AGRO logo

Adecoagro S.A. Stock Price

NYSE:AGRO Community·US$1.4b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 27 Fair Values set on narratives written by author

AGRO Share Price Performance

US$10.16
0.97 (10.55%)
US$18.28
Fair Value
US$10.16
0.97 (10.55%)
44.4% undervalued intrinsic discount
US$18.28
Fair Value
Price US$10.16
Talos US$18.28
AnalystConsensusTarget US$12.91
AnalystLowTarget US$10.50

AGRO Community Narratives

Fair Value
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Fair Value US$18.28 44.4% undervalued intrinsic discount

Why a "2026 Super El Nino" is the Ultimate Hedge for Tech-Heavy Portfolios

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4users have followed this narrative
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Fair Value US$12.91 21.3% undervalued intrinsic discount

Market Shifts And Risk Premiums Will Influence Earnings Outlook And Value Preservation

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10users have followed this narrative
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Fair Value US$10.5 3.2% undervalued intrinsic discount

Rising Cost And Weather Risks Will Compress Margins Yet Allow Cautious Recovery

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US$18.28
44.4% undervalued intrinsic discount
Fair Value
Revenue
15% p.a.
Profit Margin
12%
Future PE
15x
Price in 2031
US$26.85
US$16
36.5% undervalued intrinsic discount
Revenue
16.59% p.a.
Profit Margin
11.1%
Future PE
13.24x
Price in 2029
US$19.77

Trending Discussion

No trending discussion available.

Updated Narratives

AGRO logo

Why a "2026 Super El Nino" is the Ultimate Hedge for Tech-Heavy Portfolios

Fair Value: US$18.28 44.4% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AGRO: Cautious Downgrade And Rich P/E Will Restrain Future Upside

Fair Value: US$10.5 3.2% undervalued intrinsic discount
0 users have set this as their fair value
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AGRO: Dividend Visibility And Cash Generation Will Shape Future Upside Potential

Fair Value: US$16 36.5% undervalued intrinsic discount
3 users have set this as their fair value
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Snowflake Analysis

Moderate risk and fair value.

5 Risks
3 Rewards

Adecoagro S.A. Key Details

US$1.5b

Revenue

US$1.2b

Cost of Revenue

US$318.7m

Gross Profit

US$305.0m

Other Expenses

US$13.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 13, 2026
0.095
21.23%
0.91%
97.9%
View Full Analysis

About AGRO

Founded
2002
Employees
n/a
CEO
Mariano Bosch
WebsiteView website
www.adecoagro.com

Adecoagro S.A., engages in agricultural and agro-industrial activities in Argentina, Brazil, Chile, and Uruguay. The company operates through three segments: Sugar, Ethanol and Energy, Fertilizers and Farming. The company is involved in the production of a range of agricultural commodities, including soybean, corn, wheat, peanut, sunflower, cotton, and others; planting, harvesting, processing, and marketing of white, brown, and rough rice; genetic development of seeds; and production of dairy products, such as raw milk, ultra-high temperature milk, powdered milk, semi-hard cheese, cream, cream and cocoa flavored milk, chocolate and fluid milk, and other dairy products. It also generates electricity through burning biogas extracted from effluents produced by its dairy cattle; and provides grain warehousing and conditioning, and handling and drying services. In addition, the company cultivates andharvests sugarcane to produce ethanol, sugar, and bioelectricity; and sells carbon credits. Further, it engages in land transformation activities, such as the acquisition of farmlands or businesses with underdeveloped or underutilized agricultural land; and the implementation of production technology and agricultural practices. The company was founded in 2002 and is based in Luxembourg, Luxembourg. As of May 1, 2025, Adecoagro S.A. operates as a subsidiary of Tether Investments, S.A. De C.V.

Recent AGRO News & Updates

Narrative Update Jul 09

AGRO: Cautious Downgrade And Rich P/E Will Restrain Future Upside

Analysts have revised their price target on Adecoagro to $10.50, citing updated assumptions around revenue growth, margins, and a higher future P/E multiple, even as some recent research has turned more cautious on valuation. Analyst Commentary Recent Street research on Adecoagro has leaned more cautious, with bearish analysts highlighting valuation concerns even as the new US$10.50 price target reflects updated assumptions on growth and margins.
Seeking Alpha Jul 08

Adecoagro: The Harvest Is Over, Now It's Time For Patience (Rating Upgrade)

Summary Adecoagro is upgraded to Hold as valuation aligns with fair risk-reward after a 30% decline. Profertil acquisition significantly boosts AGRO's EBITDA and increases exposure to fertilizer, but also elevates leverage and commodity volatility. Current macro risks - especially related to oil, gas, and interest rates - could pressure AGRO's earnings and valuation further. I estimate AGRO's intrinsic value at $9.23 per share, closely matching the current market price; patience is warranted before adding. Read the full article on Seeking Alpha

Recent updates

No updates