Is Bunge (BG) Quietly Rewriting Its Sustainability Story Ahead of 2025 Results?

• Bunge Global SA recently announced that it would report its fourth-quarter 2025 results on February 4, 2026, and host a management conference call with supporting slides published on its website before the market opened that day.
• At the same time, reports that industry group Abiove, whose members include Bunge, is seeking to exit the Amazon soy moratorium have raised questions about how changing environmental commitments could affect tax treatment, regulatory relationships, and sustainability expectations for the company.
• We will now examine how Bunge’s reported links to exiting the Amazon soy moratorium could influence its longer-term investment narrative.

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Bunge Global Investment Narrative Recap

Bunge’s investment case still largely rests on its scale in global agribusiness, the Viterra integration, and exposure to biofuel-driven oilseed demand. The Abiove move around the Amazon soy moratorium introduces reputational and regulatory questions, but at this stage it does not clearly alter the near term earnings catalysts or the key risks around policy volatility, integration execution, and capital intensity.

The upcoming fourth quarter 2025 results on 4 February 2026 look like the most relevant near term event, as they will be the first full quarter reported after recent governance and sustainability leadership changes, including the appointment of a Chief Sustainability Officer. For investors watching how environmental expectations, tax treatment, and regulatory relationships intersect with Bunge’s growth and margin ambitions, this update could help frame how the company intends to manage...

Read the full narrative on Bunge Global (it's free!)

Bunge Global's narrative projects $56.6 billion revenue and $1.1 billion earnings by 2028. This requires 3.3% yearly revenue growth with earnings remaining flat from $1.1 billion today.

Uncover how Bunge Global's forecasts yield a $108.44 fair value, a 15% upside to its current price.

Exploring Other Perspectives

Five members of the Simply Wall St Community currently see fair value between US$79.30 and US$438.83, underscoring how far opinions can stretch. Against this, evolving biofuel and agricultural policy in key markets could still reshape expectations for Bunge’s margins and growth, so it is worth weighing several viewpoints before you decide what the company’s future might look like.

Explore 5 other fair value estimates on Bunge Global - why the stock might be worth over 4x more than the current price!

Build Your Own Bunge Global Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Bunge Global research is our analysis highlighting 4 key rewards and 5 important warning signs that could impact your investment decision.
• Our free Bunge Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Bunge Global's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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