BG – Bunge Global SA

Investment Analysis of Bunge Global SA (NYSE: BG) – November 2025

Company Overview

Bunge Global SA (BG), headquartered in Chesterfield, Missouri, is a prominent player in the agribusiness and food sector. With over two centuries of experience, Bunge operates within the Farm Products industry under the broader Consumer Defensive sector. The company is strategically divided into four primary segments: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. The Agribusiness segment is the backbone of Bunge, focusing on the purchase, storage, transportation, processing, and sales of agricultural commodities, particularly oilseeds and grains.

Bunge’s Refined and Specialty Oils segment caters to food manufacturers and retailers, providing a diverse range of packaged and bulk oils and fats. The Milling segment operates by providing wheat and corn products essential for various food applications, while the Sugar and Bioenergy sector is engaged in producing sugar and ethanol, also harnessing energy from sugarcane byproducts. Given its extensive portfolio and global operations, Bunge is well-positioned for sustained growth, making it an appealing investment opportunity in an evolving agricultural landscape.

52-Week Price Performance Analysis

Bunge’s stock has experienced significant volatility over the past year, with a 52-week high of $99.55 and a low of $67.40. Currently priced at $93.42, it is important to note that the stock is trading above its 50-day moving average of $88.71, indicating a robust short-term upward trend.

Key Technical Insights

• Support Levels: The stock has a solid support level established around $85, which was previously resistance. This level has been tested multiple times, demonstrating its strength.
• Resistance Levels: The recent high of $92.80 serves as a current resistance point, where price action has recently paused.
• Bullish Trends: A breakout occurred in September, where the stock price surged past earlier highs, signaling a potential trend reversal from the sideways movement observed in the initial half of the year.
• Consolidation Phase: Recent price action suggests consolidation around the $92.8 resistance. If Bunge can sustain a breakthrough above this level, it may pave the way for further gains.

The bullish momentum is evidenced by the stock’s climb of approximately 9.58% from the key support of $85, reflecting a positive investor sentiment linked to the company’s fundamental strengths and market position.

Financial Performance and Metrics

For the fiscal year, Bunge reported impressive financials, highlighted by a total revenue nearing $60.11 billion. Key financial metrics are as follows:

• EBITDA: $2.08 billion
• Adjusted EPS: Recently reported third-quarter EPS of $2.27, exceeding analyst estimates of $2.09.
• Estimated EPS Range for Full Year: The adjusted EPS is projected to range between $7.30 to $7.60, slightly revised down from earlier estimates.

With a current stock price of $93.42 and strong operational performance, analysts view Bunge’s valuation favorably compared to its potential upside, contributing to an overall positive projection for investors seeking growth in the consumer defensive segment.

Recent News and Developments

Recent developments have bolstered Bunge’s position within the market:

1. Third Quarter Earnings: On November 5, 2025, Bunge reported third-quarter adjusted EPS of $2.27, driven by robust cryptocurrency processing and softseed refining, following the successful merger with Viterra. This report led to a 3.7% rise in stock price on the announcement day.

2. Merger Impact: The merger with Viterra has expanded Bunge’s global platform, prompting expectations for significant operational synergies. The full-year earnings outlook was adjusted to reflect this strategic move.

3. Analyst Upgrades: Barclays upgraded Bunge’s stock rating from Equalweight to Overweight on October 2025, increasing the price target to $120, based on better-than-expected outcomes from the merger.

These factors contribute to a positive outlook for Bunge, drawing the attention of current and potential investors.

Market Sentiment and Analyst Recommendations

Currently, Bunge Limited shows a consensus buy recommendation among analysts, as illustrated below:

• Current Price: $93.42
• Analyst Price Targets:
• High: $120.00
• Mean: $103.78
• Median: $109.00
• Low: $80.00

The mean recommendation score stands at 1.67, indicating a strong positive outlook on the stock among a panel of nine analysts. In light of the strong quarterly results and favorable price targets, market sentiment seems cautiously optimistic. With a low short interest of approximately 0.0332 of its float, the market appears to reflect confidence in Bunge’s continuing upward potential.

Conclusion: Opportunities and Risks

Bunge Global SA presents a compelling opportunity for investors in the agribusiness sector. The strong financial performance combined with a robust support and resistance structure and positive market sentiment creates favorable conditions for potential capital appreciation. However, investors should remain aware of market fluctuations and economic factors that can influence agricultural commodity prices, affecting Bunge’s profitability and stock performance.

In summary, Bunge stands out as a buy opportunity for investors looking to capitalize on growth in the consumer defensive sector, particularly following recent positive developments and strong earnings reports. As always, it is essential to conduct thorough research and consider risk factors when making investment decisions.

Metric	Value
Market Cap	$18.7b
Total Debt	$17.8b
Total Cash	$3.2b
Shares Outstanding	193.4m
Float Shares	159.2m