AGRO Earnings

AGRO reported its earnings on 2026-03-16, showcasing a revenue of 415.94M against an estimate of 932.72M, resulting in a -55.41% surprise. The EPS was -0.16, surpassing the expected -0.09 by -77.78%. The stock experienced a 14.22% price change on the earnings day and a 29.45% change over the next five days, reflecting market reactions to the results.

Following AGRO's earnings announcement on 2026-03-16, the stock price moved by 14.22% on the day of the release. Over the subsequent five days, it saw a 29.45% change. Historically, AGRO's stock price tends to shift by an average of -5.61% in the 10 days leading up to earnings and 5.9% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate AGRO's annual revenue to reach 376.07M, while the EPS is projected at -0.16. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between AGRO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AGRO's stock price typically moves by -5.61% in the 10 days before its earnings and 5.9% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of -0.16 and revenue of 376.07M.

The earnings call reflects a positive outlook, with strong financial metrics and strategic growth plans. The company's focus on maximizing ethanol production, benefiting from high fertilizer prices, and maintaining low-cost urea production supports a positive sentiment. Additionally, the optimistic guidance on sugar prices and farming business due to favorable market conditions and reduced taxes further enhance the outlook. However, concerns about long-term fertilizer strategy and sugar price pressures slightly temper the sentiment. Given the company's market cap, the stock is likely to experience a positive movement (2% to 8%) over the next two weeks.