News
Market and company headlines
Narratives about the two heavy equipment makers have diverged, leaving one a Wall Street favorite.

Caterpillar built a hefty valuation on its data center power business, but a single afternoon of trading is stripping that premium away while rivals like Deere move in the opposite direction. The split between these stocks hints at something bigger shifting beneath the surface.

U.S. diesel prices hit a record $6.50 a gallon, putting fresh pressure on farmers. Here’s what soaring fuel costs could mean for agriculture ETFs.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
ETF investors should take note of rising data-center demand for power, copper and infrastructure as AI investment fuels inflation.

KUBTY vs. DE: Which Stock Is the Better Value Option?

Deere (DE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Caterpillar (CAT) trades around $780. The market puts roughly a two-in-three chance that the stock finishes somewhere between about $525 and about $1,170 a year from now. That is not a forecast of direction. It is the size of the swing a holder is already carrying, and Caterpillar's own record says it is no exaggeration.
Why Deere stock is back in focus after its earnings surprise Deere (DE) moved back onto investor watchlists after a Q2 surprise, with US$12.61b in revenue and earnings topping analyst estimates, and the share price climbing 16.5% since that report. Over the past year Deere has moved from a steady compounder to a momentum story, with a year to date share price return of 46.54% and a 1 year total shareholder return of 47.77%. This points to investors reassessing both its growth potential and...

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at agricultural machinery stocks, starting with Deere (NYSE:DE).

https://www.ourquadcities.com/news/local-news/deere-bringing-375-employees-back-to-qc-facilities/

In August 2026, Deere & Company reported fiscal third-quarter results showing sales of US$10,999 million and revenue of US$12,608 million, alongside net income of US$1,379 million and diluted EPS of US$5.10, and subsequently raised its fiscal 2026 net income guidance to a range of US$4.75 billion to US$5.00 billion. The performance was underpinned by strong operating margins and growth in construction and forestry, highlighting how Deere’s technology and infrastructure exposure is helping...

Deere (NYSE:DE) reported strong fiscal Q3 results, with the Construction and Forestry segment a key driver of performance. The company raised its full year profit outlook following the Q3 release, signaling higher internal expectations for 2026 earnings. Deere agreed to acquire Tenna LLC to expand its construction technology capabilities and strengthen its equipment management offerings. To put Deere's latest move in context, consider exploring other automation focused industrial and...
Deere (DE) faces a constrained farm equipment recovery that could take time to materialize, given we

Deere (DE) reported solid fiscal Q3 results, raised its full-year net income guidance, and its earni

Deere sees fiscal 2026 as the ag-cycle bottom, raises its profit and cash flow outlook, and points to firm construction demand and improving 2027 order trends.

Construction and small agriculture drove profit growth despite international headwinds.

Deere & Company (DE) Q3 2026 Earnings Call August 20, 2026 10:00 AM EDTCompany ParticipantsChristopher Seibert - Director of Investor RelationsDan...

These are some of the stocks posting the largest moves midday.

Consensus already expects the revenue boom to fade, leaving margin to do much of the work of bringing the multiple down.
Eric Criscuolo, Market Strategist at the NYSE, reviews a quiet week on Wall Street marked by tight trading ranges, cooling inflation, and a major new AI financing development. The S&P 500 consolidated near all-time highs before breaking through 7,800 for the first time on Thursday, lifted in part by Nvidia's partnership with major Wall Street firms to launch a $500 billion compute financing platform. In-line CPI and a cooler-than-expected PPI pushed yields lower across the curve, with the long end finally joining the downtrend. Looking ahead, markets will turn their attention to FOMC meeting minutes, August Flash PMIs, and earnings from consumer and housing bellwethers including Walmart, Home Depot, and Deere.
Caterpillar just posted a record-smashing quarter, but on the earnings call, analysts kept circling one critical question about what comes next.
With its big engines and turbines booked years ahead, what decides the stock from here is how fast Caterpillar can lift production.
CNH Industrial N.V. Q2 2026 beat, but margins compress; South America sales plunge, and banks drive profits. Click for this CNH stock update.

AGCO shares fall 11% after Q2 earnings and revenues miss estimates, while weaker industry conditions prompt the company to lower its 2026 outlook.
Deere & Company (NYSE: DE) will hold its third quarter 2026 earnings call on Thursday, 20 August, beginning at 9:00 a.m. central time. During the call, the company's financial and operating performance will be discussed with analysts, investors and other members of the financial community.

Deere, Kubota, CNH, AGCO and Alamo have been highlighted in this Industry Outlook article.

John Deere is one of the largest agricultural equipment manufacturers in the world. Here's where the company is based and where it builds its machines.

The Manufacturing - Farm Equipment industry stocks DE, KUBTY, CNH, AGCO and ALG are set to benefit from demand for agricultural machinery driven by the need to feed a growing global population.
Zebra (ZBRA) delivered earnings and revenue surprises of +45.98% and +3.90%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
CNH Industrial is potentially undervalued ahead of cyclical end-market recoveries, but operational & strategic concerns temper enthusiasm. More on CNH stock.

