Yara, NO0010208051

SB1 Markets upgraded Yara to Buy with a NOK 450 target for Yara stock

Published on 10/18/2026 at 12:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

SB1 Markets kept its NOK 450 target after the October 15, 2026 upgrade. Third-quarter results are due October 22, 2026 for Yara stock.

Analyst view and results date

SB1 Markets upgraded Yara to Buy (neutral) and kept its NOK 450 target on October 15, 2026.
Yara reported second-quarter EBITDA of USD 906.0 million, up 39.00 percent, in 2026.
Yara will publish third-quarter results on October 22, 2026, at 8:00 a.m. CEST.

Yara, NO0010208051, Illustration mit AI erstellt.

Yara International (ISIN NO0010208051) received a Buy upgrade from SB1 Markets, which reiterated a NOK 450 target on October 15, 2026, according to MarketScreener. The change gives the fertilizer producer a fresh analyst reference point before its next quarterly report.

Analyst targets remain divided

The October upgrade followed a sequence of revisions. On October 9, 2026, JPMorgan analyst Angelina Glazova cut the target from NOK 400 to NOK 390 and kept an Underweight rating, as Markets Insider reported. The contrast between a NOK 450 Buy target and JPMorgan's NOK 390 Underweight target puts the upcoming operating figures at the center of the valuation debate.

What does the target mean?

Yara entered the results period with second-quarter EBITDA of USD 906.0 million, up 39.00 percent from the prior-year quarter, according to Quartr. The result is a concrete benchmark for the next report because fertilizer pricing, production reliability and ammonia exposure can change the earnings mix from one quarter to the next.

Two dates shape the next step

Yara will publish third-quarter 2026 results on October 22, 2026, at 8:00 a.m. CEST, followed by an online presentation at 1:00 p.m. CEST, according to the company's release dated October 9, 2026, published by Yara International. Those times provide the next scheduled test of the earnings picture behind the competing targets.

Yara enters the results window

Yara reported USD 15.7 billion of revenue for fiscal year 2025 and operates across crop nutrition, ammonia and industrial solutions, according to its investor-relations materials. The company says it serves more than 140 markets, making the third-quarter figures relevant for both fertilizer demand and its broader industrial portfolio.