CNH · CNH Industrial N.V. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on CNH. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About CNH · CNH Industrial N.V.
CNH Industrial N.V., an equipment company, engages in the develops, manufacture, and sale agricultural and construction equipment in North America, Europe, the Middle East, Africa, South America, and the Asia Pacific. The company operates through three segments: Agriculture, Construction, and Financial Services. The Agriculture segment develops, manufactures, distributes, and supports agriculture equipment, implements, and precision agriculture solutions, such as tractors, harvesters, hay and forage equipment, seeding and planting equipment, and self-propelled sprayers under Case IH, New Holland, STEYR, and Raven brands. The Construction segment develops, manufactures, distributes, and supports construction equipment comprising excavators, crawler dozers, graders, wheel loaders, backhoe loaders, skid steer loaders, and compact track loaders under the New Holland Construction, Case Construction, and Eurocomach brands. The Financial Services segment provides and administers financing to end-use customers for the purchase of new and used agricultural and construction equipment and components, as well as revolving charge account financing and other financial services under the Banco CNH brand. This segment also offers wholesale financing to CNH dealers and distributors, as well as trade receivables factoring services. CNH Industrial N.V. was founded in 1842 and is headquartered in Basildon, the United Kingdom
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SELL (score -6) · 12-1 mom -21.2% · RSI 41.3 · below_both · -27.6% from high
Targets blend Wall Street consensus (19 analysts: low $9.50 / mean $13.31 / high $20.50) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Investigation triggered by 3 Form 4 filings in 14 days — however, all three May 11, 2026 director Form 4s (Howard Buffett, Vagn Sorensen, Karen Linehan) and the May 4, 2026 executive Form 4 for CHRO Francesco Tutino reflect scheduled RSU vest-conversions with tax withholding sells, NOT open-market purchases. There is zero genuine insider open-market buying in the last 14 days. Q1 2026 earnings were devastated ($0.01 EPS vs $0.10 YoY) on historically low NA farm equipment demand and margin compression from tariffs. The stock trades at a rich forward P/E of ~14.7x with depressed near-term earnings. Goldman Sachs downgraded to Neutral citing full valuation. No asymmetric mispricing exists; no catalyst beyond commodity cycle recovery outside the 12-month window.