Analyst Consensus ?
ConsensusBuy25 ratings
Bullish2184.0%
Neutral416.0%
Bearish00.0%
Bunge Global S.A. · BG · FY2026 Q3 · Calendar Q4 2026
Bunge Maintains 2026 EPS Guidance as Projects Advance
Bunge's maintained guidance, Viterra synergies and advancing capacity projects support a constructive operating narrative, but the outlook remains dependent on execution, working-capital normalization and commodity and policy conditions.
Reported Before market openNYSEConsumer Defensive
$19.37B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $2.41
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $23.28B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-3.1%
Event window
SPY move
-0.6%
Same window
Abnormal move
-2.6%
Stock minus SPY
Volume
0.7×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
BGSPY benchmark
Ask FN2 about BG FY2026 Q3
Transcript, numbers and history already loaded
What drove BG's -3.1% move after FY2026 Q3 earnings?What changed in BG's guidance and outlook in FY2026 Q3?Give me the bull and bear case for BG after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis says full-year guidance was maintained, the internal Viterra cost-synergy target rose to $350 million, and three of four major greenfield projects are operational. Management also identified a $0.50-per-share 2027 contribution from new greenfield assets, while working capital is expected to remain elevated through year-end.
Guidance delta
Management maintained full-year adjusted EPS guidance of $9.25-$9.75; no change from the prior quarter.
Key takeaways
- Management maintained full-year adjusted EPS guidance of $9.25-$9.75.
- Viterra integration is producing cost and commercial synergies, with the internal cost-synergy target raised to $350 million.
- Three of four major greenfield projects are operational; the Westzaan refinery is slated for Q1 2027.
- Management expects new greenfield assets to contribute $0.50 per share in 2027.
- Geopolitical, weather and working-capital risks remain important constraints.
Management priorities
- Ramp the Morristown soy protein plant and complete customer qualification.
- Operate the Destrehan multi-seed facility and barge unloader at commercial scale.
- Commission the Westzaan, Netherlands multi-oil refinery in Q1 2027.
- Increase capacity at the Avondale tropical-oil plant.
- Capture additional cost and commercial synergies from the Viterra combination.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$97.53Current
$90Low
$126.31Average
$155High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 29, 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 |
|---|---|---|---|---|
| JP Morgan | Overweight | Overweight | Maintain | Oct 12, 2026 |
| UBS | Buy | Buy | Maintain | Sep 10, 2026 |
| Barclays | Overweight | Overweight | Maintain | Apr 30, 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 $97.53. 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 | +58.9% | Sep 10, 2026 |
| UBS | Manav Gupta | $115 | $123.5 | +17.9% | Sep 10, 2026 |
| BMO Capital | Andrew Strelzik | $150 | $113.68 | +53.8% | Aug 13, 2026 |
| Barclays | Analyst unavailable | $150 | $126.31 | +53.8% | Apr 30, 2026 |
| Morgan Stanley | Steven Haynes | $130 | $112.75 | +33.3% | Mar 5, 2026 |
| UBS | Analyst unavailable | $145 | $117.23 | +48.7% | Feb 5, 2026 |
| BMO Capital | Analyst unavailable | $130 | $117.23 | +33.3% | Feb 5, 2026 |
| Stephens | Analyst unavailable | $130 | $117.23 | +33.3% | Feb 5, 2026 |
| Coker Palmer | Thomas Palmer | $117 | $110.06 | +20.0% | Jan 21, 2026 |
| Morgan Stanley | Analyst unavailable | $95 | $97.6 | -2.6% | Oct 27, 2025 |
| Barclays | Benjamin Theurer | $105 | $97.25 | +7.7% | Oct 21, 2025 |
| Stephens | Analyst unavailable | $115 | $95.33 | +17.9% | Oct 17, 2025 |
| BMO Capital | Analyst unavailable | $110 | $93.09 | +12.8% | Oct 16, 2025 |
| Morgan Stanley | Steven Haynes | $83 | $83.14 | -14.9% | Aug 12, 2025 |
| CFRA | Arun Sundaram | $90 | $85.86 | -7.7% | Oct 30, 2024 |
| HSBC | Wesley Brooks | $105 | $104.06 | +7.7% | Apr 25, 2024 |
| Coker Palmer | Thomas Palmer | $122 | $105.79 | +25.1% | Apr 24, 2024 |
| UBS | Analyst unavailable | $133 | $94.47 | +36.4% | Dec 14, 2022 |
| Morgan Stanley | Analyst unavailable | $120 | $115.76 | +23.0% | May 2, 2022 |
| Credit Suisse | Analyst unavailable | $140 | $116.4 | +43.5% | Apr 28, 2022 |
| BMO Capital | Analyst unavailable | $144 | $118.96 | +47.6% | Apr 28, 2022 |
| Barclays | Analyst unavailable | $135 | $115.56 | +38.4% | 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 |
|---|---|---|---|---|
| HSY The Hershey Company | FY2026 Q3 · Calendar Q4 2026 | — | -1.8% | Hershey maintains 2027 growth outlook as innovation expands |
Latest beats and misses
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- SANFY2026 Q3 · October 28, 20260.0% EPS-6.3% move
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Missed on EPS
- AWKFY2026 Q3 · October 28, 2026-2.0% EPS+1.1% move
- CPFY2026 Q3 · October 28, 2026-3.2% EPS-1.9% move
- LIIFY2026 Q3 · October 28, 2026-7.1% EPS-10.6% move
- EXRFY2026 Q3 · October 27, 2026-1.7% EPS+0.1% move
- NOWFY2026 Q3 · October 28, 2026-2.0% EPS-3.0% move
- CMGFY2026 Q3 · October 28, 2026-7.1% EPS+2.7% 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 · 2026-10-29T18:08:31.821258+00:00
- FN2 earnings calendar · 2026-10-29T01:23:20.584741+00:00
- Polygon adjusted daily market bars · 2026-10-29T18:30:43.317500+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-29T18:30:43.314842+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 2026-10-29. For educational purposes only; not investment advice.