AGCO Stock Slides After Outlook Cut: Smart Value or Trap for US Investors?
AGCO Corp (NYSE: AGCO) recently delivered a weaker outlook, causing its stock to slide, yet analysts still perceive double-digit upside. The company, a rival to Deere, is experiencing cooling demand for high-horsepower tractors and dealer destocking, leading to a more cautious 2025–2026 outlook. Despite the near-term challenges and increased volatility, analysts suggest that the stock might be undervalued, offering a potential value opportunity for long-term investors if the agricultural cycle stabilizes.
Why Is Agricultural Machinery Company AGCO Stock Falling Today?
AGCO's stock is falling today due to a restructuring program that includes a 6% reduction in its salaried workforce, aiming for cost-cutting and improved global efficiencies. The company expects to incur $150-200 million in termination benefits but anticipates annual cost savings of $100-125 million. This news comes as the stock has already dropped over 25% in the past year, prompting varying analyst outlooks, though some have raised price targets on the stock.
AGCO CORP /DE SEC 10-K Report
AGCO Corporation released its 2025 10-K report, detailing a 13.5% decrease in net sales to $10,082.0 million, primarily due to lower sales volumes and the divestiture of its Grain & Protein business, but a significant increase in net income to $726.5 million. The company is focusing on strategic initiatives like the PTx Trimble joint venture and cost controls, while facing challenges from market cycles, geopolitical tensions, and supply chain risks. AGCO anticipates flat global demand for farm equipment in 2026 but projects a modest increase in net sales due to positive pricing and favorable currency translation.
AGCO Corp To Go Ex-Dividend On February 13th, 2026 With 0.29 USD Dividend Per Share
AGCO Corp (AGCO.US) will trade ex-dividend on February 13th, 2026, with shareholders of record on that date receiving a $0.29 USD dividend per share on March 16th, 2026. The article also provides general definitions for cash dividends and stock dividends, along with disclaimers regarding the information provided.
5 Revealing Analyst Questions From AGCO's Q4 Earnings Call
AGCO's Q4 2025 earnings call revealed a modest sales increase due to disciplined inventory management and cost savings, despite softer market demand. While the company focused on high-margin products and dealer expansion, profitability was impacted by lower production volumes and discounting in North America. Analysts questioned management on North American dealer inventory realignment, European demand, market share gains of PTX, regional margin expectations, and the impact of tariffs.
Agco stock hits 52-week high at 137.68 USD
AGCO Corporation's stock has reached a new 52-week high of $137.68, reflecting a 42.68% increase over the past year and a 30.15% gain year-to-date. This milestone follows strong Q4 2025 earnings which surpassed Wall Street expectations, leading to raised price targets from analysts. The company also projects an adjusted EPS increase of about 9% for fiscal year 2026.
AGCO to Present at Citi's 2026 Global Industrial Tech and Mobility Conference
AGCO (NYSE: AGCO) announced its participation in Citi's 2026 Global Industrial Tech and Mobility Conference, scheduled for Thursday, February 19, 2026. Damon Audia, Senior Vice President and Chief Financial Officer, will host a fireside chat at 10:30 a.m. Eastern Time. A live webcast of the presentation will be available on AGCO's Investor Relations website, with an archive accessible for 12 months afterward.
AGCO to Present at Citi's 2026 Global Industrial Tech and Mobility Conference
AGCO (NYSE: AGCO) announced it will participate in Citi's 2026 Global Industrial Tech and Mobility Conference on Thursday, February 19, 2026. Damon Audia, Senior Vice President and Chief Financial Officer, will host a fireside chat at 10:30 a.m. Eastern Time. A live webcast of the presentation will be available on the company's Investor Relations website.
Morgan Stanley Maintains AGCO Corp(AGCO.US) With Sell Rating, Raises Target Price to $102
Morgan Stanley analyst Angel Castillo has maintained a "Sell" rating on AGCO Corp (AGCO.US) but increased its target price from $97 to $102. According to TipRanks data, this analyst has a 54.6% success rate and a 1.2% total average return over the past year. AGCO Corp's stock experienced a 1.65% increase.
AGCO's Price Target Raised to $152 by Truist Securities | AGCO S
Truist Securities has raised its price target for AGCO (AGCO) to $152 from $134, maintaining a "Buy" rating. This increase reflects a positive outlook on the agricultural equipment manufacturer's stock performance. While analysts show overall positive sentiment, the average target price from 12 analysts is $125.50, suggesting a potential downside from the current price.
Research Alert: CFRA Maintains Hold Opinion On Shares Of Agco Corporation
CFRA has maintained its "Hold" opinion on shares of Agco Corporation. Separately, Unity Software reported strong fourth-quarter financial results with revenue increasing 35% year-over-year to $609 million, surpassing analyst expectations. The company, however, posted a quarterly loss of 66 cents per share.
AGCO Earnings Call: Strong Cash, Tough Cycle Ahead
AGCO Corp.'s latest earnings call reveals a strong operational position with record free cash flow and resilient margins, despite facing a challenging demand environment, particularly in North America's large agriculture sector. The company plans to navigate these headwinds through disciplined management, capital returns, and investments in precision agriculture, while acknowledging that near-term earnings will be constrained until the market cycle improves.
AGCO (AGCO) Receives Maintained 'Overweight' Rating and Raised P
JP Morgan has maintained its 'Overweight' rating for AGCO (AGCO) and increased its price target from $123 to $138, a 12.20% raise. This positive adjustment comes amidst mixed analyst reviews for the agricultural equipment manufacturer. Despite the raised price target, other analysts have offered varied opinions, and GuruFocus estimates a potential downside of 34.93% from the current price based on its GF Value.
J.P. Morgan Maintains AGCO Corp(AGCO.US) With Buy Rating, Announces Target Price $138
J.P. Morgan analyst Tami Zakaria has reiterated a Buy rating for AGCO Corp (AGCO.US), setting a target price of $138. Zakaria has a 65.1% success rate and a 14.0% average return over the past year, according to TipRanks data. This rating indicates J.P. Morgan's continued positive outlook on AGCO Corp's stock performance.
AGCO Corporation (NYSE:AGCO) Q4 2025 Earnings Call Transcript
AGCO Corporation (NYSE:AGCO) reported its Q4 2025 earnings, delivering an adjusted operating margin of 10.1% and net sales of $2.9 billion, up 1% year over year. Despite a soft market with depressed commodity prices, the company achieved its strongest operating margins ever at this point in the cycle, driven by strategic execution, cost discipline, and growth in high-margin areas like PTX and parts and service. AGCO provided a 2026 outlook expecting flat global industry demand, net sales of $10.4 billion to $10.7 billion, and adjusted EPS between $5.50 and $6.00, while continuing to focus on dealer inventory normalization and innovation in precision agriculture.
AGCO Q4 Deep Dive: Mixed Margins and Strategic Cost Actions Shape Outlook
AGCO (NYSE:AGCO) reported Q4 CY2025 revenue that exceeded expectations, with sales up 1.1% year-on-year to $2.92 billion, driven by disciplined inventory management and cost savings. Despite missing GAAP profit estimates, the company's adjusted EBITDA beat forecasts, and management highlighted strategic cost actions and a focus on high-margin products. The outlook for 2026 includes continued investment in innovation and operational efficiency amid uncertain industry conditions and expected margin pressures from tariffs.
Tractor Maker Agco Sees Farm Rebound Beginning This Year
Agco Corp., a major agricultural equipment manufacturer, anticipates a rebound in the farm sector in 2026, forecasting its first sales increase in three years. While new machine sales may remain slow, farmers are expected to increasingly retrofit existing equipment with AI-packed components. The company also reported strong fourth-quarter earnings and higher sales projections for the upcoming year.
AGCO beats Q4 estimates, strong outlook lifts shares toward 21-month high (AGCO:NYSE)
AGCO Corporation reported strong Q4 results, surpassing Wall Street expectations for both revenue and adjusted earnings. The company's revenue reached $2.9 billion against an estimate of $2.67 billion, and adjusted earnings per share were $2.17 compared to the expected $1.86. This positive performance and an optimistic 2026 financial outlook, projecting net sales of $10.4–$10.7 billion and EPS of $5.50 to $6.00, led to a significant increase in its stock price.
AGCO (NYSE:AGCO) Beats Q4 CY2025 Sales Expectations
AGCO (NYSE:AGCO) reported Q4 CY2025 results that surpassed revenue expectations, with sales up 1.1% year-on-year to $2.92 billion. While the company's full-year revenue guidance exceeded analysts' estimates, its GAAP EPS of $1.30 missed consensus by 25.5%. Despite a mixed report with strong revenue performance and improved operating margins, AGCO's EPS guidance for 2026 also fell slightly short of analyst expectations.
AGCO CORP (NYSE:AGCO) Exceeds Q4 2025 Earnings Estimates with Strong Revenue and EPS Beat
AGCO CORP (NYSE:AGCO) reported strong financial results for Q4 and full-year 2025, significantly exceeding analyst expectations for both revenue and EPS. The company posted net sales of $2.92 billion and adjusted net income of $2.17 per share, beating estimates of $2.72 billion and $1.89 per share, respectively. This positive performance led to a favorable market reaction, with the stock showing a 2.56% increase in pre-market trading, and analysts project continued growth for 2026.
Agco: Q4 Earnings Snapshot
Agco Corp. reported a strong fourth quarter, with net income of $95.5 million and adjusted earnings of $2.17 per share, exceeding analyst expectations. The farm equipment maker also surpassed revenue forecasts, posting $2.92 billion for the quarter and $10.08 billion for the full year. Agco projects full-year earnings between $5.50 and $6 per share on revenue of $10.4 billion to $10.7 billion.
AGCO earnings ahead: Can ag equipment maker sustain momentum?
AGCO Corporation is set to release its fourth-quarter earnings, with analysts projecting an EPS of $1.87 on $2.67 billion in revenue, showing sequential improvement despite an anticipated industry downturn in 2026 for large agricultural equipment sales. Investors are keen to see if AGCO can maintain margin discipline, gain market share, and provide positive guidance for 2026, especially regarding North American demand and inventory normalization. The company's stock trades near its 52-week high, reflecting confidence in its operational execution and innovation, though a forward P/E of 23.13 implies expectations for a recovery by late 2026.
Autonomous tractors, smart sprayers: AGCO brings new tech to Louisville
AGCO (NYSE: AGCO) will showcase its Fendt, Massey Ferguson, and PTx brands at the 2026 National Farm Machinery Show in Louisville, Kentucky, from February 11-14. The company will feature autonomous tractors, precision planting and spraying systems, and warranty programs across two booths. AGCO's exhibit aims to demonstrate how its integrated solutions can improve farming operations, emphasizing advanced technology and customer support.
AGCO's Brands to Exhibit Full Range of Solutions at National Farm Machinery Show
AGCO's brands Fendt, Massey Ferguson, and PTx, along with its AgRevolution dealership, will showcase their full range of agricultural solutions at the 2026 National Farm Machinery Show. The exhibit will feature advancements in autonomous technology, smart equipment, and farmer-focused solutions designed to improve farming operations and enhance efficiency. Attendees will see products such as the Fendt 1000 Vario Gen4 Tractor with PTx OutRun automation, the MF 9S tractor with PTx FarmEngage, and new Precision Planting innovations like ArrowTube and SymphonyVision | Duo.
AGCO (AGCO) Q4 Earnings: What To Expect
AGCO (NYSE:AGCO) is set to report its Q4 earnings on Thursday morning. Analysts expect a 7.7% year-on-year revenue decline to $2.66 billion and adjusted earnings of $1.86 per share. This follows a mixed Q3 where the company missed revenue expectations but exceeded full-year EPS guidance.
AGCO Brands Debut New Technology and Solutions at World Ag Expo
AGCO announced the showcase of its Fendt and Massey Ferguson brands at the 2026 World Ag Expo, featuring the North American debut of the Fendt e100 Vario battery-powered tractor. The exhibit highlights AGCO's commitment to precision ag technology and sustainable farming through innovations like the SB.1436DB double baler and the MF Always Running warranty program.
Earnings Preview: Agco (AGCO) Q4 Earnings Expected to Decline
Agco (AGCO) is predicted to see a year-over-year decline in Q4 2025 earnings and revenue, with analysts expecting $1.85 EPS on $2.67 billion in revenue. The Zacks Earnings ESP for AGCO is -0.58%, combined with a Zacks Rank #3, making it difficult to conclusively predict an earnings beat despite the company's strong history of surpassing EPS estimates. Investors are advised to consider other factors beyond just the earnings surprise model.
AU$150K AGCO–Sydney project targets resilience in struggling farm towns
The AGCO Foundation and the University of Sydney Business School have partnered to launch a AU$150,000 initiative to boost economic resilience in struggling Australian rural communities. This two-year collaboration will expand the Remote and Rural Enterprise (RARE) program with a new agriculture stream, supporting 50-70 students annually. Students will lead projects to develop social enterprises, agricultural tourism, and sustainability, while three agricultural businesses will receive tailored support and early-stage funding.
AGCO Foundation Partners with the University of Sydney to Boost Resilience in Rural Communities
The AGCO Foundation is partnering with the University of Sydney Business School to expand its Remote and Rural Enterprise (RARE) program, introducing a new agriculture stream. This AU$150,000 initiative aims to strengthen economic resilience in rural Australian communities by supporting small agricultural enterprises through student-led projects, mentoring, and early-stage funding. The program will address challenges like geographic isolation and climate change, fostering sustainable development and intergenerational knowledge exchange.
AGCO Corp Is Quietly Eating The Farm World – And Wall Street Just Woke Up
AGCO Corp, a farm-tech giant, is gaining attention for its quiet dominance in the agricultural machinery sector. The company is transitioning from traditional hardware to advanced precision agriculture, incorporating AI and data to optimize farming. Despite not being a "meme stock," AGCO's focus on essential food production and technological advancement makes it a compelling investment for those interested in long-term, real-world economic plays.
AGCO Corp Is Quietly Eating The Farm World – And Wall Street Just Woke Up
AGCO Corp, a farm-tech giant, is gaining attention for its quiet dominance in global agriculture. While not a flashy consumer brand, the company is deeply involved in precision agriculture, using automation, data, and AI to help farmers optimize yields. This article explores AGCO's real-world relevance, technological advancements, and investor appeal compared to competitors like Deere & Company, positioning it as a fundamental stock with a tech edge for long-term investors.
Truist Financial Maintains AGCO Corp(AGCO.US) With Buy Rating
Truist Financial analyst Jamie Cook has reiterated a Buy rating on AGCO Corp (AGCO.US). Cook's rating is supported by a 69.1% success rate and a 14.8% average return over the past year, according to TipRanks data. The article emphasizes that this information is for educational purposes only and not investment advice.
AGCO brands win 7 AE50 awards
AGCO's Fendt, Massey Ferguson, and PTx brands have collectively earned seven 2026 AE50 awards from the American Society of Agricultural and Biological Engineers. These awards recognize the most innovative products and services in the agricultural industry, highlighting AGCO's commitment to farmer-driven solutions. The winning products include tractors, balers, autonomy kits, and precision planting technologies that enhance efficiency, comfort, and sustainability in farming operations.
AGCO's (NYSE:AGCO) Dividend Will Be $0.29
AGCO Corporation has announced a dividend of $0.29 per share, payable on March 16th, which translates to an annual yield of 1.0%. The company's earnings easily cover this dividend, with an estimated future payout ratio of 11%, demonstrating its sustainability. Despite past cuts, the dividend has shown a compound annual growth rate of 9.2% over the last decade, and strong EPS growth further indicates its potential for future increases.
AGCO Corp To Go Ex-Dividend On February 13th, 2026 With 0.29 USD Dividend Per Share
AGCO Corp (AGCO.US) is scheduled to go ex-dividend on February 13th, 2026, offering a $0.29 USD dividend per share. Shareholders recorded by this date will receive the dividend on March 16th, 2026. The article also provides general definitions of cash and stock dividends, clarifying tax implications and effects on share value.
AGCO declares quarterly dividend of $0.29 per share
AGCO's Board of Directors has declared a regular quarterly dividend of $0.29 per common share, equating to an annual dividend of $1.16 per share. This dividend, which yields approximately 1% at current prices, will be paid on March 16, 2026, to stockholders of record as of February 13, 2026. The company, which has maintained dividend payments for 13 consecutive years, also recently surpassed its third-quarter earnings and revenue forecasts for 2025.
93,000 MW of wind in Bureau Veritas deal for ArcVera Renewables
AGCO (NYSE: AGCO) has declared a regular quarterly dividend of $0.29 per common share. This dividend is payable on March 16, 2026, to shareholders of record as of the close of business on February 13, 2026. This announcement ensures a scheduled cash payout for common shareholders, providing predictable income.
AGCO Announces Fourth-Quarter 2025 Earnings Release and Conference Call
AGCO (NYSE: AGCO) has announced that its fourth-quarter 2025 earnings release conference call is scheduled for Thursday, February 5, at 10 a.m. ET. Interested parties can access the conference call and accompanying slide presentation via AGCO's website under the "Investors" section. The webcast will also be archived for 12 months following the event.
Farm machinery maker AGCO to host Q4 2025 earnings webcast Feb. 5 event
AGCO (NYSE: AGCO) has announced that its fourth-quarter 2025 earnings release and conference call will take place on Thursday, February 5, 2026, at 10:00 a.m. ET. The company, a global leader in agricultural machinery, will make a slide presentation available on its Investors section at www.agcocorp.com, where a live webcast will also be accessible. The archived webcast and slides will remain available for 12 months after the call.
AGCO Announces Fourth-Quarter 2025 Earnings Release and Conference Call
AGCO (NYSE: AGCO) has announced that its fourth-quarter 2025 earnings release conference call is scheduled for Thursday, February 5, at 10 a.m. ET. Interested parties can access the conference call and accompanying slide presentation via the "Investors" section of AGCO's website. The webcast will be archived for 12 months.
AGCO Announces Quarterly Dividend
AGCO (NYSE: AGCO) has declared a regular quarterly dividend of $0.29 per common share. The dividend is scheduled to be paid on March 16, 2026, to all stockholders of record as of February 13, 2026. AGCO is a global leader in agricultural machinery and precision ag technology, headquartered in Duluth, Georgia.
AGCO Announces Fourth-Quarter 2025 Earnings Release and Conference Call
AGCO (NYSE: AGCO) has announced that its fourth-quarter 2025 earnings release conference call is scheduled for Thursday, February 5, at 10 a.m. ET. The company, a global leader in agricultural machinery and precision ag technology, will provide a webcast and slide presentation on its website during the call, which will also be archived for 12 months.
AGCO Announces Fourth-Quarter 2025 Earnings Release and Conference Call
AGCO (NYSE: AGCO) has announced its fourth-quarter 2025 earnings release conference call will take place on Thursday, February 5, at 10 a.m. ET. Interested parties can access the webcast and slide presentation via the "Investors" section of AGCO's website, www.agcocorp.com, where it will also be archived for 12 months. AGCO is a global leader in agricultural machinery and precision ag technology, headquartered in Duluth, Georgia.
Truist Financial Maintains AGCO Corp(AGCO.US) With Buy Rating, Announces Target Price $134
Truist Financial analyst Jamie Cook has maintained a "Buy" rating on AGCO Corp (AGCO.US), setting a target price of $134. Cook, with a 69.1% success rate and 14.8% average return, provides this rating based on TipRanks data, which offers independent analysis from financial analysts. The article emphasizes that this information is for educational purposes and not an investment recommendation.
Citi Maintains AGCO Corp(AGCO.US) With Hold Rating, Raises Target Price to $120
Citi analyst Kyle Menges has reiterated a Hold rating for AGCO Corp (AGCO.US) and increased its target price from $115 to $120. According to TipRanks data, Menges has an 86.8% success rate and a 27.9% average return over the past year. This report is for informational purposes and does not constitute investment advice.
PTx™ Winter Conference Highlights Practical Ag Innovations
AGCO's PTx division is hosting its first-ever Winter Conference in Tremont, Illinois, from January 20-23, 2026. The event will showcase next-generation precision agriculture technologies, including water management, autonomy planting, and spraying, under the unified PTx brand (Precision Planting and PTx Trimble). The conference aims to provide practical solutions and innovative insights to farmers, investors, and media, with a focus on improving farming economics and sustainability.
PTx Winter Conference Highlights Practical Ag Innovations
AGCO's PTx division is hosting its first annual Winter Conference under the PTx brand in Tremont, Illinois, from January 20-23, 2026. This premier event will showcase next-generation precision agriculture technologies, including water management, autonomy planting, and spraying innovations, aiming to provide practical solutions and educational insights for farmers, media, and investors. The conference will also feature exclusive research from Precision Planting's PTI Farm and integrate PTx technology with Fendt products in interactive sessions.
AGCO Announces Fourth-Quarter 2025 Earnings Release and Conference Call
AGCO (NYSE: AGCO) has announced that its fourth-quarter 2025 earnings release and accompanying conference call will take place on Thursday, February 5, at 10 a.m. ET. Interested parties can access the call and slide presentation via the "Investors" section of AGCO's website, with the webcast archived for 12 months. AGCO is a global leader in agricultural machinery and precision ag technology, reporting approximately $11.7 billion in net sales for 2024.
AGCO's Price Target Raised by Citigroup, Maintains Neutral Ratin
Citigroup analyst Kyle Menges has increased AGCO's price target from $115 to $120, while maintaining a Neutral rating. This update comes amidst varying analyst opinions on AGCO, with some firms lowering price targets or downgrading ratings, and others raising targets or initiating new coverage. AGCO is a global agricultural equipment manufacturer with significant sales in Europe/Middle East, aiming to expand in North and South American markets.
AI-powered farm tools and ROI ideas lead AGCO’s PTx Winter Conference
AGCO's PTx Winter Conference, focused on practical agricultural innovations, will take place from January 20–23, 2026, in Tremont, Illinois. The event will showcase AI, machine learning, and autonomy solutions for farming, aiming to help growers improve efficiency and achieve better returns on investment. It will feature five sessions by 13 PTx employees, live demonstrations, and insights from PTI Farm research, culminating in a free Fendt-hosted event.
