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Research Alert: Adm: Solid Q1 Results; Guidance Raised As Expected On Biofuel Policy Clarity
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Archer-Daniels-Midland (ADM) delivered solid Q1 2026 results, with adjusted EPS of $0.71 (+1% Y/Y) beating consensus by $0.05. The company raised full-year 2026 guidance to $4.15-$4.70 (consensus: $4.23) from $3.60-$4.25, supported by the March 2026 Renewable Fuel Standard finalization, which provides crucial policy clarity. This regulatory certainty supports the biofuels sector and strengthens ADM's investment thesis. Carbohydrate Solutions was the standout performer, with operating profit surging 48% to $356M as ethanol operations capitalized on strengthening margins from the improved policy environment. While AS&O faced headwinds with operating profit declining 34% to $273M due to mark-to-market impacts, its underlying operational performance showed resilience. The Nutrition segment continued its recovery trajectory with 42% growth in operating profit to $135M. We believe the combination of regulatory clarity and strong operational execution positions ADM well for improved earnings performance through 2026.
$ADM
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Equirus Securities Downgrades Central Depository Services (India) to Add from Buy; Price Target is INR1,300
Central Depository Services (India) (NSE:CDSL) has an average rating of overweight and mean price target of 1,321.14 Indian rupees, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
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UB Kay Hian Upgrades Siam Cement to Buy from Hold; Price Target is THB290
Siam Cement (BKK:SCC) has an average rating of overweight and mean price target of 225.46 baht, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
$BKK:SCC