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Markets wobble heading into the Labor Day weekend as bond vigilantes push back against Washington, oil stays tense with Middle East strikes escalating, and Wall Street analysts make bold calls on names ranging from Broadcom to Moderna that could reshape your portfolio positioning.

Deere & Company (NYSE:DE) seems to have attracted renewed attention from analysts after an impressive rise in its stock so far this year. As of August 31, the stock gained more than 35%. On August 31, Baird upgraded its rating on Deere & Company (NYSE:DE) from Neutral to Outperform and lifted its price target from […]

In the second quarter of 2026, Caterpillar's retail sales to users in power generation surged 72% year-over-year, a pace that looks more like a high-growth tech supplier than a traditional industrial giant. This growth is not from traditional sources but from the immense energy needs of new data centers. Caterpillar is quietly becoming a critical infrastructure provider for cloud computing and generative AI.

Limited access through the Strait of Hormuz has reduced the amount of fertilizers reaching farms, resulting in lower crop yields and plantings.

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

Stock Market Today: The Dow Jones index rises Tuesday after surprise jobs data. AI stock Credo plunges on earnings.

Deere & Company has rallied other industrial stocks, and analysts remain moderately optimistic about the stock’s outlook.

Baird’s upgrade of Deere (DE) to Outperform has put fresh attention on the stock. The call hinges on a potential recovery in agricultural fundamentals by 2027 and stronger demand for Deere’s equipment. Deere’s share price has gained 44.83% year to date, with a 14.92% 3 month share price return and a 14.07% 1 month share price return, while the 5 year total shareholder return of 94.23% reflects longer term momentum as recent guidance, buybacks and dividend affirmations keep investors focused...

Pfizer gained on vaccine and oncology growth, MiniMed on strong earnings, and Deere on AI-driven agriculture.

Deere stock has almost doubled investor capital over the past five years, yet current valuation checks send mixed messages, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to an 11.1% discount while broader metrics lean less generous. Recent news around construction strength, AI focused partnerships and labor negotiations adds extra context to how much of Deere's future cash flow story might already be priced in. A roughly 94.2% return over five years highlights Deere as...

Check out the companies making headlines yesterday:

Iran and Venezuela just handed energy investors two completely opposite catalysts at the same time, and Chevron, Exxon, and Halliburton are reacting in real time as traders try to figure out which story actually matters for their portfolios.

Baird analyst says Deere stock could hit $800 over the next 12 months. Here’s what could drive DE shares higher from here.

The aerospace maker plans to resume contractual talks after Labor Day. Meanwhile, U.S. Steel and Cleveland-Cliffs agreed to extend their steelworker contracts by 30 days.

The agricultural equipment maker's profits are set to soar.

On August 31, Baird upgraded Deere & Company (NYSE:DE) to Outperform from Neutral and raised its price target to $800 from $640, implying meaningful upside from the share price cited in the report. The upgrade is based on an expected improvement in North American agricultural fundamentals in 2027. Baird expects mid-2027 corn futures to move […]

Shares of agricultural and construction machinery company Deere (NYSE:DE) jumped 3.1% in the afternoon session after Baird analyst Mircea Dobre upgraded the stock from a Neutral rating to Outperform.

Baird just handed two farm equipment stocks a rare double upgrade on the same morning, but the reasoning behind each call points to a very different bet on how the ag cycle turns.

Deere upgraded, Lumentum initiated: Wall Street's top analyst calls

FEATURE It’s time to double down on the farm, says Midwestern broker Baird. A recovery is coming in 2027 that will benefit farmers, as well as shares of Deere AGCO CNH Industrial, and CNH dealer Titan Machinery Monday, Baird analyst Mig Dobre upgraded all four stocks to Buy from Hold.

Rate hike fears rattled markets heading into the Labor Day weekend, and Wall Street analysts responded with a flurry of bold calls on utilities, farm equipment giants, and a ticketing upstart that could reshape your portfolio heading into a volatile fall.

Plus, the U.S. attacks Iranian rocket launchers in the Strait of Hormuz, and record heat this summer burned Europe’s economy.

Tariff refunds and the ever-resilient U.S. consumer are fueling the heftiest rise in big-company profits in years

Caterpillar's Construction Industries segment is surging on stronger demand, higher volumes and pricing, while digital tech opens new growth avenues.

The demand explanation management leaned on for its construction business has dropped out of the lead, and what replaced it leans on the dealer channel.

Caterpillar Inc. (NYSE:CAT) factored into Jim Cramer’s morning appearance on the 24th in an interesting manner. During the show, the CNBC TV host lamented how the market was acting against stocks that were perceived to have exposure to data centers. Data centers have become a thorny political issue as the public in several areas has […]

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

On 26 August 2026, GUSS Automation, a John Deere subsidiary, announced plans to integrate Ouster’s Rev8 OS0 native color digital lidar sensors, powered by L4 Ouster Silicon, into the next generation of its autonomous orchard machine fleet to enhance perception and reliability in complex outdoor environments. This move highlights how rugged, high-resolution lidar can enable a single operator to oversee multiple autonomous sprayers and potentially extend automation to additional orchard and...

Ouster stock has delivered a very large 3 year return, yet the valuation checks currently flag the shares as expensive rather than a clear bargain. After such a sharp move, investors are weighing that track record against a low value score and an overvalued read on the market multiples. Over roughly three years, Ouster has returned more than 5x, which puts recent pricing under closer scrutiny. Partnerships such as the integration of Ouster’s digital lidar into John Deere’s GUSS autonomous...

On August 20, Deere & Company (NYSE:DE) held its third quarter fiscal 2026 earnings call, and the headline number told a story its largest division couldn’t. Net income climbed 7% year over year to $1.379 billion, with diluted earnings per share rising to $5.10 from $4.75, even as the company’s biggest segment posted a sales […]