Analysts expect Archer-Daniels-Midland to report Q2 2026 revenue of $22.4 billion and EPS of $1.42, as the stock trades at $79.27, roughly 5% above the average analyst price target of $75.67.
The central focus for investors is the Ag Services & Oilseeds (AS&O) segment's recovery, specifically the expected reversal of $275 million in mark-to-market and timing impacts that hampered Q1 results.
Market participants are monitoring soybean crush margins and biofuel policy clarity, which recently led management to raise full-year 2026 earnings guidance. Additionally, signs of sustained recovery in the Nutrition segment following past accounting and operational challenges remain a secondary but vital theme.