$CNH

12 stories mentioning CNHUpdated 4d ago

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Chip, Drug Makers to Drive Non-Residential Construction Rebound, UBS Says

US non-residential construction is approaching a reacceleration, driven by semiconductor and pharmaceutical investments, UBS Securities said in a note emailed Tuesday.The brokerage expects manufacturing-related construction to rebound to more than $200 billion by the end of next year following a 25% drop to $186 billion in the last 12 months.Electric vehicle and battery plants, as well as semiconductor investments, drove the previous buildout cycle from 2021 to 2024, UBS analysts, including Steven Fisher, said."Our analysis and project tracking continues to suggest the drivers this cycle will be another round of semiconductor factories and pharmaceutical projects, in addition to some general industrial and defense related investments," Fisher wrote.UBS upgraded its 2027 growth outlook for non-residential construction to 6.7% from 6%, while lowering the 2026 view to show a 0.9% drop, all in nominal terms.The semiconductor industry has announced nearly $300 billion in year-to-date investments, according to the note. The CHIPS and Science Act, which became law in 2022, initially boosted capacity expansion, but companies have reassessed plans over the last one to two years."For some time, semiconductor manufacturers have remained relatively disciplined in their capacity expansion plans, preferring to add capacity in response to demand rather than build ahead of it," Fisher said. "That demand now appears firmly in place."Pharmaceutical companies have announced about $400 billion in new investments over the last two years, including a commitment of at least $20 billion from Eli Lilly (LLY), amid surging demand for weight loss drugs, the UBS note showed.Defense spending is also on the rise due to the evolving geopolitical situation."In addition to structural drivers discussed above, we think that cyclical drivers will add to growth," Fisher said.The Institute for Supply Management's purchasing managers' index has been expanding for eight months in a row following three years of sluggish performance, according to the brokerage. Separately, S&P Global (SPGI) said last week that manufacturing growth held steady sequentially in August.UBS said equipment rental firm United Rentals (URI) is the main beneficiary of the manufacturing capacity expansion.The brokerage is also positive on United Rentals' peer Equipmentshare.com (EQPT) and construction machinery names Oshkosh (OSK), Caterpillar (CAT), Deere (DE) and CNH Industrial (CNH).Materials providers like Martin Marietta Materials (MLM) and CRH (CRH) and some companies in the engineering and construction sector will also benefit from a pickup in factory activity, according to the note.

$CAT$CNH$CRH$DE$EQPT$LLY$MLM$OSK$SPGI$URI

Research10d ago

Evercore ISI Upgrades CNH Industrial to Outperform From In Line, Adjusts Price Target to $18 From $12.50

CNH Industrial (CNH) has an average rating of overweight and mean price target of $12.92, according to analysts polled by FactSet.

$CNH

Wire13d ago

CNH Industrial Partners With Bourgault for Co-Branded Seeding Line

CNH Industrial (CNH) said Monday it has entered a strategic alliance with Bourgault Industries under which Bourgault will manufacture co-branded Case IH and New Holland seeding equipment for distribution through its dealer network.CNH said it will continue supporting its existing seeding product line during a transition period.Co-branded seeding equipment manufactured by Bourgault will be unveiled with model year 2028 products and will be available to order starting in February 2027 through participating CNH dealer networks, Bourgault said in a statement.Financial terms of the alliance were not disclosed.Price: $12.16, Change: $+0.48, Percent Change: +4.11%

$CNH

Research13d ago

Baird Upgrades CNH Industrial to Outperform From Neutral, Adjusts PT to $15 From $11

CNH Industrial NV (CNH) has an average rating of overweight and mean price target of $12.92, according to analysts polled by FactSet.

$CNH

US Markets24d ago

Deere Shares Rise as Farm Equipment Maker Lifts Fiscal 2026 Guidance

Deere's (DE) shares climbed on Thursday after the company raised the lower ends of its net income and cash flow guidance ranges, citing a strong fourth-quarter order book.The agricultural equipment manufacturer expects fiscal 2026 net income of $4.75 billion to $5 billion, lifting the prior outlook's bottom end from $4.5 billion. Analysts surveyed by FactSet expect $4.88 billion.The company raised the lower end of its operating cash flow guidance to $5 billion from $4.5 billion, while retaining the $5.5 billion top end. Wall Street estimates place cash flow from operations at $5.65 billion.Deere shares were up 9.1% in Thursday trading. The stock has rallied 36% so far this year."The combination of our performance year to date and a strong fourth-quarter order book across all segments has enabled us to narrow our guidance ranges and improve our net income and cash flow forecasts," Chief Financial Officer Brent Norwood said during an earnings conference call, according to a FactSet transcript.Earnings per share increased to $5.10 during the third quarter ended Aug. 2 from $4.75 a year ago, topping the consensus of $4.72. Third-quarter net sales grew to $11 billion from $10.36 billion, ahead of the Street's $10.81 billion view.Net sales in the construction and forestry segment rose 18% year-over-year to $3.62 billion, while small agriculture and turf grew 12% to $3.38 billion. Production and precision agriculture net sales declined 6% annually to $4 billion."As we look ahead, we continue to believe 2026 will mark the bottom of the current ag equipment cycle," Chief Executive John May said in a statement. "Across our business, early order program trends, improving used-equipment inventories, and increasing customer adoption of our advanced technologies give us confidence that Deere is well positioned for long-term value creation."Morgan Stanley said short interest in Deere is near five-year highs on expectations for weak fiscal 2027 order trends.Earlier this month, CNH Industrial (CNH) said it expects 2026 results at the higher end of its previous ranges. AGCO (AGCO) lowered its full-year 2026 outlook for net sales and EPS in July.Price: $631.95, Change: $+51.32, Percent Change: +8.84%

$AGCO$CNH$DE

Wire103d ago

Top Midday Stories: Marvell Next Trillion-Dollar Firm, Nvidia CEO Reportedly Says; Anthropic Expands Mythos Access to 150 New Partners

All three major US stock indexes were up in late-morning trading Tuesday, as investors monitor developments between the US and Iran as well as oil price movements.In company news, Nvidia (NVDA) Chief Executive Jensen Huang said Marvell Technology (MRVL) is the next "trillion-dollar company," news outlets reported, citing Huang's appearance at a trade show in Taipei. Nvidia shares were up 0.9%, while Marvell shares were up 29.7%.Amazon-backed (AMZN) Anthropic said Tuesday it is expanding its Project Glasswing program to about 150 new organizations based in over 15 countries, granting them access to Claude Mythos Preview. The partnering organizations use Mythos to scan their codebases for vulnerabilities. So far, the 50 initial partners have found over 10,000 high- or critical-severity security flaws, Anthropic said. Separately, Amazon Web Services will be integrated with Workday (WDAY) Data Cloud, allowing developers to access governed HR and finance data through AWS Ai and analytics tools, Workday said. Amazon shares were down 0.3%, while Workday shares were down 7.1%.Hewlett Packard Enterprise (HPE) reported fiscal Q2 adjusted earnings late Monday of $0.79 per diluted share, up from $0.38 a year earlier and above the FactSet consensus of $0.53. Fiscal Q2 revenue was $10.7 billion, up from $7.63 billion a year ago and above the FactSet consensus of $9.78 billion. For fiscal Q3, the company expects adjusted EPS of $0.88 to $0.93 on revenue of $11.5 billion to $12.1 billion. Analysts polled by FactSet expect $0.58 and $10.9 billion, respectively. For its full-year guidance, the company now expects adjusted EPS of $3.35 to $3.45, up from its prior forecast of $2.30 to $2.50 and above the FactSet consensus of $2.42. Hewlett Packard shares were up 21.5%.Alphabet (GOOG, GOOGL) said Monday it plans to raise $80 billion in equity to help fund investments in AI compute infrastructure, including a $10 billion private placement to Berkshire Hathaway (BRK.A, BRK.B), split evenly between class A common stock at $351.81 per share and class C capital stock at $348.20 per share. Alphabet's class A shares were down 2.3%, while its class C shares were down 2.2%. Berkshire's class A shares were up 0.4%, while its class B shares were up 0.3%.President Donald Trump signed a proclamation on Tuesday lowering the tariffs on agricultural equipment and certain other equipment to 15% from 25%, the White House said. In addition, the existing category of industrial equipment subject to a 15% tariff was expanded to include mobile industrial equipment, like bulldozers and forklifts, "when imported from trade deal countries that are entitled to such treatment," the White House said. The proclamation also allows foreign companies to qualify for a 10% duty rate if their capital equipment includes at least 85% US melted and poured or smelted and cast steel or aluminum by weight, the White House said. The tariff changes will last until Dec. 31, 2027, the White House said. Shares of Deere (DE), Agco (AGCO), CNH Industrial (CNH) and Caterpillar (CAT) were up 5.3%, 6.1%, 10.1% and 4.7%, respectively.IBM (IBM) said Tuesday it plans to invest over $10 billion in quantum computing over the next five years. The investment will go toward research and development, capital expenditure, manufacturing scaling, ecosystem partnerships and M&A, the company said. IBM shares were up 1.1%.Price: $283.09, Change: $+63.66, Percent Change: +29.01%

$AGCO$AMZN$BRK.A$BRK.B$CAT$CNH$DE$GOOG$GOOGL$HPE$IBM$MRVL$NVDA$WDAY

Wire103d ago

Trump Lowers Tariffs on Agricultural Equipment to 15% From 25%

President Donald Trump signed a proclamation on Tuesday lowering the tariffs on agricultural equipment and certain other equipment to 15% from 25%, the White House said.Additionally, the existing category of industrial equipment subject to a 15% tariff was expanded to include mobile industrial equipment, like bulldozers and forklifts, "when imported from trade deal countries that are entitled to such treatment," the White House said.The proclamation also allows foreign companies to qualify for a 10% duty rate if their capital equipment includes at least 85% US melted and poured or smelted and cast steel or aluminum by weight, the White House said.The tariff changes will last until Dec. 31, 2027, to "spur near-term investments," the White House said.Price: $565.43, Change: $+23.00, Percent Change: +4.24%

$AGCO$CAT$CNH$DE

Wire103d ago

Trump Lowers Tariffs on Agricultural Equipment to 15% From 25%

$AGCO$CNH$DE

Research125d ago

Goldman Sachs Downgrades CNH Industrial to Neutral From Buy, Adjusts Price Target to $10.50 From $12

CNH Industrial (CNH) has an average rating of overweight and mean price target of $12.96, according to analysts polled by FactSet.

$CNH

Research132d ago

Research Alert: CFRA Maintains Hold Opinion On Shares Of Cnh Industrial N.v.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We adjust our 12-month target price for CNH Industrial (CNHI) to $12 (cut from $14 on May 4), implying a 2026 P/E multiple of 30x, above its five-year average forward P/E of 12.4x, justified by expected margin recovery, in our view. We leave our EPS forecasts unchanged. We view management's reaffirmed 2026 guidance as a modest positive, as it suggests confidence in cost actions and inventory discipline. That said, we remain cautious because the recovery still depends on stabilizing agriculture demand, reducing dealer inventories, and offsetting tariff-related cost pressure. Looking ahead, we forecast CNHI's revenue to decline 1.9% Y/Y in 2026, reflecting continued weakness in agriculture equipment demand, lower production volumes, and ongoing dealer inventory normalization. However, we expect revenue to recover by 7.5% Y/Y in 2027, supported by a gradual improvement in end-market demand, and potential benefits from cost discipline and pricing actions. Hence, we maintain our Hold rating.

$CNH

Research136d ago

Research Alert: Cnh Industrial Q1 Profit Slumps 92% Y/y; Reaffirms 2026 Guidance

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CNH Industrial's Q1 2026 results reflect agricultural equipment downcycle severity, with revenue flat at $3.83B but net income plunging 92% Y/Y to $10M and diluted EPS falling to $0.01 from $0.10. The Agriculture segment remained under pressure, with adjusted EBIT margin compressing 440 bps to 1.0% despite net sales rising 1% Y/Y to $2.6B, reflecting weak North American demand and higher R&D expenses. Construction performance deteriorated, turning loss-making with a negative 4.9% margin, suggesting company-specific challenges. Management reaffirmed 2026 guidance, expecting Agriculture sales down 5% to flat Y/Y with 4.5%-5.5% margins and Construction sales about flat with 1.0%-2.0% margins. We observe cash flow pressures with free cash flow absorption increasing to $589M, while Financial Services provided relative stability. In our view, the significant operating deleverage highlights the challenging environment, though we believe management's guidance reaffirmation suggests confidence in stabilization efforts.

$CNH

US Markets149d ago

Industrial Demand Holds Strong Despite Iran War, Truist Securities Says

The industrial sector likely saw strong demand in the first quarter, despite concerns around the impact of the Iran war, Truist Securities said in a note on Friday.The broader momentum is attributable to improved demand in machinery markets and growth across data centers, aerospace, and heating, ventilation and air conditioning, according to the note."Rising input costs tied to the Iran war are manageable in the short term," Truist analysts, including Jamie Cook, said.While there are worries tied to tariffs, "we would be more concerned about a prolonged war with Iran and the potential macro repercussions," Cook said.Oil prices plunged on Friday after Iran opened the Strait of Hormuz following a ceasefire agreement between Lebanon and Israel. Energy prices have surged following the US-Israel war with Tehran. US President Donald Trump has expressed optimism over the prospects of a deal with Iran ahead of the expiration of a two-week ceasefire between the two sides."We see a positive setup for first-quarter prints across machinery, multi-industry and infrastructure services," Cook wrote.Within the machinery industry, the brokerage maintained 2026 estimates for Deere (DE), AGCO (AGCO) and CNH Industrial (CNH) amid order momentum. Caterpillar (CAT) is expected to deliver another strong quarter, Cook said.Infrastructure service companies AECOM (ACM) and Jacobs (J) must convince investors with sustainable organic growth and margin improvement, though Jacobs is seen posting a solid quarter.Multi industry player Parker-Hannifin (PH) is on track for continued earnings beats and raises, with signs that industrial organic growth is improving, Cook said. AMETEK (AME) is recovering and holds capacity for more deals, according to the research note.AMETEK completed its acquisition of Faro Technologies in 2025.

$ACM$AGCO$AME$CAT$CNH$DE$J$PH

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