Bunge Global (BGN) AI Stock Analysis

Company Guidance

Bunge is maintaining full year 2026 adjusted EPS in the range of $9.25 to $9.75; Soybean Processing and Refining segment results are forecasted to be lower -- slightly lower, Softseed Processing and Refining segment results are forecasted to be unchanged, Tropical Oils and Specialty Ingredients results are forecasted to be lower, Grain Merchandising and Milling segment results are forecasted to be higher, and Corporate and Other results are expected to be unchanged. The company expects an adjusted annual effective tax rate in the range of 23% to 25%, net interest expense in the range of $640 million to $670 million, capital expenditures toward the higher end of the $1.5 billion to $1.7 billion range, and depreciation and amortization of approximately $975 million; it also expects elevated levels of working capital through the end of the year and likely early into next year. For 2027, the company expects about a $0.50 a share improvement in earnings contribution from its growth CapEx projects, about $0.50 a share from additional cost synergies over 2026 and about another $0.50 a share from commercial synergies, while cost synergies are expected to increase from $250 million to $350 million eventually, with approximately $190 million previously expected in 2026 revised to just a little north of $200 million for the year.