Darling Ingredients Inc. (DAR) is poised for success in 2026 with strong demand and pricing for fats and used cooking oil. The company’s Diamond Green Diesel (DGD) is expected to return to profitability, contributing significantly to DAR’s projected EBITDA of $1.4-1.8 billion. DAR is focused on deleveraging and capital returns, with policy tailwinds and an enterprise value of $8.8 billion supporting its recovery.

Policy clarity in the renewable fuel industry is expected to benefit DAR, with plans to spin off its Food segment into a new joint venture called Nextida with PB Leiner. Nextida’s upcoming supplement line could double JV EBITDA, offering significant upside potential for Darling as operational momentum accelerates.

Read more at Yahoo Finance: Darling Ingredients Inc. (DAR): A Bull Case Theory