Archer-Daniels-Midland Earnings Preview
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 04 2026
0mins
Source: Yahoo Finance
- Earnings Forecast: Archer-Daniels-Midland is expected to see a 2.8% year-on-year revenue growth this quarter, contrasting sharply with the 7.7% decline recorded in the same quarter last year, indicating market optimism for a recovery despite last quarter's revenue of $18.56 billion, which was down 13.7% year-on-year.
- Analyst Expectations: Analysts have generally reaffirmed their estimates over the past 30 days, suggesting they anticipate the company will maintain stable business performance heading into earnings, even though it missed revenue and adjusted operating income expectations last quarter.
- Peer Performance: In the consumer staples sector, Bunge Global reported an impressive 87.8% year-on-year revenue growth but still fell short of analyst expectations, while Darling Ingredients reported a 12.3% revenue increase in line with consensus, highlighting competitive pressures within the industry.
- Market Sentiment: Investor sentiment in the consumer staples segment has been positive, with average share prices rising 2.8% over the past month, while Archer-Daniels-Midland's stock increased by 2.5%, and the average analyst price target stands at $66.60, below the current share price of $75.25, reflecting cautious market outlook on its future performance.
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Analyst Views on ADM
Wall Street analysts forecast ADM stock price to fall
5 Analyst Rating
0 Buy
2 Hold
3 Sell
Moderate Sell
Current: 80.040
Low
50.00
Averages
56.80
High
61.00
Current: 80.040
Low
50.00
Averages
56.80
High
61.00
About ADM
Archer-Daniels-Midland Company is a global agricultural supply chain manager and processor, providing food security by connecting local needs with global capabilities. It is a human and animal nutrition provider. Its Ag Services and Oilseeds segment includes global activities related to the origination, merchandising, transportation, and storage of agricultural raw materials, and the crushing and further processing of oilseeds, such as soybeans and soft seeds into vegetable oils and protein meals. Carbohydrate Solutions segment is engaged in corn and wheat wet and dry milling and other activities. Nutrition segment is engaged in the creation, manufacturing, sale, and distribution of a wide array of ingredients and solutions, including plant-based proteins, flavors and colors derived from nature, flavor systems, emulsifiers, soluble fiber, polyols, hydrocolloids, probiotics, prebiotics, postbiotics, enzymes, botanical extracts, and other specialty food and feed ingredients and systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- AI Technology Drives Market: Since the beginning of 2023, Wall Street has experienced a remarkable rally primarily driven by the global artificial intelligence technology boom, which is expected to have profound implications for related industries.
- Archer-Daniels-Midland Growth: Zacks Rank #2 Archer-Daniels-Midland is projected to achieve revenue and earnings growth rates of 6.5% and 32.4% for 2023, respectively, driven by a rebound in its human nutrition segment and strong North American demand.
- Casey's General Stores Strong Performance: Zacks Rank #2 Casey's General Stores anticipates revenue and earnings growth rates of 10.8% and 12.4% for 2023, respectively, with resilient inside sales and a high-margin product mix enhancing its profitability.
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See More
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- Legal Disputes Impact Development: Joby Aviation's lawsuit against Archer for corporate espionage has led to declining investor confidence in the eVTOL sector, with Archer's stock down 9% this year and losing over a third of its value, indicating the negative impact of legal issues on market sentiment.
- Certification Delays: Despite the Trump administration's eVTOL Integration Pilot Program aimed at accelerating industry growth, ongoing legal battles threaten to prolong certification timelines and increase costs, as warned by H2 Advisors' Mike Hirschberg, which could hinder overall industry progress.
- Intensifying Market Competition: Archer's patent infringement lawsuit against Vertical Aerospace is ongoing, with Vertical claiming the lawsuit is
See More
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- Price Target Upgrade: UBS raised its price target for Archer-Daniels-Midland from $70 to $90, reiterating a Buy rating, reflecting strong market confidence in the company's growth potential.
- Strong Financial Performance: In its Q1 2026 earnings call, ADM reported an adjusted EPS of $0.71 and total operating profit of $764 million, with cash flow from operations at $442 million, indicating robust profitability and cash flow management.
- Improved Market Conditions: CEO Juan Luciano noted that market conditions for biofuels improved, particularly with significant gains in soybean crush and ethanol margins, driven by expectations for renewable volume obligations in 2026 and 2027.
- Upgraded Outlook: ADM raised its full-year adjusted EPS guidance for 2026 to a range of $4.15 to $4.70, up from the previous range of $3.60 to $4.25, demonstrating a positive outlook for future performance.
See More
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- Market Impact: The promotion of E15 gasoline is expected to significantly boost farm profits, especially as growers face record crop yields and rising input costs like fertilizers, providing crucial market support.
- Industry Reaction: Renewable Fuels Association President Geoff Cooper stated that this bill offers much-needed certainty for fuel retailers, oil refiners, ethanol producers, and consumers amid extreme market volatility and rising costs.
- Future Challenges: Despite the House's approval, the bill's prospects in the Senate remain uncertain, and it still requires support from the president, which could affect the market rollout of E15.
See More
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- New Home Sales Growth: U.S. March new home sales rose 7.4% month-over-month to 682,000, surpassing expectations of 652,000, indicating a robust recovery in the housing market that could bolster economic confidence.
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