Bunge Stock Could Hit $134 by Year-End — JPMorgan Is Betting on It

2 hours ago 1

Joel South

Tue, March 24, 2026 astatine 10:27 AM CDT 4 min read

Bunge Global (BG) earned $209 cardinal successful adjusted EBIT from Softseed Processing successful Q4 2025, astir triple the $75 cardinal year-earlier result, portion JPMorgan raised its terms people to $134 from $130 with an Overweight rating. The company’s $10.6 cardinal Viterra acquisition, which closed successful July 2025, astir tripled Grain Merchandising volumes and positions absorption to people astatine slightest $15 EPS by 2030.
The EPA’s projected renewable measurement obligations for 2026 mandate higher biofuels blending requirements starting January 1, creating structural request that protects oilseed crush margins from crude lipid volatility and supports Bunge’s net expansion.
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Bunge Global (NYSE:BG) is powering done 1 of the strongest rallies successful the agribusiness sector, with shares surging 36.41% year-to-date and 70.06% implicit the past year. Street statement sits astatine an mean people of $132.10, with the expert assemblage skewing powerfully constructive astatine 9 Buy oregon Strong Buy ratings against conscionable 1 Hold. This morning, JPMorgan raised its terms people to $134 from $130 portion maintaining an Overweight rating. But tin BG realistically scope $134 by the extremity of 2026?

JPMorgan's upgrade reflects a much favorable cultivation products backdrop. The EPA's projected renewable measurement obligations for 2026 would "mandate a important measurement up" successful biofuels blending requirements, with implementation targeted for January 1. The steadfast argues that this request pull, combined with caller geopolitical disruptions, is driving margins higher for biofuels producers and oilseed processors. The grounds is already showing successful Bunge's results: Softseed Processing adjusted EBIT jumped to $209 cardinal successful Q4 2025 from $75 cardinal a twelvemonth earlier.

Biofuels mandates creating structural demand: Mandated blending requirements insulate oilseed crush margins from crude lipid volatility. With WTI trading adjacent $64.51 per barrel, policy-driven request becomes the level that supports profitability.
Viterra integration expanding scale: The $10.6 cardinal Viterra operation closed July 2, 2025, astir tripling Grain Merchandising volumes to 26,194 1000 metric tons successful Q4 2025. Bunge's Investor Day outlined a people to turn EPS to astatine slightest $15 by 2030, a semipermanent compounding communicative for investors focused connected net growth.
Geopolitical disruptions favoring diversified footprints: Trade volatility and proviso concatenation shifts are lifting margins for processors with planetary origination reach. Bunge's expanded beingness crossed Argentina, Brazil, Canada, and Europe positions it to seizure dislocations that much concentrated competitors cannot.