Zinger Key Points
- CNH Industrial is coming into 4Q results with a lowered bar.
- The company’s earnings are likely to trough in 2025.
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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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