CNH Stock Forecast & Price Target

CNH Industrial demonstrates a positive outlook supported by a significant year-over-year sales increase of 7.6% in the construction segment, driven primarily by rising demand in North America and EMEA. With the expectation of increased production hours in 2026 across all regions and product lines, CNH is poised for growth as farmers consider upgrading to precision agriculture technologies that enhance productivity and reduce costs. Furthermore, the company's robust balance sheet and strategic initiatives, including potential M&A, position it favorably for cash returns to shareholders and improved margins through operational efficiencies and product enhancements.

CNH Industrial has revised its fiscal year 2025 adjusted EPS guidance downward by $0.13, now projecting a range of $0.44 to $0.50, reflecting challenges such as tariff impacts, a competitive pricing environment in Brazil, and lower expectations for its finance segment. The company's agriculture segment reported a significant decline in sales, with a 10% year-over-year drop to $2.963 billion, primarily due to reduced industry demand and inventory destocking in North America, further exacerbated by a 59% year-over-year decrease in adjusted EBIT for agriculture. Additionally, CNH's preliminary outlook for 2026 indicates global agricultural demand may be flat to slightly decreased, contributing to a negative sentiment due to ongoing uncertainties surrounding trade, tariffs, and regional performance variances.