Deere & Company (DE) — closed signal from July 2, 2025
Partial Published before the outcome was known, scored automatically when the window closed on September 30, 2025.
Predicted vs. what happened
What happened
Reached 23% of the predicted growth at its peak, without hitting the target.
The thesis — published July 2, 2025
The share price has dropped 15%, making it look cheap just as Deere bolsters its edge with a drone purchase and new self-driving machines. The stock now trades at 13 times next year’s earnings, far below its usual level, already assuming a mild slowdown. Sales updates in August and extra media attention could lift the price toward $590 within about three months.
Primary drivers
- Heavy selling hints the slide is ending; past cases rebounded 16% in 90 days.
- Buying Sentera drones boosts high-profit farm data subscriptions for steady cash.
- Shares cost 13x next year’s profit, 20% cheaper than normal, leaving room to rise.
- August updates and upbeat TV coverage may draw new attention and buyers.
How it played out
DE: target was never reached
Lyra published DE on 2025-07-02 at $504.84. The thesis expected 18% growth toward $591.60 in about three months. It pointed to a 15% drop, the Sentera drone purchase, new self-driving machines, a 13 times next-year earnings multiple, a 20% discount to the usual level, August updates, and possible media attention.
Inside the window, DE rose only as far as $525.32 on 2025-07-10, a 4.1% peak gain. It never reached the target. By 2025-09-30, it ended at $455.68. The thesis partially played out early, then missed the published target.
What happened during the window
On August 14, 2025, Deere reported fiscal third-quarter results and cut its fiscal 2025 net income outlook. The same day, Deere also raised its expected tariff costs for the fiscal year.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.