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Chesterfield, Missouri-based Bunge World SA (BG) operates as an agribusiness and meals firm that produces and provides plant-based oils, fat, and protein. Valued at $23.7 billion by market cap, the corporate’s merchandise are utilized in a variety of functions, reminiscent of animal feed, cooking oils and flours, in addition to bakery and confectionery, dairy fats options, plant-based meat, and toddler vitamin.
Shares of this world agribusiness and meals firm have outperformed the broader market significantly over the previous yr. BG has gained 75.6% over this time-frame, whereas the broader S&P 500 Index ($SPX) has rallied almost 11.8%. In 2026, BG inventory is up 37.6%, surpassing the SPX’s marginal fall on a YTD foundation.
Zooming in additional, BG has additionally outpaced the VanEck Agribusiness ETF (MOO). The exchange-traded fund has gained about 26.8% over the previous yr. Furthermore, BG’s returns on a YTD foundation outshines the ETF’s 17.2% features over the identical time-frame.
Bunge World’s efficiency was pushed by the profitable integration of Viterra, increasing origination and processing capabilities, particularly in softseed and soybeans. Early synergy realization and better processing volumes in South America offset margin pressures in North America.
On Feb. 4, BG shares closed up marginally after reporting its This autumn outcomes. Its adjusted EPS of $1.99 surpassed Wall Road expectations of $1.82. The corporate’s income was $23.8 billion within the interval. BG expects full-year adjusted EPS within the vary of $7.50 to $8.
For fiscal 2026, ending in December, analysts count on BG’s EPS to develop 7% to $8.10 on a diluted foundation. The corporate’s earnings shock historical past is spectacular. It beat the consensus estimate in every of the final 4 quarters.
Among the many 10 analysts masking BG inventory, the consensus is a “Robust Purchase.” That’s based mostly on eight “Robust Purchase” scores, one “Average Purchase,” and one “Maintain.”
This configuration is barely much less bullish than a month in the past, with 9 analysts suggesting a “Robust Purchase.”
On Feb. 5, Morgan Stanley (MS) analyst Steven Haynes maintained a “Purchase” ranking on BG and set a worth goal of $130, implying a possible upside of 6.1% from present ranges.
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