Deere is past the down-cycle trough but recovery in large-ag North America remains gradual as grower cash receipts only just stabilize. Construction and forestry equipment provides offset from US reshoring infrastructure activity. Precision ag adoption (See & Spray, autonomy) supports premium pricing power. Buyback continues to shrink share count meaningfully.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| INGR | Ingredion Incorporated | 64 | +11% | ↑12% | EARLY |
| CAG | Conagra Brands Inc. | 64 | -10% | ↑12% | AVOID |
| HUL | Hindustan Unilever Ltd. | 64 | +3% | ↑12% | NEUTRAL |
| DE | Deere & Company | 64 | +6% | ↑12% | NEUTRAL |
| DOLE | Dole plc | 64 | +13% | ↑12% | EARLY |
| CF | CF Industries Holdings, Inc. | 64 | +11% | ↑12% | EARLY |
| ANDE | The Andersons, Inc. | 64 | +7% | ↑12% | NEUTRAL |
USDA forecasts 2026 net farm income up modestly off the bottom
Deere reaffirms FY26 large-ag down 10-15%
Estimates · Yahoo Finance · Not audited figures