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ADADM

Archer-Daniels-Midland Company

$ADM·$39B·Agricultural Farm Products·Consumer Defensive
$82.61-0.4%YTD+43.8%1Y+31.3%
Price updated 4h ago·X counts updated 5d ago
ADADM
$ADMArcher-Daniels-Midland Company
$82.61-0.39%95 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ADM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

95X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $ADM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 80% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-14

Archer-Daniels-Midland chatter is a quiet dividend-payer thread — the stock is a favorite 'boring' pick that nobody on X talks about, and El Niño chatter is being cited as a potential soybean/BG tailwind. Also, the cashtag pulls in a Voice/ADM crypto/tokenomics story with FameEX +86% gainer alongside. Tone is uniformly patient bullish.

Read what X is saying about $ADM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ADM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

ADM is up 40% YTD on quiet beats and a fresh CJ CheilJedang amino-acid JV — the Nov 3 print tests the setup.

Archer-Daniels-Midland is a global agribusiness and food-ingredient leader — grain origination, oilseed crushing, and specialty ingredients. The 2026 story has been quiet reacceleration meeting a specific strategic expansion in amino acids.

  • The P&L is slow but surprising: Q2 revenue grew just 1.6% YoY to $20.5B at a slim 2% operating margin, but trailing EPS surprised by 30% and 7.6% — the agri cycle plus internal cost management produces outsized earnings surprises on modest top-line growth.
  • The specific catalyst is the CJ CheilJedang JV: a new amino-acid production joint venture strengthens the specialty-ingredients mix, and El Niño chatter adds a possible soybean-pricing tailwind that would benefit the Agricultural Services and Oilseeds segment.

At 75% of its 52-week range going into Nov 3 earnings, the setup is well-positioned for a continuation beat. Another 15%+ EPS surprise plus any specific Nutrition segment reacceleration is the trigger; a soft Oilseeds crushing margin or any CJ JV integration cost is the first risk.

Agrees with X sentimentThe 'boring dividend compounder nobody talks about' framing is accurate and the CJ CheilJedang JV is a specific operational signal. The Voice/ADM crypto side-thread is noise.

What to watch: Nov 3 Q3 earnings — Ag Services crushing margin, Nutrition segment growth, operating margin direction, and FY27 guide. 15%+ EPS surprise plus Nutrition reacceleration is the trigger; crushing-margin softness is the invalidation.

On the calendar: 2026-11-03 — Q3 earnings

event ahead 30dspecialty pivot

Read the AI verdict on $ADM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Processes corn, oilseeds, and wheat into food ingredients, biofuels, and animal feed; operates grain elevators and port terminals globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Agricultural Farm Products sits in its cycle right now — and what that implies for $ADM.

Agricultural Farm Products · Consumer Defensive

Corn and soybean prices are moderating from 2022 highs as Brazilian supply normalizes after drought disruptions, compressing seed and input margins for agricultural producers. Precision agriculture technology adoption (AI-driven planting optimization, NDVI monitoring drones) is the structural efficiency driver; USDA crop report calendars drive near-term commodity price volatility.

What this means for $ADM

Neutral — Processes corn, oilseeds, and wheat into food ingredients, biofuels, and animal feed; operates grain elevators and port terminals globally.

Top industry ETF

$XLPConsumer Staples Select Sector SPDR
+6.1%YTD
+11.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
36.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
12.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
5.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$1.84$1.42+29.6%
Q1 2026May 5, 2026$0.71$0.66+7.6%
Q4 2025Feb 3, 2026$0.87$0.80+9.2%
Q3 2025Nov 4, 2025$0.92$0.85+8.4%
Next earningsTue, Nov 3·consensus EPS $1.57

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$20.5B+1.6%6.0%2.0%$0.62$-44.0M
Q4 FY25$18.6B-13.7%6.5%1.7%$0.94$-669.0M
Q3 FY25$20.4B+2.2%6.2%1.9%$0.22$1.5B
Q2 FY25$21.2B-4.8%4.7%0.5%$0.45$4.0B

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$87.3B$84.0B – $92.1B$5.47$5.40 – $5.546
FY27$92.3B$87.3B – $100.5B$5.89$5.66 – $6.306
FY28$97.2B$85.5B – $123.2B$5.83$5.26 – $7.155
FY29$89.4B$82.6B – $104.8B$5.76$5.20 – $7.052
FY30$85.8B$79.3B – $100.6B$4.64$4.19 – $5.682

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.81%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 478.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.635-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 51 other (49 awards · 2 inkinds) in window

See when $ADM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 183
AI summary

Archer-Daniels-Midland (ADM) filed a Form 3 for Jeffrey D. Rowe, its EVP & Chief Operating Officer, establishing his initial ownership report. Rowe beneficially owns zero ADM securities at the time of this filing. The Form 3 establishes his status as a reporting person under Section 16.

8-KOfficer or director changeAug 128-K — Item 5.02: Officer or director change
AI summary

Archer-Daniels-Midland (ADM) announced that director Lei Z. Schlitz submitted her resignation on August 6, 2026, accepted by the Board upon recommendation of the Nominating and Corporate Governance Committee. Schlitz was asked to remain on the Board through year-end to ensure continuity. No reason for the resignation was disclosed in the filing. This is a routine board-level departure with an orderly transition.

S-3ASRAuto-shelf registrationAug 4S-3ASR
AI summary

Archer-Daniels-Midland Company (ADM) filed an automatic shelf registration statement (S-3ASR) covering debt securities, warrants, preferred stock, common stock, and stock purchase contracts. As a large accelerated filer, the registration becomes effective immediately upon filing. No specific offering size is disclosed; amounts and terms will be set in future prospectus supplements at the time of each offering. This is a routine shelf re-registration providing ADM ongoing access to public capital markets.

8-KOfficer or director changeJul 238-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Archer-Daniels-Midland Company appointed Jeffrey Rowe, 53, as Executive Vice President and Chief Operating Officer effective August 17, 2026. Rowe steps down as CEO of Syngenta Group (a role he held since January 2024), having previously served as President of Syngenta Crop Protection (2022–2023), President of Syngenta Seeds (2016–2022), and VP at DuPont Pioneer. His compensation package includes a $1.2 million annual base salary, a target annual cash incentive of 175% of base (pro-rated for 2026, paid Q1 2027 at the higher of target or actual performance), plus equity and other benefits to be detailed. Adding a seasoned agribusiness operational executive signals ADM's intent to strengthen execution following its recent accounting and leadership challenges.

8-KOfficer or director changeMay 128-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Archer-Daniels-Midland Company (ADM) held its May 7, 2026 Annual Meeting at which stockholders approved an amendment to the 2020 Incentive Compensation Plan increasing shares available by 9,000,000, and elected all board nominees. CEO J.R. Luciano received notably higher dissent (~15.9M against votes) compared to most peers, as did P.J. Moore (~16.3M against). The 9M additional shares under the 2020 IC Plan are incorporated by reference to the proxy statement. This is a routine governance filing; the elevated opposition to certain directors, particularly Luciano, may reflect residual shareholder concerns from prior regulatory and accounting issues.

+ 9 other (3 earnings 8-Ks · 3 13Gs · 2 10-Qs · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Archer Daniels Midland (ADM) is a Top-Ranked Value Stock: Should You Buy?zacks.com·16h agoArcher Daniels' Sweetener Weakness: Can Ethanol Offset It?zacks.com·2d agoWill ADM (ADM) Beat Estimates Again in Its Next Earnings Report?zacks.com·4d agoMiddle Coast Investing Q1 2026 Portfolio Activityseekingalpha.com·4d agoArcher Daniels' Wilmar Earnings Fall 22%: Is Pressure Temporary?zacks.com·5d ago

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Voices on X · last 7 days

No standout posts about $ADM on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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