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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Manav Gupta | UBS | 8 | 0% |
| Pooran Sharma | Stephens | 8 | 0% |
| Heather Jones | Heather Jones Research | 8 | 25% |
| Andy Strelzik | BMO Capital Markets | 7 | 0% |
| Ben Theurer | Barclays | 7 | 29% |
| Steve Haynes | Morgan Stanley | 6 | 0% |
| Salvator Tiano | Bank of America | 5 | 0% |
| Tom Palmer | JPMorgan | 4 | 0% |
| Matt Blair | Tudor, Pickering, Holt | 2 | 0% |
| Dushyant Ailani | Jefferies | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Stephens | 1 | 8 | 0% |
| Heather Jones Research | 1 | 8 | 25% |
| UBS | 1 | 8 | 0% |
| Barclays | 2 |
| 8 |
| 25% |
| BMO Capital Markets | 1 | 7 | 0% |
| Morgan Stanley | 1 | 6 | 0% |
| JPMorgan | 2 | 5 | 0% |
| Bank of America | 1 | 5 | 0% |
ADM raised full-year guidance to $4.15-$4.70 from $3.60-$4.25 as biofuel tailwinds materialized with RVO policy clarity boosting crush margins and 45Z tax credits benefiting ethanol profitability. Total segment operating profit reached $764 million with improved performance across the oilseeds complex. Nutrition recovery continued led by flavors and Decatur East facility improvements, marking a meaningful inflection from the prior year's trough.
Margin | Demand | Regulation Policy | Guidance Reliability | Macroeconomic | Competitive Dynamics | Trade Tariffs | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 4 | 1 | 1 | 2 | ||
| 2025Q1 | 5 | 2 | 2 | 2 | 2 | 3 | ||
| 2025Q2 | 4 | 1 | 3 | 1 | 1 | 1 | ||
| 2025Q3 | 7 | 4 | 4 | 2 | 1 | 1 | ||
| 2025Q4 | 2 | 5 | 3 | 3 | 1 | 1 | ||
| 2026Q1 | 5 | 4 | 3 | 3 | 5 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 4 | 5 | 4 | 7 | 2 | 5 |
| Demand | 3 | 2 | 1 | 4 | 5 | 4 |
| Regulation Policy | 4 | 2 | 3 | 4 | 3 | 3 |
| Guidance Reliability | 1 | 1 | 2 | 3 | 3 | |
| Macroeconomic | 1 | 1 | 5 | |||
| Competitive Dynamics | 2 | 1 | 1 | 1 | 2 | |
| Trade Tariffs | 2 | 2 | 1 | |||
| Supply Chain | 3 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ADM Archer Daniels Midland | 8 | +1.6% | |
| BG Bunge Global | 9 | +87.8% | |
| TSN Tyson Foods | 7 | +4.4% |