Centene Corp. and Archer-Daniels-Midland Co. each raised their 2026 guidance while trading at valuations below their industries and the S&P 500. Centene now expects premium and service revenues of $173-$177 billion for 2026, up from a prior range of $171-$175 billion, and total revenues of $193.5-$197.5 billion, up from $187.5-$191.5 billion, with adjusted EPS expected to exceed $4.80 versus the prior guidance of greater than $3.40, a surge of more than 130.8% from 2025. Archer-Daniels-Midland raised its 2026 adjusted earnings guidance to approximately $5.15-$5.60 per share from a previous range of $4.15-$4.70, citing finalized renewable volume obligations under the U.S. Renewable Fuel Standard, global trade dynamics and higher energy prices, and continues to project 2026 capital expenditures of $1.3-$1.5 billion. Centene shares have jumped 68.7% year to date and carry a forward P/E of 13.58X, below the industry's 22.23X and the S&P 500's 18.03X, while Archer-Daniels-Midland shares have surged 50.4% year to date with a forward P/E of 16.60X. Both stocks hold a Zacks Rank #1 (Strong Buy), and their Zacks Consensus Estimates for current-year earnings have improved 40.9% and 8.5%, respectively, over the last 60 days.
Archer-Daniels-Midland CompanyADM raised its 2026 adjusted earnings guidance to ~$5.15-$5.60 per share from $4.15-$4.70, citing finalized renewable volume obligations, trade dynamics and higher energy prices.
Centene CorpCentene raised its 2026 revenue and adjusted EPS guidance (EPS to exceed $4.80 vs prior >$3.40).
