Bunge: Barclays maintains Equal-Weight, raises PT to $105 from $85.
ByAinvest
Tuesday, Oct 21, 2025 8:18 am ET1min read
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The research firm highlights Bunge's favorable positioning for a significant increase in earnings per share (EPS) in 2026, with the potential to achieve a $10+ EPS run-rate once biofuel policy decisions are finalized. Bunge's strong financial health, rated as GOOD by InvestingPro, and its impressive track record of maintaining dividend payments for 25 consecutive years support this positive outlook [1].
Barclays' analysis indicates that Bunge's guidance update, which includes a second-half 2025 adjusted EPS in the range of $4.00 to $4.25, provides a favorable catalyst path ahead. This includes expected Renewable Volume Obligation finalization, potential synergy opportunity increases, and a recast EPS baseline [1].
In other recent news, Bunge Global SA has restructured its segment and volume reporting after completing its merger with Viterra Limited. The company has updated its full-year 2025 adjusted earnings per share outlook to approximately $7.30 to $7.60, reflecting an expected second-half adjusted EPS in the range of $4.00 to $4.25. Additionally, Bunge announced a $1.3 billion senior unsecured notes offering through its subsidiary, Bunge Limited Finance Corp. [1].
Analyst ratings have been mixed, with BMO Capital maintaining an Outperform rating with a $110.00 price target, UBS reiterating its Buy rating with a $100.00 price target, and JPMorgan assuming coverage with an Overweight rating and a $95.00 price target [1].
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Bunge: Barclays maintains Equal-Weight, raises PT to $105 from $85.
Barclays has raised its price target on Bunge (NYSE:BG) to $105 from $85, maintaining an Equal-Weight rating. The move follows recent positive developments and strong financial performance. Bunge's stock has shown robust momentum, gaining over 14% in the past week and trading near its 52-week high of $95.94 [1].The research firm highlights Bunge's favorable positioning for a significant increase in earnings per share (EPS) in 2026, with the potential to achieve a $10+ EPS run-rate once biofuel policy decisions are finalized. Bunge's strong financial health, rated as GOOD by InvestingPro, and its impressive track record of maintaining dividend payments for 25 consecutive years support this positive outlook [1].
Barclays' analysis indicates that Bunge's guidance update, which includes a second-half 2025 adjusted EPS in the range of $4.00 to $4.25, provides a favorable catalyst path ahead. This includes expected Renewable Volume Obligation finalization, potential synergy opportunity increases, and a recast EPS baseline [1].
In other recent news, Bunge Global SA has restructured its segment and volume reporting after completing its merger with Viterra Limited. The company has updated its full-year 2025 adjusted earnings per share outlook to approximately $7.30 to $7.60, reflecting an expected second-half adjusted EPS in the range of $4.00 to $4.25. Additionally, Bunge announced a $1.3 billion senior unsecured notes offering through its subsidiary, Bunge Limited Finance Corp. [1].
Analyst ratings have been mixed, with BMO Capital maintaining an Outperform rating with a $110.00 price target, UBS reiterating its Buy rating with a $100.00 price target, and JPMorgan assuming coverage with an Overweight rating and a $95.00 price target [1].

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