# Deere & Co. financial and market outlook

> Live situation record from CLSTR: https://clstr.news/situations/deere-co-financial-and-market-outlook
> Updated: 2026-08-31T14:43:15.000Z. Sources: 6. Developments: 2.

Deere & Co. has faced significant financial fluctuations driven by trade policy and market expectations. The company reported receiving $382 million in total tariff refunds following a Supreme Court decision that invalidated certain 2025 country-specific levies. However, despite these reimbursements, the manufacturer anticipates tariff expenses rising from $750 million this year to a projected $1 billion in the next fiscal year.

In contrast to these tariff-related concerns, the company’s stock saw recent gains following analyst upgrades. Financial analysts from Baird and Raymond James raised price targets for the company, citing a potential recovery in the North American farming market fueled by rising corn and soy prices, which are expected to increase demand for agricultural machinery.

## Timeline

### 2026-08-31: Deere & Company shares rise on analyst upgrades

Deere & Company shares rose after Baird upgraded the stock to Outperform and raised its price target to $800, anticipating a recovery in the North American agricultural sector.

4 sources. https://clstr.news/cluster/deere-company-shares-rise-on-analyst-upgrades

### 2026-08-25: Deere & Co. expects tariff costs to rise toward $1 billion

Deere & Co. expects tariff expenses to rise toward $1 billion next year despite receiving $382 million in total refunds from invalidated levies. Institutional investors also recently updated their stakes.

3 sources. https://clstr.news/cluster/deere-co-expects-tariff-costs-to-rise-toward-1-billion

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Cite as: Deere & Co. financial and market outlook. CLSTR, https://clstr.news/situations/deere-co-financial-and-market-outlook