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Bunge Global (BG)
NYSE:BG
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Bunge Global (BG) AI Stock Analysis

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Bunge Global

(NYSE:BG)

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Outperform 74 (OpenAI - 4o)
Rating:74Outperform
Price Target:
$107.00
▲(12.90% Upside)
Bunge Global's overall stock score is driven by strong technical indicators and a favorable valuation, indicating potential for price appreciation. Financial performance shows robust revenue growth but is tempered by cash flow challenges. The earnings call provides a mixed sentiment with successful integration of Viterra but highlights macroeconomic uncertainties.
Positive Factors
Successful Integration of Viterra
The successful integration of Viterra enhances Bunge's operational capabilities and market reach, leading to improved agility and collaboration, which are crucial for long-term growth and efficiency.
Strong Performance in Key Segments
Sustained strong performance in core segments like soybean and softseed processing indicates robust demand and effective execution, supporting long-term revenue growth and market position.
Increased Production Capacity
Increased production capacity in key regions enhances Bunge's ability to meet growing demand, optimize operations, and strengthen its competitive position in the global market.
Negative Factors
Cash Flow Challenges
Significant cash flow challenges can hinder Bunge's ability to invest in growth opportunities and manage financial obligations, impacting long-term financial health.
Low Profit Margins
Low profit margins suggest potential inefficiencies and cost management issues, which could limit profitability and competitiveness in the long term.
Uncertain Macroeconomic Environment
Macroeconomic uncertainties, including trade and policy changes, can disrupt market dynamics and affect Bunge's strategic planning and revenue stability over time.

Bunge Global (BG) vs. SPDR S&P 500 ETF (SPY)

Bunge Global Business Overview & Revenue Model

Company DescriptionBunge Limited operates as an agribusiness and food company worldwide. It operates through four segments: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. The Agribusiness segment purchases, stores, transports, processes, and sells agricultural commodities and commodity products, including oilseeds primarily soybeans, rapeseed, canola, and sunflower seeds, as well as grains primarily wheat and corn; and processes oilseeds into vegetable oils and protein meals. This segment offers its products for animal feed manufacturers, livestock producers, wheat and corn millers, and other oilseed processors, as well as third-party edible oil processing and biofuel companies; and for industrial and biodiesel production applications. The Refined and Specialty Oils segment sells packaged and bulk oils and fats that include cooking oils, shortenings, margarines, mayonnaise, and other products for baked goods companies, snack food producers, confectioners, restaurant chains, foodservice operators, infant nutrition companies, and other food manufacturers, as well as grocery chains, wholesalers, distributors, and other retailers. The Milling segment provides wheat flours and bakery mixes; corn milling products that comprise dry-milled corn meals and flours, wet-milled masa and flours, and flaking and brewer's grits, as well as soy-fortified corn meal, corn-soy blends, and other products; whole grain and fiber ingredients; quinoas and millets; die-cut pellets; and non-GMO products. The Sugar and Bioenergy segment produces sugar and ethanol; and generates electricity from burning sugarcane bagasse. Bunge Limited was founded in 1818 and is headquartered in St. Louis, Missouri.
How the Company Makes MoneyBunge Global generates revenue through multiple key streams including the sale of processed agricultural products such as vegetable oils, flour, and animal feeds. The company benefits from its extensive supply chain network, which allows it to source raw materials efficiently and manage logistics effectively. Additionally, Bunge engages in trading activities, facilitating the purchase and sale of agricultural commodities on a global scale. Strategic partnerships with farmers, suppliers, and food manufacturers enhance its market reach and stability. The company's commitment to sustainability and innovation in food production also drives demand for its products, contributing to its overall earnings.

Bunge Global Key Performance Indicators (KPIs)

Any
Any
Net Sales by Segment
Net Sales by Segment
Chart Insights
Data provided by:Main Street Data

Bunge Global Earnings Call Summary

Earnings Call Date:Nov 05, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Feb 11, 2026
Earnings Call Sentiment Neutral
The earnings call reflected a mixed sentiment with significant achievements in integrating Viterra and strong performance in soybean and softseed segments. However, challenges such as a decline in EPS, lower grain merchandising results, and an uncertain macroeconomic environment pose concerns.
Q3-2025 Updates
Positive Updates
Successful Integration of Viterra
The integration of Viterra was completed, and tangible benefits are being realized from the merger. The company is seeing improved agility, transparency, and collaboration across its operations.
Strong Performance in Soybean and Softseed Segments
Third-quarter results reflected strong performance in soybean and softseed processing and refining segments, driven by higher margins and strong execution.
Increased Production Capacity
Higher processing volumes were reported due to increased production capacity in Argentina, Canada, and Europe.
Record Adjusted Segment EBIT
Adjusted segment EBIT was $924 million, a significant increase from $559 million last year, reflecting improved results in various segments.
Strong Capital Allocation and Share Buyback
The company generated approximately $1.2 billion of adjusted funds from operations and completed share buybacks of $545 million.
Negative Updates
EPS Decline
Reported third-quarter earnings per share were $0.86 compared to $1.56 in the third quarter of 2024, primarily due to unfavorable mark-to-market timing differences and Viterra transaction costs.
Challenges in Grain Merchandising
Lower results in global wheat and corn merchandising were partially offset by higher results in wheat milling and ocean freight.
Uncertain Macroeconomic Environment
The company faces uncertainty due to macro trade and biofuel policy, impacting farmer and consumer behaviors, which remain largely spot.
Higher Corporate Expenses
Increase in corporate expenses due to the addition of Viterra and performance-based compensation accruals.
Company Guidance
During Bunge's third quarter 2025 earnings call, the company provided guidance for the remainder of the fiscal year, emphasizing the integration benefits following the Viterra acquisition. Bunge projected full-year 2025 adjusted EPS in the range of $7.30 to $7.60, with an expected second-half adjusted EPS between $4.00 and $4.25. The company highlighted a strong performance in soybean and softseed processing and refining, attributing improvements in adjusted segment EBIT to $924 million from $559 million the previous year. Additionally, Bunge outlined expectations for a 2025 adjusted annual effective tax rate of 23% to 25%, net interest expense ranging from $380 million to $400 million, capital expenditures between $1.6 billion and $1.7 billion, and depreciation and amortization of approximately $710 million. As Bunge navigates a complex operating environment, it remains focused on capturing synergies from the Viterra integration and leveraging its expanded global network to drive value creation.

Bunge Global Financial Statement Overview

Summary
Bunge Global shows strong profitability metrics with healthy margins, but faces challenges with declining revenue and significantly reduced free cash flow, raising concerns about future liquidity. The balance sheet is stable but indicates increased liabilities.
Income Statement
75
Positive
The income statement reveals a decline in total revenue from $53.1 billion to $50.9 billion in the TTM period, indicating a negative revenue growth rate. However, the company maintains a stable gross profit margin of around 6.3% and a net profit margin of 2.7%. EBIT and EBITDA margins are both healthy at 3.4% and 4.6% respectively, demonstrating operational efficiency despite the decline in revenue.
Balance Sheet
70
Positive
Bunge Global's balance sheet reflects a debt-to-equity ratio of 0.94, indicating moderate leverage. The return on equity (ROE) stands at 11.6%, which is robust and suggests effective use of equity. The equity ratio is 38.2%, providing a solid capital structure. However, total liabilities have increased slightly, indicating potential caution in financial stability.
Cash Flow
60
Neutral
The cash flow statement shows a significant reduction in free cash flow from $524 million to $180 million, indicating a negative free cash flow growth rate. The operating cash flow to net income ratio is 0.74, suggesting that a substantial portion of net income is backed by cash flow, but the declining free cash flow is a concern for future liquidity.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue60.11B53.11B59.54B67.23B59.15B41.40B
Gross Profit3.48B3.39B4.84B3.68B3.36B2.79B
EBITDA2.89B2.46B4.02B2.88B3.23B2.11B
Net Income1.32B1.14B2.24B1.61B2.08B1.15B
Balance Sheet
Total Assets46.30B24.90B25.37B24.58B23.82B23.66B
Cash, Cash Equivalents and Short-Term Investments1.31B3.79B2.71B1.22B1.42B698.00M
Total Debt15.41B7.12B5.76B5.62B6.82B8.10B
Total Liabilities29.01B13.95B13.56B14.62B15.61B17.04B
Stockholders Equity17.23B9.91B10.85B9.22B7.67B6.07B
Cash Flow
Free Cash Flow61.00M524.00M2.19B-6.10B-3.29B-3.90B
Operating Cash Flow550.00M1.90B3.31B-5.55B-2.89B-3.54B
Investing Cash Flow-5.68B-1.11B-1.01B6.50B5.11B1.81B
Financing Cash Flow3.56B-90.00M-856.00M-769.00M-1.63B1.76B

Bunge Global Technical Analysis

Technical Analysis Sentiment
Positive
Last Price94.77
Price Trends
50DMA
86.49
Positive
100DMA
83.00
Positive
200DMA
78.82
Positive
Market Momentum
MACD
2.70
Positive
RSI
60.60
Neutral
STOCH
39.58
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BG, the sentiment is Positive. The current price of 94.77 is above the 20-day moving average (MA) of 93.45, above the 50-day MA of 86.49, and above the 200-day MA of 78.82, indicating a bullish trend. The MACD of 2.70 indicates Positive momentum. The RSI at 60.60 is Neutral, neither overbought nor oversold. The STOCH value of 39.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BG.

Bunge Global Risk Analysis

Bunge Global disclosed 41 risk factors in its most recent earnings report. Bunge Global reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Bunge Global Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
84
Outperform
$4.31B3.4255.20%9.86%65.80%197.95%
74
Outperform
$18.79B9.389.69%2.91%10.30%17.32%
69
Neutral
$1.73B22.053.95%3.35%1.11%414.23%
69
Neutral
$8.62B9.933.38%
66
Neutral
$18.15B23.134.31%3.87%1.99%
64
Neutral
$27.05B22.905.35%3.58%-4.31%-29.96%
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BG
Bunge Global
94.77
10.61
12.61%
ADM
Archer Daniels Midland
56.72
6.60
13.17%
CALM
Cal-Maine Foods
87.95
4.66
5.59%
FDP
Fresh Del Monte Produce
36.51
3.41
10.30%
TSN
Tyson Foods
51.69
-5.91
-10.26%
SFD
Smithfield Foods
21.89
2.08
10.50%

Bunge Global Corporate Events

Bunge Global SA Reports Mixed Q3 2025 Results
Nov 6, 2025

Bunge Global SA is a leading agribusiness company that connects farmers to consumers by providing essential food, feed, and fuel worldwide, specializing in grain origination, storage, distribution, and oilseed processing and refining.

Bunge Global Sa’s Mixed Earnings Call Highlights
Nov 6, 2025

Bunge Global Sa’s recent earnings call presented a mixed sentiment, highlighting both achievements and challenges. The company celebrated the successful integration of Viterra and strong performance in the soybean and softseed segments. However, concerns were raised due to a decline in EPS, lower grain merchandising results, and an uncertain macroeconomic environment.

Business Operations and StrategyFinancial DisclosuresM&A Transactions
Bunge Global Updates Reporting Post-Viterra Merger
Neutral
Oct 15, 2025

On October 15, 2025, Bunge Global SA announced changes to its segment and volume reporting to align with its new value chain structure following its merger with Viterra Limited. The company realigned its operations into new segments and updated its full-year 2025 earnings outlook, reflecting the merger’s impact and providing a clearer understanding of its financial performance.

The most recent analyst rating on (BG) stock is a Buy with a $92.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.

Business Operations and StrategyPrivate Placements and Financing
Bunge Global Terminates Major Credit Agreements
Negative
Oct 8, 2025

Bunge Global has terminated several significant credit agreements, including a $3.2 billion revolving credit agreement, a $1.1 billion 364-day revolving credit agreement, and a $3.5 billion revolving agreement. This decision may impact the company’s financial strategy and liquidity management, potentially affecting its operations and market positioning.

The most recent analyst rating on (BG) stock is a Buy with a $91.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.

Private Placements and Financing
Bunge Global Expands Commercial Paper Program by $1B
Positive
Sep 9, 2025

On September 3, 2025, Bunge Limited Finance Corp., a subsidiary of Bunge Global SA, increased its unsecured corporate commercial paper program by $1.0 billion, bringing the total to $3.0 billion. This expansion requires Bunge to maintain a committed borrowing capacity equal to or greater than the amount of commercial paper issued, reflecting its strong credit ratings and strategic financial management.

The most recent analyst rating on (BG) stock is a Buy with a $100.00 price target. To see the full list of analyst forecasts on Bunge Global stock, see the BG Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 06, 2025