Why Bunge Global (BG) Is Up 20.7% After Reporting Realignment and Cooking Oil Trade Tailwinds

Earlier this week, Bunge Global SA announced a realignment of its reporting segments and issued an updated 2025 adjusted EPS outlook following the completion of its merger with Viterra Limited. An important development for the company was the heightened market interest triggered by U.S.-China trade tensions, with the business seen as a potential beneficiary of possible restrictions on Chinese cooking oil imports. We'll explore how the threat of curbs on Chinese cooking oil imports adds new dimensions to Bunge Global's investment narrative and industry outlook.

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Bunge Global Investment Narrative Recap

To be a shareholder in Bunge Global today, you need to believe in global demand for agricultural products, high-protein foods, and renewable fuels as drivers of sustained growth despite commodity cycles and policy volatility. The recent surge in Bunge’s stock following threats of restrictions on Chinese cooking oil imports highlights how geopolitical developments can be short-term catalysts, while persistent risks tied to integration with Viterra and shifting biofuel policies still weigh on near-term expectations.

Of the recent announcements, Bunge’s realignment of its reporting segments and updated 2025 adjusted EPS outlook is particularly timely. This move offers investors clearer insight into performance trends as the company integrates Viterra, which could prove crucial in assessing Bunge’s ability to capture merger-related synergies and respond to evolving trade and policy shifts.

Yet despite this bullish momentum, there remains an important risk investors should be aware of: if synergy targets from the Viterra integration are missed or delayed…

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

Bunge Global's outlook projects $56.6 billion in revenue and $1.1 billion in earnings by 2028. This is based on a 3.3% annual revenue growth rate, with earnings expected to remain flat at $1.1 billion, implying no change from the current level.

Uncover how Bunge Global's forecasts yield a $92.78 fair value, a 5% downside to its current price.

Exploring Other PerspectivesBG Community Fair Values as at Oct 2025

Simply Wall St Community members set Bunge Global’s fair value between US$79.30 and US$385.06, based on five different forecasts. While many believe merger synergies could support higher margins, remember that integration challenges and policy headwinds may weigh on future outcomes, so explore their full range of viewpoints.

Explore 5 other fair value estimates on Bunge Global - why the stock might be worth over 3x more than the current price!

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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.

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.

Companies discussed in this article include BG.

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