What Happened?

A number of stocks fell in the afternoon session after concerns grew the war in Iran could disrupt global fertilizer shipments, threatening a surge in food prices and impacting farmers' costs. 

The conflict led to the closure of the Strait of Hormuz, a crucial trade artery for fertilizer production and transportation. This disruption came at a critical time for American farmers entering the spring planting season, with fertilizer accounting for a significant portion of production expenses for major crops like corn. Economists warned that prolonged conflict could lead to a lower global supply of staple cereals and other agricultural commodities. According to the Food and Agriculture Organization, this could result in a years-long setback for food security in vulnerable nations, compounding the effects of recent global shocks and stoking broader inflationary fears in the market.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Ingredients, Flavors & Fragrances company Archer-Daniels-Midland (NYSE: ADM) fell 4.3%. Is now the time to buy Archer-Daniels-Midland? Access our full analysis report here, it’s free.
• Ingredients, Flavors & Fragrances company Bunge Global (NYSE: BG) fell 3.3%. Is now the time to buy Bunge Global? Access our full analysis report here, it’s free.
• Perishable Food company Vital Farms (NASDAQ: VITL) fell 3.5%. Is now the time to buy Vital Farms? Access our full analysis report here, it’s free.

Zooming In On Archer-Daniels-Midland (ADM)

Archer-Daniels-Midland’s shares are not very volatile and have only had 4 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

Archer-Daniels-Midland is up 10.6% since the beginning of the year, but at $65.20 per share, it is still trading 10.1% below its 52-week high of $72.50 from March 2026. Investors who bought $1,000 worth of Archer-Daniels-Midland’s shares 5 years ago would now be looking at an investment worth $1,157.

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