ADM

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ADM Rallies 22% in 3 Months → 2026 Adjusted EPS $3.60-4.25, New Board Member McMurray

Archer-Daniels-Midland staged a 22% rally over three months following the resolution of its accounting investigation, with the company providing 2026 adjusted EPS guidance of $3.60-4.25 and appointing new board member McMurray to strengthen corporate governance. Analyst consensus holds a Hold rating reflecting uncertainty about commodity merchandising margins and the full impact of the accounting restatement. Risks include agricultural commodity price volatility, continued regulatory scrutiny from the accounting issues, and competitive pressure in the global grain origination and processing business.