Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$7.1B
70M shares
52-week range
$99.21 – $143.78
1% from low
Sector
FARM MACHINERY & EQUIPMENT
Exchange
NYSE
CS
Agco is a global manufacturer of agricultural equipment. Its main machine brands are Fendt, Massey Ferguson, and Valtra; its initiatives in precision agriculture have been organized under the PTx umbrella following a series of acquisitions. While a global business, Agco's sales skew heavily toward Europe/Middle East, representing 50%-60% of sales and even more of operating profits. The company is trying to increase its exposure to the larger North and South American markets. Its products are available through a global dealer network, which includes over 3,000 dealers and distribution locations and reaches into over 140 countries. Additionally, Agco offers retail and wholesale financing to customers through its partnership with Rabobank of the Netherlands, having exited their JV in 2026.
www.agcocorp.comNo one on the platform currently holds AGCO.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 276,700 | $32.1M |
| Bridgewater Associatesas of 2026-03-31 | 4,901 | $567.9K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-14 | $0.3000 | 2026-09-15 |
| 2026-05-15 | $0.3000 | 2026-06-15 |
| 2026-02-13 | $0.2900 | 2026-03-16 |
| 2025-11-14 | $0.2900 | 2025-12-15 |
| 2025-08-15 | $0.2900 | 2025-09-15 |
| 2025-05-15 | $0.2900 | 2025-06-16 |
| 2025-02-14 | $0.2900 | 2025-03-14 |
| 2024-11-15 | $0.2900 | 2024-12-16 |
| 2024-08-15 | $0.2900 | 2024-09-16 |
| 2024-05-17 | $2.5000 | 2024-06-20 |
No one on the platform has traded AGCO yet.
| 2024-05-14 | $0.2900 | 2024-06-14 |
| 2024-02-14 | $0.2900 | 2024-03-15 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $10.3B | +4.6% | $5.83 | $5.60–$6.25 | 17.0× | 8 |
| 2027 | $10.8B | +5.0% | $7.54 | $6.69–$8.65 | 13.2× | 12 |
| 2028 | $11.5B | +6.3% | $9.87 | $8.31–$13.27 | 10.1× | 6 |
| 2029 | $11.4B | -1.0% | $8.90 | $8.69–$9.16 | 11.2× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-30 | $1.46 | $1.43 | -2.1% |
| 2026-05-05 | $0.44 | $0.94 | +114.0% |
| 2026-02-05 | $1.85 | $2.17 | +17.3% |
| 2025-10-31 | $1.26 | $1.35 | +7.1% |
| 2025-07-31 | $1.06 | $1.35 | +27.4% |
| 2025-05-01 | $0.03 | $0.41 | +1266.7% |
| 2025-02-06 | $2.01 | $1.97 | -2.0% |
| 2024-11-05 | $1.07 |
| $0.68 |
| -36.4% |
| $5.1B |
| — |
| SAIASaia, Inc. | $380.22 | +4.27% | $10.1B | — |
| SSDSimpson Manufacturing Co., Inc. | $195.27 | +0.23% | $8.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$AGCO Negative (84%): shares face downward pressure because GAAP earnings missed consensus by 24.8% and the $10.15 billion full-year revenue-guidance midpoint was reported 4.1% below analysts' estimates... Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/e87d6537f7ee78cc?utm_source=stocktwits&utm_medium=story_url
View on StockTwits ↗$AGCO reported 1.43 EPS and 2,610 revenue for Q2. http://www.estimize.com/intro/agco?chart=historical&metric_name=eps&utm_content=AGCO&utm_
View on StockTwits ↗$AGCO Negative (89%): AGCO’s stock faces downward pressure because the reported Q2 sales or revenue shortfall and cut to the 2026 outlook give the market reason to reduce forward sales and earnings expectations. Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/e6ae7d58c5688513?utm_source=stocktwits&utm_medium=story_url
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-7-30-agco-co-stock/ $AGCO AGCO Earnings Transcript
View on StockTwits ↗$AGCO Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $1.08 down -74.41% YoY • Reported revenue of $2.61B down -0.96% YoY • AGCO targets 2026 net sales between $10.1 billion and $10.2 billion, with adjusted operating margins of about 7.5% and full-year adjusted earnings per share between $5.50 and $5.75 for AGCO.
View on StockTwits ↗⚠️ Bearish short-term, Bullish structural Divergent setup creates real opportunities. Price action: CBOT wheat ~$6.08 (June 2), 5 straight days down Pulled back from $6.80 peak May 12 HRW hit $7.50 May 13 (highest since Sept 2023) Technical: Strong Sell Bearish drivers: Russian/Black Sea exports aggressive Northern Hemisphere harvest pressure EU + Argentina solid crops China May 14 deal = "guiding target" not binding Hidden US bullish setup: 2026-27 winter wheat 1.048B bu = SMALLEST SINCE 1965 HRW -36% YoY (514.8M bu) Kansas yields 37 bu/acre (vs 51) Crop ratings 30-35% G/E (vs 48% prior year) US ending stocks -18% to 762M bu Production lowest since 1972/73 Seasonality: CBOT wheat historically bottoms June-July Next catalyst: USDA WASDE June 10 Plays: $ZW $WEAT direct, $ADM $BG on volatility, watch $DE $AGCO downside on farm stress.
View on StockTwits ↗DE, AGCO, CNH Stocks Get A Boost From Citi After Trump Slashes Agri Equipment Tariffs – Firm Calls It ‘Incremental Positive’ For The Sector $DE $AGCO $CNH https://stocktwits.com/news/equity/markets/de-cnh-agco-stock-move-higher-trump-administration-cut-tariff/cZ005n9ReDT
View on StockTwits ↗The White House lowered tariffs on agricultural and industrial equipment from 25% to 15%. Citi sees this as an incremental positive for $DE, $CNH, and $AGCO. https://notreload.xyz/us-slashes-farm-equipment-tariffs-big-boost-for-deere-cnh-agco/
View on StockTwits ↗$AGCO Price: $118.03 (-0.67%) Trend: Bullish Market Bias (7D): Sideways ⚖️ Expected Range: ±1.01% RSI: 49.7 | Momentum: Moderate Volume: -39.9% vs avg Volatility: 2.96% Support: $112.96 | Resistance: $122.61 Tools used: https://www.trade-ideas.com Code: INTERSTOCK25
View on StockTwits ↗$AGCO Agco price target lowered to $123 from $127 at UBS UBS analyst Steven Fisher lowered the firm's price target on Agco to $123 from $127 and keeps a Neutral rating on the shares. The firm reduced the company's 2027 estimates following the Q1 report. It believes Agco will deliver below mid-cycle earnings in 2027.
View on StockTwits ↗$AGCO Current Stock Price: $120.23 Contracts to trade: $120.0 AGCO May 15 2026 Call Entry: $2.90 Exit: $4.28 ROI: 48% Hold ~29 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.