Deere & Company (DE): A Bull Case Theory
We came across a bullish thesis on Deere & Company (DE) on Best Anchor Stocks' Substack. In this article, we will summarize the bulls' thesis on DE. Deere & Company (DE)'s share was trading at $507.99 as of 28th May. DE's trailing and forward P/E were 24.54 and 27.62 respectively according to Yahoo Finance.
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Deere & Company recently posted impressive quarterly results, beating both revenue and EPS expectations by double digits, with EPS surprises averaging 16% across nine of the last ten quarters. Despite being a cyclical business, Deere continues to outperform due to structurally higher profitability that the market may still be underestimating. The standout this quarter was an 18% operating margin—only 200 bps below levels seen when revenues were 19% higher—highlighting robust cost controls and favorable mix, even as the company remains near a cycle trough.
Management maintained full-year margin guidance at 14.5%, despite strong results, citing cautious expectations around tariff impacts in H2. Deere is forecasting a return to sales growth in Q4 for the first time in nine quarters, hinting that the bottom of the ag cycle may already be behind us. Potential catalysts include a new Farm Bill and trade deals that could further support demand. Meanwhile, Deere continues aggressive buybacks—$2.4 billion over the past year—reducing share count by 4%, setting the company up for strong EPS growth driven by higher margins, revenue recovery, and fewer outstanding shares. On the call, management highlighted growing tariff headwinds, mostly affecting its construction division, but also emphasized long-term U.S. investment and a competitive edge via Deere's captive financing arm.
Technologically, Deere is expanding its ag tech stack into construction and growing its SaaS footprint, with adoption and renewal rates supporting a long-term shift to recurring revenue. Despite trading near all-time highs, Deere's strong fundamentals, margin resilience, and tech leadership suggest continued upside, with Brazil as a growing tailwind.
For a comprehensive analysis of another standout stock covered by the same author, we recommend reading our summary of their bullish thesis on Danaher Corporation (DNH).
Deere & Company (DE) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 53 hedge fund portfolios held DE at the end of the first quarter which was 57 in the previous quarter. While we acknowledge the risk and potential of DE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than DE but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.
Disclosure: None. This article was originally published at Insider Monkey.
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