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Research Alert: CFRA Adds Shares Of Bunge Global To The Total Return Portfolio

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We add shares of Bunge Global (BG) to the Total Return portfolio, replacing shares of Target Corporation (TGT 122 ***). Our constructive outlook reflects several factors that position BG favorably for the next year. First, we see the Viterra deal as fundamentally transformative, creating a global agribusiness platform with unmatched scale that is already delivering synergies ahead of plan. Second, we believe Bunge is well-positioned to capitalize on structural tailwinds in biofuels, with the EPA's Renewable Volume Obligation decision providing policy clarity that should sustain strong demand for vegetable oils through 2026 and beyond. Third, the company's expanded global footprint provides operational flexibility to navigate regional supply/demand imbalances and geopolitical disruptions more effectively than peers. Fourth, we see current valuations as attractive, as shares trade at about 15x forward P/E vs. 18x for ADM, despite materially improved earnings power post-Viterra.

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