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Beyond The Food Fight: Top Agriculture Stocks As Soybeans Soar
Seeking Alpha· 2025-10-29 09:00
Core Insights - The article highlights Steven Cress's role as VP of Quantitative Strategy and Market Data at Seeking Alpha, emphasizing his contributions to the platform's quantitative stock rating system and analytical tools designed to assist investors [1][2][3] Company Overview - Seeking Alpha has developed a quantitative stock rating system that interprets data for investors, aiming to provide insights on investment directions and save time for users [1][2] - The platform features a systematic stock recommendation tool called Alpha Picks, which is intended to help long-term investors build a high-quality portfolio [1] Leadership Background - Steven Cress previously founded and served as CEO of CressCap Investment Research, which was acquired by Seeking Alpha in 2018, enhancing its quant analysis and market data capabilities [3] - He also established the quant hedge fund Cress Capital Management and has extensive experience in proprietary trading at Morgan Stanley and international business development at Northern Trust [3][4] Expertise and Approach - With over 30 years of experience in equity research, quantitative strategies, and portfolio management, Steven Cress is positioned to address a variety of investment topics [4] - The company emphasizes a data-driven approach to investment decisions, utilizing sophisticated algorithms to streamline complex research processes [2]
Archer-Daniels-Midland’s Q3 2025 Earnings: What to Expect
Yahoo Finance· 2025-10-27 09:23
Core Insights - Archer-Daniels-Midland Company (ADM) is a major player in the global agricultural and food processing sector, with a market capitalization of $30.4 billion and operations across three segments: Ag Services and Oilseeds, Carbohydrate Solutions, and Nutrition [1] Earnings Expectations - ADM is anticipated to report Q3 earnings on November 4, with an expected profit of $0.88 per share, reflecting a 19.3% decrease from $1.09 per share in the same quarter last year [2] - For fiscal 2025, analysts project an EPS of $3.73, down 21.3% from $4.74 in the previous year, but a rebound of 27.6% to $4.76 per share is expected in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, ADM's stock has increased by 12.1%, underperforming the S&P 500 Index's 16.9% gain but outperforming the Consumer Staples Select Sector SPDR Fund's 3.2% decline [4] Market Challenges - The company faces ongoing macroeconomic challenges, including weaker global demand, volatile biofuel prices, rising input costs, and weather-related disruptions affecting margins [5] - Recent comments from President Trump regarding potential changes in trade ties with China have sparked optimism for U.S. agricultural exporters like ADM, providing some relief amid these challenges [5] Analyst Ratings - Analysts maintain a cautious outlook on ADM, with a consensus "Hold" rating. Among 11 analysts, there is one "Strong Buy," eight "Holds," and two "Moderate Sells," with the stock trading above its mean price target of $57.67 [6]
Halper Sadeh LLC Encourages Archer-Daniels-Midland Company Shareholders to Contact the Firm to Discuss Their Rights
Businesswire· 2025-10-23 19:40
Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of Archer-Daniels-Midland Company (NYSE: ADM) towards shareholders [1] Group 1 - The investigation pertains to whether the company's officers and directors acted in the best interests of shareholders [1] - Shareholders who acquired Archer-Daniels stock on or before April 30, 2020, may seek various forms of relief, including corporate governance reforms and financial incentives [1]
ADM seeks to lure soy sales from US farmers as prices languish, sources say
Yahoo Finance· 2025-10-17 10:05
Core Insights - Archer-Daniels-Midland (ADM) is incentivizing U.S. farmers to deliver soybeans to its processing facility due to low prices affecting sales [1][2] - ADM's offer allows farmers to defer the sale price until later without incurring storage fees, indicating a need for soybeans to maintain processing operations [2][4] - The agricultural sector is facing pressure from bumper harvests, high input costs, and reduced demand from China due to trade tariffs [3][6] Group 1: ADM's Offer and Market Conditions - ADM is providing a "free deferred pricing" option for farmers until the end of October, allowing them until September 2026 to set a sale price [4] - Farmers are currently storing soybeans in anticipation of better prices, leading to reduced supplies for processors like ADM [4][7] - The current market conditions have resulted in farmers selling significantly less of their expected crops, with only about 20% sold compared to the usual 50% by harvest time [6] Group 2: Industry Implications - The low prices have led many farmers to withhold grain from the market, impacting the supply available for processing [5][7] - Despite the low prices, U.S. soybean crushings reached the fourth highest level for any month in September, indicating ongoing demand for processed products [7]
GenAI Transforms Application Services, Development in Brazil
Businesswire· 2025-10-16 15:00
Group 1 - The core viewpoint of the article highlights that the integration of GenAI into ADM services is enhancing efficiency, speed, and quality for enterprises in Brazil [1] Group 2 - The ISG Provider Lens® report indicates a positive impact of GenAI on ADM services, suggesting a significant improvement in operational metrics for businesses [1]
Archer-Daniels-Midland Stock Higher on China Embargo Threats
Schaeffers Investment Research· 2025-10-15 14:41
Core Insights - Archer-Daniels-Midland Co (NYSE:ADM) shares have increased by 2.8%, trading at $63.60, influenced by President Trump's potential cooking oil embargo on China, which has positively impacted U.S.-based agriculture stocks [1] - The stock has shown a 26% year-to-date gain and is on track for a third consecutive increase, having reached a 12-month high of $64.57, although it faces resistance at $65 [1] - The current analyst sentiment is cautious, with 10 out of 11 analysts rating the stock as "hold" or worse, and the 12-month consensus target price of $58.38 represents a 7.8% discount to current trading levels, indicating potential for price-target increases or upgrades [2] Options Activity - Options traders are exhibiting a bullish sentiment, with a 50-day call/put volume ratio of 2.88, which is higher than 78% of annual readings, indicating a faster-than-usual pace of call options being picked up [3] - There has been significant activity in call options today, with 9,139 calls exchanged, which is four times the intraday average, compared to only 647 puts, highlighting strong demand for calls, particularly the October 62 call [3]
A Reliable Dividend Stock Backed by Global Scale: Archer-Daniels-Midland’s (ADM) Story
Yahoo Finance· 2025-10-14 18:51
Group 1 - Archer-Daniels-Midland Company (ADM) is a global leader in agricultural processing and trading, supplying key ingredients for food, animal feed, and biofuels [2] - The company has built a strong competitive edge as the world's largest corn processor, benefiting from economies of scale and operational efficiency [3] - ADM has a consistent record of dividend growth, having paid dividends for 93 consecutive years and raised its dividend for 51 straight years, with a current quarterly dividend of $0.51 per share and a yield of 3.31% [4] Group 2 - ADM drives innovation in the industry, contributing to the development of products like textured vegetable protein, high-fructose corn syrup, ethanol, and Omega-3 fatty acids [2] - The company's extensive global transportation and distribution network provides a clear advantage over competitors [3] - The strong infrastructure and efficient business model allow ADM to maintain high profitability even during industry slowdowns [4]
Will ADM (ADM) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-10-14 17:11
Core Viewpoint - Archer Daniels Midland (ADM) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, continuing its history of exceeding expectations [1][2]. Earnings Performance - ADM has a strong track record of surpassing earnings estimates, with an average surprise of 3.57% over the last two quarters [2]. - In the most recent quarter, ADM reported earnings of $0.93 per share, exceeding the expected $0.88 per share by 5.68% [2]. - For the previous quarter, the company reported $0.70 per share against an expectation of $0.69 per share, resulting in a surprise of 1.45% [2]. Earnings Estimates and Predictions - Recent estimates for ADM have been revised upward, indicating positive sentiment among analysts [5]. - The Zacks Earnings ESP for ADM is currently +9.81%, suggesting a bullish outlook on the company's earnings prospects [8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high likelihood of another earnings beat [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7]. Upcoming Earnings Report - ADM's next earnings report is expected to be released on November 4, 2025 [8].
Will Archer Daniels' Strategic Moves & Cost Savings Aid Growth?
ZACKS· 2025-10-08 18:35
Core Insights - Archer Daniels Midland Company (ADM) is focused on optimizing its organizational and operational structure across Human and Animal Nutrition, managing productivity and innovation while addressing food security, health, and wellbeing trends [1][2] - The company is making targeted investments to bolster growth and differentiation, including plant digitization and decarbonization solutions [4][5] Financial Performance - In Q2 2025, ADM's Nutrition segment saw a 4.5% increase in revenues year over year, with a 5% rise in operating profit, driven by strong growth in Flavors and Animal Nutrition portfolios [3][10] - The Zacks Consensus Estimate for ADM's 2025 earnings per share (EPS) indicates a year-over-year decline of 15.8%, while 2026 shows a growth of 21.3% [11] Strategic Initiatives - ADM is expanding its alternative protein capabilities and adapting to changing consumer nutritional preferences as part of its strategic pillars [2] - The company aims to achieve $500-$750 million in cost savings over the next three to five years through operational improvements and efficiency initiatives [5][10] Market Position - ADM's shares have gained 24.5% year to date, outperforming the industry's growth of 6.7% [8] - The company trades at a forward price-to-earnings ratio of 13.5X, slightly below the industry average of 13.84X [9]
Archer-Daniels-Midland: U.S. Biofuel Policy Change And China's Soybean Ban Could Bring An Opportunity
Seeking Alpha· 2025-10-07 19:18
Group 1 - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1] - The analyst has researched more than 1000 companies, focusing on metals and mining stocks, as well as other industries like consumer discretionary, REITs, and utilities [1] - The analyst transitioned from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1]