With a market cap of $22.4 billion, Bunge Global SA (BG) is a leading agribusiness company connecting farmers with consumers worldwide across food, feed and fuel markets. With more than 200 years of experience and operations in over 50 countries, Bunge specializes in grain origination, oilseed processing and refining, while advancing food security, sustainability and innovative customer solutions.
Shares of the Chesterfield, Missouri-based company have outperformed the broader market over the past 52 weeks. BG stock has soared 42% over this time frame, while the broader S&P 500 Index ($SPX) has gained 20.4%. Moreover, shares of the company have increased nearly 33% on a YTD basis, compared to SPX’s nearly 12% rise.
Narrowing the focus, shares of the agribusiness and food company have exceeded the State Street Consumer Staples Select Sector SPDR ETF’s (XLP) 3.7% return over the past 52 weeks.
Bunge Global reported strong Q2 2026 results on Jul. 29, with adjusted EPS of $2, up from $1.31 a year earlier, driven primarily by strong performance in its Soybean and Softseed Processing and Refining segments amid improving market conditions. The company also reported EPS of $3.47, up from $2.61 a year earlier, and repurchased approximately $250 million of shares, completing the $2 billion buyback program tied to the Viterra transaction. Investor sentiment was further supported by Bunge raising its full-year adjusted EPS outlook to $9.25 to $9.75.
For the fiscal year ending in December 2026, analysts expect Bunge Global’s adjusted EPS to grow 28.4% year-over-year to $9.72. The company’s earnings surprise history is mixed. It beat the consensus estimates in three of the last four quarters while missing on another occasion.
Among the eight analysts covering the stock, the consensus rating is a “Strong Buy.” That’s based on seven “Strong Buy” ratings and one “Moderate Buy.”
This configuration is slightly less bullish than three months ago, with eight “Strong Buy” ratings on the stock.
On Aug. 11, UBS analyst Manav Gupta reiterated a “Buy” rating on Bunge Global, with a price target of $145.
The mean price target of $137.60 represents a premium of 17% to BG's current price. The Street-high price target of $150 suggests a 27.6% potential upside.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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