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Archer Daniels Midland (ADM) Stock Analysis

Consumer Defensive Updated August 23, 2026
$80.24
52W $55.58 – $88.46
70/100
$38.70B
22.0
0.61
AI Committee Verdict
Buy
70/100
Conviction: Unanimous · 100% agreement · 4 analysts
+3.2%
-7.7%
0.42:1
Unanimous
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is ADM Bullish or Bearish?

Bullish. Innellis AI committee rates Archer Daniels Midland (ADM) Buy with a composite score of 70/100 , based on 4 analysts with 100% agreement. Last updated August 23, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +4.94 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -15.06 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is sector concentration is already high (hhi 3069.37). The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • Bearish candlestick pattern(s) detected: Bearish Engulfing.
  • Risk/reward is unfavorable: 7.7% downside vs 3.2% upside.
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 23, 2026
Overall Committee Score
70/100
Agreement
100%
Analysts
4
Conviction
Unanimous
Sector Rank
Top 1%
of 72 Consumer Defensive peers
Growth Analyst bullish
82 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 17 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score strengthened from 66.8 to 70.1.

Analyst-level changes:
  • Growth Analyst: score 66->82 (+16).
  • Value Analyst abstained (was bullish at 70).

Comparing 2026-08-22 to 2026-08-23 (1 day apart).

Technical Analysis

RSI (14)
47.0
Neutral
MACD Histogram
0.105
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$74.06
Resistance
$82.83
Bollinger %B
0.51
Inside Bands
Price vs Moving Averages
EMA 9
$80.74 Below
EMA 21
$80.67 Below
EMA 50
$80.02 Above
EMA 200
$72.61 Above

Fundamental Analysis

Valuation
90
Growth
95
Profitability
14
Financial Health
75
Cash Flow
70
Valuation
P/E Ratio 22.0×
P/B Ratio 1.65×
PEG Ratio 0.37
Dividend Yield 2.58%
52W High $88.46
52W Low $55.58
Quality & Growth
ROE 474.2%
ROA 205.8%
Gross Margin 687.0%
Operating Margin 246.2%
Revenue Growth YoY
Debt / Equity 0.40
AI Fundamental Assessment
P/E ratio of 22.0 (inexpensive relative to a 15-40x range); Price-to-book of 1.7x; PEG ratio of 0.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 4.7%; Return on assets of 2.1%; Net margin of 2.2%; Gross margin of 6.9%; Current ratio of 1.39 (tight short-term liquidity); Debt-to-equity of 0.40; Free cash flow per share is positive (3.46); Most recent quarter beat estimates by 26.8%; 5 consecutive earnings beats; EPS growth accelerating (-18.4% -> +159.2% QoQ); Average YoY EPS growth of 97.8%; Analyst estimates rising over recent quarters
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