Archer-Daniels-Midland CompanyNYSE: ADM
Consumer Staples · Agricultural Products & Services
$75.01
-1.95%
Vol: 2.7M
Research Digest
Friday, June 19, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 17UBS raised its Archer-Daniels-Midland price target to $95 from $90 with a Buy rating as analysts revisited improving grain-market dynamics.Positive▶
On June 15, 2026, UBS raised its price target on Archer-Daniels-Midland to $95 from $90 while reiterating a Buy rating, citing a fresh look at grain-market dynamics that favor the agribusiness. The note lands after a strong run in the shares, which traded around $80 in mid-June with returns of roughly 36% year-to-date and 59% over the past year. ADM is also projected to deliver next-quarter EPS near $1.29 (up ~39% YoY) on revenue of about $22.5B. The bear case is valuation and durability: after such a large rally, several commentaries questioned whether further upside is warranted given that ADM's results are highly sensitive to volatile agricultural commodity spreads and crush margins. A reversal in grain dynamics could quickly undercut the bullish thesis.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours. ADM closed near $78.90 on June 12 (down ~2.9% on the day), but there were no company-specific catalysts within the 48-hour window; recent commentary centers on biofuel policy support and earnings beats from prior periods.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 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.
Sector Peers
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|---|---|---|---|---|---|---|
| ADMARCHER | $75.01 | -1.95% | — | 14.3x | 0.61 | $37.0B |
| BGBUNGE | $112.46 | -3.17% | — | 9.7x | 0.64 | $20.7B |
| WMTWALMART | $117.25 | -0.75% | — | 34.0x | 0.60 | $890.0B |
| COSTCOSTCO | $952.10 | -1.40% | — | 42.1x | 0.87 | $422.0B |
| KOCOCA | $79.50 | -0.54% | — | 24.1x | 0.35 | $362.0B |
| PGPROCTER | $151.06 | +0.33% | — | 21.4x | 0.38 | $352.6B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.