Bunge Global (BG) — What Changed

Material changes in the AI committee's view · 31 events tracked · Detected nightly

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2026-08-01 MATERIAL
▼ Agreement Shift

BG's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-08-01 MINOR
▲ Score Change

BG's Committee score moved from 51.56 to 52.75 (+1.19, 1 day(s) apart).

51.56 → 52.75 (+1.2)

2026-08-01 MATERIAL
— Conviction Change

BG's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-31 MATERIAL
▲ Agreement Shift

BG's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-31 MINOR
▼ Score Change

BG's Committee score moved from 52.63 to 51.56 (-1.07, 1 day(s) apart).

52.63 → 51.56 (-1.1)

2026-07-31 MATERIAL
— Conviction Change

BG's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-30 MATERIAL
▲ Agreement Shift

BG's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-30 MINOR
▼ Score Change

BG's Committee score moved from 56.31 to 52.63 (-3.68, 1 day(s) apart).

56.31 → 52.63 (-3.7)

2026-07-28 MINOR
▼ Score Change

BG's Committee score moved from 57.52 to 56.31 (-1.21, 1 day(s) apart).

57.52 → 56.31 (-1.2)

2026-07-24 MINOR
▲ Score Change

BG's Committee score moved from 54.26 to 56.00 (+1.74, 1 day(s) apart).

54.26 → 56.00 (+1.7)

2026-07-18 MAJOR
▼ Agreement Shift

BG's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-07-18 MINOR
▼ Score Change

BG's Committee score moved from 60.98 to 58.83 (-2.15, 1 day(s) apart).

60.98 → 58.83 (-2.1)

2026-07-18 MATERIAL
— Conviction Change

BG's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-18 MAJOR
— Rating Change

BG moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-17 MINOR
▲ Score Change

BG's Committee score moved from 60.66 to 60.98 (+0.32, 1 day(s) apart).

60.66 → 60.98 (+0.3)

2026-07-16 MAJOR
▲ Agreement Shift

BG's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-07-16 MINOR
▲ Score Change

BG's Committee score moved from 60.21 to 60.66 (+0.45, 1 day(s) apart).

60.21 → 60.66 (+0.5)

2026-07-16 MATERIAL
— Conviction Change

BG's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-15 MINOR
▲ Agreement Shift

BG's Committee agreement moved from 42.90% to 50.00% (+7.10pp, 1 day(s) apart).

42.90 → 50.00 (+7.1)

2026-07-15 MINOR
▲ Score Change

BG's Committee score moved from 56.61 to 60.21 (+3.60, 1 day(s) apart).

56.61 → 60.21 (+3.6)

2026-07-15 MAJOR
— Rating Change

BG moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-14 MAJOR
▼ Agreement Shift

BG's Committee agreement moved from 66.70% to 42.90% (-23.80pp, 1 day(s) apart).

66.70 → 42.90 (-23.8)

2026-07-14 MATERIAL
▼ Score Change

BG's Committee score moved from 63.54 to 56.61 (-6.93, 1 day(s) apart).

63.54 → 56.61 (-6.9)

2026-07-14 MAJOR
— Rating Change

BG moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MINOR
▲ Agreement Shift

BG's Committee agreement moved from 57.10% to 66.70% (+9.60pp, 1 day(s) apart).

57.10 → 66.70 (+9.6)

2026-07-13 MINOR
▲ Score Change

BG's Committee score moved from 59.46 to 63.54 (+4.08, 1 day(s) apart).

59.46 → 63.54 (+4.1)

2026-07-13 MAJOR
— Rating Change

BG moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-10 MINOR
▼ Agreement Shift

BG's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 3 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-10 MATERIAL
▼ Score Change

BG's Committee score moved from 65.85 to 59.46 (-6.39, 3 day(s) apart).

65.85 → 59.46 (-6.4)

2026-07-10 MATERIAL
— Conviction Change

BG's Committee conviction moved from moderate to contested (3 day(s) apart).

moderate → contested

2026-07-10 MAJOR
— Rating Change

BG moved from Buy to Watch (3 day(s) apart).

Buy → Watch

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →