Bunge Global SA

BG · NYSE

$103.00−$0.11 (−0.11%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $103.11

BG analyst rating

BuyConsensus of 6 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy6
Hold0
Underperform0
Sell0

12-month price target · 15 analysts

Average $144.91 (+40.7% upside)

Low: $117.16
Now: $103.00
High: $162.75

Upgrades and downgrades

The latest rating actions, newest first

BG analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 12, 2026	Maintains	Overweight	$140.00 → $139.00	40%
UBS	Sep 10, 2026	Maintains	Buy	$145.00 → $155.00	60%
Barclays	Apr 30, 2026	Maintains	Overweight	$145.00 → $150.00	48%
Barclays	Apr 1, 2026	Maintains	Overweight	$135.00 → $145.00	48%
JP Morgan	Mar 24, 2026	Maintains	Overweight	$130.00 → $134.00	40%
Morgan Stanley	Mar 11, 2026	Maintains	Overweight	$130.00 → $140.00	61%
BMO Capital	Mar 11, 2026	Maintains	Outperform	$130.00 → $135.00	51%
JP Morgan	Feb 5, 2026	Maintains	Overweight	$117.00 → $130.00	40%
Barclays	Feb 5, 2026	Maintains	Overweight	$120.00 → $135.00	48%
UBS	Feb 5, 2026	Maintains	Buy	$108.00 → $145.00	60%

The case for and against

Updated Oct 29, 2025

Bull case

Bunge Global anticipates a positive trajectory for its Milling segment in FY25, expecting results to improve from 2024, aligning with prior guidance. The company also projects overall FY25 results to exceed earlier outlooks, bolstered by improvements in financial services and robust performance in global grains despite some challenges in ocean freight. Additionally, the board crush curves indicate a strengthening market in the latter half of the year, driven by rising demand for biofuels as policy clarity enhances, further supporting a favorable outlook for the company's financial performance.

Bear case

Bunge Global SA is currently experiencing significant challenges across its key segments, particularly within Agribusiness, where EBIT has declined sharply due to weaker processing results. Additionally, the Refined & Specialty Oils and Milling segments have also reported declines when compared to the previous year, indicating a broader trend of underperformance. The company's merchandising results for FY25 are projected to decline year-over-year, despite potential growth opportunities from the Viterra transaction, further contributing to a negative outlook on its stock performance.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.