News

Caterpillar (CAT) delivered the biggest quarter in its history, with a $72 billion order book behind it—59% of which it expects to ship over the next twelve months. The stock has gained 82.8% on a price basis over the past twelve months against 15.6% for the S&P 500, and still sits about 25% below its 52-week high. Neither the record nor the backlog is the number to watch. That would be the roughly $2.2 billion of tariff costs, before the second-quarter recoveries, that Caterpillar expects to ca

The main indexes finished higher Thursday thanks to easing bond yields and surging tech stocks.

Plus, encouraging economic indicators are doing little to lighten American consumers’ mood, and Deere introduces an AI assistant for farmers.

The company is counting on quick answers and better data to attract more farmers to its smart equipment and reverse a sales slump.

ALBUQUERQUE, N.M.—On an expanse of desert here between a Netflix studio and self-storage facility, construction is under way on a fusion plant meant to help America win an escalating nuclear-arms race. Testing with fusion reactors helps ensure America’s nuclear weapons still work after decades in storage, components are reliable and that new designs will have the desired effect, without resuming the explosive nuclear tests of decades prior. At the Albuquerque groundbreaking ceremony, the site was mostly dirt, punctuated by a pair of Deere excavators holding up an American flag.

Elastic, John Deere, and Dynatrace all posted strong earnings and drew a wave of analyst rating upgrades and price target increases, with shares of each stock rallying in response.

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

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

The largest holding in his portfolio also helps fund the Gates Foundation.

More than $380 million in tariff refunds have reduced the company's expected duty expenses to $750 million this year.

Deere stock jumped over 9% after a Q3 FY2026 beat, with revenue of $12.61 billion and EPS of $5.10 topping estimates, as construction growth offset a weaker agriculture segment.

Members of the United Auto Workers voted down an offer from Deere to extend its contract with the union by two years, setting up what will likely be a contentious negotiation for a new contract next year. UAW President Shawn Fain derided the unprecedented offer, calling it an effort to avoid the regular collective bargaining process. Deere officials didn’t immediately respond to a request for comment about the vote results.

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.

A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.

Orders for bulldozers, excavators and other earth-moving equipment are largely full for the rest of the year. The company also recognized $110 million in tariff refunds during the third quarter.

Deere & Co (DE) beats expectations with a 14.4% operating margin, raises full-year guidance, and signals a potential bottom in the ag cycle despite tariff pressures.

Deere is known for tractors and harvesters. But data centers and energy infrastructure fuel its construction business.

Deere & Co. was one of the best-performing stocks in the S&P 500 on Thursday, after the agricultural and industrial equipment maker posted better-than-expected quarterly results.

Moby summary of Deere & Company's Q3 2026 earnings call

Deere's (DE) shares climbed on Thursday after the company raised the lower ends of its net income an

Deere & Company (NYSE:DE) reported higher third-quarter revenue and raised its fiscal 2026 outlook, citing operating execution, improving inventory health and continued strength in its construction and small agriculture businesses despite soft conditions in portions of the global farm-equipment mark

Deere shares are up about 3% in premarket trading after the machinery maker's quarterly profit topped expectations despite continued weakness in its large farm equipment business. The company got back $110 million in tariff refunds during the quarter that ended Aug.

The equipment maker raised its full-year net income forecast to $4.75 billion–$5 billion after its construction and forestry segment posted an 84% jump in operating profit

Investing.com - U.S. stock futures were little changed on Thursday, as a rally in government bonds lost momentum and investors assessed a fresh batch of corporate earnings and analyst actions.

Deere & Company investors may be eyeing potential dividend gains ahead of the company’s third-quarter earnings report on Thursday, Aug. 20. Currently, Deere has an annual dividend yield of 1.10%, with a quarterly dividend of $1.62 per share ($6.48 per...

Deere (DE) delivered earnings and revenue surprises of +6.47% and +1.77%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Deere & Co. (NYSE:DE) shares gained more than 3% in premarket trading on Thursday after the agricultural equipment manufacturer delivered fiscal third-quarter results that exceeded Wall Street expectations on both revenue and earnings.