DAR

Darling IngredientsC

NYSE / Food Beverage & Tobacco

Quote time unavailable

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$75.00

Analysis reference price unavailable

Analysis 2026-08-09 · RankAlpha Sentiment Codex

Most likely

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

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-08-09

AI commentary

News tone is positive after the Q2 release, supported by the primary filing [#SEC-8K-2026-07-30]. Secondary coverage reported a $2.41 EPS result versus a $1.45 consensus estimate, while revenue was reported at $1.724 billion; analyst revisions and target changes are unavailable. The post-release price reaction is not sufficiently documented, and social coverage is absent, so the thesis remains constructive but monitoring-oriented.

RankAlpha Sentiment Codex - 2026-08-09

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-07-30eventQ2 earnings and deleveraging follow-throughMedium impact

Q2 net income was $387.3 million, sales were $1.724 billion, and combined Adjusted EBITDA was $741.7 million versus $249.5 million year over year. The company also received $280 million in DGD distributions, reduced net debt by $223 million, and repurchased $73 million of stock [#SEC-8K-2026-07-30]. The earnings event is now reported and substantially reflected in the price.

2026-11-07catalystQ3 core EBITDA guidance validationMedium impact

Management forecast Q3 2026 core-ingredients Adjusted EBITDA of approximately $325-$340 million and expects year-end 2026 net debt at or below $3 billion with bank leverage below 2x [#SEC-8K-2026-07-30]. Exact reporting date is unavailable in the packet.

2027-08-09catalystPortfolio optimization and higher-value ingredientsHigh impact

The company completed three Brazil rendering-facility acquisitions, sold most of its non-core grease-trap environmental-services business, and stated that it expects continued earnings growth, cash generation, and value creation into 2027 [#SEC-8K-2026-07-30]. Execution and commodity-policy sensitivity remain material.

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-08-09 • Updated nightlySource: Internal modelMethodology