1. Deere & Company reported a 12% beat in Q3 EPS and affirmed its 2024 net income guidance of ~$7B, indicating a potential bottoming of the agricultural cycle. 2. The company's profitability exceeded expectations, with Large Ag margins at ~23%, partially offsetting lower volumes. 3. The stock remains Overweight with a raised price target of $505/share, reflecting improved margins in Ag segments and a slightly weaker Construction business.
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