NYSE: AGCO

AGCO (AGCO) Stock Analysis & Forecast

Sep 28 close

$117.61−0.41 (−0.3%)

Gekko Brief

AI summary

BofA Securities lowered its price target on AGCO from $130 to $123 on 24 September, a neutral adjustment against a backdrop of a Q2 report that showed flat revenues and results below analyst expectations, with AGCO's quarter drawing comparisons against peers such as Alamo in the agricultural machinery space. The consolidated picture concerns a company whose most recent earnings call cited consolidated net sales of about $2.6 billion, adjusted EPS of $1.43, and operating income of $140.7 million, with margin compression tied to lower volumes and higher input costs including tariffs and freight.

AGCO closed at $117.61, down 0.3%, sitting between its 50-day average of $113.68 and 200-day average of $116.30. The GekkoIndex reads 56.4, placing the stock in the Neutral zone, up 2.8 over the past five days. Price stands 14.1% above Gekko Fair Value of $103.11, a gap that bears watching.

The next earnings date falls on 30 October, 31 days out and beyond a typical 20-trading-day hold. Over the last 90 days, smart money activity includes one open-market insider purchase valued at $100,710, alongside one billionaire holder. Seasonality over five years shows the next 20 trading days from this point averaging a 4.2% gain, with 3 of those years positive. Analyst consensus among 14 firms includes 6 buy, 6 hold, and 2 sell ratings, with a consensus target of $124, reflecting 5.4% upside from current levels.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

AGCO price vs fair value

$117.61$103.11Sep ’25Mar ’26Sep ’26
Close $117.61200-day averageGekko Fair Value $103.11

AGCO quick facts

Market cap
$8.24B
P/E ratio
16.3
Forward P/E
16
EPS, TTM
$7.23
Revenue, TTM
$10.35B
Profit margin
5.1%
Dividend yield
1.01%
Beta
1.10
Volume
754,881 avg 1.25M
1-year return
+8.9%
Typical daily move
±3.5%
Typical 20-day move
±5.3%
50-day average
$113.68
200-day average
$116.30
Next earnings
Oct 30
Shares outstanding
70.03M
52-week range
$98.22$143.78

AGCO swing-trade checklist

AGCO scores 3 supportive, 2 mixed and 1 headwind across the 6 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive2 mixed1 headwind

  • Trendmixed

    Averages disagree

    Close $117.61 sits between the 50-day ($113.68) and 200-day ($116.30) averages, or the averages disagree.

    See the chart
  • GekkoIndexmixed

    56.4, Neutral

    Reading 56.4 is in the Neutral zone.

    See the GekkoIndex
  • Fair valueheadwind

    14.1% above

    Price is 14.1% above Gekko Fair Value (more than 5% above).

    See fair value
  • Smart moneysupportive

    Leans bullish

    Last 90 days: 1 open-market insider purchase.

    See smart money
  • Earnings risksupportive

    Reports in 31 days

    Next report Oct 30, 2026, 31 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +4.2% on average

    From this point in the calendar, the next 20 trading days averaged +4.2% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

AGCO stock chart and price history

AGCO closed at $117.61 on Sep 28, 2026, +8.9% over the past year, inside a 52-week range of $98.22 to $143.78.

Close50-day average200-day averageVolume
AGCO share price, past year, with 50-day and 200-day moving averages and volume$100$110$130$140NovDecJan 2026FebMarAprMayJunJulAugSep117.61

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
+6.1%
3 months
−1.4%
6 months
+3.6%
1 year
+8.9%
The full AGCO chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open AGCO in Gekko

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About AGCO

AGCO makes farm machinery and the parts that go with it, selling to growers and agricultural operations around the world. Its lineup runs from high-horsepower tractors used in large row-crop operations to utility and compact tractors suited to smaller farms, dairies, orchards, vineyards, landscaping and residential use. The company is recognized for its tractor range and for the breadth of equipment it builds around it, including combines for harvesting grains such as corn, wheat, soybeans and rice.

Beyond tractors and combines, AGCO produces grain storage, drying and handling systems, seed-processing equipment, and livestock and poultry gear such as feed, ventilation and watering setups. It also supplies haying and forage equipment, tillage and planting implements, sprayers for crop chemicals and fertilizer, plus diesel engines, gears and generating sets. These products reach customers through independent dealers and distributors worldwide, under brand names including Challenger, Fendt, GSI, Massey Ferguson and Valtra.

AGCO shares are listed on the NYSE under the ticker AGCO.

Listed
NYSE
Sector
Producer manufacturing
Industry
Trucks/Construction/Farm machinery
Website
agcocorp.com

AGCO GekkoIndex: the smart money zone

AGCO’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 56.4, in the Neutral zone, up 2.8 points over five sessions.

010056.4Neutral

Up 2.8 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying42+1.3%+2.6%+4.1%+5.3%
Accumulation228+1.0%+1.4%+2.7%+1.4%
Neutral (current zone)367−0.5%−0.4%−0.6%+0.1%
Distribution29−0.8%−4.2%−7.8%−6.9%
Selling6Too few readings yet

Average AGCO share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

See every daily GekkoIndex reading plotted over the AGCO price, zone by zone.Track AGCO in Gekko

Is AGCO stock overvalued? Gekko Fair Value

AGCO trades 14.1% above Gekko Fair Value of $103.11, so the shares are overvalued on Gekko’s estimate.

Gekko’s own estimate of what AGCO shares are worth, recalculated every trading day.

$103.11

Gekko Fair Value, Sep 29, 2026

14.1% Overvalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open AGCO in Gekko

AGCO insider and Congress trading

Insiders filed 1 open-market purchase in AGCO worth $101K, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

$101Kin 1 open-market purchase

FiledInsiderTypeSharesValue
Aug 17Lange Bob De
Director
Purchase1,000$101K

From Form 4 filings, dated to when each was filed.

Congress trades last 90 days

No trades in AGCO were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for AGCO, plotted on the chart in Gekko.Open AGCO in Gekko

Buybacks

AGCO has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$347.0M
As a share of market cap
4.21%

From company filings.

Hedge funds and billionaires quarter ended Jun 30

1of the funds Gekko tracks holds AGCO.

0added0opened1trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko

AGCO earnings: next date and track record

AGCO reports on Oct 30, 2026 (31 days away), and beat the EPS estimate in 6 of its last 8 reports.

6 of 8reports beat the EPS estimate
±6%average move across the report
3 of 8reports followed by a gain

Share-price move across each report

−3.4%Nov ’24−3.2%Feb ’25+12.2%May ’25+6.5%Jul ’25−0.8%Oct ’25+8.9%Feb ’26−0.9%May ’26−12.1%Jul ’26

Last earnings call, Jul 30, 2026 AI summary

What they said
AGCO's Q2 2026 call reported mixed results: consolidated net sales about $2.6B (down ~1% YoY reported; -4% constant currency in Q2), adjusted EPS $1.43 (up $0.08 YoY), operating income $140.7M (down 14% YoY) and adjusted operating margin compression driven by lower volumes and higher input costs (tariffs, freight). Regional performance was uneven: North America showed strong volume and pricing (unit growth led by high-horse tractors, pricing ~3.5% in NA), Europe/Middle East declined (Europe ~5% lower constant currency; Germany notably softer than expected), Latin America was weak (Latin America -25% CC) but management expects a stronger H2 supported by subsidized financing and election-related stimulus in Brazil. Replacement parts were stable (~$516M, +3% reported). Management emphasized actions taken: production cuts to align with retail demand, dealer inventory reductions, cost discipline, working capital focus, and continued investment in precision ag (PTX), FarmerCore dealer initiatives, and autonomy (OutRun). They highlighted market-share gains in key segments and ongoing product/technology launches. Management described current headwinds including weather, elevated fertilizer and fuel costs, and macro uncertainty but remained confident in long-term agricultural fundamentals (aging fleets, productivity needs, renewable fuels demand).
Guidance
Management communicated the following forward-looking items: - Third quarter EPS was discussed in the call around $0.85 to $0.95 (referenced during Q&A). - Europe Q3 revenue expectation roughly $1.3B to $1.4B and Q4 north of $2B (management commentary). - Underproduction vs. retail: South America ~15% under retail; North America underproduction somewhat less (management commentary). - Company pricing: ~2% company-wide pricing in the quarter; ~3.5% in North America. - Management signaled they have lowered guidance for the back half of the year (no consolidated full-year numeric re-stated on the call).
Risks flagged
Risks/concerns cited: - Weather variability (drought, elevated temperatures) impacting crop development and farmer demand. - Elevated input costs (fertilizer, fuel) tied to geopolitical issues (e.g., Strait of Hormuz) and their uncertain timeline. - Lower production volumes and dealer reluctance to hold inventory leading to reduced sell-in. - Regional demand weakness (Europe softness, Latin America decline). - Tariff impacts and supply-chain/headwind cost pressures. - Macro uncertainty around farmer profitability and potential prolonged weak equipment demand.
ReportedEPSSurpriseRevenueSurpriseMove
Jul 30, 2026$1.43
est $1.54
−7.1%$2.61B
est $2.75B
−5.1%−12.1%
May 5, 2026$0.94
est $0.44
+113.2%$2.34B
est $2.26B
+3.8%−0.9%
Feb 5, 2026$2.17
est $1.89
+14.8%$2.92B
est $2.67B
+9.4%+8.9%
Oct 31, 2025$1.35
est $1.22
+10.7%$2.48B
est $2.67B
−7.3%−0.8%
Jul 31, 2025$1.35
est $1.06
+27.4%$2.64B
est $2.48B
+6.3%+6.5%
May 1, 2025$0.41
est $0.03
+1,266.7%$2.05B
est $2.43B
−15.5%+12.2%
Feb 6, 2025$1.97
est $1.83
+7.7%$2.89B
est $3.17B
−8.8%−3.2%
Nov 5, 2024$0.68
est $1.08
−37.0%$2.60B
est $2.90B
−10.4%−3.4%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

AGCO stock forecast and analyst price targets

Analysts’ average 12-month price target for AGCO is $124.00, +5.4% from the last close, from 14 firms rating the stock in the last 90 days.

$124.00consensus 12-month target, +5.4% from the last close
Low $98High $151
Buy6
Hold6
Sell2

Each firm’s latest rating in the last 90 days: 14 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 25Bank of America SecuritiesHold, maintained$123+4.6%
Sep 24BernsteinHold, maintained$98−16.7%
Sep 21BernsteinHold, maintained$98−16.7%
Sep 3BernsteinHold, maintained$108−8.2%
Aug 31Truist FinancialBuy, maintained——
−0.6%average 20-day move after past Neutral readings
+4.2%average move over the next 20 trading days in the last 5 years
±3.5%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

AGCO seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, AGCO averaged +4.2% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

−1.2%2021+25.6%2022−6.5%2023+4.1%2024+0.8%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+1.7%2 of 5
Next 10 trading days+2.3%3 of 5
Next 15 trading days+3.2%4 of 5
Next 20 trading days+4.2%3 of 5
Next 30 trading days+3.4%1 of 5

For scale, AGCO’s typical 20-trading-day move in either direction is about 5.3%.

AGCO market cap and key statistics

AGCO’s market cap is $8.24B, with a P/E ratio of 16.3 and revenue of $10.35B over the last twelve months.

Valuation

Market cap
$8.24B
P/E ratio
16.3
Forward P/E
16
EPS, TTM
$7.23
Gekko Fair Value
$103.11

Trading

Volume
754,881
Avg volume, 20 days
1.25M
52-week high
$143.78
52-week low
$98.22
Shares outstanding
70.03M

Financials

Revenue, TTM
$10.35B
Profit margin
5.1%
Return on equity
11.8%
Quarterly earnings growth, YoY
−74.4%

Risk and income

Beta
1.10
Typical daily move
±3.5%
Typical 20-day move
±5.3%
Dividend yield
1.01%

AGCO stock news this week

Coverage of AGCO this week reads neutral: 1 positive, 1 neutral and 1 negative headlines.

News sentiment neutral

AGCO peers

AGCO’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
CATCaterpillar−0.1%Neutral6.4% above
DEDeere+0.4%Neutral22.4% above
PCARPACCAR+1.2%Buying3.4% above
WABWestinghouse Air Brake Technologies+1.2%Neutral5.6% above
CNHCNH Industrial+1.6%Neutral2.1% below
BWABorgWarner+0.1%Accumulation0.6% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

AGCO stock FAQ

What is AGCO’s market cap?

AGCO’s market cap is $8.24B at the Sep 28, 2026 close of $117.61, with 70.03M shares outstanding. The shares trade on a P/E ratio of 16.3.

What is the AGCO stock forecast?

The consensus analyst 12-month price target for AGCO is $124.00, +5.4% from the last close. Of the 14 firms that rated the stock in the last 90 days, 6 rate it a buy, 6 a hold and 2 a sell. Gekko doesn’t publish price predictions of its own.

Is AGCO stock overvalued or undervalued?

On Gekko’s estimate AGCO is overvalued: the Sep 28, 2026 close of $117.61 is 14.1% above Gekko Fair Value of $103.11. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does AGCO report earnings next?

AGCO is expected to report on Oct 30, 2026 (31 days away). Analysts expect earnings of $0.88 per share on revenue of $2.33B. AGCO beat the earnings estimate in 6 of its last 8 reports, moving 6% on average across the report.

What is AGCO’s 52-week high and low?

AGCO’s 52-week high is $143.78 and its 52-week low is $98.22; it closed at $117.61 on Sep 28, 2026, +8.9% over the past year. Over the last five years the shares peaked at $150.28 on Mar 28, 2022.

Is AGCO stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 6 items with data read as supportive (smart money, earnings risk and seasonality), 2 as mixed (trend and gekkoindex) and 1 as a headwind (fair value). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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