 6 analysts with 50% agreement. Last updated August 23, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +6.83 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -13.17 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Risk Analyst remains cautious — high leverage (debt-to-equity 2.46) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 18.2% shows genuine earnings power backing the valuation — Value
  • 3 consecutive earnings beats -- consistent execution — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • P/E of 34.8 is moderate-to-rich — Value
  • Price-to-book of 4.8x prices in significant intangible value — Value
  • Debt-to-equity of 2.46 adds balance-sheet risk to the value case — Value
  • EPS declining -14.6% YoY despite any revenue growth — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Price trading above the upper Bollinger Band -- stretched — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 23, 2026
Overall Committee Score
53/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 77%
of 226 Industrials peers
Value Analyst neutral
45 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 18.2% shows genuine earnings power backing the valuation
− P/E of 34.8 is moderate-to-rich
Growth Analyst neutral
44 / 100 · High confidence
Moderate growth -- present but not remarkable
+ 3 consecutive earnings beats -- consistent execution
− EPS declining -14.6% YoY despite any revenue growth
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− Price trading above the upper Bollinger Band -- stretched
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 2.46) amplifies downside in a stress scenario
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 69 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score moved marginally from 53.2 to 53.2.

Comparing 2026-08-22 to 2026-08-23 (1 day apart).

Technical Analysis

RSI (14)
69.2
Neutral
MACD Histogram
1.105
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$549.88
Resistance
$673.87
Bollinger %B
1.06
Above Upper Band
Price vs Moving Averages
EMA 9
$613.50 Above
EMA 21
$610.25 Above
EMA 50
$602.96 Above
EMA 200
$565.12 Above

Fundamental Analysis

Valuation
48
Growth
62
Profitability
59
Financial Health
83
Cash Flow
70
Valuation
P/E Ratio 35.9×
P/B Ratio 6.24×
PEG Ratio -6.04
Dividend Yield 1.00%
52W High $674.19
52W Low $433.00
Quality & Growth
ROE 1937.2%
ROA 474.3%
Gross Margin 3574.1%
Operating Margin 1897.4%
Revenue Growth YoY
Debt / Equity 0.61
AI Fundamental Assessment
P/E ratio of 35.9 (rich relative to a 15-40x range); Price-to-book of 6.2x; PEG ratio of -6.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 19.4%; Return on assets of 4.7%; Net margin of 10.2%; Gross margin of 35.7%; Current ratio of 1.65 (healthy short-term liquidity); Debt-to-equity of 0.61; Free cash flow per share is positive (11.97); Most recent quarter beat estimates by 5.5%; 3 consecutive earnings beats; EPS growth decelerating (+170.7% -> -22.1% QoQ); Average YoY EPS growth of 3.5%; Analyst estimates rising over recent quarters
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