AGCOIndustrials · Farm & Heavy Construction MachineryThe 16 Wall Street analysts covering AGCO Corp. hold a median 12-month price target of $123 — +17.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 78 of 100 as at 12 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
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 (97): The share count has been shrinking and the company is not leaning on new borrowing.
Quality (44): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Size (18): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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 +17.7% from it.
Of the 20 most recent actions, 4 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Oct 2026 | DA Davidson | Maintains | Buy | $151 |
| 8 Oct 2026 | JP Morgan | Maintains | Overweight | $123 → $140 |
| 5 Oct 2026 | Truist Securities | Maintains | Buy | $135 → $146 |
| 31 Aug 2026 | Baird | Upgrade | Outperform | $120 → $150 |
| 31 Aug 2026 | Baird | Upgrade | Outperform | — |
| 4 Aug 2026 | Morgan Stanley | Maintains | Underweight | $110 → $99 |
| 4 Aug 2026 | Morgan Stanley | Maintains | Underweight | — |
| 4 Aug 2026 | UBS | Maintains | Neutral | $123 → $114 |
| 4 Aug 2026 | UBS | Maintains | Neutral | — |
| 3 Aug 2026 | Citigroup | Maintains | Neutral | — |
| 3 Aug 2026 | Citigroup | Maintains | Neutral | $125 → $115 |
| 31 July 2026 | Oppenheimer | Maintains | Outperform | $134 → $127 |
| 31 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 31 July 2026 | Truist Securities | Reiterates | Buy | — |
| 31 July 2026 | Truist Securities | Reiterates | Buy | $159 → $135 |
| 31 July 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 31 July 2026 | Wells Fargo | Maintains | Equal-Weight | $132 → $117 |
| 17 July 2026 | Morgan Stanley | Maintains | Underweight | $108 → $110 |
| 17 July 2026 | Morgan Stanley | Maintains | Underweight | — |
| 13 July 2026 | JP Morgan | Maintains | Overweight | $143 → $130 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AGCO appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 12 Oct 2026, AGCO Corp. returned +1.7% against +20.4% 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 47% of US stocks
Cheaper than 75% of US stocks
Cheaper than 48% of US stocks
Cheaper than 37% of US stocks
Higher than 26% of US stocks
Higher than 5% of US stocks
Higher than 27% of US stocks
Higher than 56% of US stocks
Higher than 60% of US stocks
Higher than 68% of US stocks
Higher than 68% 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 $10.2B.
Revenue in the twelve months to 30 June 2026: $10.3B. The latest quarter shrank 1.0% 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: 14.5×; forward P/E: 14.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.15%, paying out 16% 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 →
On Oct. 7, the FTC and USDA launched a joint public inquiry into the agricultural equipment industry, focusing on potential anticompetitive conduct in equipment manufacturing and distribution.
Why it matters — AGCO watchers may follow the inquiry because it examines conduct in the agricultural equipment industry, including manufacturing and distribution.
AGCO announced that its third-quarter 2026 earnings release conference call is scheduled for Thursday, October 29, at 10 a.m.
Why it matters — AGCO watchers can note the scheduled call for information about the company’s third-quarter 2026 results.
The headline identifies a Seeking Alpha transcript in which AGCO discusses its transition to precision agriculture and a technology-driven growth strategy. The excerpt provides no further details from the discussion.
Why it matters — AGCO watchers may find the company’s stated strategic focus relevant, though the excerpt does not describe specific plans or outcomes.
At its 2026 Technology Event, AGCO outlined a long-term strategy focused on precision agriculture, mixed-fleet technology, data platforms and farm-direct service.
Why it matters — The strategy highlights the technology and service areas AGCO is emphasizing for its business.
AGCO is demonstrating autonomy, artificial intelligence and mixed-fleet connectivity during its annual Tech Day at Stewart Farms near Yorkville, Illinois. The event showcases technologies aimed at enhancing farmer profitability.
Why it matters — A technology-focused investor would care because AGCO's public showcase of its autonomy, AI and interoperability capabilities signals where the company is directing its product development and its pitch to farmers.
The 16 Wall Street analysts covering AGCO Corp. have a median 12-month price target of $123, with estimates ranging from $98 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. 78 out of 100 across roughly 4,600 US stocks as at 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Oct 2026, AGCO Corp. ranks 78 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 (97 of 100).
No one can know that. What the data says: the median 12-month target from 16 analysts implies +17.7% from the last close, and Ticker Nerd's factor model ranks AGCO Corp. 78 out of 100 as at 12 Oct 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: $98 to $151 over the next 12 months.
AGCO Corp. returned +1.7% over the 12 months to 12 Oct 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 (MarketBeat, 13 Oct 2026): "Ag Equipment's Recovery Trade Meets Washington's Scrutiny". On Oct. 7, the FTC and USDA launched a joint public inquiry into the agricultural equipment industry, focusing on potential anticompetitive conduct in equipment manufacturing and distribution.
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
