AGCO has delivered four consecutive earnings beats with an average surprise of 41% and trades at an attractively valued forward P/E of 13.9x, but below-average business quality, a stock sitting near its near-term resistance target, and a put/call ratio of 2.07 signal that institutional sentiment is more cautious than the earnings track record alone would imply.
Thesis pillars
- Below Average Business Quality→Stable
- Perfect Earnings Beat Streak→Stable
- Attractive Valuation For Sector→Stable
- +2 more pillars — see the Why tab for full reasoning
AGCO Corporation (AGCO) Stock Analysis
Breakout setup · Catalyst-Driven edge
Industrials · Farm & Heavy Construction Machinery
Hold if already holding. Not a fresh buy at $118.32, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining.
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.
Hold if already holding. Not a fresh buy at $118.32, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining. Chart setup: Golden cross, above all MAs, RSI 63, MACD bullish. Downgraded from BUY WAIT — price $118.32 has reached target $118.44. No upside to wait for. Score 5.6/10, moderate confidence.
Passes 6/8 gates (positive momentum, no SEC red flags, news boost analyst 0.50, earnings proximity 24d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and clean insider activity. Suitability: moderate.
Recent developments
updated 2026-07-07Recent Developments — AGCO Corporation
Latest news
- NEWS AGCO Corporation (AGCO) Holds Steady Near Key Support After Minor Decline - Revenue Growth Stocks - thelegaladvocate.com — thelegaladvocate.com positive
- NEWS Analysts Have Conflicting Sentiments on These Industrial Goods Companies: Agco (AGCO), Euroseas (ESEA) and Copart (CPRT) — The Globe and Mail neutral
- NEWS Zacks Research Issues Positive Forecast for AGCO Earnings - MarketBeat — MarketBeat positive
- NEWS Is AGCO Corp (AGCO) Overvalued After 5.7% Rally? GF Value Says O - GuruFocus — GuruFocus neutral
- NEWS AGCO Unveils "Legacies of the Land" Campaign Honoring Farming Families for America's 250th - Finviz — Finviz positive
Generated 2026-07-07T10:21:36Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $118.32, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining. Chart setup: Golden cross, above all MAs, RSI 63, MACD bullish. Downgraded from BUY WAIT — price $118.32 has reached target $118.44. No upside to wait for. Target $118.44 (+0.1%), stop $104.77 (−12.9%), A.R:R -0.6:1. Score 5.6/10, moderate confidence.
Take-profit target: $118.44 (+7.8% upside). Target $118.44 (+0.1%), stop $104.77 (−12.9%), A.R:R -0.6:1. Stop-loss: $104.77.
Analyst target reached - limited upside remaining.
AGCO Corporation trades at a P/E of 11.2 (forward 14.4). TrendMatrix value score: 6.9/10. Verdict: Hold.
21 analysts cover AGCO with a consensus score of 3.5/5. Average price target: $129.
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.