TickerTalks
Browse all tickers →
TickerTalks›$ADM
ADADM

Archer-Daniels-Midland Company

$ADM·$37B·Agricultural Farm Products·Consumer Defensive
$81.29-0.3%YTD+39.0%1Y+31.0%
Mentions · last 7 days
2026-08-22: 2 posts2026-08-23: 3 posts2026-08-24: 2 posts640%
Price updated 10h ago·X counts updated 7d ago
ADADM
$ADMArcher-Daniels-Midland Company
$81.29-0.31%64 posts0%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ADM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-26

The move is getting stronger, with heavier trading behind it.

ADM's Q2 was a blowout — adj EPS +98% YoY, revenue +4%, FY26 guide raised 25% on the biofuels boom.

Archer Daniels Midland is the agricultural-processing and biofuels giant that has quietly become one of the primary beneficiaries of the renewable-fuel and geopolitical-supply cycle. The Q2 print and raised FY26 guide reprice the tape as a real inflection.

  • The Q2 print was a category-defining beat: adjusted EPS $1.84 vs sell-side $1.44 (+98% YoY), revenue $22.68B vs $21.79B est, segment operating profit $1.45B (+75% YoY, Ag Services & Oilseeds +129%) — plus FY26 EPS guide raised massively to $5.15-5.60 vs $4.15-4.70 prior; that's the shape of a real operating inflection driven by biofuels demand.
  • The valuation is starting to catch up but has room: PE 36x trailing (elevated from prior write-downs working through), 6% gross margin (typical low-margin agricultural processor), plus 12% FCF yield — a $37B agricultural conglomerate at those FCF metrics with a raised guide is genuinely mispriced against its own historical range.
  • The tape is confirming: at 72% of the 52-week range, 1% below the 50-day and 11% above the 200-day on 1.11x elevated volume with beta 0.61 — a defensive-beta ag processor climbing on above-average volume with a fresh guide raise is exactly the shape of a genuine institutional-driven repricing; small insider F-InKind activity is mechanical.

The path if this works is the Nov 3 Q3 print delivering another clean beat with continued biofuels-margin commentary, taking the tape past $90. What breaks it is a biofuels-price reversal or a soft agricultural-commodity guide — ADM is levered to both, and the setup is priced for continuation of the biofuels boom.

Agrees with X sentimentThe X bulls have the setup right — Q2 adj EPS $1.84 vs $1.44 (+98% YoY), revenue $22.68B vs $21.79B est, segment op profit $1.45B (+75% YoY, AS&O +129%), FY26 guide raised to $5.15-5.60, biofuels-boom driving thesis, orderly dip in uptrend, >$80 long — and mechanics back the accelerating tape.

What to watch: Nov 3 Q3 print (sell-side EPS $1.53) — another clean beat plus continued biofuels-margin commentary extends the tape past $90; a biofuels-price reversal or a soft agricultural-commodity guide breaks the accelerating tape back toward $60.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 posts analyzed · as of 2026-08-31

Two conversations share the ticker and both tilt bullish. On the equity side, posters point to wheat at a three-year high, US stockpiles at a 55-year low and Russian strikes on Ukraine's Black Sea export routes, calling ADM and BG the food-inflation plays to own. The louder thread is about a crypto agent that also trades as $ADM — an autonomous yield-hunting bot with a $500k wallet, hyped as institutional alpha.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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

Crop price cycles (corn, soy, wheat) drive agricultural input and equipment demand; fertilizer pricing has normalized from post-Ukraine spike peaks. Precision agriculture adoption (GPS planting, AI-driven yield optimization) is the structural demand driver for capital equipment.

What this means for $ADM

Partial — upstream oil & gas exposure ties to commodity price cycle; Archer-Daniels-Midland Company (ADM) stands as a major globa.

Top industry ETF

$XLPConsumer Staples Select Sector SPDR
+9.9%YTD
+5.4%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 $1.53

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$85.8B$82.1B – $89.6B$4.82$4.56 – $5.276
FY27$89.7B$86.3B – $96.0B$5.61$5.06 – $6.126
FY28$94.6B$84.8B – $120.9B$5.34$4.92 – $6.635
FY29$84.7B$79.6B – $100.5B$5.01$4.62 – $6.232
FY30$85.8B$80.6B – $101.7B$4.64$4.28 – $5.762

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.1.4×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.78%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.+1.3%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.+13.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 478.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β0.615-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

SellMar 13Ian R PinnerPresident34.1K sh$2.4MSellMar 13Christopher M CuddyPresident35.0K sh$2.6MSellMar 10Gregory A MorrisPresident50.0K sh$3.4M
+ 55 other (48 awards · 7 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
Free, forever. No credit card.

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.

3New insider — initial holdingsMar 183
8-KOfficer or director changeMar 108-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 13 other (4 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

5 Broker-Adored Stocks to Watch as Iran-U.S. Tensions Refuse to Fadezacks.com·7d agoCallan Family Office LLC Purchases New Position in Archer Daniels Midland Company $ADMdefenseworld.net·7d agoDanske Bank A S Takes $1.20 Million Position in Archer Daniels Midland Company $ADMdefenseworld.net·9d agoBank of New York Mellon Corp Takes Position in Archer Daniels Midland Company $ADMdefenseworld.net·9d agoIs Archer Daniels Midland (ADM) Stock Outpacing Its Consumer Staples Peers This Year?zacks.com·11d ago

More in Agricultural Farm Products

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SDOT$FTROF
Voices on X · top 15 · 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.

PrivacyTermsSupport