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AgricultureDE
Deere & Company
Clearest AI leader in agricultural equipment. Autonomous 8R tractor in full 2026 release across 18 US states. CEO committed to 10% of revenue from software fees by 2030 (85% gross margin vs 25% hardware).
AI Impact Score
6.8/10
↑ Positive
Scoring Breakdown
Sector Base
5
AI Revenue Exposure
5
Moat Durability
8
Disruption Risk (lower=better)
2
AI Adoption Maturity
8
Scenarios
Bull Case
Software subscription at 5% of revenue by 2027 re-rates Deere as software+hardware business. Autonomous tractors solve farm labor shortages, making Deere essential infrastructure.
Bear Case
Agricultural equipment downturn reduces willingness to pay software premiums. Chinese competitors develop competitive autonomous platforms at 40-50% lower prices.
Key Factors to Watch
- ●85% gross margin on farming software vs 25% on hardware — transformative
- ●Autonomous tractor addresses most acute US agriculture pain point — labor shortage
- ●Tenna acquisition signals AI/software expansion beyond agriculture into construction
Score History
| Date | Score | Direction | Note |
|---|---|---|---|
| 2026-03-08 | 6.8 | Positive | Score 6.7→6.8 (formula reweight: sb 0.25→0.15, are 0.20→0.25, md 0.20→0.25, dr 0.20→0.25, aam 0.15→0.10) |
| 2026-03-08 | 6.7 | Positive | Score 7.0→6.7 (are 7→5). External research cross-ref: equipment revenue; See&Spray subs $1-5/acre still tiny vs $33B+ equipment sales |
| 2026-03-08 | 7.0 | Positive | Initial assessment from batch 7 research |
Last researched: 2026-03-11
This is research and analysis, not financial advice. Scores reflect AI impact potential, not investment recommendations.