Deere Shares Rally 4.1% on Estimate Upgrades Ahead of Feb. 19 Q1 Call
Deere shares jumped 4.1% on above-average volume last session, driven by a series of upward earnings estimate revisions. The company will hold its first quarter 2026 earnings call on Feb. 19 at 9:00 a.m. Central to discuss financial and operating performance.
1. Deere Shares Rise 4.1% on Above-Average Volume
In the most recent trading session, Deere’s share count traded increased 4.1% while volume exceeded its 30-day average by 25%. This level of activity marks the strongest single-day volume since December, when the company reported stronger-than-expected machinery orders. Institutional investors accounted for roughly 60% of the session’s volume, according to exchange data, suggesting continued professional interest in the stock.
2. Upward Revisions Point to Continued Strength
Analyst consensus for Deere’s full-year equipment revenue has been revised upward by an average of 3.2% over the past six weeks. Six of the eight major brokerages covering the company have raised their forecasts for fiscal 2026 tractor and combine unit sales, with the median estimate now at 252,000 units—up from 243,000 at the start of January. Lead analysts cite strong demand in North America’s planting season and a favorable grain price environment as drivers of the positive revisions.
3. Q1 2026 Earnings Call Scheduled for February 19
Deere & Company will host its first quarter 2026 financial results webcast on Thursday, February 19, beginning at 9:00 a.m. Central Time. Management will discuss quarterly revenue, operating margins and order backlog alongside strategic outlook for agriculture and construction segments. Investors can access the live webcast and subsequent recording via the company’s website. Last year’s Q1 call drew over 1,200 participants, underscoring broad investor engagement ahead of Deere’s spring equipment deliveries.