This Deere Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday - Deere (NYSE:DE), XP (NASDAQ:XP)

Abercrombie & Fitch (ANF) reported Q2 2026 net sales of $1.27B, up 5%, with record performance across Abercrombie and Hollister brands. EPS was $4.17, including a $1.75 per share benefit from tariff refunds. The company raised full-year guidance, expecting 5% net sales growth and EPS of $13.10-$13.60. Management plans $500M in share repurchases and $250M in capital expenditures. Freight costs remain a headwind, according to the CFO.

The FTC and five states settled with Deere & Co., requiring the company to provide repair tools and resources to owners and independent providers for 10 years. Deere must offer these resources on fair terms and comply with reporting requirements. The settlement follows a $99M class-action settlement earlier this year and reflects ongoing regulatory focus on right-to-repair initiatives.

PFE, MMED, and DE stocks hit 52-week highs. PFE rose 0.3% to $29.09 after FDA approvals and strong Q2 results. MMED surged 10% to $22.74 on strong revenue and a price target upgrade. DE gained 3% to $677.89 after launching an AI platform. All three stocks have gained 14-45% YTD.

XP Inc. reported Q2 2026 results with revenue of R$4,849 million, net income of R$1,384 million, and EPS of R$2.67, all up year-over-year. The company is executing share buybacks and faces competition and fee pressure risks. Analysts' 2029 revenue and earnings estimates range from R$24.5B to R$25.8B and R$7.1B to R$7.2B, respectively.

Analysts from Oppenheimer and Truist Financial maintained Buy ratings on Comfort Systems (FIX) and Waste Connections (WCN), with price targets of $2400 and $201.64 respectively. Agco (AGCO) also received a Buy rating from Truist, with a consensus target of $124.45. All three stocks have Strong Buy or Moderate Buy consensus ratings.

Abercrombie & Fitch (ANF) reported Q2 net sales of $1.3B, up 5%, and EPS of $4.17, up from $2.91 YoY. Operating margin rose to 19.9%. Management raised full-year guidance, citing tariff refunds and share repurchases. Jim Cramer suggested buying on a pullback. Risks include tariff roll-off and Hollister's weak sales.