Analyst Consensus ?
ConsensusBuy25 ratings
Bullish2184.0%
Neutral416.0%
Bearish00.0%
Bunge Global S.A. · BG · FY2025 Q3 · Calendar Q4 2025
Bunge maintains guidance as Viterra benefits begin to emerge
The supplied analysis supports a cautiously constructive read: Bunge is showing early operational benefits from Viterra and maintained its full-year outlook, but the larger earnings contribution depends on future synergy capture and a volatile policy and commodity backdrop.
Reported Before market openNYSEConsumer Defensive
$20.78B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.27
Consensus $1.94
EPS surprise
+17.0%
Reported versus consensus
Reported revenue
$22.16B
Consensus $14.73B
Revenue surprise
+50.4%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+1.8%
Event window
SPY move
+0.3%
Same window
Abnormal move
+1.4%
Stock minus SPY
Volume
1.4×
Versus trailing sessions
Subsequent drift
-1.2%
Up to 20 sessions
BGSPY benchmark
Ask FN2 about BG FY2025 Q3
Transcript, numbers and history already loaded
Why did BG rise 1.8% after beating EPS estimates in FY2025 Q3?What changed in BG's guidance and outlook in FY2025 Q3?Give me the bull and bear case for BG after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the Viterra transaction had closed and early integration benefits were visible in soybean and softseed processing. Management still described synergy capture as modest in the near term, with greater potential expected through 2026 and a major contribution in 2027.
Guidance delta
Full-year adjusted EPS guidance was maintained at $7.30-$7.60.
Key takeaways
- Adjusted EPS was $2.27 in Q3, while full-year adjusted EPS guidance remained $7.30-$7.60.
- Viterra integration is improving soybean and softseed processing margins, but management said major synergy benefits are expected later.
- Capital allocation remains active, with a stated $545 million share-buyback plan and $1.6-$1.7 billion capital-spending plan.
Management priorities
- Continue integrating Viterra and capture commercial synergies.
- Complete planned 2026 projects, including Moorestown, Destrehan, and specialty oils.
- Balance growth capital spending with share repurchases while monitoring biofuel policy.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$108.31Current
$90Low
$126.31Average
$155High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 30, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Sep 10, 2026 |
| Barclays | Overweight | Overweight | Maintain | Apr 30, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Mar 24, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Mar 11, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Mar 11, 2026 |
| B of A Securities | Buy | Buy | Maintain | Dec 2, 2025 |
| Stephens & Co. | Overweight | Overweight | Maintain | Oct 17, 2025 |
| Citigroup | Neutral | Neutral | Maintain | Apr 15, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | Feb 13, 2024 |
| HSBC | Buy | Hold | Upgrade | Feb 9, 2024 |
| Roth MKM | Buy | Buy | Maintain | Feb 5, 2024 |
| Baird | Neutral | Neutral | Maintain | Jan 23, 2024 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Jan 10, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | Jun 23, 2022 |
| Bank of America | Buy | Neutral | Upgrade | Aug 2, 2016 |
| BB&T Capital | Buy | Buy | Maintain | Jul 12, 2016 |
| Macquarie | Outperform | Outperform | Maintain | Oct 29, 2015 |
| Vertical Research | Buy | Buy | Maintain | Jul 7, 2015 |
| Feltl & Co. | Buy | Hold | Upgrade | Oct 23, 2013 |
| Miller Tabak | Hold | Buy | Downgrade | Oct 21, 2013 |
| PiperJaffray | Overweight | Neutral | Upgrade | Jun 12, 2013 |
| Piper Sandler | Overweight | Neutral | Upgrade | Jun 11, 2013 |
| Topeka | Buy | Hold | Upgrade | Jul 30, 2012 |
| Topeka Capital | Buy | Hold | Upgrade | Jul 29, 2012 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Apr 29, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $108.31. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Manav Gupta | $155 | $123.5 | +43.1% | Sep 10, 2026 |
| UBS | Manav Gupta | $115 | $123.5 | +6.2% | Sep 10, 2026 |
| BMO Capital | Andrew Strelzik | $150 | $113.68 | +38.5% | Aug 13, 2026 |
| Barclays | Analyst unavailable | $150 | $126.31 | +38.5% | Apr 30, 2026 |
| Morgan Stanley | Steven Haynes | $130 | $112.75 | +20.0% | Mar 5, 2026 |
| UBS | Analyst unavailable | $145 | $117.23 | +33.9% | Feb 5, 2026 |
| BMO Capital | Analyst unavailable | $130 | $117.23 | +20.0% | Feb 5, 2026 |
| Stephens | Analyst unavailable | $130 | $117.23 | +20.0% | Feb 5, 2026 |
| Coker Palmer | Thomas Palmer | $117 | $110.06 | +8.0% | Jan 21, 2026 |
| Morgan Stanley | Analyst unavailable | $95 | $97.6 | -12.3% | Oct 27, 2025 |
| Barclays | Benjamin Theurer | $105 | $97.25 | -3.1% | Oct 21, 2025 |
| Stephens | Analyst unavailable | $115 | $95.33 | +6.2% | Oct 17, 2025 |
| BMO Capital | Analyst unavailable | $110 | $93.09 | +1.6% | Oct 16, 2025 |
| Morgan Stanley | Steven Haynes | $83 | $83.14 | -23.4% | Aug 12, 2025 |
| CFRA | Arun Sundaram | $90 | $85.86 | -16.9% | Oct 30, 2024 |
| HSBC | Wesley Brooks | $105 | $104.06 | -3.1% | Apr 25, 2024 |
| Coker Palmer | Thomas Palmer | $122 | $105.79 | +12.6% | Apr 24, 2024 |
| UBS | Analyst unavailable | $133 | $94.47 | +22.8% | Dec 14, 2022 |
| Morgan Stanley | Analyst unavailable | $120 | $115.76 | +10.8% | May 2, 2022 |
| Credit Suisse | Analyst unavailable | $140 | $116.4 | +29.3% | Apr 28, 2022 |
| BMO Capital | Analyst unavailable | $144 | $118.96 | +33.0% | Apr 28, 2022 |
| Barclays | Analyst unavailable | $135 | $115.56 | +24.6% | Apr 25, 2022 |
Track every rating change on BG the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationBunge Global S.A., established in 1818 and headquartered in St. Louis, Missouri, operates as a prominent international agribusiness and food corporation. Its diverse operations are categorized into four main divisions: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. The Agribusiness segment involves the sourcing, storage, transportation, processing, and sale of agricultural goods and their derivatives. Key commodities include various oilseeds such as soybeans, rapeseed, canola, and sunflower seeds, alongside grains like wheat and corn. These oilseeds are further processed into vegetable oils and protein-rich meals. This segment supplies a wide range of clients, including animal feed and livestock producers, millers of wheat and corn, other oilseed processors, and companies involved in edible oil and biofuel production, catering to both industrial and biodiesel applications.…
Historical context
All BG earningsConsumer Defensive peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| COST Costco Wholesale Corporation | FY2026 Q4 · Calendar Q3 2026 | +3.2% | +2.9% | Costco’s growth broadens as warehouses and digital sales accelerate |
| GIS General Mills, Inc. | FY2027 Q1 · Calendar Q3 2026 | +4.6% | +1.0% | General Mills leans on mix, innovation and e-commerce amid pressure |
| KR The Kroger Co. | FY2026 Q2 · Calendar Q3 2026 | +2.8% | +2.7% | Kroger: Strong digital growth offsets softer sales outlook |
| CPB Campbell Soup Company | FY2026 Q4 · Calendar Q3 2026 | +1.1% | -7.0% | Campbell’s leans on savings and innovation amid pressured demand |
| BF-A Brown-Forman Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | — | Brown-Forman holds FY27 outlook as RTD innovation offsets barrel pressure |
| BF-B Brown-Forman Corporation | FY2027 Q1 · Calendar Q3 2026 | 0.0% | — | Brown-Forman maintains FY27 outlook as innovation offsets pressure |
Latest beats and misses
Who reports nextBeat on EPS
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- SNXFY2026 Q3 · September 24, 2026+20.9% EPS-9.9% move
- DRIFY2027 Q1 · September 24, 20260.0% EPS-3.0% move
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
Get the BG recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-30T11:46:10.757526+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-30T11:46:10.754665+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-30. For educational purposes only; not investment advice.