AGRO

Archer Daniels Midland (ADM) reported a 22% year-over-year decline in equity earnings from its Wilmar International investment to $60 million in Q2 2026. While ADM's broader business benefited from stronger oilseed profits and nearly 5% growth in global processing volumes, Wilmar's weakness persisted due to commodity price fluctuations, margin pressures, and rising costs. ADM shares have gained 16.2% in the past six months and carry a Zacks Rank #1 (Strong Buy) rating.

Archer Daniels Midland (ADM) has broken above its 50-day simple moving average, signaling renewed technical strength. The company raised its 2026 adjusted EPS guidance to $5.15-$5.60 from $4.15-$4.70, driven by improved crushing and ethanol economics, stronger biofuels backdrop, and accelerating Nutrition segment momentum. ADM has outperformed peers and the broader market with a 43% year-to-date gain, though it trades at a premium valuation of 14.61X forward P/E compared to the industry average of 8.06X.