Yara, NO0010208051

Rothschild raises target for Yara stock from NOK 430 to NOK 450

Published on 10/05/2026 at 17:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue rose 8.12 percent to NOK 4.26 billion in the second quarter of 2026. Yara stock costs EUR 38.45 on October 5, 2026 versus EUR 38.42.

Yara, NO0010208051, Illustration mit AI erstellt.

Yara International (ISIN NO0010208051) was trading at EUR 38.45 at Lang & Schwarz on October 5, 2026. As Markets Insider reported on September 28, 2026, Rothschild & Co Redburn analyst Mazahir Mammadli raised the firm's Yara price target from NOK 430 to NOK 450 and kept a Neutral rating. The change puts analyst attention on crop prices and farmer spending ahead of the next planting season.

Second-quarter profit expands

For the quarter ended June 30, 2026, Yara reported revenue of NOK 4.26 billion and net profit of NOK 543 million, according to The Globe and Mail. Revenue increased 8.12 percent from NOK 3.94 billion in the same period a year earlier, while net profit rose 31.80 percent from NOK 412 million.

The comparison matters because the earnings improvement was stronger than the revenue increase. Yara's investor-relations page identifies the June 30, 2026 quarter as its latest quarterly reporting period and describes the company as a fertilizer producer with expansion areas including clean ammonia, according to Yara International.

Analysts split on fertilizer risks

The target increase contrasts with more cautious views. The Globe and Mail reported that JPMorgan maintained a Sell rating and that Barclays had set a NOK 380.00 target on September 4, 2026. The spread between the NOK 380.00 cautious target and Rothschild & Co Redburn's NOK 450 target shows how fertilizer pricing and European cost pressure shape the debate.

MarketScreener lists October 21, 2026 as Yara's next third-quarter earnings release, with 19 analysts and an average target of NOK 474.47, according to MarketScreener. That date gives investors the next scheduled test of whether stronger profit growth can offset concerns over nitrogen prices and regional costs.

Yara stock stays near prior close

Yara stock was trading at EUR 38.45 at Lang & Schwarz on October 5, 2026 at 5:12 p.m. CEST, plus 0.08 percent versus the Lang & Schwarz prior close of EUR 38.42. The Oslo Stock Exchange listing uses ticker YAR, and the company operates in agricultural chemicals.

The further course of trading is shown by the continuously updated real-time quote of Yara stock.