Farm equipment maker Deere & Company (NYSE: DE) could provide a deeper look at the impact of tariffs and a record-high agricultural trade deficit in the United States, which is affecting the sector, when the company reports its third-quarter financial results on Thursday before the market opens.
Here are the analyst estimates and key items to watch.
Earnings Estimates: Analysts expect Deere & Company to report third-quarter revenue of $10.31 billion, down from $13.15 billion in last year’s third quarter, according to data from Benzinga Pro.
The company has beaten analyst estimates for revenue in more than 10 straight quarters.
Analysts expect the company to report third-quarter earnings per share of $4.63, down from $6.29 in last year’s third quarter.
The company has beaten analyst estimates for earnings per share in more than 10 straight quarters.
Key Items to Watch: Analysts raised their price targets on Deere after the company’s second-quarter results came in ahead of estimates.
The company’s announcement of a $400 million tariff impact for the second half may have been better than anticipated, leading to optimism for the stock. The company’s decision to cut its guidance range may have hurt overall optimism, however.
Freedom Capital Markets Chief Global Strategist Jay Woods said Deere stock was “relatively stagnant” in the second quarter.
“Last report they beat on all metrics but tempered optimism trimming their annual forecast. Tariff concerns remain a cloud over and softening demand remain issues as they head into Thursday’s numbers,” Woods said in a weekly newsletter.
Woods said shares are up over 20% year-to-date, but the gains mostly came in the first quarter.
“Watch to see sales trends across its agriculture and construction/forestry segments. Will there be stabilization in these numbers or are tariff headwinds taking a toll?”
Deere’s earnings report comes with a soybean shortage in the United States and the U.S. agriculture trade deficit hitting a record high in the first half of the year through June.
The U.S. had agricultural exports of $85.6 billion and imports of $114 billion in the first half of the year, resulting in a deficit of $28.6 billion. That compares to a deficit of $18.4 billion in last year’s first half.
Ultimately, Deere’s earnings report could show if the tariff impact is still the same or has risen higher, what the agricultural deficit means for large equipment purchases and if the U.S. agricultural sector is seeing job losses in recent months.
In the second quarter, Deere reported net sales declines for the three main segments on a year-over-year basis.
Small agriculture & turf net sales had the smallest year-over-year fall at a 6.5% decline. Investors and analysts will likely want to see the production & precision agriculture and construction & forestry segments show more of a recovery in the third quarter.
DE Price Action: Deere & Company stock is up 0.9% to $510.58 on Wednesday versus a 52-week trading range of $348.35 to $533.78. Deere stock is up 20.5% year-to-date in 2025.
Pulled from Benzinga Pro data the above sector movers alert assists traders in understanding macro-level trends and market variations. Traders will look for sector movers providing information on sectors that are over- or under-performing, deriving these results into investing decisions on exchange-traded funds (ETFs) or individual tickers in those sectors.
Cisco Systems Inc (NASDAQ:CSCO) could show more signs of a multi-year turnaround that has the stock trading near all-time highs set in 2000 ahead of fourth-quarter financial results after market close Wednesday.
Here are the key analyst estimates and items to watch ahead of the report.
Earnings Estimates: Analysts expect Cisco to report fourth-quarter revenue of $14.62 billion, up from $13.64 billion in last year’s fourth quarter, according to data from Benzinga Pro.
The company has missed analyst estimates for revenue in two straight quarters, while beating estimates in eight of the last 10 quarters overall.
If Cisco meets or beats the $14.62 billion estimate, it would be the highest quarterly total in seven quarters.
Analysts expect the company to report earnings of 98 cents per share for the fourth quarter, up from 87 cents per share in last year’s fourth quarter.
The company reported in-line earnings last quarter and have beaten analyst estimates in eight of the last 10 quarters overall.
Guidance from Cisco calls for fourth-quarter earnings per share to be in a range of 96 cents to 98 cents per share. The company previously guided for revenue to be in a range of $14.5 billion and $14.7 billion.
Key Items to Watch: Freedom Capital Markets Chief Global Strategist Jay Woods highlights the turnaround in Cisco shares that has been going on for years.
“Up until last year my favorite thing to say about this Dow component was that if you owned this in 2000, then congrats – you are now even! This is no longer true,” Woods said in a weekly newsletter.
Woods said the stock that “has languished for years” has shown growth through strategic acquisitions and organically.
“Something has finally changed for this late 90’s darling.”
Woods said the Splunk acquisition is one of several deals that have helped the company consistently beat analyst estimates and caused the stock to break out.
Woods said it could take a big surprise beat or miss to really move Cisco stock given its past volatility of +/- 5% on earnings day.
Several analysts raised their price targets on the stock ahead of the earnings report. Here are recent analyst ratings on Cisco and their price targets:
UBS: Maintained Neutral rating, raised price target from $70 to $74
Evercore ISI Group: Downgraded from Outperform to In-Line, maintained price target of $72
Morgan Stanley: Maintained Overweight rating, raised price target from $67 to $70
JPMorgan: Maintained Overweight rating, raised price target from $73 to $78
Cisco’s last quarter saw the company report product orders were up 20% year-over-year, thanks to organic growth and Splunk. The company said it was seeing growth across all geographies and customer markets.
Analysts and investors will be looking for more growth and optimism like that in the third quarter report.
“The momentum we are seeing with AI is fueled by the power of our secure networking portfolio, our trusted global partnerships, and the value we bring to our customers,” Cisco CEO Chuck Robbins said after third-quarter results.
The company raised its full-year guidance for earnings per share and revenue after third-quarter results. Investors and analysts will be looking to see the company’s guidance for the next fiscal year and hoping for positive momentum going into the new fiscal year.
CSCO Price Action:
CSCO Price Action: Cisco Systems shares were up 0.57% at $71.79 during premarket trading on Wednesday, according to Benzinga Pro data. The stock 52-week trading range of $44.89 to $72.55 and is up 20.8% year-to-date in 2025.
The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.
The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.
Here’s the latest list of major oversold players in this sector, having an RSI near or below 30.
On Aug. 11, Monday.com posted second-quarter results. The company reported a quarterly revenue growth of 27% year-on-year (Y/Y) to $299.01 million, beating the analyst consensus estimate of $293.54 million. The project management software company’s adjusted EPS of $1.09 beat the analyst consensus estimate of 86 cents.. The company’s stock fell around 34% over the past five days and has a 52-week low of $171.54.
RSI Value: 15.2
MNDY Price Action: Shares of Monday.Com fell 1.1% to close at $172.15 on Tuesday.
Edge Stock Ratings: 9.31 Momentum score with Value at 11.26.
On Aug. 8, C3.Ai reported preliminary first-quarter revenue guidance results.. The company’s stock fell around 37% over the past month and has a 52-week low of $14.70.
RSI Value: 25.7
AI Price Action: Shares of C3.ai gained 2.7% to close at $16.91 on Tuesday.
Benzinga Pro’s charting tool helped identify the trend in AI stock.
On Aug. 6, Kyndryl expanded strategic alliance with HPE to accelerate customer adoption of AI private cloud solutions. “Our expanded alliance with HPE illustrates our shared commitment to driving innovation and accelerating customer implementation of private AI solutions,” said Nicolas Sekkaki, Global Cloud Practice Leader, Kyndryl. The company’s stock fell around 25% over the past month and has a 52-week low of $22.11.
RSI Value: 29.9
KD Ltd Price Action: Shares of Kyndryl gained 1.7% to close at $29.60 on Tuesday.
Benzinga Pro’s signals feature notified of a potential breakout in KD shares.
Learn more about BZ Edge Rankings—click to see scores for other stocks in the sector and see how they compare.
U.S. stock futures rose on Wednesday after Tuesday’s rally. Futures of major benchmark indices were higher.
The inflation report, released Wednesday, showed headline annual inflation holding steady at 2.7%, but core inflation—which strips out volatile food and energy prices—accelerated to 3.1%.
This rise in underlying inflation for a second consecutive month complicates the Fed’s path, forcing it to weigh its mandate of price stability against supporting a potentially ailing jobs market.
Despite this, the CME Group’s FedWatch tool‘s projections show markets pricing a 96.2% likelihood of the Federal Reserve cutting the current interest rates for the Sept. 17 decision.
Meanwhile, the 10-year Treasury bond yielded 4.26% and the two-year bond was at 3.72%.
Futures
Change (+/-)
Dow Jones
0.19%
S&P 500
0.52%
Nasdaq 100
1.12%
Russell 2000
0.49%
The SPDR S&P 500 ETF Trust (NYSE:SPY) and Invesco QQQ Trust ETF (NASDAQ:QQQ), which track the S&P 500 index and Nasdaq 100 index, respectively, were higher in premarket on Wednesday. The SPY was up 0.19% at $643.90, while the QQQ advanced 0.24% to $581.45, according to Benzinga Pro data.
Cues From Last Session:
Communication services, information technology, and financial stocks led the S&P 500 in gains on Tuesday, with all sectors on the S&P 500 closing in positive territory.
U.S. stocks settled higher, and the S&P 500 surged more than 1% during the session, also closing at new record highs after July’s inflation data eased fears that tariff-related cost pressures were widespread.
The headline Consumer Price Index (CPI) came in below expectations, holding steady at 2.7% year-over-year and fueling speculation of upcoming interest rate cuts.
Airline fares, in particular, jumped 4% on a month-over-month basis, causing a rally in airline stocks.
President Donald Trump renewed public pressure on Fed Chair Jerome Powell, announcing that he was considering a major lawsuit against Powell over the Fed’s building renovation expenses.
WideOpenWest Inc. (NYSE:WOW) shares jumped 48% on Tuesday after the company agreed to be acquired for $5.20 per share.
The Dow Jones index ended 484 points or 1.10% higher at 44,458.61, whereas the S&P 500 index rose 1.13% to 6,445.76. Nasdaq Composite advanced 1.39% to 21,681.90, and the small-cap gauge, Russell 2000, gained 2.99% to end at 2,282.78.
Index
Performance (+/-)
Value
Nasdaq Composite
1.39%
21,681.90
S&P 500
1.13%
6,445.76
Dow Jones
1.10%
44,458.61
Russell 2000
2.99%
2,282.78
Insights From Analysts:
As the S&P 500 scaled its 16th all-time high of the year, it was also the fifth most of any year in history, as pointed out by Charlie Billelo of Creative Planning.
The S&P 500 closed at another all-time high, its 16th of the year. This follows 57 all-time high in 2024, the 5th most of any year in history. $SPX
As “markets are continuing to climb a wall of worry,” according to Chris Zaccarelli, Chief Investment Officer for Northlight Asset Management, the bull market will persist as long as the unemployment rate remains low and inflation isn’t high enough to deter the Fed.
The prospect of a Fed rate cut, which seems more likely after recent jobs and inflation reports, is a major driver of this optimism. Zaccarelli suggests it’s rare for the Fed to cut rates when a recession isn’t imminent, a key factor that’s getting investors excited.
This positive sentiment isn’t just benefiting technology and growth stocks. Eric Teal, Chief Investment Officer for Comerica Wealth Management, highlighted that the prospect of rate cuts bodes well for “traditional value sectors and small cap stocks.” These areas have lagged the market and are now “primed to lead the market higher as breadth expands.”
The S&P 500’s V-shaped recovery after a 20% drawdown has been remarkably strong. Jurrien Timmer of Fidelity Investments pointed out that the index remains “in the running for the fastest and strongest recovery ever.”
Equities continued to plow ahead last week, recovering from the brief growth scare a week earlier following the lackluster jobs report. The S&P 500 index continues on its V-shaped recovery track and remains in the running for the fastest and strongest recovery ever following a… pic.twitter.com/TOJFHNqKLy
According to Louis Navellier, the bet on a September cut “jumped to over 90% from less than 84%” following the report’s release. This expectation fueled a relief rally in the stock market, with Navellier noting the market is showing “no fear of labor issues or inflation.”
Here’s what investors will be keeping an eye on Wednesday;
Richmond Fed President Tom Barkin will speak at 8:00 a.m., Atlanta Fed President Raphael Bostic will speak at 12:30 p.m., and Chicago Fed President Austan Goolsbee will speak at 2:00 p.m. ET.
Stocks In Focus:
CoreWeave Inc. (NASDAQ:CRWV) dropped 7.56% in premarket on Wednesday after reporting mixed second-quarter financial results. Its revenue of $1.21 billion beat analyst estimates of $1.08 billion, but the adjusted loss of 27 cents per share missed estimates of a loss of 17 cents per share.
CarParts.Com Inc. (NASDAQ:PRTS) tumbled 6.66% after reporting worse-than-expected second-quarter financial results and said it is not providing FY25 guidance as it evaluates strategic alternatives in response to its inbound interest.
Cisco Systems Inc. (NASDAQ:CSCO) was up 0.39% as it is expected to report earnings after the closing bell. Analysts estimate earnings of 98 cents per share on revenue of $14.62 billion.
Brinker International Inc. (NYSE:EAT) was 0.032% above the flatline as analysts expect it to report earnings of $2.38 per share on revenue of $1.42 billion before the opening bell.
Performance Food Group Co. (NYSE:PFGC) rose 0.11% as it is expected to report earnings before the opening bell. Analysts estimate earnings of $1.45 per share on revenue of $16.86 billion.
180 Life Sciences Corp. (NASDAQ:ATNF) surged 67.58% after the biotechnology company announced it had accumulated 82,186 Ethereum (CRYPTO: ETH) tokens valued at approximately $349 million as part of its aggressive treasury strategy pivot.
Webtoon Entertainment Inc. (NASDAQ:WBTN) zoomed 36.75% following second-quarter results that exceeded guidance and a strategic partnership with The Walt Disney Co. (NYSE:DIS).
Bolt Projects Holdings Inc. (NASDAQ:BSLK) climbed 44.50% following robust second-quarter earnings and news of potential financing worth up to $20 million.
Meta Platforms Inc. (NASDAQ:META) was up 0.18% after hitting a record on Tuesday as its Threads platform surpassed 400 million users, marking a significant milestone since its launch as a competitor to Twitter.
CAVA Group Inc. (NYSE:CAVA) tumbled 22.83% despite an earnings-per-share beat, as its second-quarter revenue missed estimates, leading to a decline in share price due to softer same-store sales growth expectations.
Commodities, Gold, And Global Equity Markets:
Crude oil futures were trading lower in the early New York session by 0.71% to hover around $62.72 per barrel.
Gold Spot US Dollar rose 0.18% to hover around $3,354.08 per ounce. Its last record high stood at $3,500.33 per ounce. The U.S. Dollar Index spot was 0.39% lower at the 97.7150 level.
Asian markets were mostly higher on Wednesday, except Australia’s ASX 200 index. South Korea’s Kospi, India’s S&P BSE Sensex, China’s CSI 300, Hong Kong’s Hang Seng, and Japan’s Nikkei 225 indices rose. European markets were higher in early trade.
The CNN Money Fear and Greed index showed further improvement in the overall market sentiment, while the index remained in the “Greed” zone on Tuesday.
U.S. stocks settled higher on Tuesday, with the S&P 500 surging more than 1% during the session, also closing at new record highs after July’s inflation data eased fears that tariff-related cost pressures were widespread.
The headline Consumer Price Index (CPI) came in below expectations, holding steady at 2.7% year-over-year and fueling speculation of upcoming interest rate cuts.
Airline fares, in particular, jumped 4% on a month-over-month basis, causing a rally in airline stocks. President Donald Trump renewed public pressure on Fed Chair Jerome Powell, announcing that he was considering a major lawsuit against Powell over the Fed building renovation expenses.
WideOpenWest, Inc. (NYSE:WOW) shares jumped 49% on Tuesday after the company agreed to be acquired for $5.20 per share.
All sectors on the S&P 500 closed on a positive note, with communication services, information technology and financial stocks recording the biggest gains on Tuesday.
The Dow Jones closed higher by around 484 points to 44,458.61 on Tuesday. The S&P 500 rose 1.13% to 6,445.76, while the Nasdaq Composite jumped 1.39% to 21,681.90 during Tuesday’s session.
Investors are awaiting earnings results from Brinker International Inc. (NYSE:EAT), Performance Food Group Co. (NYSE:PFGC) and Cisco Systems, Inc. (NASDAQ:CSCO) today.
What is CNN Business Fear & Greed Index?
At a current reading of 63.1, the index remained in the “Greed” zone on Tuesday, versus a prior reading of 58.4.
The Fear & Greed Index is a measure of the current market sentiment. It is based on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.
With U.S. stock futures trading mixed this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:
Wall Street expects Brinker International Inc. (NYSE:EAT) to report quarterly earnings at $2.38 per share on revenue of $1.42 billion before the opening bell, according to data from Benzinga Pro. Brinker shares rose 0.1% to $154.93 in after-hours trading.
Analysts are expecting Performance Food Group Co. (NYSE:PFGC) to have earned $1.45 per share on revenue of $16.86 billion for the latest quarter. The company will release earnings before the markets open. Performance Food Group shares rose 0.9% to $98.36 in after-hours trading.
Carparts.Com Inc. (NASDAQ:PRTS) reported worse-than-expected second-quarter financial results and said it is not providing FY25 guidance as it evaluates strategic alternatives in response to its inbound interest. CarParts.com shares dipped 11.9% to $0.81 in the after-hours trading session.
CoreWeave Inc. (NASDAQ:CRWV) reported mixed second-quarter financial results. CoreWeave reported second-quarter revenue of $1.21 billion, beating analyst estimates of $1.08 billion, according to Benzinga Pro. The company reported a second-quarter adjusted loss of 27 cents per share, missing estimates for a loss of 17 cents per share. CoreWeave shares fell 10.4% to $133.25 in the after-hours trading session.
Analysts expect Cisco Systems Inc. (NASDAQ:CSCO) to post quarterly earnings of 98 cents per share on revenue of $14.62 billion after the closing bell. Cisco shares rose 0.2% to $71.52 in the after-hours trading session.
Ethereum (CRYPTO: ETH) has crossed the $4,400 mark, with traders eyeing a possible to run to all-time highs despite concerns about a short-term dip.
What Happened: Chart analyst Ali Martinez highlighted that ETH has been consolidating between resistance at $4,332 and support near $4,165.
Martinez notes the market is in a “wait-and-see” mode, with a fresh daily TD Sequential sell signal pointing to a likely pullback toward $4,165 or possibly lower.
He adds that the bearish outlook will be invalidated if Ethereum closes above $4,370 on the 4-hour chart, potentially signalling renewed bullish momentum.
Analyst Michael van de Poppe called Martinez’s detailed post “a reasonable concern.” He added that testing support near $4,100, just below current levels, could trigger a deeper correction, especially if macro conditions remain weak.
A dip into the $3,600–$3,800 range would align with previous support zones and could serve as a healthy retracement before further upside.
Why It Matters: Ethereum’s price surge coincides with a 114% jump in large transaction volume within a single day, while transactions over $100,000 increased from 8,471 to 11,699.
Nearly 97% of ETH holders are currently in profit, with exchange netflows expanding 54.1%.
BlackRock’s ETHA led this surge with $639.7 million inflows, pushing its cumulative total to $10.49 billion and assets under management to $13.7 billion.
Ethereum’s open interest stands at $56.8 billion, the highest since July 30, indicating strong trader interest. Derivatives trading volume also jumped 29.8% in a single day.
Pulled from Benzinga Pro data this sector movers alert provides traders with a compiled way to read macro-level market trends. Investors garner a particular interest in sector movers to better determine sectors that are over- or under-performing to make better investing decisions on exchange-traded funds (ETFs) or individual tickers in those sectors.
For more information on sector movers, click here.
The CNN Money Fear and Greed index showed a slight improvement in the overall market sentiment, while the index remained in the “Greed” zone on Monday.
U.S. stocks settled lower on Monday, with the Dow Jones index falling around 200 points during the session ahead of key inflation data. Economists expect both headline and core annual inflation to tick higher to 2.9% and 3%, respectively.
The major indices recorded gains last week, with the Dow surging about 1.4% and the S&P 500 adding 2.4% last week. The Nasdaq recorded a 3.9% surge during the week.
Later in the week, attention will shift to Friday’s high-profile meeting between President Donald Trump and Russian President Vladimir Putin in Alaska.
Monday.com (NASDAQ:MNDY) shares dipped around 30% on Monday after it posted second-quarter results. International Money Express Inc. (NASDAQ:IMXI) shares jumped more than 60% after Western Union announced plans to acquire Intermex for $500 million.
Most sectors on the S&P 500 closed on a negative note, with energy, information technology and real estate stocks recording the biggest losses on Monday. However, consumer staples and consumer discretionary stocks bucked the overall market trend, closing the session higher.
The Dow Jones closed lower by around 200 points to 43,975.09 on Monday. The S&P 500 fell 0.25% to 6,373.45, while the Nasdaq Composite declined 0.30% to 21,385.40 during Monday’s session.
Investors are awaiting earnings results from Cardinal Health Inc. (NYSE:CAH), Sea Ltd (NYSE:SE) and H & R Block Inc. (NYSE:HRB) today.
What is CNN Business Fear & Greed Index?
At a current reading of 59.6, the index remained in the “Greed” zone on Monday, versus a prior reading of 59.3.
The Fear & Greed Index is a measure of the current market sentiment. It is based on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.
