DE Earnings
Thursday, May 21 2026
EPS Estimate
$5.71
$5.21 – $6.20
Revenue Estimate
$11.5B
Current Price
$594.52
Our Position
bearish · highJohn Deere to pay $99M in repair lawsuit
est. revisions falling
(-5.9pp / 30d)
This settlement could pressure Deere's repair-based revenue and fuel regulatory scrutiny, adding to existing downside risks amid cyclical farm economic pressures.
Watch: Watch Deere's execution on repair accessibility improvements and farmer acceptance as near-term reputation and cost issues evolve.
Data Signal Summary
0 bullish
3 bearish
Insider selling cluster
Put/call 2.8 (bearish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-3.8%
P/E Ratio
33.6
Est. Revisions (30d)
-1.6% 1up/1dn
Analyst Target (mean)
$665 $500–$793 +12%
Options P/C Ratio
2.78
Est. Dispersion
17% 17 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Renaissance
Recent Activity
insider trades
58 transactions
Award
·
HEUBERGER ALAN CLETUS (Director)
·293 shares
Award
·
PAGE GREGORY R (Director)
·293 shares
Award
·
TALTON SHEILA G (Director)
·293 shares
Award
·
SIKES JAMES BRIAN (Director)
·293 shares
Award
·
STOCKTON DMITRI L (Director)
·293 shares
53 more
Award
·
FEIGHT ROBERT PRESTON
·293 shr
Award
·
CARET LEANNE G
·293 shr
Award
·
ERWIN TAMI A
·293 shr
Award
·
HUNN LAURENCE NEIL
·293 shr
Sell
·
REED CORY J.
·12,000 shr
·$6,120,000
Exercise
·
REED CORY J.
·12,000 shr
·$2,036,400
Sell
·
MAY JOHN C. II
·41,472 shr
·$20,797,649
Exercise
·
MAY JOHN C. II
·41,472 shr
·$10,568,310
Award
·
WALKER KELLYE L
·1,919 shr
Award
·
MAY JOHN C. II
·9,796 shr
Award
·
KALATHUR RAJESH
·1,919 shr
Award
·
REED CORY J.
·2,015 shr
Award
·
CAMPBELL RYAN DAVID
·2,111 shr
Award
·
PRYOR FELECIA J
·2,015 shr
Award
·
JEPSEN JOSHUA A
·1,919 shr
Award
·
ROSE JUSTIN RYAN
·2,207 shr
Award
·
HINDMAN JAHMY J.
·1,919 shr
Award
·
KOVAR DEANNA M
·2,207 shr
Award
·
SIKES JAMES BRIAN
·88 shr
Sell
·
MAY JOHN C. II
·11,106 shr
·$5,553,888
Exercise
·
MAY JOHN C. II
·11,106 shr
·$2,830,142
Award
·
HEUBERGER ALAN CLETUS
·385 shr
Award
·
PAGE GREGORY R
·385 shr
Award
·
TALTON SHEILA G
·385 shr
Award
·
SMITH SHERRY M
·385 shr
Award
·
STOCKTON DMITRI L
·385 shr
Award
·
JOHANNS MICHAEL O
·385 shr
Award
·
FEIGHT ROBERT PRESTON
·385 shr
Award
·
CARET LEANNE G
·385 shr
Award
·
ERWIN TAMI A
·385 shr
Award
·
HUNN LAURENCE NEIL
·385 shr
Other
·
MAY JOHN C. II
·27,891 shr
Sell
·
KALATHUR RAJESH
·24,580 shr
·$12,304,921
Exercise
·
KALATHUR RAJESH
·24,580 shr
·$2,471,519
Award
·
MAY JOHN C. II
·10,076 shr
Award
·
KALATHUR RAJESH
·1,902 shr
Award
·
REED CORY J.
·1,902 shr
Award
·
CAMPBELL RYAN DAVID
·2,749 shr
Award
·
HINDMAN JAHMY J.
·391 shr
Award
·
WALKER KELLYE L
·1,506 shr
Award
·
MAY JOHN C. II
·9,497 shr
Award
·
KALATHUR RAJESH
·2,209 shr
Award
·
REED CORY J.
·2,209 shr
Award
·
CAMPBELL RYAN DAVID
·2,310 shr
Award
·
PRYOR FELECIA J
·1,807 shr
Award
·
JEPSEN JOSHUA A
·2,310 shr
Award
·
ROSE JUSTIN RYAN
·1,732 shr
Award
·
HINDMAN JAHMY J.
·2,109 shr
Award
·
KOVAR DEANNA M
·2,209 shr
Award
·
FEIGHT ROBERT PRESTON
·145 shr
Sell
·
REED CORY J.
·13,370 shr
·$5,048,913
Exercise
·
REED CORY J.
·13,370 shr
·$1,980,632
Award
·
WALKER KELLYE L
·5,793 shr
Explore more
