BG Bunge Limited

Bunge Global (NYSE:BG) reported Q3 CY2025 earnings with sales of $22.16 billion, falling short of analyst estimates despite a 71.6% year-on-year growth. However, the company beat analyst expectations for non-GAAP profit and adjusted EBITDA, with an adjusted EPS of $2.27. Sales volumes saw a significant increase, and the adjusted EPS guidance for the full year surpassed analyst estimates, indicating a mixed but positive outlook.

Bunge Global SA's Rondonópolis facility in Brazil has received certification for its soybeans for sustainable aviation fuel (SAF) production, verifying a low risk of indirect land use change. This certification under the ISCC CORSIA PLUS protocol, recognized by ICAO, makes Bunge the first company to certify soybeans under this standard, highlighting Brazil's potential for sustainable, low-emission soybean production. This achievement supports the advancement of agroforestry systems and the broader energy transition, ensuring traceability and sustainable agricultural practices.

Bunge Global (NYSE:BG) reported Q3 CY2025 earnings with revenue of $22.16 billion, falling short of analyst estimates despite a 71.6% year-on-year increase. The company's non-GAAP profit per share of $2.27, however, exceeded consensus estimates by 15.3%. While sales volumes saw a remarkable acceleration, the overall print was mixed, impacting the stock price only slightly.

Swedbank AB reduced its stake in Bunge Global SA (NYSE:BG) by 23.6% in the third quarter, selling 39,957 shares and retaining 129,225 shares valued at $10.5 million. Despite this, analyst sentiment remains largely positive with an average "Buy" rating and a consensus target price of $109.00. Bunge Global reported strong Q3 results, beating EPS expectations and showing a 71.6% year-over-year revenue increase, with the stock currently trading at a P/E of 9.59.

Morgan Stanley upgraded Bunge Global SA (NYSE:BG) to Overweight and raised its price target to $120, citing improved risk and reward due to synergy optionality, particularly from Viterra. The firm believes Viterra synergies could exceed expectations, contributing to Bunge's strong performance, as indicated by its Q3 2025 adjusted segment EBIT of $924 million. Bunge, a global agribusiness, also reported significant share repurchases and robust adjusted funds from operations.

Morgan Stanley upgraded Bunge Global SA (NYSE:BG) to Overweight and increased its price target to $120, citing improved risk-reward driven by synergy optionality, particularly from Viterra. The firm believes synergies from the Viterra acquisition could exceed expectations, contributing to Bunge's strong performance in soybean and softseed processing. Bunge reported strong adjusted segment EBIT of $924 million for Q3 2025 and repurchased 6.7 million shares for $545 million.