Archer Daniels Midland stock gains on raised 2026 guidance and strong earnings
Published on 09/18/2026 at 20:20 | Editorial responsibility: Rafael MĂĽller, Editor-in-Chief AD HOC NEWS
Archer Daniels Midland Company (ISIN US0394831020) stock has been on a strong run, with the shares closing at USD 88.09 on the NYSE on September 17, 2026, up 3.64% on the day and roughly 53.23% higher year to date based on MarketScreener price data.
Guidance raised and earnings beat support the rally
As MarketBeat reported on September 18, 2026, Archer Daniels Midland raised its fiscal 2026 adjusted earnings guidance to a range of USD 5.15 to USD 5.60 per share, up from the previous band of USD 4.15 to USD 4.70 per share, implying an increase of roughly USD 1.00 per share at the midpoint.
According to Zacks on September 18, 2026, that higher guidance assumes current year revenue growth of 6.6% and earnings growth of 52.2% versus the prior year’s reported figures, underscoring how much management expects profitability to improve.
For the most recent reported quarter, ADM delivered adjusted EPS of USD 1.84, beating the consensus estimate of USD 1.49 by USD 0.35 per share, while revenue reached USD 22.68 billion and rose 7.2% year over year, as highlighted by MarketBeat on September 18, 2026.
Analyst view and valuation signals remain mixed
Despite the earnings beat and higher guidance, analyst sentiment on Archer Daniels Midland stock is still cautious. According to data summarized by MarketBeat on September 18, 2026, the stock carries a consensus rating of Hold, with an average price target of USD 79.67, which stands below the reported USD 88.09 opening price and points to downside of around USD 8.42 versus that level.
A separate valuation take from GuruFocus on September 17, 2026, noted that ADM shares rose 3.6% to USD 88.09 and were trading in a 52-week range of USD 55.58 to USD 88.75, with the GF Value model suggesting the stock appeared significantly overvalued at that price.
On the other side of the argument, an article from Simply Wall St on September 18, 2026, highlighted that while a widely followed narrative put fair value near USD 78.70 per share and thus about 12% below the recent close of USD 88.09, a discounted cash flow model on the same platform pointed to a longer term cash flow based value of USD 122.01 per share, framing ADM as undervalued on that metric.
Institutional buying and industry backdrop
Institutional participation has also increased. As MarketBeat reported on September 18, 2026, Bank of America Corp DE purchased 2,357,278 ADM shares in the second quarter, a stake worth about USD 180.1 million and representing roughly 0.49% of the company, contributing to institutional and hedge fund ownership of about 78.28% of the float.
The macro and sector context also plays a role in how investors view ADM. In its industry outlook on September 18, 2026, Zacks noted that Archer Daniels Midland’s expected 2026 sales and earnings growth of 6.6% and 52.2%, respectively, compare with broader agriculture and food-related peers that are balancing input cost volatility and demand trends in grains, oilseeds and specialty ingredients.
In a broader dividend context, Yahoo Finance on September 18, 2026, highlighted ADM as a large cap value and dividend stock benefiting from direct exposure to the food supply chain, where stable cash generation and ongoing dividends are attractive when interest rates stay higher and capital costs pinch more cyclical names.
Stock performance and trading levels
Per the NYSE quote overview on MarketScreener, ADM’s last close of USD 88.09 on September 17, 2026, came with trading volume of 3,673,690 shares and a one day gain of 3.64%, following a prior close of USD 85.00 on September 16, 2026, when the stock had declined 1.86%.
The same overview shows that ADM’s shares have moved between a 52-week low of USD 55.58 and a 52-week high of USD 88.75, leaving the September 17, 2026 closing price just USD 0.66 below that high, a signal that the stock is trading close to the top of its recent range.
MarketScreener also indicates that ADM’s shares are up about 53.23% since the start of the year, an outperformance that investors weigh against valuation metrics such as the forward price to earnings multiple of 16.55 times cited by Zacks, compared with an industry P/E of 12.84 and the S and P 500 P/E of 18.08.
ADM stock near 52-week high on NYSE
ADM stock last closed at USD 88.09 on the NYSE on September 17, 2026, with the price sitting near the 52-week high of USD 88.75 and well above the 52-week low of USD 55.58 in a year that has seen a roughly 53.23% share price increase as of that date.
Archer Daniels Midland stock key data
- Company: Archer Daniels Midland Company
- ISIN: US0394831020
- Ticker: ADM
- Trading venue: NYSE
- Price (as of September 17, 2026, 16:00): 88.09 USD
- Market capitalization: 47,000,000,000 USD (as of September 17, 2026)
- Sector / Industry: Consumer Staples / Agricultural Products
- Index membership: S and P 500
