JBS JBS N.V. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
21:03
Sep 04
Sep 04
Bloomberg Markets
Beef processors face Trump policy risk.
President Trump's executive order allowing ranchers to process their own beef targets major beef processors and aims to lower beef prices. Jeff Mason says Trump acknowledged he is taking on those companies and they are not going to like it, creating policy/regulatory risk for meat processors such as Tyson Foods, Smithfield Foods, and JBS.
17:16
Aug 23
Aug 23
Bloomberg Markets
Beef processors losing money; Tyson struggling
US beef processors have been losing money on every head since early 2024 because cattle costs are so high; Tyson, JBS and Cargill have pulled back capacity, and Tyson has closed plants, missed earnings and cut guidance. Beef operations are weak even though company-level profits remain supported by other segments such as chicken.
21:00
Jul 14
Jul 14
Market Makers
Barreiras comerciais sufocam carnes brasileiras
O Brasil enfrenta barreiras comerciais severas para carnes: EUA com tarifa de 25% (Seção 301), Europa com proibição a partir de 3 de setembro para carne bovina, frango, mel e ovos por uso de antibióticos, e China com tarifa extra de 55%, totalizando 67% de imposto, bloqueando os principais mercados e prejudicando frigoríficos brasileiros.
About JBS Investor Commentary
Across the available history and selected sources, Buzzberg tracks JBS (JBS N.V.) across 7 sources: 0 bullish vs 0 bearish calls from 9 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 12 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Jeff Mason, Ilena Peng, Ronaldo Caiado.