Archer-Daniels-Midland CompanyNYSE: ADM
Consumer Staples · Agricultural Products & Services
$74.98
+0.58%
Vol: 2.4M
Research Digest
Friday, May 1, 2026
Archer Daniels Midland hits 52-week high at $74.21; company expects Q1 earnings on May 5 with 50% discount valuation despite legal challenges.
ADM reached a 52-week high of $74.21 on April 29. Q4 2025 adjusted EPS of $0.87 exceeded the $0.80 forecast. Analysts expect Q1 2026 earnings on May 5 with consensus EPS of $0.66 and revenue of $21.1B. Jefferies raised price target to $77 (Hold), while BMO increased target to $63 (from $57, Market Perform). A 24-year ADM veteran filed a lawsuit on April 27 alleging workplace misconduct and retaliation, which presents legal risk.
Previous Market Intelligence
13 daysApr 30ADM Q1 earnings expected May 5 with consensus estimates of $0.66 EPS; board appoints McMurrayNeutral▶
Archer Daniels Midland expects to report first-quarter 2026 earnings on May 5 with consensus estimates of $0.66 EPS and revenues of $21.11 billion. The company appointed Michael McMurray, former CFO of LyondellBasell, to its board to serve on the Audit and Sustainability and Technology committees. Recently, Jefferies raised its price target to $77 while maintaining a Hold rating, and BMO Capital increased its target to $63 from $57. ADM was recognized as one of the world's most admired companies in the food production industry by FORTUNE Magazine for 2026. Fourth-quarter 2025 adjusted EPS of $0.87 exceeded forecasts though full-quarter profit and revenue declined amid trade and policy uncertainty.
Apr 29Archer Daniels Midland hits 52-week high at $74.21; Q1 earnings expected May 5 with consensus $0.66 EPSPositive▶
Archer Daniels Midland recently hit 52-week high at $74.21 and is expected to report Q1 earnings May 5 with consensus EPS of $0.66 and revenue of $21.11 billion. Company is anticipated to beat estimates driven by strong Nutrition segment demand despite pressures in Ag Services & Oilseeds. Q4 2025 adjusted EPS of $0.87 exceeded forecast of $0.80. Jefferies raised target to $77 with Hold rating. BMO Capital raised target to $63 from $57 with Market Perform. ADM appointed Michael McMurray (former LyondellBasell CFO) to board. Stock holds Zacks Rank #2 with Forward P/E of 16.07.
Apr 16ADM Q1 2026 earnings webcast scheduled for May 5, 2026 with mixed analyst sentiment on declining sales offset by higher dividend.Mixed▶
Archer Daniels Midland faces mixed signals after its recent earnings report showing a drop in sales and a $40 million SEC penalty, yet announced a higher dividend. Barclays raised its price target to $68 from $61, while BMO Capital raised theirs to $63 from $57. The company's 2025 revenue declined 6.15% to $80.27 billion with earnings down 40.11% to $1.08 billion. ADM will host Q1 2026 earnings webcast on May 5 at 7:30 a.m. Central Time.
Apr 15Barclays raises ADM price target to $77 on EPA Set 2 Rule finalization expected to boost crush margins.Mixed▶
Barclays raised price target from $68 to $77 while maintaining Equal Weight on April 1, 2026, citing anticipated oilseed market tightening following EPAs Set 2 Rule finalization. Halper Sadeh announced an investigation on April 9 into whether ADM insiders breached fiduciary duties. 2026 guidance of $3.60-$4.25 adjusted EPS.
Apr 14Archer Daniels Midland shows strong 25% YTD gain with Barclays raising price target to $77, though shareholder investigation ongoing.Mixed▶
Archer Daniels Midland demonstrated strong performance with 25% year-to-date gains. Barclays raised price target from $68 to $77 on April 1. However, Halper Sadeh LLC announced on April 9 a shareholder investigation into whether certain ADM officers and directors breached fiduciary duties. ADM has Zacks Rank #1 (Strong Buy).
Apr 13Barclays raised price target to $77 on EPA Set 2 Rule finalization; investor investigation announced on April 9.Mixed▶
Archer Daniels Midland received Barclays upgrade to $77 from $68 citing anticipated oilseed market tightening following EPA Set 2 Rule finalization. Halper Sadeh initiated investigation April 9 into whether officers and directors breached fiduciary duties. Stock shows 18.1% YTD and 57.5% one-year gains. 2026 adjusted EPS guidance of $3.60-4.25. BMO Capital raised target to $63.
Apr 10Archer Daniels Midland faces fiduciary duty investigation and insider selling; analyst consensus turns negative.Negative▶
Halper Sadeh LLC announced investigation into whether ADM officers and directors breached fiduciary duties to shareholders on April 9, 2026. ADM fell 1.29% on April 7 to $72.15. Jefferies lifted price target to $77.00 from $65.00, but broader consensus shows 10-analyst Reduce rating with 12-month price target of $61.4.
Apr 9Archer Daniels Midland Q4 2025 misses; 2025 profit down 44% amid trade uncertaintyNegative▶
Archer Daniels Midland reported weak Q4 2025 and full-year results. 2025 revenues $80.27B (down $5.26B from prior year), gross profit down $745M (-13%), earnings before taxes down 44% (-$1.0B). Challenges include trade uncertainty, soybean crush margin compression, and accounting investigation concerns. Stock down 1.29% on mixed analyst views. Consensus: 5 analysts rate Hold with $61.40 target (-15.16%). Zacks Rank #1 (Strong Buy) but recent consensus EPS estimates shifted 9.21% upward. ADM faces regulatory scrutiny and $40M SEC penalty but announced higher dividend.
Apr 8ADM mixed signals: SEC penalty offset by higher dividend and analyst upgradesMixed▶
Archer Daniels Midland faces volatility with a $40M SEC penalty following earnings, yet announced a dividend increase and analyst upgrades. EPS projected at $0.67 (down 4.29% YoY) with revenue consensus at $21.11B (up 4.62% YoY). The company is streamlining soy protein operations and enhancing efficiency. Nutrition segment remains a growth focus amid geopolitical tensions and market dynamics.
Apr 7Jefferies raises ADM PT to $77 from $65 citing cost cuts and market disruption tailwinds.Neutral▶
Jefferies analyst Ailani raised ADM PT $65 to $77 April 4, Hold rating, +18.46% upside. 2026 adjusted EPS $3.60-4.25 with $500-750M cost savings and $100M 45Z tax credit. ME disruptions could lift profits 10-20%. Stock $72.76.
Apr 6Archer Daniels Midland Board Appointment; ADM Raises Strategic PartnershipsMixed▶
Archer Daniels Midland appointed Michael McMurray to its board of directors on March 9, with 30+ years of financial and strategic leadership experience. Barclays raised ADM's price target from $68 to $77, maintaining an equal weight rating. The company announced a definitive agreement with Alltech to form a North American animal feed joint venture and a production partnership with OCOchem for CO conversion facility at an ADM corn complex. ADM also launched a $500,000 environmental initiative with American Farmland Trust across six Midwest states. 2025 revenue was $80.27 billion, down 6.15% year-over-year, with earnings declining 40.11%. South American operations have been bolstered with Barcarena port improvements and Brazil expansion.
Apr 3Barclays raises ADM price target to $77 citing improved 2026 outlook with $500M-$750M cost savings program and biofuel tailwinds.Positive▶
Archer Daniels Midland received a bullish upgrade from Barclays on April 1 with PT raised to $77 from $68. Q4 2025 adjusted EPS of $0.87 beat $0.80 estimate. 2026 guidance of $3.60-$4.25 adjusted EPS supported by $500M-$750M multi-year cost savings and ~$100M tailwind from 45Z clean fuel production tax credit. Michael McMurray appointed to Board on March 9.
Apr 2Archer Daniels Midland beats Q4 2025 earnings expectations with $0.87 EPS; SEC settlement at $40M resolves accounting probe.Neutral▶
Archer Daniels Midland reported Q4 2025 adjusted EPS of $0.87 despite revenue miss at $18.56B versus $21.03B expected. Full-year 2025 revenue declined 6.15% to $80.27B with earnings down 40.11% to $1.08B, though 2026 outlook improved with adjusted EPS guidance of $3.60-$4.25. ADM settled its SEC investigation into prior intersegment sales reporting for $40 million without admitting wrongdoing, while the DOJ closed its probe. Michael McMurray (former LyondellBasell CFO) joined the board.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| ADMARCHER | $74.98 | +0.58% | +1.6% | 15.3x | 0.64 | $35.9B |
| BGBUNGE | $124.51 | -2.01% | -1.1% | 12.3x | — | $24.6B |
| WMTWALMART | $131.84 | -0.07% | +4.0% | 40.2x | 0.66 | $1.05T |
| COSTCOSTCO | $1,012.70 | -0.18% | -0.4% | 45.1x | 0.98 | $450.1B |
| PGPROCTER | $147.58 | +0.33% | +3.0% | 20.7x | 0.40 | $342.5B |
| KOCOCA | $78.69 | -0.10% | +2.0% | 22.7x | 0.36 | $338.9B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.