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 |
|---|---|---|---|---|---|
| NTR | Nutrien Ltd. | 72 | +11% | ↑15% | WATCH |
| ICL | ICL Group Ltd. | 71 | +14% | ↓11% | WATCH |
| CF | CF Industries Holdings, Inc. | 71 | +11% | ↑14% | WATCH |
| CTVA | Corteva, Inc. | 70 | +13% | ↓10% | WATCH |
| MOS | The Mosaic Company | 70 | +10% | ↑13% | WATCH |
| TSN | Tyson Foods Inc. | 69 | -11% | ↑17% | REDUCE |
| INGR | Ingredion Incorporated | 68 | +11% | ↓8% | WATCH |
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