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BG: Share Buybacks Will Drive Stronger Upside Despite Index Exclusion

BG: Revenue Growth And Index Exit Will Shape Outlook Into 2025

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AnalystConsensusTarget
Not Invested
Published 22 Aug 2024

Update shared on 12 Dec 2025

Fair value Increased 1.82%
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AnalystConsensusTarget's Fair Value
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1Y
12.3%
7D
-0.8%

Analysts have modestly raised their price target on Bunge Global to approximately 105.67 dollars from about 103.78 dollars, citing slightly stronger long term revenue growth assumptions and a marginally higher valuation multiple, despite largely unchanged profitability expectations.

What's in the News

  • Completed a major share repurchase program, buying back 26,340,516 shares, or 18.52% of outstanding shares, for approximately $2.44 billion under the authorization announced on October 27, 2021 (company filing)
  • Repurchased 6,672,777 shares, or 4.96% of outstanding shares, for about $544.5 million between July 1, 2025 and November 5, 2025 as the final tranche of its multi year buyback (company filing)
  • Removed from the FTSE All World Index (USD), which may affect passive fund ownership and trading liquidity (FTSE index announcement)

Valuation Changes

  • The fair value estimate has risen slightly to about $105.67 from roughly $103.78 per share.
  • The discount rate has increased modestly to around 7.16% from approximately 6.99%, implying a marginally higher risk or return hurdle.
  • The revenue growth assumption has edged up slightly to about 25.27% from roughly 25.15%.
  • The net profit margin assumption has slipped slightly to about 2.40% from approximately 2.41%.
  • The future P/E multiple has risen modestly to around 10.82x from about 10.58x, indicating a slightly higher valuation on forward earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.