Bunge: Stephens & Co. maintains Overweight, PT raised to $115 from $85.
ByAinvest
Friday, Oct 17, 2025 8:49 am ET1min read
BG--
The research firm sees Bunge positioned for a material step-up in earnings per share (EPS) in 2026, with a potential EPS run-rate of $10+ once biofuel policy decisions are finalized. In a BMO Capital note, the firm said the company can achieve this target through U.S. crush margin improvements, refined profit growth, synergy capture, and share buybacks.
The recent merger with Viterra has led Bunge to restructure its segment and volume reporting. The company has updated its full-year 2025 adjusted EPS outlook to approximately $7.30 to $7.60, reflecting Viterra’s contribution. Additionally, Bunge announced a $1.3 billion senior unsecured notes offering through its subsidiary, Bunge Limited Finance Corp., as noted in a Producer article.
Analysts at UBS and JPMorgan have also expressed positive outlooks on Bunge. UBS reiterated its Buy rating with a $100.00 price target, while JPMorgan assumed coverage with an Overweight rating and a $95.00 price target.
Bunge: Stephens & Co. maintains Overweight, PT raised to $115 from $85.
Stephens & Co. has maintained an Overweight rating on Bunge (NYSE: BG) while raising its price target to $115 from $85. The agricultural commodities trader has shown strong momentum, gaining over 14% in the past week and trading near its 52-week high of $95.94. According to InvestingPro data, Bunge currently trades at an attractive P/E ratio of 9.25.The research firm sees Bunge positioned for a material step-up in earnings per share (EPS) in 2026, with a potential EPS run-rate of $10+ once biofuel policy decisions are finalized. In a BMO Capital note, the firm said the company can achieve this target through U.S. crush margin improvements, refined profit growth, synergy capture, and share buybacks.
The recent merger with Viterra has led Bunge to restructure its segment and volume reporting. The company has updated its full-year 2025 adjusted EPS outlook to approximately $7.30 to $7.60, reflecting Viterra’s contribution. Additionally, Bunge announced a $1.3 billion senior unsecured notes offering through its subsidiary, Bunge Limited Finance Corp., as noted in a Producer article.
Analysts at UBS and JPMorgan have also expressed positive outlooks on Bunge. UBS reiterated its Buy rating with a $100.00 price target, while JPMorgan assumed coverage with an Overweight rating and a $95.00 price target.
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