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Bunge Stock: Inexpensive Near A Record High (Downgrade) (...
Andrew Hecht · 2026-06-17 · via All Articles on Seeking Alpha

Summary

  • Bunge has rallied over 45% since September 2025, nearing its 2008 all-time high of $135 per share.
  • I downgrade BG from "Buy" to "Hold," as the risk/reward profile has shifted after the explosive rally, though I remain bullish long-term.
  • BG benefits from strong global agribusiness positioning, rising biofuel demand, and attractive relative valuation with a 2.39% dividend yield.
  • Upcoming earnings and higher agricultural commodity prices could improve BG's profitability and support further gains, but market correction risks have increased.
  • Looking for more investing ideas like this one? Get them exclusively at Hecht Commodity Report. Learn More »
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Bunge grain and soybean processing facility. Bunge buys and resells grains, oilseeds and softseeds from farmers.

jetcityimage/iStock Editorial via Getty Images

In September 2025, I spelled out the case for a recovery in Bunge (BG) shares on Seeking Alpha, concluding with the following:

I expect BG to eventually challenge the April 2022 high, which is over 50% above the current share price in

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The author always has positions in commodities markets in futures, options, ETF/ETN products, and commodity equities. These long and short positions tend to change on an intraday basis.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.