Bunge Global was upgraded to a Zacks Rank #2, or Buy, after analysts raised full-year earnings estimates by 17.4% over the past three months, signaling stronger confidence in its profit outlook. The company has repurchased about 18.6% of its shares since 2021 and holds a new authorization of up to US$3,000 million, alongside a quarterly dividend of US$0.72 per share. However, risks remain around biofuel policy shifts, margin pressure in refined oils and merchandising, and execution challenges tied to the Viterra integration. Some of the most optimistic analysts project revenue near US$99,000 million and earnings of about US$3,800 million by 2029, far above consensus, assuming Viterra integration risks are fully rewarded.
Bunge Global SAAnalysts raised full-year earnings estimates by 17.4%, leading to a Zacks Rank #2 upgrade, and the company has a strong buyback program and dividend.