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    1. AGCO Maintains Earnings Outlook Despite a Difficult Operating Environment


      Tue, 28 Apr 2015

      We are maintaining AGCO ’s $53 fair value estimate following its first-quarter earnings. AGCO maintained its 2015 outlook for $3.00 of ..... exchange headwinds. While we are impressed by AGCO ’s ability to navigate a challenging operating

    2. Best Idea AGCO Reiterates 2015 Outlook; Maintaining Our $53 Fair Value Estimate


      Tue, 3 Feb 2015

      We plan to maintain AGCO ’s $53 fair value estimate and no-moat ..... its fourth-quarter earnings report. AGCO finished 2015 on a strong note, reporting ..... 3.88 EPS forecast. Looking to 2015, AGCO expects $8.1 billion-$8.3 billion

    3. Industrials: Macroeconomic Tailwinds Lift Market Valuations


      Wed, 31 Dec 2014

      in the top picks section below, our best ideas include AGCO AGCO , Fiat Chrysler FCAU, and General Motors GM. Outside ..... Estimate Economic Moat Fair Value Uncertainty Consider Buying AGCO $55 None High $33.00 Fiat Chrysler $15 None High

    4. AGCO Analyst Day Highlights Challenging 2015 Outlook; We Still See Value in Company


      Mon, 15 Dec 2014

      Following AGCO 's Dec. 15 analyst day, we plan to reduce ..... outlook for global farm income. We expect AGCO 's recently announced aggressive cost restructuring ..... rating following the latest business update. AGCO 's 2015 industry outlook was very similar

    5. From Barron’s, December 1, 2014 (Part 2)


      Sat, 29 Nov 2014

      pg 25]; Lenovo [ LNVGY/LNVGF ; CEO spotlight on Yang Yuanqing ; pg 39]. Bearish stories: Ag stocks [ DE, AGCO ; POT, SYT ; decline in commodity prices has yet to be played out; pg 20]; Hospira [ HSP ; pg 20]; Hawaiian Electric

    6. AGCO Reports Third-quarter Results; We Believe This Industrial Best Idea Remains Undervalued


      Tue, 28 Oct 2014

      Following AGCO ’s third-quarter results, we are maintaining ..... fair value estimate and no-moat rating. AGCO negatively revised its earnings outlook three ..... We remain comfortable at the low end of AGCO ’s outlook. We acknowledge that the 2014

    7. Lowering CNH's Fair Value Estimate on Weak Second-Half Agricultural Sales


      Tue, 7 Oct 2014

      Industrial's agricultural competitor AGCO reduced its sales and earnings outlook ..... 2014 sales headwinds are not unique to AGCO and have probably affected the competition ..... market's longer-term growth, we think AGCO 's low leverage and valuation are compelling

    8. Modestly Lowering AGCO's Fair Value Estimate on Weak Second-Half Sales


      Tue, 7 Oct 2014

      are lowering our fair value estimate for AGCO to $55 per share from $57 to reflect ..... but our no-moat rating is unchanged. AGCO reduced its full-year earnings per share ..... sales in all regions. We recently added AGCO to our Best Ideas list. Although the long

    9. Industrials: Pockets of Value in Automotive


      Wed, 1 Oct 2014

      equipment manufacturers; we mention farming equipment builder AGCO AGCO below, but CNH Industrial CNHI and lift manufacturer Terex ..... Estimate Economic Moat Fair Value Uncertainty Consider Buying AGCO $57.00 None High $34.20 Fiat Group SpA $19.00

    10. From Barron’s, September 29, 2014 (Part 2)


      Sat, 27 Sep 2014

      on Monday; pg 20]; Apple [ AAPL ; pg 20]. Bearish stories: Theravance [ THRX ; pg 14]; agricultural sector [machinery AGCO , CNHI, DE ; fertilizer AGU, CF, MOS, POT ; seeds/chemicals MON, SYT ; ag-tech TRMB ; ag-commodities/grains have

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