Bunge Global (BG) stock calls: who's bullish, who's bearish, and their track records
As of October 8, 2026, MCAFax has logged 2 calls on Bunge Global (BG) from 1 tracked investor: 0 bullish, 2 bearish and 0 neutral. The most recent is bearish, posted by @sprucepointcap on Oct 6, 2026 when BG last closed at $107.32. Of 1 scored call, 1 beat the S&P 500 in the called direction over 180 days.
Not investment advice; for research and education.
Who is bullish and who is bearish on BG?
Unique call. Only Spruce Point Capital (@sprucepointcap) has a logged call on BG, so there is no consensus to measure yet. A call nobody else in our database is making is, by definition, non-consensus among the voices we track.
Every logged BG call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 6, 2026 | Spruce Point Capital (@sprucepointcap) | Bearish (short) | $107.32 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Mar 25, 2026 | Spruce Point Capital (@sprucepointcap) | Bearish (short) | $124.09 | $112.61 on Sep 21, 2026 | W, +27.7 pts vs S&P 500 (180 days) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for BG
No tracked investor has a current bullish thesis on BG.
The bear case for BG
- Second senior departure (CLO after CAO) undercuts the Viterra-merger upside story at Bunge. (Spruce Point Capital (@sprucepointcap), Oct 6, 2026; source)
- Archive: 1 earlier bearish call on BG went 1-0 against the S&P 500.
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @sprucepointcap (Oct 6, 2026): "I thought there was so much upside to the Viterra transaction, why leave now?"
- @sprucepointcap (Mar 25, 2026): "a cash deficient, levered and questionable roll-up in the agribusiness #food sector"
Track records of the players calling BG
| Player | Calls on BG | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Spruce Point Capital (@sprucepointcap) | 2 | 11-6 | .647 | +10.4 | Ranked #2 (career) |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: October 8, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Bunge Global (BG)?
As of October 8, 2026, none of the investors MCAFax tracks has made a bullish call on BG.
Who is bearish on BG?
As of October 8, 2026, @sprucepointcap has logged bearish calls on BG. Current bearish voices: @sprucepointcap.
What is the consensus on BG among tracked investors?
Only one tracked investor (@sprucepointcap) has a logged call on BG, so it is a unique, non-consensus call for now.
What price was BG at when these calls were made?
Prices at call ranged from $107.32 to $124.09. The most recent call was made when BG last closed at $107.32. We use the last close known when each post went up.
How have past BG calls performed?
1 of 1 scored call on BG beat the S&P 500 in the called direction over 180 days.
Is there a contrarian call on BG?
Unique call. Only Spruce Point Capital (@sprucepointcap) has a logged call on BG, so there is no consensus to measure yet. A call nobody else in our database is making is, by definition, non-consensus among the voices we track.
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the BG page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of October 8, 2026.