Archer-Daniels-Midland CompanyNYSE: ADM
Consumer Staples · Agricultural Products & Services
$78.40
+1.65%
Vol: 178K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21ADM hits 52-week high after raising 2026 EPS guidance on biofuel margin strengthPositive▶
ADM reached a 52-week high of $81.76 on May 12 after raising FY2026 adjusted EPS guidance to $4.15-$4.70 (from $3.60-$4.25), driven by stronger soybean crush and ethanol margins following finalization of U.S. renewable volume obligations. Q1 sales were $20.49B with net income of $298M; Nutrition segment profitability improved on Decatur East return to full operations. Quarterly dividend affirmed at $0.52. At the annual meeting, shareholders approved a 9M-share increase to the incentive comp plan and rejected an environmental reporting proposal.
May 20No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 19ADM was named a Final Trade pick on CNBC on May 18 after hitting a 52-week high amid biofuel margin strength.Positive▶
On May 18, 2026, ADM was highlighted as a Final Trade pick on CNBC alongside Alibaba and ServiceNow, capping a strong run that has driven the stock up 40.4% YTD and to a 52-week high of $81.76 on May 12. The company has raised 2026 adjusted EPS guidance to $4.15-$4.70 (from $3.60-$4.25) on improving biofuel and ethanol margins after U.S. renewable volume obligations were finalized. Q1 adjusted EPS came in at $0.71, up 1% YoY. Bear case: substantial mark-to-market gains tied to commodity hedges may unwind, and the stock now reflects much of the biofuel optimism.
May 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 15ADM hits 52-week high of $81.76 after Q1 EPS beat, raised FY2026 guidance, and UBS price target hike to $90Positive▶
Archer-Daniels-Midland stock hit a 52-week high of $81.76 on May 12 as the agribusiness giant continues its 40.4% YTD rally. Q1 2026 adjusted EPS came in at $0.71, beating consensus of $0.68, though revenue of $20.49B missed the $21.25B estimate. Net earnings totaled $298M and segment operating profit rose 2% to $764M, driven by stronger soybean crush, improved ethanol margins, and a recovering Nutrition segment. ADM raised its FY2026 EPS guidance to $4.15-$4.70 from $3.60-$4.25 following new Trump administration biofuels rules requiring higher gas and diesel biofuel content. The company is also expanding into higher-margin vitamin E products targeting 8% CAGR in tocopherols. UBS raised PT to $90 (Buy) from $70; Barclays lifted to $85 (Equal Weight) from $77.
May 14ADM raised 2026 adjusted EPS guidance to $4.15-$4.70 from $3.60-$4.25 on biofuels strength after Q1 EPS beat, sending shares to a 52-week high of $81.76 on May 12.Positive▶
ADM reported Q1 2026 adjusted EPS of $0.71 (up 1% YoY) on May 5, beating expectations despite a modest revenue shortfall. Management significantly raised full-year 2026 adjusted EPS guidance to $4.15-$4.70 from the prior $3.60-$4.25 range, citing improving biofuels fundamentals, soybean crush stability, and ethanol margins through 2026 and into 2027. The stock surged 66% over the past year, hitting a 52-week high of $81.76 on May 12. UBS raised its PT to $90 from $70 with a Buy rating on May 7. At the May 7 Annual Meeting, shareholders approved a 9M-share increase to the 2020 Incentive Compensation Plan and re-elected all directors. ADM declared a $0.52 dividend (ex-date May 20) and announced a multimillion-dollar upgrade at its Clinton, Iowa corn processing facility.
May 13ADM hit a fresh 52-week high near $81.87 as it tops consumer staples momentum rankings.Positive▶
On May 12, 2026, Archer Daniels Midland shares reached a fresh 52-week high around $81.87 as the stock topped consumer staples momentum screens with an A+ grade. The rally extends gains from the May 6 Q1 report, where ADM raised its FY2026 adjusted EPS guidance to $4.15-$4.70 from $3.60-$4.25 on strength in crushing and ethanol following finalized U.S. renewable volume obligations. CEO Juan Luciano emphasized 'meaningfully' improved soybean crush and ethanol margins. Q1 adjusted EPS of $0.71 beat the $0.66 consensus. UBS raised its price target to $90 from $70 with a Buy. Shareholders re-elected all directors on May 7 and approved an expansion of the incentive compensation plan.
May 12ADM raises 2026 EPS guidance to $4.15-$4.70 from $3.60-$4.25 after biofuel policy clarity boosts ethanol and crush marginsPositive▶
ADM raised its 2026 adjusted EPS guidance to $4.15-$4.70 (up from $3.60-$4.25) on May 6 after reporting Q1 EPS of $0.71 that beat estimates. CEO Juan Luciano said soybean crush and ethanol margins strengthened meaningfully after the finalization of US renewable volume obligations. Crush rates ran 10% higher YoY in March as RINs prices rose $1, boosting biodiesel and renewable diesel margins. UBS raised the price target to $90 from $70 (Buy) and Barclays lifted theirs to $85 from $77 (Equal Weight). The board declared a $0.52 quarterly dividend. Shareholders elected all 13 directors and rejected an activist proposal on pesticide disclosure tied to regenerative ag.
May 11ADM raised FY26 adjusted EPS guidance to $4.15-$4.70 (from $3.60-$4.25) on new biofuel rules; UBS lifted PT to $90.Positive▶
Archer Daniels Midland reported Q1 2026 adjusted EPS of $0.71, beating the $0.64 Street estimate, and raised FY26 adjusted EPS guidance to $4.15-$4.70 from $3.60-$4.25 — a substantial upward revision driven by strong ethanol and crush margins and new Trump administration rules requiring higher biofuel content in gas and diesel. UBS raised PT to $90 (Buy), Barclays to $85 (Equal Weight), JPMorgan to $74 (Underweight); Wall Street Zen upgraded to Buy. The stock is up ~69% over the past year to ~$77.47 ($37.4B market cap). Quarterly dividend of $0.52 declared, payable June 10. Shareholders rejected a pesticide-disclosure proposal. Risks: commodity price volatility, regulatory policy reversal.
May 8ADM raises full-year 2026 EPS guidance to $4.15-$4.70 on record crush volumes and ethanol strengthPositive▶
Archer Daniels Midland raised fiscal 2026 adjusted EPS guidance to $4.15-$4.70 from $3.60-$4.25 on May 5, with stock surging 7.2% in one of its best days in six years. Q1 2026 results highlighted record crush volumes, robust ethanol and nutrition profitability. Company benefited from biofuel clarity and China export optimism. ADM declared $0.52 quarterly dividend, marking 378th consecutive quarterly payment and 53 years of dividend growth. Analysts raised price targets with Jefferies at $79 and BMO Capital at $73. The company trades near 2023 highs, buoyed by strong fundamentals and bullish commodity outlook.
May 7Archer Daniels Midland raises FY26 guidance to $4.15-$4.70 after Q1 beat; adjusted EPS $0.71 exceeds consensusPositive▶
ADM reported strong Q1 2026 adjusted EPS of $0.71, exceeding estimates, and raised FY26 guidance to $4.15-$4.70 from prior levels. Stock rose 5% on May 5 on guidance raise. Revenue missed at $20.49B vs. $21.25B forecast. Record crush volumes, robust ethanol and nutrition profitability drove beat. Company announced multimillion-dollar investment to upgrade Clinton, Iowa corn facility with 25,000 bushel/hour pits. Soybean oil and ethanol segment strength key drivers. Board declared $0.52/share dividend payable June 10, marking 378th consecutive quarterly payment and 53 years of dividend growth.
May 6Archer Daniels Midland raises FY26 EPS guidance to $4.15-$4.70 on strong biofuels and crush operationsPositive▶
ADM reported Q1 2026 revenue of $20.49 billion, beating consensus of $20.42 billion, with adjusted EPS of $0.71 above forecast of $0.67. The company raised full-year 2026 EPS guidance to $4.15-$4.70 from $3.60-$4.25, driven by strong ethanol results and improved commodity margins. ADM achieved record global crush production in Q1 with North American crush rates up 10% YoY. The stock rallied 14% over a 7-day winning streak with market cap surging $4.8 billion to $38 billion, benefiting from U.S. biofuels policy clarity.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| ADMARCHER | $78.40 | +1.65% | -4.7% | 14.8x | 0.58 | $37.2B |
| BGBUNGE | $122.84 | +1.98% | -3.4% | 11.1x | 0.63 | $23.4B |
| WMTWALMART | $119.55 | -1.48% | -9.0% | 36.8x | 0.65 | $967.2B |
| COSTCOSTCO | $973.70 | -7.31% | -2.4% | 46.6x | 0.91 | $466.0B |
| KOCOCA | $80.93 | -0.30% | -0.0% | 23.3x | 0.36 | $349.2B |
| PGPROCTER | $149.99 | +4.60% | +0.7% | 20.2x | 0.40 | $333.9B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.