Bunge Global (NYSE:BG) Sets New 52-Week High Following Better-Than-Expected Earnings

Bunge Global SA (NYSE:BG) hit a new 52-week high during trading on Wednesday following a stronger than expected earnings report. The stock traded as high as $121.64 and last traded at $120.8520, with a volume of 386530 shares. The stock had previously closed at $116.88.

The basic materials company reported $1.99 earnings per share for the quarter, topping analysts’ consensus estimates of $1.82 by $0.17. Bunge Global had a return on equity of 8.69% and a net margin of 1.16%.The company had revenue of $23.76 billion for the quarter, compared to analyst estimates of $23 billion. During the same period in the prior year, the firm earned $2.13 earnings per share. Bunge Global’s revenue for the quarter was up 75.5% on a year-over-year basis. Bunge Global has set its FY 2026 guidance at 7.500-8.000 EPS.

Trending Headlines about Bunge Global

Here are the key news stories impacting Bunge Global this week:

• Positive Sentiment: Q4 revenue and adjusted EPS beat expectations — Revenue jumped ~75% YoY and adjusted EPS topped consensus, showing the enlarged company is generating strong volumes and near-term top-line strength. Article Title
• Positive Sentiment: Analyst support: Morgan Stanley raised its price target to $130 and kept an overweight rating, reflecting upside versus current levels and supporting investor confidence. Article Title
• Neutral Sentiment: Viterra integration increases scale but complicates near-term margins — management says the deal expands global reach but is contributing to higher costs and integration-related margin pressure. Article Title
• Neutral Sentiment: Earnings-call commentary and presentation provide detail on synergies, working-capital swings and liquidity; read the call transcript/slides for specifics on timing of cost saves. Article Title
• Negative Sentiment: FY2026 EPS guidance set below Street expectations (7.50–8.00 vs ~8.94 consensus) — management signaled limited market visibility and a cautious outlook, which pressured sentiment despite the quarter’s beat. Article Title
• Negative Sentiment: Margins and profitability weakened year-over-year: gross and operating profit fell, net income and diluted EPS were down substantially on higher cost of sales and integration expenses — a key driver of investor concern. Article Title
• Negative Sentiment: Balance-sheet / liquidity signals: cash and equivalents declined materially while total liabilities rose sharply (integration-related working capital / debt), raising short-term risk questions. Article Title

Analysts Set New Price Targets

Several equities research analysts have recently commented on the stock. CICC Research boosted their target price on shares of Bunge Global from $90.00 to $110.00 in a research report on Friday, November 7th. Barclays lifted their price target on Bunge Global from $120.00 to $135.00 and gave the company an “overweight” rating in a research note on Thursday. BMO Capital Markets reissued an “outperform” rating and issued a $130.00 price objective on shares of Bunge Global in a research note on Thursday. Zacks Research lowered Bunge Global from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 27th. Finally, UBS Group upped their price target on Bunge Global from $108.00 to $145.00 and gave the stock a “buy” rating in a report on Thursday. Eight analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Bunge Global has an average rating of “Moderate Buy” and a consensus price target of $121.44.

Insider Activity

In other news, VP Christos Dimopoulos sold 25,300 shares of Bunge Global stock in a transaction on Friday, November 21st. The stock was sold at an average price of $94.37, for a total transaction of $2,387,561.00. Following the sale, the vice president directly owned 104,537 shares in the company, valued at $9,865,156.69. The trade was a 19.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.80% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the stock. North Dakota State Investment Board bought a new stake in shares of Bunge Global in the 4th quarter worth approximately $411,000. Abacus Wealth Partners LLC purchased a new stake in Bunge Global in the fourth quarter worth $603,000. Everstar Asset Management LLC bought a new stake in shares of Bunge Global in the fourth quarter valued at $410,000. Applied Finance Capital Management LLC lifted its position in shares of Bunge Global by 38.0% during the 4th quarter. Applied Finance Capital Management LLC now owns 3,875 shares of the basic materials company’s stock valued at $345,000 after buying an additional 1,068 shares during the last quarter. Finally, Convergence Investment Partners LLC bought a new position in shares of Bunge Global during the 4th quarter worth $1,497,000. 86.23% of the stock is owned by institutional investors.

Bunge Global Price Performance

The firm has a 50 day moving average price of $99.64 and a two-hundred day moving average price of $90.89. The company has a market cap of $22.06 billion, a P/E ratio of 21.05, a P/E/G ratio of 2.05 and a beta of 0.78. The company has a debt-to-equity ratio of 0.51, a quick ratio of 0.83 and a current ratio of 1.61.

Bunge Global Company Profile

Bunge Global is a leading agribusiness and food company that processes oilseeds and grains, produces sugar and bioenergy, and supplies fertilizers and other agricultural inputs. The company operates an integrated value chain that spans origination, processing, and distribution, enabling it to serve food processors, livestock producers, and retail customers worldwide. Through its network of processing plants, port terminals and logistics assets, Bunge handles a diverse portfolio of commodities, including soybeans, corn, wheat, vegetable oils, and sugarcane.

The company’s core business activities are organized into agribusiness and food & ingredients segments.