Bunge Global (NYSE:BG) Reaches New 1-Year High After Analyst Upgrade

Bunge Global SA (NYSE:BG)’s share price hit a new 52-week high during trading on Thursday after Morgan Stanley raised their price target on the stock from $130.00 to $140.00. Morgan Stanley currently has an overweight rating on the stock. Bunge Global traded as high as $125.37 and last traded at $126.6790, with a volume of 783123 shares changing hands. The stock had previously closed at $122.72.

A number of other equities analysts have also recently issued reports on BG. Zacks Research cut Bunge Global from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 27th. JPMorgan Chase & Co. boosted their price target on shares of Bunge Global from $109.00 to $117.00 and gave the company an “overweight” rating in a research note on Tuesday, February 3rd. Barclays upped their price objective on shares of Bunge Global from $120.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Bank of America raised their price objective on shares of Bunge Global from $112.00 to $119.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. Finally, Stephens reissued an “overweight” rating and set a $130.00 target price on shares of Bunge Global in a research report on Thursday, February 5th. Eight investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $122.40.

Key Headlines Impacting Bunge Global

Here are the key news stories impacting Bunge Global this week:

• Positive Sentiment: Morgan Stanley raised its price target on BG to $140 and kept an “overweight” rating — a notable analyst endorsement that increases upside expectations. Morgan Stanley Price Target
• Positive Sentiment: BMO Capital Markets raised its price target to $135 and reiterated an “outperform” rating — another institutional upgrade supporting demand for the shares. BMO Price Target
• Positive Sentiment: Coverage of Bunge’s 2026 investor-day commitments highlights planned buybacks and capital returns — actions that should boost EPS per share and support valuation. Assessing Bunge Global (BG) Valuation
• Positive Sentiment: Bunge said a crop-price rally tied to the Iran war is encouraging U.S. farmer sales — higher crop prices can lift volumes and margins for the company’s origination and merchandising businesses. Bunge Says Crop Rally From Iran War Is Spurring Farm Sales
• Positive Sentiment: Jim Cramer advised holders to keep existing positions rather than adding more — a high-profile voice signaling confidence in holding the stock. Jim Cramer on Bunge Global
• Neutral Sentiment: Options-market implied volatility for BG has surged, indicating traders expect larger-than-normal moves; this raises option premiums and signals uncertainty about near-term direction. Implied Volatility Surging for Bunge Global Stock Options
• Neutral Sentiment: One listed article concerns BJ’s Restaurants options and is unrelated to Bunge; it should not affect BG fundamentals. Do Options Traders Know Something About BJ’s Restaurants Stock We Don’t?

Institutional Trading of Bunge Global

Several institutional investors have recently made changes to their positions in the company. Glencore plc boosted its holdings in Bunge Global by 100.0% during the fourth quarter. Glencore plc now owns 65,612,206 shares of the basic materials company’s stock worth $5,844,735,000 after purchasing an additional 32,806,103 shares during the last quarter. Norges Bank purchased a new stake in Bunge Global in the 2nd quarter valued at about $149,380,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of Bunge Global by 168,119.9% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,165,764 shares of the basic materials company’s stock worth $103,846,000 after buying an additional 1,165,071 shares in the last quarter. Merewether Investment Management LP bought a new position in shares of Bunge Global during the 3rd quarter worth approximately $74,888,000. Finally, Vanguard Group Inc. boosted its stake in shares of Bunge Global by 4.6% in the 4th quarter. Vanguard Group Inc. now owns 17,570,009 shares of the basic materials company’s stock worth $1,565,136,000 after buying an additional 777,805 shares during the last quarter. Institutional investors own 86.23% of the company’s stock.

Bunge Global Price Performance

The stock has a market cap of $24.34 billion, a PE ratio of 23.21, a P/E/G ratio of 0.78 and a beta of 0.75. The company has a debt-to-equity ratio of 0.51, a quick ratio of 0.74 and a current ratio of 1.61. The business has a 50 day moving average price of $113.87 and a two-hundred day moving average price of $97.81.

Bunge Global (NYSE:BG) last issued its quarterly earnings results on Wednesday, February 4th. The basic materials company reported $1.99 EPS for the quarter, beating analysts’ consensus estimates of $1.82 by $0.17. The company had revenue of $23.76 billion during the quarter, compared to the consensus estimate of $23 billion. Bunge Global had a return on equity of 8.69% and a net margin of 1.16%.Bunge Global’s revenue was up 75.5% on a year-over-year basis. During the same period last year, the business posted $2.13 earnings per share. Bunge Global has set its FY 2026 guidance at 7.500-8.000 EPS. Research analysts expect that Bunge Global SA will post 7.94 earnings per share for the current fiscal year.

Bunge Global Company Profile

Bunge Global is a leading agribusiness and food company that processes oilseeds and grains, produces sugar and bioenergy, and supplies fertilizers and other agricultural inputs. The company operates an integrated value chain that spans origination, processing, and distribution, enabling it to serve food processors, livestock producers, and retail customers worldwide. Through its network of processing plants, port terminals and logistics assets, Bunge handles a diverse portfolio of commodities, including soybeans, corn, wheat, vegetable oils, and sugarcane.

The company’s core business activities are organized into agribusiness and food & ingredients segments.