Deere stock rose 3.90% after analyst Mircea Dobre predicted a near-term recovery in the U.S. farming market driven by rising corn and soy prices. Dobre projects Deere's earnings per share will grow to $25 in 2027 and over $30 in 2028, upgrading his price target from $640 to $800, representing potential gains of over 22%.

Caterpillar's Construction Industries segment is experiencing robust momentum with revenue increases exceeding 30% in Q1 and Q2 2026, driven by higher sales volumes and favorable pricing. The company is expanding digital, rental, and autonomous solutions while targeting a 1.25x increase in sales to end users by 2030. However, Caterpillar faces intensifying competition from Komatsu and Deere, which are pursuing similar automation and digitalization strategies.

The Gates Foundation Trust's $34.4 billion equity portfolio reveals a preference for industrial and consumer stocks over technology companies. With Berkshire Hathaway as its largest holding at $7.4 billion, the foundation also maintains significant positions in Caterpillar, Canadian National Railway, Waste Management, and Deere. This strategy demonstrates that solid long-term returns can be achieved through steady compounders rather than volatile tech stocks, while still benefiting from trends like AI-driven data center construction.

Deere & Company stock has performed well in recent quarters and is finding new growth categories. The article examines whether the stock represents a buy, hold, or sell opportunity for investors.

Major U.S. stock indices declined on July 29, 2026, as the Federal Reserve held rates steady but three officials voted for a hike, signaling a hawkish stance. Geopolitical tensions in the Middle East and a surprise Iran missile attack further pressured equities. The S&P 500 fell 1.52%, the Dow dropped 2.19%, and the Nasdaq declined 1.74%. Energy stocks gained on higher oil prices, while industrials and technology sectors suffered significant losses.

The article argues July is the strongest month for stocks historically, with the S&P 500 rising 2.3% on average over 20 years. The author recommends buying two dividend-growth stocks: Illinois Tool Works (ITW) and Deere (DE). ITW is highlighted for its high operating margins, consistent dividend growth, and share buybacks despite analyst neglect. Deere is positioned to benefit from a construction boom while the agricultural segment is at a cycle bottom, with corn and wheat prices showing signs of recovery.

Husker Harvest Days 2026, the Western Corn Belt's premier agricultural showcase, opens registration for its Sept. 15-17 event in Grand Island, Nebraska. The event features new live demonstrations of corn stalk baling, tub grinders, and feed mixers, alongside returning attractions like the HHD Drone Zone and 12 field demonstration categories. Free admission is available for pre-registered attendees.

The Farm Progress Show returns to Boone, Iowa, Sept. 1-3, 2026, with three major additions: an expanded Agronomy Zone featuring research-grade crop plots with the Hefty brothers from Ag PhD, new premium ticket packages at $60, and a Drone Zone for precision agriculture demonstrations. The event previously attracted 161,000 attendees and 548 exhibitors in 2025.

The Organic Grower Summit, presented by Farm Progress and sponsored by John Deere, is accepting nominations for its ninth annual Grower of the Year Award. The award will recognize four finalists who demonstrate innovation, sustainability, and leadership in organic agriculture. The summit will take place December 2-3, 2026, in Monterey, California, with the winner announced during the keynote presentation. Nominations close August 31, 2026.

United Rentals has delivered exceptional returns over the past decade with a 1,360% gain, significantly outperforming the S&P 500. The equipment rental company benefits from strong fundamentals including 10% revenue CAGR and 20% EPS CAGR, market leadership with 16% share of North American equipment rental market, and exposure to growing data center and utilities sectors. The company is also returning capital to shareholders through a $5 billion buyback program and 10% dividend increase, though valuation concerns and debt levels present some risks.

Deere & Company's Board of Directors declared a quarterly dividend of $1.62 per share, payable on August 10, 2026, to shareholders of record as of June 30, 2026.

Deere & Co.'s stock momentum has declined 8.77% over the past month due to agricultural market weakness and rising fertilizer costs driven by the Iran conflict. Despite short-term technical weakness, analysts maintain a positive long-term outlook, with Freedom Broker raising its price target to $590, citing 2026 as a cyclical trough with higher structural profitability from construction equipment demand and technology monetization. The company expects U.S. and Canadian agricultural markets to decline 15-20% this year due to high interest rates and input costs.