AGROConsumer Defensive · Farm ProductsThe 7 Wall Street analysts covering Adecoagro SA hold a median 12-month price target of $13 — +17.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 31 of 100 as at 22 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Adecoagro SA 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
Growth (88): Sales and profits are climbing, and climbing faster than before.
Issuance (9): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on AGRO, 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 +17.5% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 June 2026 | JP Morgan | Maintains | Underweight | $7.00 → $11 |
| 15 Apr 2026 | Citigroup | Downgrade | Neutral | — |
| 30 Mar 2026 | UBS | Upgrade | Buy | — |
| 17 Mar 2026 | Morgan Stanley | Upgrade | Equal-Weight | — |
| 2 Dec 2025 | UBS | Maintains | Neutral | — |
| 1 Dec 2025 | JP Morgan | Reinstates | Underweight | $7.00 |
| 3 Sept 2025 | UBS | Maintains | Neutral | — |
| 16 July 2025 | Morgan Stanley | Maintains | Underweight | — |
| 29 Apr 2025 | UBS | Maintains | Neutral | — |
| 28 Apr 2025 | Morgan Stanley | Downgrade | Underweight | — |
| 14 Oct 2024 | UBS | Initiates | Neutral | — |
| 26 Sept 2024 | JP Morgan | Maintains | Neutral | — |
| 17 Sept 2024 | Morgan Stanley | Downgrade | Equal-Weight | — |
| 9 Sept 2024 | B of A Securities | Maintains | Buy | — |
| 1 July 2024 | JP Morgan | Upgrade | Neutral | — |
| 8 Dec 2023 | JP Morgan | Downgrade | Underweight | — |
| 5 Dec 2023 | B of A Securities | Upgrade | Buy | — |
| 17 Nov 2023 | JP Morgan | Maintains | Neutral | — |
| 6 Sept 2023 | B of A Securities | Upgrade | Neutral | — |
| 17 July 2023 | Morgan Stanley | Upgrade | 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. AGRO 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 28% of US stocks
Cheaper than 71% of US stocks
Cheaper than 76% of US stocks
Cheaper than 43% of US stocks
Higher than 83% of US stocks
Higher than 61% of US stocks
Higher than 35% of US stocks
Higher than 75% of US stocks
Higher than 55% of US stocks
Higher than 51% of US stocks
Higher than 62% of US stocks
Higher than 49% 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.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Adecoagro SA — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Adecoagro S.A. published the transcript of its Q2 2026 earnings call, as republished by Seeking Alpha. The transcript covers the company's second-quarter 2026 results and management discussion.
Why it matters — AGRO watchers can review management's commentary on the quarter's operational and financial performance directly from the earnings call transcript.
Adecoagro reported record consolidated adjusted EBITDA of $173 million for the second quarter and $258 million for the first half of 2026, driven by strength in its fertilizer business, which offset softer results in other segments.
Why it matters — The record EBITDA highlights strong performance in the fertilizer segment despite headwinds in sugar, ethanol, and other operations, offering a key data point for assessing the company's diversified business mix.
The 7 Wall Street analysts covering Adecoagro SA have a median 12-month price target of $13, with estimates ranging from $11 to $16. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Adecoagro SA, 1 rate it a Buy, 5 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Adecoagro SA 31 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, Adecoagro SA ranks 31 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 Growth (88 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +17.5% from the last close, and Ticker Nerd's factor model ranks Adecoagro SA 31 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Adecoagro SA publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AGRO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $11 to $16 over the next 12 months.
Adecoagro SA returned +30.2% over the 12 months to 21 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Adecoagro S.A. is an integrated agro-industrial company specializing in the production and processing of food and renewable energy across South America.
The most recent item we track (Seeking Alpha, 12 Aug 2026): "Adecoagro S.A. (AGRO) Q2 2026 Earnings Call Transcript". Adecoagro S.A. published the transcript of its Q2 2026 earnings call, as republished by Seeking Alpha. The transcript covers the company's second-quarter 2026 results and management discussion.
Adecoagro S.A. is an integrated agro-industrial company specializing in the production and processing of food and renewable energy across South America. Founded in 2002 and headquartered in Luxembourg, the company operates an extensive footprint with more than 9,000 employees, managing over 10 million tons of sugarcane and producing upwards of 2.8 million tons of agricultural goods and renewable energy each year. Adecoagro’s diversified operations encompass farming activities—such as crops, rice cultivation, and dairy production—alongside significant investments in sugar, ethanol, and electric energy production, particularly in Brazil and Argentina. The company is recognized for its sustainable business practices, employing advanced technologies and innovative models like continuous harvest and biogas generation from agricultural byproducts. With a presence in multiple countries and ownership of modern industrial facilities and dairy farms, Adecoagro S.A. supplies key sectors including food processing, consumer staples, and the renewable energy industry. Its commitment to efficiency, sustainability, and innovation positions it as a leading player in South American agriculture and sustainable energy markets.
CEO Mr. Mariano Bosch · 8,896 employees · Luxembourg · https://www.adecoagro.com