Wolfe Research sees CNH stock flat 2027 outlook on commodity prices
Wolfe Research reports CNH Industrial (CNH) expects flat agricultural equipment demand in 2027, citing commodity prices as the main obstacle. Management notes early 2027 order intake is similar to 2026, with a 4% sales tailwind from underproduction normalization. Brazil's recovery is cautious, while Europe's issues are seen as timing-related. CNH is also exploring partnerships for its construction business.






