AGRO
AdecoagroDNYSE / Food Beverage & Tobacco
Last Price
At close
2026-07-18
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
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -1.0.
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
12
Value
52
Sentiment
73
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $13.00 · Bull $15.50 · Bear $10.50
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-14 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $13.76
Why
Momentum12 · Δ7d +2.9
Value52 · Δ7d +0.4
Sentiment73 · Δ7d -1.0
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
12
26% active weight
Current posture
7d trendSoftening
Δ7d
+2.9
Δ21d
+4.0
Value
52
39% active weight
Current posture
7d trendFlat
Δ7d
+0.4
Δ21d
+0.9
Sentiment
73
34% active weight
Current posture
7d trendSoftening
Δ7d
-1.0
Δ21d
-9.6
Why this grade
Composite grade D. Momentum 11.7 / Value 51.7 / Sentiment 73.3
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$1.45B
Beta
0.42
Shares Out
144.31M
P/E (TTM)
34.4
P/S (TTM)
0.81
P/FCF (TTM)
31.57
Rev YoY
+12.2%
EPS YoY
+55.4%
Gross Margin
+11.2%
Op Margin
+8.2%
Net Debt
$1.48B
Current Ratio
1.74
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology

