AGCO

AGCOB

NYSE / Capital Goods

At close

2026-07-18

Current thesis

The company-source earnings release showed better Q1 sales, improved adjusted EPS, a higher FY adjusted EPS outlook, dividend growth, and a planned Q2 buyback, which together support a cleaner post-trough recovery narrative than the prior-year print [#8-K-2026-05-05].

Posture

Constructive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta -0.2.

What can break

Latin America remained weak, with constant-currency sales down 30.3% and management citing negative pricing.

Momentum

Value

Sentiment

Setup hits (3d)

— · Net —

AI TargetsBase $127.23 · Bull $135.00 · Bear $105.00

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-08 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net —

Target $128.86

Why

Momentum40 · Δ7d +9.4

Value67 · Δ7d -0.2

Sentiment53 · Δ7d -4.6

So what

Strength-led posture. Favor watchlist adds and disciplined entries.

Setup hits not loaded

Load setup hits to see net bias and recent triggers.

Load setup hits

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+9.4

Δ21d

+14.6

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.2

Δ21d

-0.5

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-4.6

Δ21d

+0.0

Why this grade

Composite grade B. Momentum 39.8 / Value 66.6 / Sentiment 53.0

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$8.35B

Beta

1.19

Shares Out

72.41M

P/E (TTM)

21.2

P/S (TTM)

0.79

P/FCF (TTM)

11.98

Rev YoY

+14.3%

EPS YoY

+438.1%

Gross Margin

+24.6%

Op Margin

+2.4%

Net Debt

$1.76B

Current Ratio

1.29

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology