CNH Industrial Analyst Sees 2025 As Pivotal Year For Recovery

Equipment manufacturer CNH Industrial NV's (NYSE: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 (NYSE:DE) and AGCO Corp (NYSE: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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