Archer-Daniels-Midland Co
No SEC Form 4 filings for $ADM in the last 30 days.
Archer-Daniels-Midland (ADM) reported Q2 2026 performance drivers including improved biofuels margins, stronger Ag Services exports, and higher crushing margins tied to RVO and energy prices. Management raised full-year 2026 adjusted EPS guidance to $5.15–$5.60, expects about $250 million from the 45Z credit, and cited cost savings of $500–$750 million (2025–2029).
ADM reported Q2 net earnings of $908 million, up 315% to $1.87 per share, on revenue up 7% to $22.68 billion. The company cited improved biofuels margins after March RVO finalization and higher global energy prices. ADM raised fiscal 2026 adjusted EPS guidance to about $5.15 to $5.60 from $4.15 to $4.70.
Barclays raised its price target on Archer-Daniels-Midland (ADM) to $90 from $85, according to the news item. The article notes ADM’s stock quote of about $78.27 and shows a -2.00% daily move and +36.55% year-to-date change.
Over the past 7 days, alphai's AI scored 20 news stories mentioning ADM (Archer-Daniels-Midland Co). Coverage has skewed bullish: 18 bullish, 2 neutral, and 0 bearish.
Recent ADM coverage spans earnings, financial news and commodities.
Guidance raise and higher 45Z tax credit expectation are near-term earnings drivers, supporting a bullish repricing versus prior expectations.
Guidance raise tied to supportive RVO policy, higher energy prices, and stronger segment margins increases near-term earnings visibility.
Analyst target increase can support near-term sentiment, but the article provides no new ADM fundamentals beyond the PT change.
The article is a sell-side price-target change for ADM, which can influence near-term sentiment but does not disclose new company fundamentals.
Capacity expansion should support longer-term crush volumes and soybean meal/oil supply, with near-term execution and capex risk.
alphai scores every news story that mentions ADM with an AI model for sentiment and relevance, and aggregates insider trades from Archer-Daniels-Midland Co's SEC EDGAR Form 4 filings. Figures refresh continuously.
Archer-Daniels-Midland (ADM) reported Q2 2026 performance drivers including improved biofuels margins, stronger Ag Services exports, and higher crushing margins tied to RVO and energy prices. Management raised full-year 2026 adjusted EPS guidance to $5.15–$5.60, expects about $250 million from the 45Z credit, and cited cost savings of $500–$750 million (2025–2029).
7 min readADM reported Q2 net earnings of $908 million, up 315% to $1.87 per share, on revenue up 7% to $22.68 billion. The company cited improved biofuels margins after March RVO finalization and higher global energy prices. ADM raised fiscal 2026 adjusted EPS guidance to about $5.15 to $5.60 from $4.15 to $4.70.
5 min readBarclays raised its price target on Archer-Daniels-Midland (ADM) to $90 from $85, according to the news item. The article notes ADM’s stock quote of about $78.27 and shows a -2.00% daily move and +36.55% year-to-date change.
1 min readBMO Capital adjusted its price target on Archer-Daniels-Midland (ADM) to $82 from $77, according to the report. The stock was shown around $78.27 at the time of publication, with a -2.00% daily move. Other firms also changed ADM targets, including JPMorgan to $77 from $74 and Barclays to $90 from $85.
2 min readAccording to ADM, it will expand North America soybean crushing capacity at four US facilities in Frankfort, Indiana; Deerfield, Missouri; Lincoln, Nebraska; and Spiritwood, North Dakota. The company expects about 700,000 tonnes/year of added capacity and 25M bushels/year of extra soybean demand. Investments are scheduled for completion between mid-2028 and early 2029.
3 min readArcher-Daniels-Midland (ADM) reported Q2 2026 adjusted earnings of $1.84 per share and revenue of $22.68B, both above the Zacks Consensus. Management raised full-year 2026 adjusted EPS guidance to $5.15-$5.60 from $4.15-$4.70, citing stronger biofuel economics, crush execution, and Nutrition improvement. CFO said second-half results depend on crush, export flows, and Nutrition.
6 min readArcher-Daniels-Midland (ADM) plans to invest to expand its North American oilseed crushing capacity by about 700,000 metric tons annually. The first phase will debottleneck and modernize four US facilities in Indiana, Missouri, Nebraska, and North Dakota, with completions from mid-2028 to early 2029. Spiritwood is run via Green Bison Soy Processing with Marathon. ADM says the added capacity supports over 25 million bushels of annual demand.
4 min readArcher-Daniels-Midland (ADM) reported Q2 adjusted EPS of $1.84, above the $1.44 consensus, on revenue of $22.7B versus $21.8B expected. The company raised fiscal 2026 adjusted earnings guidance to $5.15-$5.60 from $4.15-$4.70. Analysts also adjusted price targets after the results.
2 min readADM said it will invest to expand North American oilseed crushing capacity by about 700 thousand tons per year, using upgrades and debottlenecking at four plants in Indiana, Missouri, Nebraska, and North Dakota. The projects are due mid-2028 to early 2029 and are expected to support demand for over 25 million bushels of U.S. oilseed crops annually, tied to vegetable oil and biofuel feedstock demand.
2 min readArcher-Daniels-Midland (ADM) reported Q2 2026 call highlights, citing pressure on North American liquid sweetener volumes and margins and declines in Refined Products and Nutrition revenues. The company raised full-year guidance to $5.15 to $5.60, citing biofuel margins, Nutrition improvement, and a higher 45Z outlook to about $250 million for 2026. It also noted $20 million Decatur East insurance proceeds and CapEx of $1.3B to $1.5B.
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