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Analysts have lowered Deere's current quarter earnings per share estimate by 23.9% due to shifting business trends.
On December 17, 2025, Jim Cramer recommended Deere (DE) as the 'cheapest' industrial stock compared to Cummins (CMI) and Caterpillar (CAT), even as Deere's stock fell 0.91% on the day.
Agricultural machinery stocks reported mixed Q3 results; while Deere's revenue grew 14.1% to $10.58 billion, it missed estimates by 9%, and the sector as a whole saw revenues miss consensus by 0.6%.
Industrial sector bellwethers Caterpillar and Deere & Co. presented a mixed performance, reflecting broader economic crosscurrents. Caterpillar's stock saw a modest decline, while Deere projected a cyclical bottom for 2026 amid significant tariff pressures and unveiled a long-term growth strategy focused on digital services.
Deere & Company projects a 10% compound annual sales growth through 2030, a long-term goal contrasting with near-term equipment sales declines and a cautious fiscal 2026 outlook. The strategy hinges on expanding its technology and recurring revenue streams.
Jim Cramer highlighted Caterpillar (CAT) as a key beneficiary of lower interest rates and the ongoing expansion of data center infrastructure. The company is positioned at the intersection of favorable monetary policy and the secular growth trend of artificial intelligence.
Growing concerns over U.S. inflation and trade policy are fostering a bearish economic outlook, prompting a flight to quality among investors. While broader market sentiment is cautious, capital continues to flow into select, high-quality companies and sectors buoyed by a boom in Artificial Intelligence-related spending.
The market for carbon footprint management is projected to experience substantial growth, driven by stringent government regulations, rising industrial energy consumption, and mandatory corporate sustainability reporting. This expansion creates significant opportunities for technology providers and environmental consulting firms as industries globally race to decarbonize.
New Holland, a brand of CNH Industrial, received a sustainability award for its biomethane-powered tractor, which cuts CO2 emissions by 84%. This event highlights the agricultural sector's strategic shift towards alternative fuels to meet ESG goals and improve efficiency.
Institutional capital is rotating into the mining sector, driven by a broad commodity super-cycle. This strategic shift is most evident on the Australian Securities Exchange, where resource companies now account for the vast majority of stocks reaching 52-week highs, signaling a move from growth-oriented equities to value plays.
The U.S. administration has unveiled a $12 billion aid package to support farmers impacted by the ongoing trade war with China. The program is designed to provide direct financial relief to mitigate losses from tariffs and stabilize the agricultural economy ahead of the next planting season.
Deere & Co. stock declined 1.8% after the company announced aggressive long-term growth targets that clashed with the current economic distress in the agricultural sector. Investors appear skeptical of the goals amid falling equipment sales and a persistent cost-price squeeze impacting farmers.
Reports of a potential White House executive order on robotics sparked an intraday surge of nearly 80% in iRobot (IRBT) stock, highlighting market sensitivity to federal industrial policy in the automation and AI sectors.