Canaccord cuts Bioceres stock target to $7, maintains Buy rating

Published 06/02/2025, 20:58
Canaccord cuts Bioceres stock target to $7, maintains Buy rating

On Thursday, Canaccord Genuity adjusted its outlook on Bioceres Crop Solutions (NASDAQ:BIOX), reducing the price target to $7.00 from the previous $9.50, while still advocating a Buy rating for the stock. The revision comes as BIOX trades near its 52-week low of $5.71, having declined 34% over the past six months. According to InvestingPro analysis, the company maintains impressive gross profit margins of nearly 40%, suggesting operational efficiency despite market challenges.

Bioceres’ fiscal fourth quarter is anticipated to be its strongest, according to Canaccord Genuity, despite the adjustment in price target. The period’s performance is expected to be influenced by several key developments. These include the potential advance procurement of biologicals by Corteva (NYSE:CTVA) for the European market, which might take place between June and as late as August-September, the US cash crops timeframe from February to May, and the winter crop planting season in Argentina and Brazil. The company’s current revenue of $441.27M and positive earnings outlook support this optimistic view. InvestingPro subscribers can access 6 additional key insights about BIOX’s growth potential.

The management of Bioceres has clarified that revenues not realized during the latest planting season will not be deferred to the new season. However, the shift towards La Niña weather conditions is projected to create a more favorable farming environment in South America for the years 2025 and 2026, which could benefit the company’s operations.

Canaccord Genuity has revised its fiscal year 2025 estimates for Bioceres, projecting revenues of $436.7 million and an adjusted EBITDA of $69.3 million. The new price target of $7 is based on an 8.2x EV/Adjusted EBITDA multiple applied to these FY25 estimates, compared to the current EV/EBITDA of 11.11x. InvestingPro’s Fair Value analysis suggests the stock is currently slightly undervalued, aligning with Canaccord’s continued confidence in Bioceres’ business model and growth trajectory, despite the adjustments made in light of current market conditions and company-specific factors.

In other recent news, Bioceres Crop Solutions Corp. has been the subject of several significant developments. The company updated its fiscal Q2 expectations, although the specifics of the changes were not detailed in the SEC filing. In addition, Bioceres’ subsidiary, Rizobacter Argentina S.A., completed a public offering of Series X corporate bonds, raising approximately $25.9 million.

Financially, the company reported a 20% decline in total revenues for its fiscal first quarter of 2025, amounting to $93.3 million, primarily due to severe drought conditions in Argentina affecting crop nutrition sales. Despite this, Bioceres saw growth in North America and Brazil and received regulatory approval for HB4 soy cultivation in Uruguay and Bolivia.

The agricultural solutions firm also maintained its Outperform rating with Oppenheimer, which highlighted the company’s ability to grow amidst broader economic headwinds and manage cash utilization effectively. Despite the challenges, management remains optimistic, citing recent rainfall that could positively impact future performance.

These are the recent developments for Bioceres Crop Solutions, a company known for its innovative solutions aimed at enhancing agricultural yields and sustainability.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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