AGCO Corporation(AGCO)

$118.02—Stale · unknown old

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AGCO Corporation(AGCO)

NYSE • Last print unknown ago

$118.02—Stale · unknown old

WatchlistAsk SA Chart Studio

AGCO(AGCO)

AGCO

9/26/26

AGCO (AGCO)

Saturday

1:45 AM

ThesisIncreased adoption of precision agriculture technologies and favorable government policies are expected to drive demand…

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$10.1B	$10.2B	$10.7B
Rev. Growth	-13.5%	+0.8%	+5.2%
EPS	$9.76	$5.63	$7.34
EPS Growth	+272%	-42.3%	+30.3%
P/E (fwd)	12.1×	21.0×	16.1×

★ Analysts see FY2027 revenue reaching $10.7B — +5.2% growth in a single year.

What’s Driving the Stock

01AGCO's precision agriculture technology adoption is projected to grow by 15% YoY, driven by increased demand for data-driven farming solutions.
02Recent partnerships with major agribusiness firms to integrate AGCO's machinery with IoT solutions could enhance market penetration.
03A significant increase in U.S. government subsidies for sustainable farming practices could boost AGCO's sales in the coming years.
04Sustainable agriculture and precision farming
05Technological integration in farming equipment
06Changes in global agricultural commodity prices, particularly corn and soybeans, which influence farmers' purchasing power
07Adoption rates of precision agriculture technologies, impacting demand for AGCO's advanced solutions
08Economic conditions in key markets like North America and Europe, affecting overall agricultural investment

FY2025 Snapshot

Revenue: $10.1B
Rev. Growth: -13.5%
Gross Margin: 24.8%
Op. Margin: 6.9%
Net Margin: 7.2%
Net Income: $727M
NI Growth: +271%
EPS: $9.76
1Y Return: +11.2%

AGCO Chart

My Notes

"AGCO is positioned to leverage technological advancements in agriculture, ensuring sustainable growth."
Moat: AGCO's strong brand recognition and innovative product offerings provide a durable competitive advantage in the agricultural machinery…
value - AGCO's low Price/Sales ratio (0.8x) and strong cash flow yield attract value-focused investors.
Moderate sensitivity as higher interest rates can increase financing costs for farmers, potentially dampening equipment purchases.
Watch on earnings: Corn futures price (ZCUSX), Soybean futures price (ZSUSX), Industrial Production Index (INDPRO).

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $10.2B to $10.7B as agco's precision agriculture technology adoption is projected to grow by 15% yoy.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

12.1×

21.0×

16.1×

What’s Driving the Stock

01AGCO's precision agriculture technology adoption is projected to grow by 15% YoY, driven by increased demand for data-driven farming solutions.

02Recent partnerships with major agribusiness firms to integrate AGCO's machinery with IoT solutions could enhance market penetration.

03A significant increase in U.S. government subsidies for sustainable farming practices could boost AGCO's sales in the coming years.

04Sustainable agriculture and precision farming

05Technological integration in farming equipment

06Changes in global agricultural commodity prices, particularly corn and soybeans, which influence farmers' purchasing power

07Adoption rates of precision agriculture technologies, impacting demand for AGCO's advanced solutions

08Economic conditions in key markets like North America and Europe, affecting overall agricultural investment

My Notes

"AGCO is positioned to leverage technological advancements in agriculture, ensuring sustainable growth."

Moat: AGCO's strong brand recognition and innovative product offerings provide a durable competitive advantage in the agricultural machinery…

value - AGCO's low Price/Sales ratio (0.8x) and strong cash flow yield attract value-focused investors.

Moderate sensitivity as higher interest rates can increase financing costs for farmers, potentially dampening equipment purchases.

Watch on earnings: Corn futures price (ZCUSX), Soybean futures price (ZSUSX), Industrial Production Index (INDPRO).