JBS N.V. (NYSE:JBS) is one of the Undervalued Stocks with Biggest Upside Potential. JBS N.V. (NYSE:JBS) has gained more than 9.59% since its fiscal Q3 2025 earnings were released on November 13. Wall Street remains bullish on the stock, with analysts’ 12 month price target reflecting 38.89% upside from the current level. ​Recently, on December 11, Guilherme Palhares from Banco Santander upgraded the stock from Hold to Buy with a price target of $17. Earlier on December 8, Benjamin Theurer from Barclays al ...

Core Insights - Minerva Foods reported record financial results for the third quarter of 2025, with free cash flow reaching R$ 2.5 billion, the highest level recorded in a single quarter [2][11] - The company achieved net revenue of R$ 15.5 billion, marking an 82.5% increase year over year and an 11.5% increase compared to the previous quarter [3][5] - Net leverage decreased to 2.5x, the lowest level since 2022, indicating improved financial stability [2][5] Financial Performance - Free cash flow for the third quarter of 2025 was R$ 2.5 billion, contributing to a total of R$ 10.9 billion since 2018 [2] - Consolidated net revenue for the quarter was R$ 15.5 billion, with a total of R$ 51.3 billion over the last 12 months, reflecting a 73.9% increase year over year [3] - EBITDA for the third quarter was R$ 1.4 billion, with an EBITDA margin of 8.9%, up 70.8% year over year [4] Operational Highlights - Consolidated gross revenue reached R$ 16.3 billion, an increase of 80.1% compared to the same period in 2024, with exports accounting for 61% of the total [5] - Sales volume grew by 10% and revenue increased by 11% compared to the previous quarter, leading to a lower SG&A-to-revenue ratio of 9.3% [6] - The integration of new assets progressed consistently, contributing to solid operational and financial results [6] Capital Structure - The company exercised 5,847,096 subscription bonuses from a capital increase, totaling R$ 30.2 million, with R$ 969.3 million in remaining subscription bonuses expected to strengthen capital structure [7] - Minerva Foods announced the repurchase and cancellation of USD 75.7 million related to the 2031 Bond, totaling approximately R$ 402.6 million [8]

Core Points - Farmer-shareholders of Alliance Group have approved a deal for Irish processor Dawn Meats to acquire a 65% stake in the New Zealand co-op for NZ$270 million ($154.4 million) [1] - The deal was supported by over 87% of the votes from 2,675 shareholders, representing more than 88% of the company's issued shares [1][2] - The investment aims to strengthen Alliance Group's financial position, enhance operational capability, and ensure continued farmer ownership [3] Financial Details - Dawn Meats initially proposed a NZ$250 million bid for the 65% stake but increased the offer by NZ$20-25 million based on profit and debt targets [2] - Approximately NZ$200 million of the proceeds will be used to repay Alliance's short-term working capital facility, with the remainder allocated to capital expenditure [4] - Alliance Group reported revenue of NZ$1.8 billion in 2024 but incurred a loss after tax of NZ$95.8 million [5] Future Outlook - The funds from the deal will be utilized to reduce debt, accelerate capital programs, and provide distributions to farmer-shareholders of up to NZ$20 million in the current and next financial years [3][4] - Alliance Group is forecasting a return to profitability after a challenging period, particularly in the global red meat sector [5][6]