Bunge Global (NYSE:BG) Price Target Raised to $130.00 at Morgan Stanley

Bunge Global (NYSE:BG) had its price objective increased by investment analysts at Morgan Stanley from $120.00 to $130.00 in a report released on Thursday,Benzinga reports. The firm presently has an “overweight” rating on the basic materials company’s stock. Morgan Stanley’s price objective would indicate a potential upside of 11.10% from the stock’s previous close.

Other equities analysts also recently issued research reports about the company. Bank of America lifted their price target on Bunge Global from $112.00 to $119.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. Stephens lifted their target price on Bunge Global from $85.00 to $115.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. JPMorgan Chase & Co. upped their price target on Bunge Global from $109.00 to $117.00 and gave the stock an “overweight” rating in a report on Tuesday. Citigroup restated a “buy” rating on shares of Bunge Global in a research note on Tuesday, December 2nd. Finally, Zacks Research downgraded shares of Bunge Global from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 27th. Eight research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $111.78.

Bunge Global Stock Performance

NYSE BG opened at $117.01 on Thursday. The company has a market cap of $22.63 billion, a P/E ratio of 12.60, a PEG ratio of 1.77 and a beta of 0.78. The company has a fifty day simple moving average of $99.29 and a 200 day simple moving average of $90.73. The company has a current ratio of 1.66, a quick ratio of 0.83 and a debt-to-equity ratio of 0.57. Bunge Global has a 12-month low of $67.40 and a 12-month high of $121.64.

Bunge Global (NYSE:BG) last released its quarterly earnings data on Wednesday, February 4th. The basic materials company reported $1.99 earnings per share for the quarter, topping the consensus estimate of $1.82 by $0.17. The firm had revenue of $23.76 billion for the quarter, compared to the consensus estimate of $23 billion. Bunge Global had a net margin of 2.20% and a return on equity of 9.06%. The business’s revenue was up 75.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.13 earnings per share. Bunge Global has set its FY 2026 guidance at 7.500-8.000 EPS. Sell-side analysts predict that Bunge Global will post 7.94 earnings per share for the current fiscal year.

Insider Activity at Bunge Global

In related news, VP Christos Dimopoulos sold 25,300 shares of the business’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $94.37, for a total value of $2,387,561.00. Following the transaction, the vice president directly owned 104,537 shares of the company’s stock, valued at approximately $9,865,156.69. The trade was a 19.49% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.80% of the stock is owned by insiders.

Institutional Trading of Bunge Global

Several hedge funds have recently added to or reduced their stakes in BG. Glencore plc boosted its stake in Bunge Global by 100.0% in the fourth quarter. Glencore plc now owns 65,612,206 shares of the basic materials company’s stock valued at $5,844,735,000 after acquiring an additional 32,806,103 shares during the last quarter. Vanguard Group Inc. raised its holdings in shares of Bunge Global by 4.6% in the 4th quarter. Vanguard Group Inc. now owns 17,570,009 shares of the basic materials company’s stock worth $1,565,136,000 after purchasing an additional 777,805 shares during the period. Capital World Investors lifted its stake in Bunge Global by 4.5% in the third quarter. Capital World Investors now owns 16,200,000 shares of the basic materials company’s stock valued at $1,316,299,000 after purchasing an additional 694,709 shares during the last quarter. State Street Corp grew its holdings in Bunge Global by 1.3% during the third quarter. State Street Corp now owns 6,921,322 shares of the basic materials company’s stock valued at $562,390,000 after purchasing an additional 85,873 shares during the period. Finally, Geode Capital Management LLC increased its position in Bunge Global by 2.3% in the second quarter. Geode Capital Management LLC now owns 3,535,869 shares of the basic materials company’s stock worth $282,683,000 after buying an additional 80,082 shares during the last quarter. Institutional investors own 86.23% of the company’s stock.

Bunge Global News Roundup

Here are the key news stories impacting Bunge Global this week:

• Positive Sentiment: Q4 results beat consensus: Adjusted EPS of $1.99 (vs. $1.82 est.) and revenue of about $23.8B (up ~75% YoY), showing material top-line scale from the Viterra deal. Bunge Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Cash generation improved — cash from operations rose (~+28% YoY), supporting operations and integration spend even as balance-sheet items shifted. Bunge Limited (BG) Stock Rises on Q4 2025 Earnings
• Positive Sentiment: Analyst support: JPMorgan raised its price target and maintained an overweight view, which can lend support to sentiment. MarketScreener
• Neutral Sentiment: Earnings call/transcript focuses on integration and synergies — management highlights progress but emphasizes near-term execution and integration costs, useful for monitoring future margin recovery. Bunge Global SA (BG) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst/press coverage frames the quarter as a scale story with mixed unit economics — revenue and volumes surged but key metrics vs. estimates and year-ago comps warrant close reading. BG Q4 Earnings Top, Sales Surge Y/Y on Higher Volumes
• Negative Sentiment: FY2026 guidance below street expectations: company set EPS guide of $7.50–$8.00 vs. consensus near $8.94, prompting caution about near-term profit visibility. Bunge Global SA (BG) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Margin and profitability pressure: gross and operating profit fell YoY and net income declined sharply in the period, reflecting integration costs and higher cost of sales. Bunge Limited (BG) Stock Rises on Q4 2025 Earnings
• Negative Sentiment: Management tone is cautious: CEO flagged limited market visibility and macro uncertainty, reinforcing the conservative guide and raising near‑term execution risk. Bunge CEO Flags Limited Market Visibility, Issues Soft Outlook

About Bunge Global

Bunge Global is a leading agribusiness and food company that processes oilseeds and grains, produces sugar and bioenergy, and supplies fertilizers and other agricultural inputs. The company operates an integrated value chain that spans origination, processing, and distribution, enabling it to serve food processors, livestock producers, and retail customers worldwide. Through its network of processing plants, port terminals and logistics assets, Bunge handles a diverse portfolio of commodities, including soybeans, corn, wheat, vegetable oils, and sugarcane.

The company’s core business activities are organized into agribusiness and food & ingredients segments.