
CNH Stock Forecast & Price Target
CNH Analyst Ratings
Bulls say
CNH Industrial, as the second-largest manufacturer of agricultural machinery, benefits from a diverse geographical sales distribution, with 40% of agriculture sales in North America and a robust dealer network exceeding 2,600 locations in 164 countries. The company's construction segment demonstrated resilience with a 7.6% year-over-year sales increase to $739 million, attributed to higher shipment volumes, and is positioned for further growth as demand is expected to accelerate in 2026 driven by favorable precision agriculture economics. Moreover, CNH maintains a strong balance sheet with ample cash flow capabilities for returning value to shareholders and funding strategic mergers and acquisitions, even amidst current agricultural cyclical challenges.
Bears say
CNH Industrial has revised its fiscal year 2025 adjusted EPS guidance downward by $0.13, primarily due to incremental tariff impacts, unfavorable sales mix, and lower expectations for its finance segment, particularly in Brazil. The company's third-quarter agriculture sales declined by 10% year-over-year, exacerbated by decreased industry demand and inventory destocking in North America, leading to a significant drop in adjusted EBIT for the agriculture segment by 59%, which reflects a decremental margin of 57%. Moreover, preliminary forecasts for 2026 suggest flat to slightly declining global agricultural demand, which coupled with a significantly lower EBIT margin and challenging market dynamics, indicates a concerning outlook for CNH Industrial's financial performance.
This aggregate rating is based on analysts' research of CNH Industrial NV and is not a guaranteed prediction by Public.com or investment advice.
CNH Analyst Forecast & Price Prediction
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