Bunge Global (BG) Upgraded to Overweight by Morgan Stanley, Price Target Raised to $120
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 28 2025
0mins
Source: Yahoo Finance
- Dividend Stock Highlight: Bunge Global is featured among 15 dividend stocks with low payout ratios and strong upside potential, indicating its attractiveness and potential returns for investors.
- Rating Upgrade: Morgan Stanley upgraded Bunge's rating from Equal Weight to Overweight and raised its price target from $95 to $120, reflecting analysts' optimistic outlook on its future performance, particularly regarding potential synergies with Viterra that may exceed expectations.
- Financial Performance: In Q3 2025, Bunge reported earnings per share of $0.86, down from $1.56 in Q3 2024, yet adjusted EPS remained stable at $2.27, showcasing the company's resilience in profitability.
- Buybacks and Cash Flow: Year-to-date, Bunge has repurchased 6.7 million shares for $545 million, leaving $386 million in retained cash flow, demonstrating strong financial health while expanding production capacity.
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Analyst Views on BG
Wall Street analysts forecast BG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BG is 115.50 USD with a low forecast of 109.00 USD and a high forecast of 120.00 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.
6 Analyst Rating
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 115.300
Low
109.00
Averages
115.50
High
120.00
Current: 115.300
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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Top U.S. Consumer Staples Stocks Performance in January 2026
- Bunge's Strong Performance: Bunge Global SA (BG) leads with a remarkable 27.85% increase in the past month, indicating robust growth potential in the consumer staples market despite pressures from soybean oversupply.
- Celsius and ADM Follow Suit: Celsius Holdings (CELH) and Archer-Daniels-Midland (ADM) saw gains of 19.63% and 16.34%, respectively, reflecting sustained investor demand for health beverages and agricultural products, boosting their market performance.
- Rating Insights: Philip Morris International (PM) and Tyson Foods (TSN) received Buy Quant Ratings of 3.80 and 3.88, respectively, suggesting market optimism regarding their future growth, even amid increased overall market volatility.
- Market Trends: While most consumer staples stocks maintain Hold ratings, well-known brands like Costco (COST) and Dollar General (DG) continue to show stable growth, indicating strong consumer demand for essential goods.
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