Darling Ingredients Inc. saw a price increase of 5.72% as it reached a 5-day high. This surge is attributed to the company's announcement of a strategic merger with Tessenderlo Group, which is projected to generate approximately $1.5 billion in annual revenue by 2025. The merger will enhance Darling's competitive edge in the global collagen market, allowing for improved production efficiency across multiple regions.
The merger with Tessenderlo Group, where Darling will hold an 85% stake, is expected to close in 2026. This collaboration is anticipated to create new growth opportunities and significantly enhance shareholder value, further solidifying Darling's leadership position in the food sector. The integration of their collagen and gelatin businesses is a strategic move that highlights the strong synergistic potential in the market.
Overall, this merger not only positions Darling Ingredients as a dominant player in the collagen industry but also reflects its commitment to expanding its market presence and driving future growth.
Wall Street analysts forecast DAR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DAR is 49.56 USD with a low forecast of 44.00 USD and a high forecast of 60.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
Wall Street analysts forecast DAR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DAR is 49.56 USD with a low forecast of 44.00 USD and a high forecast of 60.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
0 Hold
0 Sell
Strong Buy
Current: 44.020
Low
44.00
Averages
49.56
High
60.00
Current: 44.020
Low
44.00
Averages
49.56
High
60.00
JPMorgan
Overweight
maintain
$44 -> $46
2026-01-21
Reason
JPMorgan
Price Target
$44 -> $46
AI Analysis
2026-01-21
maintain
Overweight
Reason
JPMorgan raised the firm's price target on Darling Ingredients to $46 from $44 and keeps an Overweight rating on the shares. The firm updated targets in the agricultural products group ahead of the Q4 reports. The ag products industry "seems to be experiencing an improved environment," the analyst tells investors in a research note. JPMorgan says soybean board crush futures are pointing to better margins as 2026 progresses.
TD Cowen
Hold
to
Buy
upgrade
$45
2025-12-02
Reason
TD Cowen
Price Target
$45
2025-12-02
upgrade
Hold
to
Buy
Reason
TD Cowen upgraded Darling Ingredients to Buy from Hold with a $45 price target.
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TD Cowen
Hold
to
Buy
upgrade
$45
2025-12-02
Reason
TD Cowen
Price Target
$45
2025-12-02
upgrade
Hold
to
Buy
Reason
TD Cowen upgraded Darling Ingredients to Buy from Hold with a $45 price target. The firm sees an improving biofuel margin environment in 2026 and continuing at least through 2027, supported by constructive government regulations, the analyst tells investors in a research note.
BofA
analyst
Buy
maintain
$45 -> $50
2025-11-03
Reason
BofA
analyst
Price Target
$45 -> $50
2025-11-03
maintain
Buy
Reason
BofA raised the firm's price target on Darling Ingredients to $50 from $45 and keeps a Buy rating on the shares. Conditions supporting substantial feed inflation are coming at a time when gross margins are expanding in the segment, notes the analyst, who calls Darling the firm's "top biofuels pick."
About DAR
Darling Ingredients Inc. is a developer and producer of sustainable natural ingredients from edible and inedible bio-nutrients, creating a range of ingredients and customized specialty solutions for customers in the pharmaceutical, food, pet food, animal feed, industrial, fuel, bioenergy and fertilizer industries. Its segments include Feed Ingredients, Food Ingredients and Fuel Ingredients. The Feed Ingredients segment includes its global activities related to the collection and processing of beef, poultry and pork animal by-products in North America, Europe and South America into non-food grade oils and protein meals, and others. The Food Ingredients segment includes its global activities related to the purchase and processing of beef and pork bone chips, beef hides, pig skins, and fish skins into collagen, and others. The Fuel Ingredients segment converts fats into renewable fuels/products, organic sludge and food waste into biogas, and fallen stock into low-grade energy sources.
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.
