Bunge Limited

(New York Stock Exchange)
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Bullish +65

Bunge Global stock carries USD 9.25-9.75 EPS guidance

Earnings report Guidance raised AI-generated analysis

πŸ“ˆ Bunge Global reported second-quarter adjusted diluted EPS of USD 2.00, a significant increase from USD 1.31 in the prior-year quarter.

πŸ’° Net sales for the three months ended June 30, 2026 reached USD 24.04 billion, more than doubling the year-ago figure of USD 12.77 billion.

πŸš€ Adjusted total EBIT increased to USD 665 million from USD 293 million in the previous year's quarter.

πŸ“Š Bunge lifted its full-year 2026 adjusted EPS guidance to USD 9.25-9.75, raising the upper end by USD 0.25.

🌱 Higher expectations for Soybean Processing and Refining drove the positive earnings surprise and guidance update.

πŸ“‰ The stock traded at USD 109.60 on September 25, 2026, remaining below its 52-week high of USD 134.87.

🏦 UBS raised its price target for Bunge from USD 145 to USD 155 while retaining a Buy rating.

Bullish Signals
  • Bunge Global reported second-quarter adjusted diluted EPS of USD 2.00, representing a substantial increase from USD 1.31 in the prior-year quarter.
  • Net sales surged to USD 24.04 billion for the three months ended June 30, 2026, more than doubling the year-ago figure of USD 12.77 billion.
  • Adjusted total EBIT increased significantly to USD 665 million from USD 293 million in the previous year's quarter.
  • Bunge lifted its full-year 2026 adjusted EPS guidance to a range of USD 9.25-9.75, raising the upper end by USD 0.25.
  • The company cited stronger performance in Soybean Processing and Refining as a key driver for the positive earnings surprise.
Risk Factors
  • Grain Merchandising and Milling expectations were lower than anticipated, contributing to a mixed outlook within specific business segments.
Full Analysis
Bunge Global SA reported strong second-quarter financial results for the period ended June 30, 2026, with adjusted diluted EPS rising to USD 2.00 from USD 1.31 a year prior. Net sales surged to USD 24.04 billion compared to USD 12.77 billion in the same quarter last year, while adjusted total EBIT more than doubled to USD 665 million from USD 293 million. Following the earnings release, Bunge lifted its full-year 2026 adjusted EPS guidance to a range of USD 9.25-9.75, up from the previous forecast of USD 9.00-9.50. The company cited stronger performance in Soybean Processing and Refining and Softseed Processing and Refining as key drivers for this upward revision, although it noted lower expectations for Grain Merchandising and Milling. Despite the positive earnings beat and guidance increase, Bunge's stock traded at USD 109.60 on September 25, 2026, down slightly from the prior close. Analyst sentiment remains mixed regarding valuation, with UBS raising its price target to USD 155 while the stock trades significantly below its 52-week high of USD 134.87.