Stocks / Industrial Machinery
CNHIndustrial Machinery
CNH INDUSTRIAL N.V.
$13.751d +1.1%5d -2.6%settled close · 2026-09-14
Mkt cap $13B (3/25)β 0.8252w $9.75–14.12Shares 1.24BInd. Construction Machinery & EquipNYSE since 2013Emp. 34,197HQ Basildon, Essexcnh.com
The tape, with the calls on it
Who said what, and what CNH did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about CNH
3 longlatest 2025-02-13
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-02-13 | Mario Stefanidis | Bullish | Value Investing with Legends | CNH Industrial is deeply undervalued at ~$13 as the ag cycle troughs; new CEO Garrett Marks is crystallizing… |
| 2024-11-18 | David EinhornFounder, Greenlight Capital | Bullish | CNBC Events | Agricultural equipment is at trough earnings (~$1/share on a $10 stock = 10x trough vs market at 23x average… |
| 2024-11-13 | David EinhornFounder, Greenlight Capital | Bullish | CNBC Television | CNH trades at ~10x trough earnings (~$1/share) versus a market PE of ~23, with a 3-4% dividend and 5-6%… |
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talking across television, podcasts, and interviews — every stance
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Earnings
Next report: 5 Nov 2026 before the open
Confirmed date · consensus EPS 0.10. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where CNH’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-04 | ||||||
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| 2026-09-01 | ||||||
| 2026-08-24 | ||||||
| 2026-08-21 | ||||||
| 2026-08-03 | ||||||
| 2026-07-01 | ||||||
| 2026-06-22 | ||||||
| 2026-06-04 | ||||||
| 2026-06-01 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
CNH is in this morning’s Brief.
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