
CNH Stock Forecast & Price Target
CNH Analyst Ratings
Bulls say
CNH Industrial has reported a 7.6% year-over-year increase in construction sales, totaling $739 million, driven primarily by higher shipment volumes in North America and EMEA regions. The company anticipates a transition year in 2025, with an expected acceleration in demand for precision agriculture in 2026, as it projects production hours to rise across all regions and product lines, particularly in large agriculture. Furthermore, CNH shows a strong balance sheet with ample capacity for cash returns to shareholders and potential strategic mergers and acquisitions, which supports a positive outlook for the company despite current challenges in the agricultural cycle.
Bears say
CNH Industrial has lowered its fiscal year 2025 adjusted earnings per share guidance by $0.13 at the midpoint, now projected at $0.44–$0.50, citing multiple factors including tariff headwinds, competitive pricing challenges in Brazil, and reduced expectations for its finance segment. In the third quarter, the company's agricultural segment experienced a 10% decline in sales year-over-year to $2.963 billion, alongside a significant drop in adjusted EBIT, which fell 59% year-over-year to $137 million, indicating serious margin compression. Looking ahead, the preliminary view for 2026 suggests flat to slightly declining global agricultural demand, compounded by uncertainties related to trade, tariffs, and regional performance disparities, particularly noting weaker conditions in North America.
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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