DE
Deere & CompanyEvidence as of 2026-09-02Overview · Deere & Company
Deere & Company manufactures and distributes various equipment worldwide. The company operates through four segments: Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services. The Production and Precision Agriculture segment provides mid-size tractors, combines, cotton pickers and strippers, sugarcane harvesters, harvesting front-end equipment, sugarcane load…
Management team
- Mr. Rajesh Kalathur · President of John Deere Financial & Chief Information OfficerFind on LinkedIn
- Ms. Kellye L. Walker · Senior VP, Chief Legal Officer & Worldwide Public AffairsFind on LinkedIn
- Mr. Jahmy J. Hindman · Senior VP & CTOFind on LinkedIn
- Mr. Ryan D. Campbell · President of Worldwide Construction, Forestry Equipment & Power Systems DivisionFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
What the evidence shows
The surviving evidence presents a mixed read (evidence balance: Mixed, -0.1 of a possible +2; confidence high). Deere reported revenues of $8,508,000,000 in Q1 2026 (fiscal quarter ended 2026-02-01), $13,369,000,000 in Q2 2026 (fiscal quarter ended 2026-05-03) and $12,608,000,000 in Q3 2026 (fiscal quarter ended 2026-08-02), a Q1→Q2 rise followed by a Q2→Q3 decline; net income and diluted EPS follow the same pattern ($656,000,000 and $2.42 in Q1 2026; $1,804,000,000 and $6.55 in Q2 2026; $1,379,000,000 and $5.10 in Q3 2026). Balance-sheet snapshots show modestly falling shares outstanding (270,107,282 → 269,937,425 → 269,625,412) alongside rising cash and stockholders' equity ($6,798,000,000 → $7,905,000,000 → $8,928,000,000 and $26,300,000,000 → $27,406,000,000 → $27,990,000,000 across the same dates). Market indicators on the cited date are constructive (momentum_3m +17.0%, price_vs_sma50 +10.2%, golden_cross true) though short-term volatility is elevated (vol_30d_annualized +39.0%), and trailing twelve‑month free cash flow is negative at -$5,461,000,000 while PE (TTM) is 35.92 and EV/EBITDA (TTM) is 13.79.
What the debate changed
The desk did not drop or weaken any surviving claims in debate; 97% of raised points survived and no specific claim was rescinded. That lack of concession left the revenue and earnings three‑quarter pattern, the rising cash/equity snapshots, the negative TTM FCF, and the bullish technical signals intact as the working summary.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Deere reported revenues of $8,508,000,000 for fiscal Q1 2026 (2024-10-28 to 2025-01-26, 3mo), $13,369,000,000 for fiscal Q2 2026 (2026-02-02 to 2026-05-03, 3mo) and $12,608,000,000 for fiscal Q3 2026 (2026-05-04 to 2026-08-02, 3mo), showing an increase from Q1 to Q2 and a decline from Q2 to Q3.
XBRL companyfacts · 0001104659-26-020158Net income was $656,000,000 in fiscal Q1 2026 (2024-10-28 to 2025-01-26, 3mo), $1,804,000,000 in fiscal Q2 2026 (2026-02-02 to 2026-05-03, 3mo) and $1,379,000,000 in fiscal Q3 2026 (2026-05-04 to 2026-08-02, 3mo), rising Q1→Q2 then falling Q2→Q3 in the three-quarter series.
XBRL companyfacts · 0001104659-26-067311Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A Form 10-Q for the company was filed on 2026-08-27 and is present in the evidence set with the 10-Q filed 27 August 2026 (parse status: pending).
10-Q filed 2026-08-27An 8-K was filed on 2026-08-20 and is included in the evidence set; the filing was parsed and the primary document is available at the provided exhibit URL.
8-K filed 2026-08-20Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
As of 2026-09-01, DE shows positive price momentum: momentum_3m is +17.0%, momentum_6m is +9.8%, and momentum_12_1 is +16.8%.
Moneyta signal set · 2026-09-01weakened in debateTrend and breadth signals are constructive on the date: price_vs_sma50 is +10.2%, price_vs_sma200 is +20.1%, and golden_cross is true.
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, the ETF IVV held 0.25% weight of the company in its fund.
ETF constituents · market dataThere are three Form 4 filings for the company with filed dates 2026-08-18, 2026-08-25, and 2026-08-26.
Form 4 × 3 (90d window not enforced here)Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
finance.yahoo.com published a 2 September 2026 headline linking Deere to a group of stocks that 'surged to 52-week highs' and cited AI-driven agriculture as a factor in Deere's mention.
News · finance.yahoo.com · 2026-09-02finance.yahoo.com published a 1 September 2026 roundup of 'Stocks making big moves yesterday' that included Deere among the companies highlighted.
News · finance.yahoo.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
On 21 August 2026, Ryan D. Campbell sold 11,546 shares for $7.5M as reported on the Form 4 filed 21 August 2026.
Form 4 · CAMPBELL RYAN D (Pres WWC&F and Pwr Systems) · $1.5M code M · 2026-08-21On 21 August 2026, Ryan D. Campbell sold 6,696 shares for $4.4M as reported on the Form 4 filed 21 August 2026.
Form 4 · CAMPBELL RYAN D (Pres WWC&F and Pwr Systems) · $1.5M code M · 2026-08-21Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Trailing twelve-month free cash flow (FCF) is negative $-5,461,000,000, and FCF per share is negative $-20.1736 for the period ending as of the data provided.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month operating income is $12,578,000,000 and EBITDA (TTM) is $14,929,000,000, indicating positive reported operating profitability over the same trailing period.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several higher-quality facts in the evidence set support a favorable read: Deere reported sequential revenue and net income improvement from Q1→Q2 with modest EPS and net income pullback Q2→Q3 but remaining well above Q1 levels, the company is shrinking share count slightly while increasing cash and shareholders' equity, and it reported ongoing share repurchases. Reported operating income and EBITDA (TTM) are positive and sizable, and market signals show strong price momentum, constructive trend breadth (price above SMA50/200 and a golden cross), and unusually shallow multi-year drawdowns. These points jointly indicate operational profitability and capital return activity underpinning recent positive market action; counterarguments like insider sales or recent FCF negativity have weaker sourcing or contextual offsets in the provided evidence (insider trades tied to 10b5-1 plans, rising cash balances and positive EBITDA).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.31
35 surviving claims rest on 17 distinct sources; the heaviest analyst carries 17% of them, and 97% of what the desk raised survived the debate.
The evidence set is reasonably broad but not deep: 35 surviving claims draw on 17 distinct sources, so the read has some cross-source support but a meaningful portion of weight rests on a limited set of documents. The largest analyst contributing 17% of claims indicates modest analyst concentration; combined with a 97% survival rate through debate, the conclusions reflect strong internal consistency but should be treated as moderately fragile to any new or corrective primary filing.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
15 filings· 3 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.5 to the score
5 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.4 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
2 filings· 1 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−1.4 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on DE Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.