Zacks Investment Research
15 Oct 2026, 15:55 UTC · 53m ago
Archer Daniels' Sweetener Weakness: Can Ethanol Offset It?
Impact · against what's priced in
The update is marginally positive for ADM as a $100 million upward revision to expected 45Z tax credits provides a concrete floor against ongoing liquid sweetener weakness. While the ethanol strength and sweetener pressure are already factored into the current valuation, the specific increase in tax credit benefits creates a direct EPS boost not previously captured.
- ADM+0.15
Not in the price yet
- The price assumes
Is the current expansion in soybean crush and biofuels margins a structural shift supported by renewable fuel policy
The raise in expected 2026 45Z tax credit benefits from $150 million to $250 million is a concrete fiscal boost that supports the 'structural shift' side of the biofuel margin debate.
What ADM's price assumes · Aug 26
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