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Short AGCO?
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pocosin47
Posted 8/25/2025 07:18 (#11342766 - in reply to #11342253)
Subject: RE: Short AGCO?


srfarms1990 - 8/24/2025 18:35

Looking at the inventory levels of Fendt tractors and combines mentioned below made me look up the Agco stock. Essentially setting record highs last Friday.

How can that continue? Is overseas ag or South America ag in drastically better shape than the US? Will the US inventory eventually get exported to a better ag market somewhere else?

I can and have used many brands but 30-40% of my area would be embarrassed to run a Massey, Gleaner, New Holland, Ford, or any brand owned by AGCO.

I could easily see the AGCO stock fall $50/share in the next couple of years. P/E of 79? Where is the growth to support that?

Bonpas


I bought AGCO stock at $27/share years ago. Now it's $116. Let it ride.

If you haven't driven a MF or Fendt tractor, you're missing out. Best transmission in the industry.
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