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AGCOAGCO CorporationBuy Wait5.6·$116.49-0.04%
Buy WaitModerate Confidence
Investment thesis

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 QualityStable
  • Perfect Earnings Beat StreakStable
  • Attractive Valuation For SectorStable
  • +2 more pillars — see the Why tab for full reasoning

Full reasoning →

Open full analysis

AGCO Corporation (AGCO) Stock Analysis

Breakout setup · Catalyst-Driven edge

Buy WaitVALUE-TRAP 1/5Moderate Confidence

Industrials · Farm & Heavy Construction Machinery

Wait for pullback to $109.81. Insider activity concern — blocks BUY_NOW at $116.49. Engine's entry $109.81 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: 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.

$116.49+8.4% A.UpsideScore 5.6/10#6 of 17 Farm & Heavy Construction Machinery
QualityF-score7 / 9FCF yield8.25%
IncomeYield1.03%(5y avg 0.91%)Payout11.19%sustainable
Entry $109.81(Support Atr Sticky)Stop $102.47Target $119.02(resistance)A.R:R -0.6:1
Analyst target$128.50+10.3%14 analysts
$119.02our TP
$116.49price
$128.50mean
$105
$159

Wait for pullback to $109.81. Insider activity concern — blocks BUY_NOW at $116.49. Engine's entry $109.81 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Analyst target reached - limited upside remaining. Chart setup: Golden cross, above all MAs, RSI 62, MACD bullish. Mixed signals. Hold existing position. | News modifier +2 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Score 5.6/10, moderate confidence.

Passes 6/8 gates (positive momentum, no SEC red flags, news boost analyst 0.50, earnings proximity 26d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and clean insider activity. Suitability: moderate.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Jul 30, 202626d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
Positive news sentiment (+1.00)
Recent Analyst detected in news
Risks
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)11.2
P/E (Fwd)14.4
Mkt Cap$8.4B
EV/EBITDA10.4
Profit Mgn7.4%
ROE17.5%
Rev Growth14.3%
Beta1.07
Dividend1.03%
Rating analysts21

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C4.91bearish
IV47%normal

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

10 dimensions · all in-band

GatesA.R:R -0.6=NEGATIVEINSIDER 0.62%=HEAVYMomentum 5.5>=5.5No SEC red flagsNEWS BOOST ANALYST 0.50EARNINGS PROXIMITY 26d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Moderate
RSI
62 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $108.01Resistance $121.45

Price Targets

$102
$110
$119
A.Upside+2.2%
A.R:R-0.6:1

Position Sizing

ConvictionMedium conviction
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-4.0% upside)
! NEWS_MOD=+2: HOLD_IF_HOLDING → STRONG_BUY_WAIT
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-30 (26d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is AGCO stock a buy right now?

Wait for pullback to $109.81. Insider activity concern — blocks BUY_NOW at $116.49. Engine's entry $109.81 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risk: Analyst target reached - limited upside remaining. Chart setup: Golden cross, above all MAs, RSI 62, MACD bullish. Mixed signals. Hold existing position. | News modifier +2 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Target $119.02 (+2.2%), stop $102.47 (−13.7%), A.R:R -0.6:1. Score 5.6/10, moderate confidence.

What is the AGCO stock price target?

Take-profit target: $119.02 (+8.4% upside). Target $119.02 (+2.2%), stop $102.47 (−13.7%), A.R:R -0.6:1. Stop-loss: $102.47.

What are the risks of investing in AGCO?

Analyst target reached - limited upside remaining.

Is AGCO overvalued or undervalued?

AGCO Corporation trades at a P/E of 11.2 (forward 14.4). TrendMatrix value score: 6.9/10. Verdict: Buy (Wait for Entry).

What do analysts say about AGCO?

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.

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