Titan Machinery sells and services Case IH and New Holland agricultural and construction equipment through a network of dealerships across the US and Europe, with parts and service making up a large share of gross profit. The structural case rests on that aftermarket base: service and parts revenue is recurring and tends to be steadier than new equipment sales, which are tied to farm income and interest rates. Revenue fell 9.2% over the last year, and operating margin is roughly breakeven at -0.3% on a 16.5% gross margin, so the shrinking top line is not yet being absorbed by cost discipline. The forward P/E of 44.1 on a business with negative return on equity (-9.7%) leaves little room for error, and any improvement in equipment demand as farm cycles turn would be the catalyst to test. At a score of 42/100 and with no index membership, this screens as a name that needs a clear view on the farm cycle before it earns a deeper look.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 15 Oct 2026, 00:00 CEST | ACCE price target | $21.20 | first publication | $23.56 |
Answered from Titan Machinery Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| TITN Titan Machinery Inc. Common Stock | $23.12 | - | - | - | -9.7% | 26 | 40 |
| ALLIGO-B.ST Alligo AB (publ) | kr 111.80 | kr 169 | 34% below | 16.4x | 9.3% | 51 | 58 |
| BXC Bluelinx Holdings Inc. Common Stock | $76.75 | $142 | 46% below | - | -0.3% | 26 | 61 |
| MMGR-B.ST Momentum Group AB (publ) | kr 126.20 | kr 75 | 69% above | 32.5x | 24.5% | 73 | 54 |
| DSGR Distribution Solutions Group Inc. Common Stock | $35.01 | $24 | 47% above | 184.3x | 1.4% | 38 | 62 |
| GIC Global Industrial Company Common Stock | $44.46 | $33 | 34% above | 20.1x | 26.5% | 70 | 72 |
| TPK.L Travis Perkins plc | £6.13 | £8 | 23% below | - | -9.1% | 35 | 44 |
Where TITN ranks against its sector peers on each metric.