12:50 PM EST, 11/05/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We raise our 12-month target to $103 from $97, 12x our 2026 EPS of $8.59 (up from $8.13; 2025 EPS up to $7.49 from $7.46), in line with the company's long-term mean. Q3 results were slightly ahead of expectations, in our view, though consensus may not have fully captured the recent Viterra acquisition. The quarter is also difficult to interpret given limited historical context and BG's decision not to disclose Viterra's specific contribution. Looking ahead, investor focus has shifted to 2026, which could be a stronger year as Viterra synergies take hold and U.S. biofuel policy becomes clearer. We also see potential upside from new U.S. trade agreements and favorable crop supply/growing conditions. BG is likely to stay active in share repurchases in 2026, particularly as large capex projects wind down. Still, we would be cautious in leaning too heavily on consensus estimates given the company's new segment reporting and limited visibility into Viterra's underlying contribution.