An upcoming meeting organized by Stephens is scheduled for June 17 in New York. This event will spotlight The Andersons (ANDE, Financial) among other topics. The meeting provides an opportunity for investors to gain insights into the company's performance and strategic direction.
Such gatherings often serve as a platform for detailed analysis and discussion, enabling stakeholders to make informed investment choices. Events like these are crucial for investors who are keen on understanding market trends and potential stock value, particularly those who are focused on long-term market resilience and undervalued stock opportunities.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 3 analysts, the average target price for Andersons Inc (ANDE, Financial) is $46.67 with a high estimate of $55.00 and a low estimate of $40.00. The average target implies an upside of 32.09% from the current price of $35.33. More detailed estimate data can be found on the Andersons Inc (ANDE) Forecast page.
Based on the consensus recommendation from 3 brokerage firms, Andersons Inc's (ANDE, Financial) average brokerage recommendation is currently 2.0, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Andersons Inc (ANDE, Financial) in one year is $36.25, suggesting a upside of 2.6% from the current price of $35.33. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Andersons Inc (ANDE) Summary page.
ANDE Key Business Developments
Release Date: May 07, 2025
- Net Income: $300,000 or $0.01 per diluted share; adjusted net income of $4 million or $0.12 per diluted share.
- Revenue: Declined slightly due to lower commodity prices.
- Gross Profit: Improved despite increased expenses.
- Adjusted Pre-Tax Earnings: $3 million, down from $7 million in 2024.
- Adjusted EBITDA: $57 million, up from $51 million in 2024.
- Cash Flow from Operations: $57 million before changes in working capital, an increase of over $8 million from 2024.
- Cash Position: $219 million at the end of the quarter.
- Capital Spending: $47 million, up from $27 million in 2024.
- Long-Term Debt to EBITDA: Approximately 1.8 times.
- Agribusiness Pre-Tax Loss: $5 million; break-even adjusted pre-tax income.
- Agribusiness Adjusted EBITDA: $31 million, up from $29 million in 2024.
- Renewables Pre-Tax Income: $15 million, up from $14 million in 2024.
- Renewables EBITDA: $37 million, up from $34 million in 2024.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
- The Renewables segment had an outstanding first quarter with improved yields and solid margins from ethanol production.
- Agronomy business experienced increased volumes and margins, benefiting from a strong start to the planting season.
- Cash flow from operations before changes in working capital increased by more than $8 million from the previous year.
- The company maintains a strong balance sheet with significant capacity to support growth investments.
- Andersons Inc (ANDE, Financial) is actively pursuing growth projects and acquisition opportunities, including improvements at the Port of Houston to support soybean meal exports.
Negative Points
- Agribusiness segment faced challenges due to global trade uncertainty, resulting in a pre-tax loss attributable to the company.
- Revenues declined slightly due to overall lower commodity prices.
- The threat of tariffs and additional port fees negatively impacted commodity markets, leading to stagnant conditions.
- Feed values were lower year-over-year, impacting the Renewables segment despite strong ethanol margins.
- Skyland acquisition faced a tough first quarter with only slightly positive EBITDA, leaning towards the lower end of expected annual run rate.
