AGCO generates strong cash relative to earnings and has beaten estimates in 3 of 4 quarters, but weak quality scores, declining revenue, heavy insider selling and a price already at the analyst target leave almost no upside.
Thesis pillars
- Strong Cash Conversion→Stable
- Weak Quality And Shrinking Revenue↑Improving
- Price At Analyst Target→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Nov 1, 2026, based on the 10-K filed Feb 13, 2026
AGCO Corporation (AGCO) Stock Analysis
Industrials · Farm & Heavy Construction Machinery
Sell if holding. Engine safety override at $111.17: Quality below floor (3.5 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: Elevated put/call ratio: 1.42; Below-average business quality; Below long-term trend.
Corporation was incorporated in Delaware in 1991. Unless otherwise indicated, all references in this Form 10-K to "AGCO," "we," "us" or the "Company" include AGCO Corporation and its subsidiaries.
Sell if holding. Engine safety override at $111.17: Quality below floor (3.5 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: Elevated put/call ratio: 1.42; Below-average business quality; Below long-term trend. Chart setup: No clear chart pattern; technical signals are mixed. Score 4.7/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, news boost analyst 0.60, earnings proximity 92d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated Nov 3, 2026Recent Developments — AGCO Corporation
Material events (past 30 days)
- 8K Oct 5, 2026 MEDIUM Item 5.02: On October 5, 2026, AGCO Corporation (the "Company") announced a restructuring of its executive leadership that simplifies the organization, strengthens accountability and reduces the team by one member.
Latest news
- NEWS AGCO Corporation 12-Month Price Target Raised to $123.79 — fiscal.ai Nov 3, 2026 positive
- NEWS Truist Securities Reiterates Buy on AGCO, Lowers Price Target to $136 — benzinga Nov 2, 2026 neutral
- NEWS AGCO earnings on deck as Europe sentiment tests farm gear maker By Investing.com - Investing.com Australia — Investing.com Australia Jul 29, 2026 neutral
- NEWS AGCO earnings on deck as Europe sentiment tests farm gear maker By Investing.com - Investing.com South Africa — Investing.com South Africa Jul 29, 2026 neutral
- NEWS AGCO earnings on deck as Europe sentiment tests farm gear maker - Investing.com UK — Investing.com UK Jul 29, 2026 neutral
Latest item Nov 3, 2026 · Generated 2026-11-04T12:04:35Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-10-05Item 5.02MEDIUMOn October 5, 2026, AGCO Corporation (the "Company") announced a restructuring of its executive leadership that simplifies the organization, strengthens accountability and reduces the team by one member.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
4 floor-breakers
Revenue shrinking — -8.6% YoY. Growth thesis broken unless recovery story develops.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Quality below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $111.17: Quality below floor (3.5 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: Elevated put/call ratio: 1.42; Below-average business quality; Below long-term trend. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $103.39. Score 4.7/10, moderate confidence.
Analyst target: $112.44 (+1.1% upside). Prior stop was $103.39. Stop-loss: $103.39.
Target reached (1.1% upside); Quality below floor (3.5 < 4.0).
AGCO Corporation trades at a P/E of 28.6 (forward 15.5). TrendMatrix value score: 6.7/10. Verdict: Sell.
23 analysts rate AGCO, with a consensus score of 3.7/5. 15 analysts publish price targets averaging $125.
What does AGCO Corporation do?Corporation was incorporated in Delaware in 1991. Unless otherwise indicated, all references in this Form 10-K to...
Corporation was incorporated in Delaware in 1991. Unless otherwise indicated, all references in this Form 10-K to "AGCO," "we," "us" or the "Company" include AGCO Corporation and its subsidiaries.