Charting DE After Earnings Send Shares to All-Time High

Schwab Network
Schwab NetworkFeb 19, 2026

Why It Matters

Deere’s earnings beat and record‑high rally signal a turning point for heavy‑equipment makers, positioning the stock as a high‑conviction play amid rising construction demand and AI‑enabled product innovation.

Key Takeaways

  • Deere shares hit record high after beating earnings estimates.
  • Construction segment profit more than doubled, raising net income guidance.
  • CEO cites 2026 as bottom of current cycle, bullish outlook.
  • Technical analysis shows steep upward channel, overbought RSI, strong momentum.
  • Options activity spiked, with high open interest on near‑term strikes.

Summary

Deere & Company (NYSE: DE) surged to an all‑time high on the day it reported earnings that beat Wall Street forecasts, sending the stock up more than 11% in after‑hours trading.

The company said construction‑equipment profit more than doubled year‑over‑year and lifted its full‑year net‑income outlook to $4.5‑$5 billion. CEO John Flannery called 2026 the bottom of the current cycle, underscoring confidence in demand for both agricultural and construction gear, while noting AI‑driven autonomous tractors and precision‑spray technology as growth catalysts.

Technical charts show Deere breaking above the $532 resistance line and racing to a intraday high of $741.9, with a steep upward channel, a 5‑day EMA near $617, and RSI back in overbought territory above 70. Volume spikes and a five‑fold surge in options volume, especially at the $570 and $640 strikes, highlight strong trader conviction.

The combination of robust earnings, a clear AI roadmap, and extreme technical momentum suggests further upside potential, prompting investors to consider both equity exposure and aggressive options plays as the sector rides a broader industrial rally.

Original Description

Agriculture companies have taken a much bigger investor focus to start 2026, and no company may have muscled more gains than Deere & Co. (DE). Shares of the company have climbed more than 40% in the last few weeks, helped further by stellar earnings on Thursday. Rick Ducat compares the agricultural giant to peers to show how sharp the rally truly is in Deere. He also offers insight into the options front which saw five times its normal activity on Thursday.
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