ADMConsumer Defensive · Farm ProductsThe 11 Wall Street analysts covering Archer-Daniels-Midland Co. hold a median 12-month price target of $78 — -3.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 88 of 100 as at 15 Aug 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Archer-Daniels-Midland Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (92): The share count has been shrinking and the company is not leaning on new borrowing.
Accruals (48): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (7): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ADM, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits −3.0% from it.
Of the 20 most recent actions, 5 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 5 Aug 2026 | Barclays | Maintains | Equal-Weight | $85 → $90 |
| 5 Aug 2026 | Morgan Stanley | Upgrade | Equal-Weight | $60 → $79 |
| 20 July 2026 | Morgan Stanley | Maintains | Underweight | $58 → $60 |
| 20 July 2026 | Morgan Stanley | Maintains | Underweight | — |
| 15 June 2026 | UBS | Maintains | Buy | $90 → $95 |
| 15 June 2026 | UBS | Maintains | Buy | — |
| 7 May 2026 | UBS | Maintains | Buy | — |
| 6 May 2026 | Barclays | Maintains | Equal-Weight | — |
| 6 May 2026 | JP Morgan | Maintains | Underweight | — |
| 6 May 2026 | Morgan Stanley | Maintains | Underweight | — |
| 6 Apr 2026 | Jefferies | Maintains | Hold | — |
| 1 Apr 2026 | Barclays | Maintains | Equal-Weight | — |
| 24 Mar 2026 | JP Morgan | Maintains | Underweight | — |
| 19 Feb 2026 | Barclays | Maintains | Equal-Weight | — |
| 4 Feb 2026 | JP Morgan | Maintains | Underweight | — |
| 21 Jan 2026 | JP Morgan | Maintains | Underweight | — |
| 16 Dec 2025 | Morgan Stanley | Downgrade | Underweight | — |
| 5 Nov 2025 | JP Morgan | Downgrade | Underweight | — |
| 20 Aug 2025 | JP Morgan | Assumes | Neutral | $48 → $61 |
| 12 Aug 2025 | Morgan Stanley | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ADM appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 36% of US stocks
Cheaper than 84% of US stocks
Cheaper than 53% of US stocks
Cheaper than 22% of US stocks
Higher than 45% of US stocks
Higher than 93% of US stocks
Higher than 9% of US stocks
Higher than 53% of US stocks
Higher than 52% of US stocks
Higher than 58% of US stocks
Higher than 60% of US stocks
Higher than 58% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| ADMArcher-Daniels-Midland Co. | $38.8B | 88 |
| BGBunge Global SA | $22.1B | 43 |
| TSNTyson Foods, Inc. | $20.1B | 57 |
| CALMCal-Maine Foods, Inc. | $3.9B | 47 |
| SYYSysco Corp.* | $39.7B | 81 |
| HSYThe Hershey Co.* | $37.4B | 81 |
| KVUEKenvue, Inc.* | $36.9B | 65 |
* Nearest Consumer Defensive names by size — few farm products companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Archer-Daniels-Midland Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
A weekly summary was published detailing dividend activity for Dividend Champions, Contenders, and Challengers, including companies that changed their dividends and those with upcoming ex-dividend dates.
Why it matters — ADM watchers would care because the report may include ADM among the listed companies, indicating any changes to its dividend status or upcoming ex-dividend dates.
Archer-Daniels-Midland raised its 2026 earnings-per-share outlook, citing strong biofuel economics, ethanol margins, and improved Nutrition segment performance as drivers of second-half growth.
Why it matters — An upward revision to the 2026 EPS view signals management's confidence in near-term profit momentum from biofuels and the Nutrition division.
Zacks Investment Research highlighted three AgTech and food innovation stocks — ADM, DAR and BG — as the industry evolves, positioning ADM among the companies reshaping agriculture and nutrition.
Why it matters — An ADM watcher would care because the article places ADM in focus among the AgTech and food-innovation companies seen as part of the evolving industry landscape.
Archer-Daniels-Midland Co. (ADM) is benefiting from stronger biofuels economics and improved crushing margins, according to Zacks Investment Research. Capacity investments are supporting additional growth for the company.
Why it matters — ADM watchers would care because improved biofuels economics and crushing margins, along with capacity investments, point to continued growth prospects for the company.
Archer-Daniels-Midland raised its 2026 earnings outlook following a strong second quarter, driven by gains in crushing, ethanol, and Nutrition segments.
Why it matters — The upward earnings revision signals improving profit momentum in key business lines, though the note cautions that execution risks remain.
The 11 Wall Street analysts covering Archer-Daniels-Midland Co. have a median 12-month price target of $78, with estimates ranging from $60 to $95. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 11 analysts covering Archer-Daniels-Midland Co., 1 rate it a Buy, 8 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Archer-Daniels-Midland Co. 88 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Archer-Daniels-Midland Co. ranks 88 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (92 of 100).
No one can know that. What the data says: the median 12-month target from 11 analysts implies -3.0% from the last close, and Ticker Nerd's factor model ranks Archer-Daniels-Midland Co. 88 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Archer-Daniels-Midland Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ADM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $60 to $95 over the next 12 months.
Archer-Daniels-Midland Co. returned +39.9% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Archer-Daniels-Midland Co is a global agricultural processing and nutrition company that connects crop supply chains with food, feed, industrial, and energy markets. Archer-Daniels-Midland Co sources, stores, transports, and merchandises major commodities such as oilseeds, corn, wheat, and cocoa, while also converting them into oils, meals, sweeteners, starches, flour, and other ingredients.
The most recent item we track (Seeking Alpha, 14 Aug 2026): "Dividend Champion, Contender, And Challenger Highlights: Week August 16". A weekly summary was published detailing dividend activity for Dividend Champions, Contenders, and Challengers, including companies that changed their dividends and those with upcoming ex-dividend dates.
Archer-Daniels-Midland Co is a global agricultural processing and nutrition company that connects crop supply chains with food, feed, industrial, and energy markets. Archer-Daniels-Midland Co sources, stores, transports, and merchandises major commodities such as oilseeds, corn, wheat, and cocoa, while also converting them into oils, meals, sweeteners, starches, flour, and other ingredients. The company’s business is organized around Ag Services and Oilseeds, Carbohydrate Solutions, and Nutrition, reflecting its role across origination, processing, and ingredient formulation. Archer-Daniels-Midland Co also serves human and animal nutrition customers with specialty ingredients including plant-based proteins, flavors, emulsifiers, fibers, probiotics, and other functional solutions. Headquartered in Chicago, Illinois, and founded in 1902, Archer-Daniels-Midland Co remains a key intermediary in global agricultural markets and food ingredient supply chains.
CEO Mr. Juan Ricardo Luciano · 40,798 employees · United States · https://www.adm.com