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Archer-Daniels-Midland Co

Archer-Daniels-Midland Co

ADM
$86.72USD↓-0.22%-0.19 today

MARKET CAP

41.8B

P/E (TTM)

20.0x

FWD P/E

14.5x

DAY RANGE

$86 – $88

52W RANGE

$56
$89

AI Summary

Stalk
Buy NowMedium

ADM remains in a Stage 2 advancing phase, powered by a Lockout Rally that has driven urgency-fueled extension above rising EMAs despite extreme overbought readings. The medium- and long-term biases are firmly bullish, backed by a clear uptrend into near-term resistance at 52-week highs. Short-term timing is favorable now under the Lockout Rally override, enabling participation on continuation above the high zone or on shallow pullbacks into the 9/20 EMA support.

  • ↑Q2 EPS of $1.87 and $908 M net income drove guidance to $5.15–$5.60.
  • ↑Ag Services & Oilseeds operating profit surged 129% on strong crush and ethanol margins.
  • ↓Weak profitability factors raise doubts about long-term margin sustainability.
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The case for & against

Bull & Bear analysis

Bullish

Archer-Daniels-Midland Company (NYSE:ADM) is a leading player in the agribusiness and food processing sector, primarily engaged in sourcing, processing, and distributing agricultural commodities. The company holds a prominent position in the value chain, benefiting from its extensive network and diversified operations across Ag Services, Oilseeds, Corn Processing, and Nutrition segments. With an emphasis on enhancing biofuels and nutrition, ADM is well-positioned within the evolving energy transition and rising health-conscious consumer trends.

Bull says

  • ↑Q2 EPS of $1.87 and $908 M net income drove guidance to $5.15–$5.60.
  • ↑Ag Services & Oilseeds operating profit surged 129% on strong crush and ethanol margins.
  • ↑Nutrition segment profit rose 51% despite revenue decline, highlighting margin resilience.
  • ↑Cash dividend of $0.52 reflects 51 consecutive years of payout increases.
  • ↑Strong momentum factors and rising investor interest support further stock upside.
  • ↑U.S. biofuel policy tailwinds underpin growth in high-margin segments.

Bear says

  • ↓Weak profitability factors raise doubts about long-term margin sustainability.
  • ↓Negative earnings revisions signal analyst skepticism on future EPS.
  • ↓Low 13F ownership and high short interest reflect institutional caution.
  • ↓Dividend yield constraints limit near-term income appeal.
  • ↓Commodity price volatility and policy changes threaten profit margins.
  • ↓Dependence on policy-supported biofuel margins risks earnings in adverse conditions.

Investment themes with ADM

High Dividend Yield↓ -0.51%

Companies paying above-average dividends

AVGO · JPM · XOM
Agriculture↓ -0.18%

Farming, crop production, and global food supply

DE · CTVA · ADM
Food Products↓ -1.01%

ADM · CTVA · KR

Earnings Call · Q3 2023 · Mgmt. Guidance

Updated 01-26-2025neutral

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