Industry Newsbiofuelsagricultureadmearnings guidance
ADM Raises 2026 Outlook Amid Biofuels Tailwinds
6.1
Archer-Daniels-Midland said on its Q4 2025 earnings call it expects adjusted EPS of $3.60–$4.25 for 2026 and plans $1.3–$1.5 billion in capital expenditures, while targeting $500–$750 million in cost savings over three to five years starting in 2025. On March 24, JPMorgan raised its price target to $65 from $61 but kept an Underweight rating, citing stronger biofuels demand from proposed EPA 2026 RVOs.
Key Points
- 1JPMorgan raises ADM price target to $65, keeps Underweight rating
- 2EPA proposed 2026 RVOs increase biofuels demand, boosting margins for processors
- 3ADM forecasts $3.60–$4.25 adjusted EPS, targets $500–$750M cost savings, disciplined capex
Scoring Rationale
Actionable company guidance and analyst update support investment decisions; limited novelty and low relevance outside agribusiness contexts.
Sources
Public references used for this report.
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