7 stories mentioning ADM
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Archer-Daniels-Midland (ADM) has an average rating of hold and mean price target of $77.11, 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)Price: $78.50, Change: $-1.72, Percent Change: -2.14%
Renewable fuel stocks fell last week as weakness in renewable natural gas firms overshadowed improving profit margins across several low-carbon fuel markets, TPH Energy Research said in a Monday note.Matthew Blair, analyst at TPH Energy, said that the renewable fuels sector declined 3% during the week, slightly worse than the S&P 500's 2.6% drop, with RNG-focused companies accounting for the four worst-performing stocks in the group.Agribusiness companies with exposure to biofuel feedstocks fared better. TPH said that Soybean crushers Bunge and Archer-Daniels-Midland were among the top performers, gaining 2.6% and 1.4%, respectively, as processing margins continued to improve.Margins for renewable diesel strengthened significantly, with low-carbon intensity renewable diesel indicators rising by $0.27 to $0.29 per gallon.The gains were driven by higher ultra-low sulfur diesel prices and stronger D4 Renewable Identification Number credits, while feedstock costs remained largely unchanged.RNG economics also improved despite the weakness in sector equities. Indicators for both landfill gas and dairy-based RNG increased by about $1 per million British thermal units, supported by stronger D3 RIN values.Elsewhere, Midwest ethanol margins rose $0.3 per gallon as corn prices eased, while soybean crushing margins increased by about $10 per metric ton on lower soybean costs.TPH said the renewable fuels sector is currently trading at a forward enterprise value-to-EBITDA multiple of 8.9 times, broadly in line with its three-year average valuation. Meanwhile, policy and regulatory developments continued to dominate investor attention.Renewable natural gas industry groups launched legal challenges against the US Environmental Protection Agency's decision to reduce the 2025 cellulosic biofuel Renewable Volume Obligation and exclude electric vehicle charging credits from the Renewable Fuel Standard program.Simultaneously, the American Fuel & Petrochemical Manufacturers filed its own lawsuit challenging the EPA's biofuel blending mandates for 2026/27.Germany's revised renewable fuel legislation came into effect, introducing new compliance requirements for fuel suppliers and renewable energy producers.On the corporate front, renewable fuels producer Clean Energy Fuels began commercial production of RNG at its Millenkamp dairy project in Idaho, adding to the company's portfolio of renewable gas assets that supply the transportation sector.Though improving margins supported fundamentals, TPH analysts said investors remained cautious amid ongoing policy uncertainty and legal disputes surrounding US renewable fuel mandates.Price: $126.44, Change: $-0.02, Percent Change: -0.02%
D4 renewable fuel credit production rose in April, though output still trails the pace needed to meet 2026 renewable fuel targets, TPH Energy said Friday.April D4 RIN generation rose to 422 million from 399 million in March and 363 million a year earlier, while domestic supply made up 100% of sourcing for the second straight month, TPH Energy said.In April, renewable diesel accounted for 64% of the fuel mix, down from 65% in March, according to TPH Energy.Biodiesel accounted for 31% of the April mix, up from 29% in March, while sustainable aviation fuel represented 5%, down from 6% a month earlier.Renewable diesel utilization climbed to 72% in April from 69% in March, while biodiesel utilization increased to 79% from 72% over the same period, according to TPH Energy.TPH Energy estimates combined D4-D5-D6 RIN generation will reach 21.63 billion in 2026 after year-to-date growth of only 6%, well below the Renewable Volume Obligation target of 25.45 billion.Even if all US renewable diesel and biodiesel capacity operates at full rates for the rest of 2026, total D4-D5-D6 generation would still reach only 24.20 billion, missing the target by 5%, TPH Energy said.Overall, TPH Energy said the trends remain positive for US renewable diesel producers such as Darling Ingredients (DAR), as well as for feedstock suppliers Archer-Daniels-Midland (ADM) and Bunge Global (BG).D3 RIN generation rose to 118 million in March from 109 million in February and 99 million a year earlier, while year-to-date growth of 27% puts projected 2026 generation at 1.39 billion versus the 1.36 billion mandate, the report said.Price: $58.01, Change: $+0.15, Percent Change: +0.26%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target from $76 to $88, representing ~15x our 2027 EPS of $5.83 (raised from $4.91; 2026 raised to $4.65 from $4.23). This multiple reflects a slight premium to the company's long-term mean of 14x. Our raised estimates and target price reflect a strong start to 2026, with the company's earnings trajectory improving over the next several quarters due to robust crush margins (supported by recent biofuel policy clarity), stronger ethanol margins, and solid export demand, particularly from China. Soybean meal is also seeing strength, supported by favorable livestock fundamentals and strong global demand for protein. ADM is also experiencing a strong recovery in its Nutrition segment due to robust sales of flavors (e.g., natural colors) and improved efficiencies as the Decatur East plant comes online. ADM shares have been a standout performer so far this year, and we continue to see additional upside.
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.
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.
Archer-Daniels-Midland (ADM) and Bunge Global's (BG) Q1 financial results are both expected to "modestly" beat analyst estimates, Morgan Stanley analysts said in a Wednesday note to clients.Archer-Daniels-Midland is scheduled to report Q1 results on May 5, while Bunge Global is planned for April 29.Morgan Stanley said it prefers Bunge Global over Archer-Daniels-Midland, noting that synergy optionality positions Bunge Global better to meet or exceed investor expectations, while idiosyncratic risk at Archer-Daniels-Midland likely limits its upside potential.Morgan Stanley analysts raised their Q1 adjusted earnings per share estimate for Archer-Daniels-Midland to $0.69 from $0.68. Analysts polled by FactSet are looking for $0.65.For Bunge Global, Morgan Stanley increased its Q1 adjusted earnings per share estimate to $0.92 from $0.85. Analysts surveyed by FactSet expect $0.88.Analysts have an underweight rating on Archer-Daniels-Midland, but increased its price target to $54 from $50. On Bunge Global, they have an overweight rating and a $140 price target.Price: $69.69, Change: $-0.14, Percent Change: -0.20%