| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-03 | BUY | HIGH | Rob Black Show Afternoon podcast 9-3-26 |
Deere hit a 52-week high near $700 on its fourth straight up day, with Baird upgrading to Buy at an $800 target; Rob called it a stock worth looking into as AI and autonomous farming turn it into more than a cyclical. [audio] | -2.4% | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Mega Cap Names Doing Well Today |
John Deere launched JD, an AI assistant that mines farmers' own field and operational data to improve equipment, fuel and harvest decisions. [audio] | -2.4% | — | — |
| 2026-08-24 | BUY | MEDIUM | Rob Black Show Attention Turning To Debt |
Barclays raised the target to $670 from $640 as a conservative company turned optimistic on fiscal 2027 orders, sending it up 10% last week. [audio] | +1.0% | +9.4% | — |
| 2026-08-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-21-26 |
John Deere recently said it is benefiting from AI-driven construction and industrial demand. [audio] | -2.6% | +5.6% | — |
| 2026-08-20 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-20-26 |
John Deere jumped 6.9% after picking up a whiff of AI data center business. [audio] | +0.3% | +10.2% | — |
| 2026-08-20 | BUY | HIGH | Rob Black Show Markets Drop Hurt By Rising Treasury Yields |
Deere beat on both lines with its first positive EPS growth since 2023 as the AI-related construction boom offset weak farm equipment, and management calling 2026 the bottom of the ag cycle is what Rob called an investable statement. [audio] | +0.3% | +10.2% | — |
| 2026-07-28 | BUY | MEDIUM | Rob Black Show Dow Rises But Semiconductors Slide |
Deere is named as an early AI adopter for improving logistics and manufacturing efficiencies. [audio] | -3.5% | -2.7% | — |
| 2026-05-28 | MENTIONED | LOW | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
Host mentions Deere is up $3 and discusses their plan for AI coding. [audio] | +9.8% | +13.8% | +18.0% |
| 2026-05-21 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-21-26 |
John Deere was mentioned with earnings and revenue beat but some post-earnings weakness. [audio] | +1.4% | +10.9% | +9.6% |
| 2026-05-21 | BUY | MEDIUM | Rob Black Show Crude Prices Jumped |
Beat on top and bottom line growth; host notes construction strength offsetting agricultural weakness, indicating solid performance. [audio] | +1.4% | +10.9% | +9.6% |