BUZZ-街景：宏观不利因素将影响迪尔的盈利能力

Reuters02-16

((自动化翻译由路透提供，请见免责声明 ))

2月16日 - ** 迪尔公司（Deere & Co ）周四下调了2024年的盈利预期 (link)，原因是农民因借贷利率高企和农作物价格下跌而对大宗设备采购犹豫不决，尽管该公司第一季度的销售额和利润超过了华尔街的预期。

再跌一年并非 "不可能

** BofA Global Research("中性"，PO：412 美元) 认为，尽管公司正致力于在 2025 年使生产与零售需求保持一致，但由于不确定的宏观背景，"再次出现下滑的一年并非'不可能'"。

** Canaccord Genuity("持有"，预测值：365 美元) 预计巴西和欧洲 (link) 的不利因素将在 2024 年拖累 DE 的收入和利润率

** Daiwa Capital Markets("跑赢大盘"，目标价：400 美元)："虽然近期可能会波澜不惊，下行周期仍处于初期，但我们对长期仍持建设性态度"。

** Morningstar(公允价值：344 美元) 表示，销量下降和价格趋缓将在近期损害该公司的盈利能力；预计 2026 年销售额将恢复增长。

** 券商补充说，近期将是冷却期，而不是严重衰退期

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