Zinger Key Points
- CNH Industrial is coming into 4Q results with a lowered bar.
- The company’s earnings are likely to trough in 2025.
Equipment manufacturer CNH Industrial NV's CNH earnings are likely to bottom out in 2025, after around two years of equipment sales declines, according to Oppenheimer.
The CNH Industrial Analyst: Analyst Kristen Owen upgraded the rating for CNH Industrial from Perform to Outperform, while establishing a price target of $16.
The CNH Industrial Thesis: While the third-quarter earnings season has boosted investor sentiment in the space, there are "incremental catalysts" in 2025 that could "support a reversion trade for CNH," Owen said in the upgrade note.
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After guidance provided by rivals Deere & Co DE and AGCO Corp AGCO, CNH Industrial is "coming into 4Q results with the advantage of a lowered bar," the analyst stated.
While the equipment fundamentals remain challenging in 2025, "we are encouraged by the recent improvement in grain prices as a potential tailwind to global farm income," she added.
"Company specific catalysts include potential incremental cost savings programs, May investor day, and potential Construction monetization," Owen further wrote.
CNH Price Action: Shares of CNH Industrial down 0.3% to $13.12 at the time of publication on Tuesday.
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