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    A Look At Bunge Global (BG) Valuation After Earnings Show Higher Sales But Weaker Profitability

    Simply Wall St·02/17/2026 09:22:50
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    Why Bunge Global’s latest earnings matter for shareholders

    Bunge Global (BG) has drawn fresh attention after reporting fourth quarter and full year 2025 results that combined higher sales with sharply lower net income and diluted earnings per share.

    For investors, this mix of revenue growth and weaker profitability puts the focus squarely on margins, cost pressures, and how the agribusiness and food company balances volume with earnings quality across its main operating segments.

    See our latest analysis for Bunge Global.

    Bunge Global’s latest earnings release appears to have reset expectations around profitability even as revenue expanded, yet the share price has climbed, with a 30 day share price return of 13.65% and a 1 year total shareholder return of 79.72%. This points to building momentum despite the earnings pressure.

    If this earnings driven move has you thinking about where else capital could work hard, it might be a good moment to widen your search with our 21 elite gold producer stocks as another commodity themed opportunity set.

    With Bunge Global trading near US$122.53 and sitting only slightly below a US$126 analyst price target, the key question now is simple: are you looking at an undervalued agribusiness player or a stock already pricing in future growth?

    Most Popular Narrative: 2.8% Undervalued

    At $122.53, Bunge Global sits slightly below the most followed narrative fair value of $126, which is built on detailed revenue, margin and capital allocation assumptions.

    The completion and integration of the Viterra merger provides substantial cost and commercial synergies, expands Bunge's global origination, processing, and distribution footprint, and positions the company to capture greater market share in high-growth markets. This is set to drive higher topline growth and improved operating margins.

    Read the complete narrative.

    Want to see what this merger driven story is really baking in? The narrative leans on measured volume gains, disciplined margins and a richer earnings multiple. Curious how those ingredients combine to justify that fair value?

    Result: Fair Value of $126 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, shifting biofuel policies or a bumpy Viterra integration could quickly challenge the assumed margin resilience and the higher future P/E reflected in this story.

    Find out about the key risks to this Bunge Global narrative.

    Next Steps

    With sentiment clearly mixed, with both risks and rewards on the table, it makes sense to move quickly and look at the details yourself. To see how those trade offs stack up, take a closer look at the 2 key rewards and 5 important warning signs.

    Looking for more investment ideas?

    Before you move on, give yourself a wider field of options by lining up a few more candidates that could deserve a spot on your watchlist.

    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.