B+
Bull case
25%
Probability
Target price
$75.00
Analysis reference price unavailable
Analysis 2026-08-09 · RankAlpha Sentiment Codex
DAR
Darling IngredientsCNYSE / Food Beverage & Tobacco
Last Price
Quote time unavailable
Current thesis
The Q2 operating result, DGD contribution, cash generation, and debt reduction materially strengthen the constructive thesis. Q3 core EBITDA guidance provides a nearer-term validation point [#SEC-8K-2026-07-30].
Posture
Mixed
Lead driver
Sentiment
What changed
4 setup hits (3d) with net bullish as of 2026-09-09.
What can break
Acquisition integration, execution, leverage, and cash-flow risks remain relevant despite Q2 deleveraging.
Momentum
83
Value
57
Sentiment
58
Setup hits (3d)
4 · Net Bullish
AI TargetsBase $65.00 · Bull $75.00 · Bear $48.00Analysis 2026-08-09; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-10 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-09 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-10
Investment thesis
As of 2026-09-10
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-10. Definitions
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Bullish
Target $81.86
Why
Momentum83 · Δ7d +7.7
Value57 · Δ7d 0.0
Sentiment58 · Δ7d +2.7
So what
Balanced signals (Net Bullish). Wait for confirmation before sizing up.
Confirming evidence
- • 4 setup hits (3d) with net bullish as of 2026-09-09.
- • Sentiment remains the lead driver in the composite, 7D delta +2.7.
Contradictions & invalidation
- • Acquisition integration, execution, leverage, and cash-flow risks remain relevant despite Q2 deleveraging.
- • Analyst revisions, target changes, options data, short interest, and social coverage are unavailable.
- • The earnings upside is exposed to DGD margins, biofuel policy and tax-credit changes, feedstock availability, finished-product prices, and operating disruption risks identified in the filing [#SEC-8K-2026-07-30].
Catalyst clock
2026-07-30
Q2 earnings and deleveraging follow-through
Lead driver: Sentiment · See AI snapshot
Momentum
83
9% active weight
Current posture
7d trendImproving
Δ7d
+7.7
Δ21d
+1.2
Value
57
28% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
+4.2
Sentiment
58
62% active weight
Current posture
7d trendImproving
Δ7d
+2.7
Δ21d
-1.7
Why this grade
Composite grade C. Momentum 82.5 / Value 56.8 / Sentiment 58.0
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-09. Scenario method
Most likely
B
Base case
55%
Probability
Target price
$65.00
Analysis reference price unavailable
Analysis 2026-08-09 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$48.00
Analysis reference price unavailable
Analysis 2026-08-09 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$10.68B
Beta
1.27
Shares Out
157.8M
P/E (TTM)
56.2
P/S (TTM)
1.02
P/FCF (TTM)
12.48
Rev YoY
+15.9%
EPS YoY
+2940.6%
Gross Margin
+18.3%
Op Margin
+8.9%
Net Debt
$4.06B
Current Ratio
1.56
As of 2026-09-10 • Updated nightlySource: Internal modelMethods & Data