AGCOIndustrials · Farm & Heavy Construction MachineryThe 16 Wall Street analysts covering AGCO Corp. hold a median 12-month price target of $123 — +8.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 64 of 100 as at 2 Nov 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores AGCO Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (96): The share count has been shrinking and the company is not leaning on new borrowing.
Revisions (36): Analysts have, on balance, been cutting their forecasts.
Size (17): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AGCO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +8.4% from it.
Of the 20 most recent actions, 3 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 Oct 2026 | Oppenheimer | Maintains | Outperform | $127 → $123 |
| 19 Oct 2026 | Barclays | Maintains | Underweight | $105 → $97 |
| 8 Oct 2026 | DA Davidson | Maintains | Buy | — |
| 8 Oct 2026 | DA Davidson | Maintains | Buy | $151 |
| 8 Oct 2026 | JP Morgan | Maintains | Overweight | — |
| 8 Oct 2026 | JP Morgan | Maintains | Overweight | $123 → $140 |
| 5 Oct 2026 | Truist Securities | Maintains | Buy | $135 → $146 |
| 5 Oct 2026 | Truist Securities | Maintains | Buy | — |
| 31 Aug 2026 | Baird | Upgrade | Outperform | — |
| 31 Aug 2026 | Baird | Upgrade | Outperform | $120 → $150 |
| 4 Aug 2026 | Morgan Stanley | Maintains | Underweight | $110 → $99 |
| 4 Aug 2026 | Morgan Stanley | Maintains | Underweight | — |
| 4 Aug 2026 | UBS | Maintains | Neutral | — |
| 4 Aug 2026 | UBS | Maintains | Neutral | $123 → $114 |
| 3 Aug 2026 | Citigroup | Maintains | Neutral | — |
| 3 Aug 2026 | Citigroup | Maintains | Neutral | $125 → $115 |
| 31 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 31 July 2026 | Oppenheimer | Maintains | Outperform | $134 → $127 |
| 31 July 2026 | Truist Securities | Reiterates | Buy | — |
| 31 July 2026 | Truist Securities | Reiterates | Buy | $159 → $135 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AGCO appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 2 Nov 2026, AGCO Corp. returned +11.1% against +11.5% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 27% of US stocks
Cheaper than 74% of US stocks
Cheaper than 45% of US stocks
Cheaper than 35% of US stocks
Higher than 17% of US stocks
Higher than 5% of US stocks
Higher than 27% of US stocks
Higher than 55% of US stocks
Higher than 54% of US stocks
Higher than 55% of US stocks
Higher than 67% of US stocks
Higher than 72% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
AGCO Corp. has a market value of $7.6B and an enterprise value of $10.4B.
Revenue in the twelve months to 30 June 2026: $10.3B. The latest quarter shrank 8.6% year on year.
Net income over the same four quarters: $523.1M, a 5.1% net margin.
Diluted earnings per share, trailing twelve months: $7.23.
Free cash flow in the twelve months to 30 June 2026: $330.3M.
AGCO Corp. spent $85.2M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 28.5×; forward P/E: 15.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.08%, paying out 30% of earnings.
AGCO Corp. employs 22,000 people — $470K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own AGCO Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
AGCO reduced third-quarter factory production hours by 19% year over year and is targeting $60 million to $70 million in cost benefits in 2026.
Why it matters — These figures highlight changes in production activity and the company’s stated cost-benefit target for 2026.
AGCO reported Q3 2026 net sales of approximately $2.3 billion, down 8.6% year over year, citing weak farm economics and cautious equipment spending. Adjusted EPS fell to $1.05 from $1.35, and adjusted operating margin declined to 6.1% from 7.5%.
Why it matters — The results show lower sales, earnings, and operating margin amid demand pressure in several major markets.
AGCO held its Q3 2026 earnings call on October 29, 2026, with CEO Eric Hansotia, CFO Indira Agarwal, and other company representatives participating. The excerpt provides call details but no earnings results or management commentary.
Why it matters — Investors can note the timing and participants, but the excerpt contains no information about AGCO’s quarterly performance or outlook.
AGCO reported quarterly earnings of $1.05 per share, above the Zacks Consensus Estimate of $0.87. Earnings were $1.35 per share in the year-ago quarter.
Why it matters — AGCO watchers may note the quarterly earnings beat alongside lower per-share earnings compared with a year ago.
Zacks Investment Research says its review of AGCO’s Q3 results for the quarter ended September 2026 considers how key metrics compared with Wall Street estimates and year-ago values. The excerpt provides no specific metric results.
Why it matters — These comparisons add context to AGCO’s quarterly performance beyond its headline revenue and earnings figures.
The 16 Wall Street analysts covering AGCO Corp. have a median 12-month price target of $123, with estimates ranging from $97 to $151. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 16 analysts covering AGCO Corp., 7 rate it a Buy, 7 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks AGCO Corp. 64 out of 100 across roughly 4,600 US stocks as at 2 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Nov 2026, AGCO Corp. ranks 64 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (96 of 100).
No one can know that. What the data says: the median 12-month target from 16 analysts implies +8.4% from the last close, and Ticker Nerd's factor model ranks AGCO Corp. 64 out of 100 as at 2 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering AGCO Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AGCO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $97 to $151 over the next 12 months.
AGCO Corp. returned +11.1% over the 12 months to 2 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
AGCO Corporation is an American agricultural machinery company that designs, manufactures, and distributes equipment and precision farming solutions for modern agriculture. AGCO Corporation’s product portfolio includes tractors, combines, sprayers, hay and forage equipment, seeding and tillage machinery, and smart farming technologies that help farmers improve field operations and crop management.
The most recent item we track (The Motley Fool, 31 Oct 2026): "AGCO: 3 Key Takeaways for Long-Term Investors". AGCO reduced third-quarter factory production hours by 19% year over year and is targeting $60 million to $70 million in cost benefits in 2026.
AGCO Corporation is an American agricultural machinery company that designs, manufactures, and distributes equipment and precision farming solutions for modern agriculture. AGCO Corporation’s product portfolio includes tractors, combines, sprayers, hay and forage equipment, seeding and tillage machinery, and smart farming technologies that help farmers improve field operations and crop management. The company serves a broad range of agricultural customers through well-known brands such as Fendt, Massey Ferguson, Valtra, and PTx, along with related replacement parts and support services. AGCO Corporation operates across major farming regions worldwide, with products used in row-crop production, livestock operations, specialty crops, and commercial hay businesses. Based in Duluth, Georgia, and founded in 1990, AGCO Corporation plays an important role in the global agricultural equipment market by supplying machinery and digital tools that support productivity, efficiency, and precision agriculture.
CEO Mr. Eric P. Hansotia · 22,000 employees · United States · https://www.agcocorp.com
