AGCO

AGCOB

NYSE / Capital Goods

At close

2026-07-21

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)

0 · Net Neutral

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

Data freshness

Prices

As of 2026-07-21

Fundamentals

As of 2026-07-21 • Vendor: Data Vendor v1

Scores

As of 2026-07-21 • Model: HYBRID_IC_RP

AI Memo

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

Investment thesis

As of 2026-07-21

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $129.00

Why

Momentum42 · Δ7d +8.1

Value67 · Δ7d +0.2

Sentiment58 · Δ7d -1.9

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+8.1

Δ21d

+16.1

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.2

Δ21d

+0.5

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-1.9

Δ21d

+2.1

Why this grade

Composite grade B. Momentum 41.9 / Value 67.1 / Sentiment 57.8

Fundamentals (TTM)

As of 2026-07-21

Market Cap

$8.09B

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 2026-07-21 • Updated nightlySource: Internal modelMethodology