The Andersons, Inc. (ANDE)
NASDAQConsumer StaplesAgricultural Farm ProductsSnapshot 2026-09-04
$69.31-0.26%
Close 2026-09-04 · 1-day change
NASDAQConsumer StaplesAgricultural Farm ProductsSnapshot 2026-09-04
QuarterlyIQ Insights · ANDE
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -12.5% |
| Our one-year growth estimate | diamond | 7.4% |
Growth built into the price is above our model estimate.
The price assumes 19.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 9 industry peers · Company calendar date is not available
ANDE — director transition
Dated 2026-06-18
Director — David R. Heppner: The company elected a new director.
Why it matters: Getting these tax credits is important for making money. Updates show financial health.
Supportive ifThe company announces more tax credits earned beyond what was reported before.
Worry ifNo further announcements of tax credits realized by the end of Q3 2026.
Why it matters: Continued EPS growth is crucial to achieving the $7.00 EPS target by 2028. Investors will look for signs of sustained performance.
Supportive ifQ3 diluted EPS exceeds $1.65, showing continued growth from Q2.
Worry ifQ3 diluted EPS falls below $1.65, indicating a slowdown in earnings growth.
Why it matters: Good results in Renewables help overall growth and meet EPS goals.
Supportive ifQ3 Renewables segment made over $65 million before tax.
Worry ifQ3 Renewables segment made less than $40 million before tax.
Why it matters: Finishing this project will boost production. It is important for the growth plan.
Supportive ifManagement says the project will be done and running by the end of 2026.
Worry ifThe project is delayed past the expected finish date.
Why it matters: This project will likely boost production capacity and help growth.
Supportive ifUpdates show the Clymers project is on track to increase capacity.
Worry ifNo updates or delays on the Clymers project by the end of Q4 2026.
Why it matters: This will show if the recent positive trends in Agribusiness can continue.
Watch forQ3 Agribusiness pretax income is over $20 million. This shows strong performance.
Also watch forQ3 Agribusiness pretax income is below $15 million. This may signal problems.
Why it matters: Finishing will boost production and help growth in Renewables.
Supportive ifThe Clymers project will be done and production will increase.
Worry ifThere are delays or issues with the Clymers project timeline.
Why it matters: Ongoing capital investments are crucial for growth. Delays may impact future earnings.
Supportive ifManagement says key capital projects will be done by the end of 2026.
Worry ifKey capital projects are delayed beyond the planned timeline.
Why it matters: This plant is key for making more low-carbon fuel.
Supportive ifThe bio-based diesel plant starts operations as planned.
Worry ifNo updates or delays reported by Q4 2026.
Why it matters: Starting exports will improve sales and revenue.
Supportive ifThe Port of Houston's soybean meal exports will be operational by Q4.
Worry ifNo updates or delays on the operational status by Q4.
Why it matters: Good cash flow helps growth projects and keeps finances healthy.
Supportive ifCash from operations before changes stays over $68 million.
Worry ifCash from operations before changes falls below $68 million.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$120 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $329 loss on $10,000 · 3.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,119 loss on $10,000 · 21.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.