AGCO stock trades at USD 118.25 as guidance weighs on outlook

Published on 09/28/2026 at 21:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

AGCO stock reported USD 2.61 billion in Q2 2026 revenue, down 1.00 percent year over year. Adjusted EPS was USD 1.43 against USD 1.46 consensus.

AGCO, US0010841023, Illustration mit AI erstellt.

AGCO (ISIN US0010841023) was last at USD 118.25 on the NYSE on September 28, 2026, at 3:49 p.m. ET, up 0.19 percent from the prior close. The central issue for AGCO stock is the companys reduced earnings outlook after a second-quarter revenue miss, as Yahoo Finance reported on September 23, 2026.

Q2 revenue missed consensus

AGCO generated USD 2.61 billion in Q2 2026 revenue, down 1.00 percent from the prior year and below the USD 2.75 billion analyst consensus. Adjusted EPS was USD 1.43, compared with USD 1.46 expected, while the prior-year quarter delivered USD 1.35 adjusted EPS, according to MarketBeat in its September 2, 2026 report.

The same report states that AGCO reaffirmed fiscal 2026 adjusted EPS guidance of USD 5.50-5.75 and declared a quarterly dividend of USD 0.30. That guidance gives investors a clearer benchmark than the quarterly result alone because it incorporates demand conditions across the full agricultural equipment cycle.

Analysts reset their targets

BofA Securities lowered its AGCO price target to USD 123.00 from USD 130.00 on September 24, 2026, while retaining a Hold view, according to Yahoo Finance. The revised target stands 4.02 percent above the USD 118.25 reference price.

The analyst range remains wide. MarketScreener reported that Baird upgraded AGCO to Outperform from Neutral on August 31, 2026, raising its target to USD 150.00 from USD 120.00. This contrast places execution on margins, dealer inventories and regional demand at the center of the next valuation debate.

Next results date is November 3

AGCOs next earnings date is listed as November 3, 2026, by Investing.com. The coming report will show whether the companys USD 5.50-5.75 fiscal 2026 adjusted EPS range remains supported by equipment demand and cost control.

Stock stays below its yearly high

AGCO was last at USD 118.25 on the NYSE on September 28, 2026, with a session range of USD 116.64 to USD 119.43, volume of 451,428 shares and a market capitalization of USD 8.3 billion. The price stood 17.76 percent below the 52-week high of USD 143.78 and above the 52-week low of USD 98.22.