AGRO ADECOAGRO S.A. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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09:16
May 14
May 14
Directionally bullish on Adecoagro ($AGRO): Tether owns 73%, South American agro-industrial (sugar/ethanol/energy) with fixed NG cost until Jan 2028.
HIGH
16:26
Apr 29
Apr 29
AGRO to keep moving higher on repricing of natgas, fertilizer and foodstuffs; Tether owns 70%+ equity.
MED
01:41
Apr 13
Apr 13
Casually reaffirms holding/riding Adecoagro, citing it as a position he's still in.
LOW
13:42
Mar 30
Mar 30
Bullish Adecoagro on fundamentals — 'there's always a bull market somewhere', flags AGRO FA as a winner.
LOW
18:19
Mar 24
Mar 24
Bullish Adecoagro: owns Profertil (top low-cost LatAm urea producer) with fixed natural-gas costs to 2027; expects EBITDA to keep re-rating.
HIGH
09:52
Mar 22
Mar 22
Bullish Adecoagro: only major urea producer with guaranteed fixed natural-gas (Vaca Muerta) costs to 2027, insulating it from gas spikes.
HIGH
17:48
Mar 20
Mar 20
Long AGRO; bought in $10s and added sub $14. Urea/fertilizer prices set to spike; AGRO uniquely positioned via cheap NG from Vaca Muerta until 2027.
HIGH
00:57
Mar 20
Mar 20
Long AGRO as an indirect natural-gas play; NG crisis from Strait of Hormuz/Qatari infra damage will persist for years.
HIGH
16:32
Mar 18
Mar 18
Buying equities that benefit from second-order effects of the war, naming AGRO; moving the book to more cash plus these names.
HIGH
00:52
Mar 18
Mar 18
Long AGRO; legit undervalued even after the earnings re-rate, price target $20.
HIGH
17:34
Mar 17
Mar 17
Long AGRO via calls (up 95%, near free trade); re-rating to continue on urea/fertilizer shortage from Hormuz and direct Vaca Muerta cheap-NG access.
HIGH
16:37
Mar 17
Mar 17
The author highlights AGRO's 17% gain and recommends reviewing a positive thesis on the stock.
HIGH
15:00
Mar 17
Mar 17
Confirms long AGRO exposure, preferring it as his way to express the fertilizer/Tether thesis.
MED
14:35
Mar 17
Mar 17
Bullish AGRO; teases upside catalyst of AGRO announcing a doubling of urea production.
MED
04:37
Mar 17
Mar 17
Long AGRO, largest urea producer in LatAM and 74% Tether-owned; second-order effects of Hormuz not yet priced in but will be.
HIGH
14:34
Mar 16
Mar 16
Long AGRO via a lot of Sept 2026 calls; AGRO is a Tether proxy (74% owned), with earnings catalyst after its M&A of Profertil, LatAM's largest urea producer.
HIGH
About AGRO Analyst Coverage
Buzzberg tracks AGRO (ADECOAGRO S.A.) across 2 sources. 17 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (94%). 18 total trade ideas tracked. Latest voices: crypto_condom, Daniel Koss.