Barclays Keeps an Equal Weight Rating on Archer-Daniels-Midland Company (ADM)

Archer-Daniels-Midland Company (NYSE:ADM) is one of the 11 Biggest Agriculture Stocks to Buy in 2026.

On April 1, 2026, Barclays analyst Benjamin Theuer increased Archer-Daniels-Midland Company (NYSE:ADM)’s price objective from $68 to $77 while maintaining an Equal Weight rating. Barclays linked the upgrade to anticipated oilseed market tightening following the EPA’s finalization of the Set 2 Rule, which may limit refinery supply, boost crush margins, and move value upstream. The analyst noted that biofuels currently rely more on feedstock than on demand conditions.

Archer-Daniels-Midland Company (NYSE:ADM) posted fourth-quarter EPS of $0.94 and adjusted EPS of $0.87, with full-year EPS of $2.23 and adjusted EPS of $3.43. According to CEO Juan Luciano, the corporation showed resilience in the face of fluctuating global trade conditions and uncertainty about biofuel policy in the United States. ADM anticipated an adjusted EPS of $3.60 to $4.25 in 2026, driven by a potential crush margin increase, operating savings, and better demand, while segment trends showed flat carbohydrate performance and rising nutrition growth.

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Archer-Daniels-Midland Company (NYSE:ADM) produces oilseeds, corn, wheat, cocoa, and other agricultural commodities. It operates in four segments: Ag Services and Oilseeds, Carbohydrate Solutions, Nutrition, and Other.

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