AGRO
AdecoagroBNYSE / Food Beverage & Tobacco
Last Price
At close
2026-06-02
Current thesis
The primary filing materially improved the operating picture: 1Q26 adjusted EBITDA rose to $85.8 million, fertilizer EBITDA reached $52.5 million, sugarcane crushing hit a first-quarter record, and management explicitly said 2026 adjusted EBITDA should be stronger than previously anticipated as higher urea prices flow through [#6K-2026-05-11].
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta -34.6.
What can break
Adjusted net income remained negative in 1Q26 despite the EBITDA rebound, so earnings quality and below-the-line pressure remain open issues [#6K-2026-05-11].
Momentum
67
Value
55
Sentiment
52
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $13.00 · Bull $15.50 · Bear $10.50
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-14 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $10.58
Why
Momentum67 · Δ7d -34.6
Value55 · Δ7d -0.2
Sentiment52 · Δ7d +5.0
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
67
34% active weight
Current posture
7d trendSoftening
Δ7d
-34.6
Δ21d
-34.0
Value
55
32% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
+0.6
Sentiment
52
33% active weight
Current posture
7d trendImproving
Δ7d
+5.0
Δ21d
+21.1
Why this grade
Composite grade B. Momentum 67.1 / Value 55.4 / Sentiment 51.8
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$1.82B
Beta
0.42
Shares Out
100.09M
P/E (TTM)
34.4
P/S (TTM)
0.81
P/FCF (TTM)
31.57
Rev YoY
-33.6%
EPS YoY
-65.6%
Gross Margin
+17.7%
Op Margin
+8.2%
Net Debt
$910.34M
Current Ratio
2.80
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

