Bunge Global SA reaches 20-day high amid sector rotation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 18 2025
0mins
Should l Buy BG?
Source: EFFECT
Bunge Global SA's stock price increased by 4.64%, reaching a 20-day high. This movement occurs in the context of a broader market decline, with the Nasdaq-100 down 0.82% and the S&P 500 down 0.06%.
The rise in Bunge's stock is attributed to sector rotation, as investors are shifting their focus towards agricultural stocks amid the overall market weakness. This trend suggests that investors are seeking stability in sectors less affected by current economic pressures.
The implications of this movement indicate a potential shift in investor sentiment, favoring agricultural companies like Bunge Global SA as safe havens during turbulent market conditions.
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Analyst Views on BG
Wall Street analysts forecast BG stock price to fall
6 Analyst Rating
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 121.880
Low
109.00
Averages
115.50
High
120.00
Current: 121.880
Low
109.00
Averages
115.50
High
120.00
About BG
Bunge Global SA is an agribusiness solutions company. The Company is engaged in the processing of oil seeds and the production and supply of specialty vegetable oils and fats. Its segments include Soybean Processing and Refining, Softseed Processing and Refining, Other Oilseeds Processing and Refining, and Grain Merchandising and Milling. The Soybean Processing and Refining segment is a globally integrated business principally involved in the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of soybean and soybean related products, as well as biodiesel and fertilizer production and distribution. The Softseed Processing and Refining segment is a globally integrated business principally involved in the purchase, storage, transportation, processing, refining, marketing, and sale of soft seeds (canola/rapeseed, sunflower seed, and safflower seed) and soft seed related products, as well as biodiesel production and distribution.
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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See More
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- Cautious 2026 Outlook: Bunge anticipates adjusted EPS for 2026 to range between $7.50 and $8.00, below the consensus estimate of $8.94, reflecting uncertainty in future market conditions.
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Investment Opportunities: Despite the rally making it challenging to find undervalued stocks, there are still investment opportunities available for those willing to search.
See More
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- Cargo Volume Decline: The Port of Los Angeles processed approximately 812,000 TEUs in January, reflecting a 12% year-over-year decline, indicating that unfulfilled commitments from the U.S.-China trade deal have severely impacted agricultural exports and overall port performance.
- Soybean Export Struggles: Exports of soybeans from the Port to China plummeted by 80% last year, and despite President Trump's announcement of potential additional purchases of 8 million metric tons, no improvements have been observed, highlighting the diminishing competitiveness of U.S. agricultural products in global markets.
- Falling Freight Rates: The decrease in container volumes has led to an 11.5% drop in ocean freight rates over the past month, with rates in the mid-low market segment falling by over 18%, prompting carriers to implement aggressive capacity management strategies, which may result in canceled sailings and further supply chain disruptions.
- Southeast Asia Import Growth: While imports from China have declined, containerized imports from Vietnam, Thailand, and Indonesia increased by 17.8%, 36.5%, and 18% respectively, indicating a diversification trend in U.S. import sources that partially offsets the decrease in Chinese imports.
See More
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- Tech Stock Underperformance: The Nasdaq dropped 2.10% last week, while the S&P 500 and Dow Jones fell by 1.39% and 1.23%, respectively, indicating growing concerns over tech stocks that could lead to decreased investor confidence.
- Mixed Employment Data: The January 2026 nonfarm payrolls rose by 130,000, surpassing expectations of 55,000; however, revisions for 2025 revealed only 181,000 jobs were created, highlighting labor market weaknesses that may influence Federal Reserve policy decisions.
- Market Correction Dynamics: The Nasdaq has been undergoing a time-based correction since late October, with an 8-9% pullback in November, yet remains range-bound, reflecting market hesitation and uncertainty that could set the stage for future gains.
- Increasing Risk Signals: A growing list of market risk signals, particularly the declining ratio of stocks to bonds, suggests a waning investor appetite for risk assets, potentially leading to further deterioration in market sentiment.
See More
Bunge Global Q4 2025 Earnings Call Highlights
- Integration Benefits: CEO Gregory Heckman highlighted that the integration with Viterra has already realized $190 million in synergies ahead of schedule, optimizing origination, merchandising, and logistics, thereby enhancing the company's competitive position in a complex market environment.
- Financial Performance Review: In Q4 2025, reported earnings per share were $0.49, with adjusted EPS at $1.99, reflecting a decline from last year; however, all business segments showed year-over-year growth, demonstrating the company's resilience in the market.
- Outlook Projection: The company projects adjusted EPS for 2026 to be in the range of $7.50 to $8.00, based on the current market environment and forward curves, indicating confidence in future profitability.
- External Risk Factors: Management noted geopolitical tensions and uncertainties around biofuel policy could impact future performance; nevertheless, the company remains cautiously optimistic, emphasizing a commitment to disciplined capital allocation strategies.
See More
Bunge Reports Strong Quarter but Issues Softer Profit Outlook
- Quarterly Highlights: Bunge reported fourth-quarter adjusted earnings per share of $1.99, surpassing the analyst consensus of $1.81, with quarterly sales reaching $23.762 billion, exceeding the market expectation of $22.684 billion, indicating strong operational execution.
- Segment Performance: The Soybean Processing and Refining segment achieved quarterly net sales of $11.045 billion, significantly up from $8.374 billion a year ago, primarily driven by improved results in South America, particularly in Argentina and Brazil.
- Cash Flow Status: Despite a gross profit of $1.011 billion for the quarter, down from $1.081 billion a year prior, operating cash flow was $844 million, a sharp decline from $1.9 billion last year, mainly due to lower net income and changes in working capital.
- Future Outlook: Bunge anticipates adjusted earnings per share for 2026 to be between $7.50 and $8.00, below the analyst estimate of $8.71, although the company emphasizes that its expanded capabilities and diversified value chains will help it adapt to market fluctuations.
See More
Bunge Q4 Earnings Exceed Expectations
- Earnings Beat: Bunge reported a Q4 non-GAAP EPS of $1.99, surpassing expectations by $0.17, indicating robust profitability amid current economic conditions.
- Revenue Surge: The company achieved Q4 revenue of $23.76 billion, a 75.5% year-over-year increase, exceeding forecasts by $1.45 billion, showcasing strong performance and demand in the agricultural market.
- Cautious 2026 Outlook: Bunge anticipates adjusted EPS for 2026 to range between $7.50 and $8.00, below the consensus estimate of $8.94, reflecting uncertainty in future market conditions.
- Financial Guidance: The company expects an effective tax rate of 23% to 27%, net interest expense of $575 to $625 million, capital expenditures of $1.5 to $1.7 billion, and depreciation and amortization of approximately $975 million for 2026, indicating a cautious approach to future investments.
See More
