-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。12ヶ月目標株価を136ドルから142ドルに引き上げます。これは、2026年度の1株当たり利益（EPS）9.51ドル（従来予想8.48ドル）の15倍に相当します（2027年度のEPSは9.62ドルから10.20ドルに引き上げ）。この倍率は長期平均の12倍を上回りますが、同業他社の平均水準に近づいています。これは、Viterra買収後、BGがより多角的なグローバル企業へと成長していることを考慮すると、妥当な水準だと考えています。今回の発表に先立ち、特に最近の米国におけるバイオ燃料政策の優遇措置を受けて、市場の期待は高まっていました。この政策の勢いは世界的に拡大しており、ブラジル、インドネシア、欧州は、中東情勢の緊張による原油価格の高騰を背景に、バイオ燃料の利用拡大に向けて動き出しています。当社は、同社の最新のEPS見通し（7.50ドル～8.00ドルから9.00ドル～9.50ドルへ）を好意的に評価しており、2026年下半期に将来のクラッシュマージンが改善すれば、さらなる上昇余地があると見ています（現在のカーブは、下半期の不確実性の高まりを反映しています）。
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