Yara International ASA

Informe acción OB:YAR

Capitalización de mercado: NOK 114.0b

Yara International Crecimiento futuro

Future controles de criterios 0/6

Se prevé que los ingresos y los beneficios de Yara International disminuyan a un ritmo anual de 0.6% y 13.2% respectivamente. Se espera que el BPA disminuya en un 10.3% al año. Se prevé que la rentabilidad financiera sea de 10% en 3 años.

Información clave

-13.2%

Tasa de crecimiento de los beneficios

-10.32%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Chemicals-0.4%
Tasa de crecimiento de los ingresos-0.6%
Rentabilidad financiera futura10.03%
Cobertura de analistas

Good

Última actualización20 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Jun 22

YAR: Higher Earnings Quality And Richer Future P/E Will Drive Repricing

Analysts have lifted the implied fair value for Yara International from NOK 385.99 to NOK 519.86, citing updated assumptions around modest revenue growth, slightly higher profit margins, and a higher future P/E multiple, despite a mix of recent target hikes and downgrades across the Street. Analyst Commentary Recent Street research on Yara International shows a split view, with several bullish analysts lifting price targets and a few bearish analysts stepping back or downgrading the stock.
Actualización de narrativa • Jun 06

YAR: Rising Margin Expectations Will Drive Re Rating Over Time

Analysts have raised their average price target on Yara International by NOK 21 to NOK 650, reflecting mixed but generally constructive research updates that balance more cautious revenue growth assumptions with firmer profit margin expectations and a slightly lower P/E multiple outlook. Analyst Commentary Recent research has highlighted a mix of upgrades, downgrades and price target revisions for Yara International, with bullish analysts focusing on higher valuation ranges and improved execution potential, while more cautious voices flag risks around future earnings and sector conditions.
Actualización de narrativa • May 22

YAR: DOJ Pricing Probe Will Pressure Margins And Future Earnings Multiples

Analysts have lifted the average price target on Yara International by NOK 11 to around NOK 371, reflecting updated assumptions on discount rates, revenue trends, profit margins and future P/E multiples after a mix of recent upgrades, downgrades and target increases across the Street. Analyst Commentary Recent Street research around Yara International shows a mixed backdrop, with some firms lifting price targets while others turn more cautious on execution and valuation risk.
Actualización de narrativa • May 06

YAR: DOJ Price Fixing Probe Will Pressure Earnings And Cash Flow

The updated analyst price target for Yara International has shifted from NOK 330 to about NOK 360, reflecting recent price target revisions and rating changes from several banks, with analysts citing refreshed views on valuation assumptions and sector comparables. Analyst Commentary Recent research points to a mixed but increasingly cautious tone around Yara International, with several institutions revisiting both ratings and price targets in quick succession.
Actualización de narrativa • Apr 21

YAR: Higher Earnings Power Will Drive Re Rating Despite DOJ Probe

Analysts have lifted the Yara International fair value estimate from NOK 517 to NOK 650, reflecting updated assumptions for higher revenue growth, slightly stronger profit margins and a higher future P/E multiple following several recent price target increases across the Street. Analyst Commentary Recent Street research on Yara International has been mixed, with both upgrades and downgrades in a relatively short period.
Actualización de narrativa • Apr 07

YAR: DOJ Price Fixing Probe Will Pressure Margins And Earnings Visibility

Analysts have lifted the fair value estimate for Yara International from NOK 298.30 to NOK 330.00, reflecting updated assumptions on discount rate, margin profile and future P/E, alongside a series of recent price target increases and rating upgrades from major banks and research houses. Analyst Commentary Recent research on Yara International shows a mix of optimism and caution, with several high profile price target changes and rating moves clustered over a relatively short period.
Actualización de narrativa • Mar 24

YAR: DOJ Price Fixing Probe Will Test Execution Risk In Fertilizer Markets

Analysts have slightly trimmed their fair value estimate for Yara International while supporting higher Street price targets, including the recent move to NOK 550 and incremental target increases, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Recent research shows a split view on Yara International, with some firms lifting ratings and price targets while others are more cautious.
Actualización de narrativa • Mar 08

YAR: Mixed Research And DOJ Probe Will Shape A Measured Outlook

The analyst fair value estimate for Yara International has increased from NOK 490 to NOK 517, reflecting updated assumptions on revenue growth, profit margins, and a lower assumed discount rate, even as recent Street research shows a mix of downgrades, upgrades, and modest target raises from banks and brokers. Analyst Commentary Street research on Yara International has been mixed in recent weeks, with some firms turning more cautious while others point to potential upside.
Actualización de narrativa • Feb 22

YAR: Higher Fair Value Will Expose Execution Risk In Low Emission Ammonia

Analysts have lifted their average price target for Yara International to NOK 310 from around NOK 298, reflecting updated models that factor in a slightly higher assumed profit margin, a modestly higher future P/E multiple, and recent mixed rating changes including both downgrades and upgrades, alongside incremental target increases from the Street. Analyst Commentary Recent Street research on Yara International has been mixed, with some firms turning more cautious even as others see room for upside.
Actualización de narrativa • Feb 08

YAR: Low Emission Ammonia Projects Will Shape A Measured Outlook

Narrative Update on Yara International The analyst fair value estimate for Yara International has moved from NOK 450 to NOK 490. This reflects updated views on revenue growth, margin assumptions and future P/E multiples following recent price target raises and upgrades from several covering analysts.
Artículo de análisis • Jan 28

Pinning Down Yara International ASA's (OB:YAR) P/E Is Difficult Right Now

There wouldn't be many who think Yara International ASA's ( OB:YAR ) price-to-earnings (or "P/E") ratio of 15.7x is...
Actualización de narrativa • Jan 25

YAR: Higher Fair Value Will Test Execution On Low Emission Ammonia Plans

Analysts have raised their fair value estimate for Yara International from NOK 283.11 to NOK 297.89, reflecting updated views on discount rates, revenue trends, profit margins, a lower assumed future P/E multiple, and recent upward price target revisions from the Street. Analyst Commentary Recent Street commentary around Yara International has included several upward price target revisions and at least one upgrade, but the tone is not uniformly optimistic.
Actualización de narrativa • Jan 10

YAR: Raised NOK 430 Expectation Will Expose Execution Risks Ahead

Narrative Update on Yara International Analysts have lifted their price target for Yara International to NOK 430 from NOK 387. This reflects updated views on fair value, discount rate, revenue expectations, profit margins and future P/E assumptions.
Actualización de narrativa • Dec 24

YAR: Low Carbon Ammonia Projects And Margin Headwinds Will Shape Future Performance

Analysts have nudged their price target for Yara International higher to approximately $386 per share from about $379, reflecting a slightly lower perceived risk profile and marginally richer future valuation multiples, despite softer expectations for revenue growth and profit margins. What's in the News Yara and Air Products entered advanced negotiations to partner on large scale low emission ammonia projects in the United States, aiming to diversify Yara's energy position and enhance competitiveness of its European nitrate operations (Key Developments).
Actualización de narrativa • Dec 10

YAR: Lower Multiple And Margin Outlook Will Shape Future Share Performance

Analysts have nudged their price target on Yara International slightly lower, trimming it by about NOK 25 to around NOK 365. Modestly improved margin and growth assumptions are offset by a lower valuation multiple and a slightly reduced fair value estimate.
Artículo de análisis • Dec 02

We Think Yara International (OB:YAR) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Actualización de narrativa • Nov 25

YAR: Recent Rating Changes And Margin Prospects Will Influence Investor Outlook

Narrative Update on Yara International Yara International's analyst price target saw a mild downward revision of just over NOK 1 to NOK 378.91. Analysts point to slightly lower profit margin and revenue growth forecasts, balanced by changes in future valuation multiples.
Actualización de narrativa • Nov 11

YAR: Future Margins And Cost Control Will Shape Near-Term Outlook

Yara International’s analyst price target has increased modestly from NOK 370.35 to NOK 380.17. Analysts are factoring in improved profit margins and a lower future price-to-earnings ratio, despite tempered revenue growth expectations.
Artículo de análisis • Oct 28

Shareholders Can Be Confident That Yara International's (OB:YAR) Earnings Are High Quality

Even though Yara International ASA's ( OB:YAR ) recent earnings release was robust, the market didn't seem to notice...
Artículo de análisis • Oct 10

Yara International ASA (OB:YAR) Shares Could Be 21% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Yara International is kr478 based on 2 Stage Free Cash Flow to Equity Yara...
Artículo de análisis • Sep 07

Unpleasant Surprises Could Be In Store For Yara International ASA's (OB:YAR) Shares

There wouldn't be many who think Yara International ASA's ( OB:YAR ) price-to-earnings (or "P/E") ratio of 13x is worth...
Artículo de análisis • Aug 07

Is Yara International (OB:YAR) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis • Jul 04

Returns On Capital At Yara International (OB:YAR) Have Hit The Brakes

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
User avatar
Nueva narrativa • Feb 24

Clean Ammonia Projects And Cost Reductions Will Drive Future Success

Yara's Clean Ammonia projects and European production optimization could improve net margins by enhancing profitability and aligning production with market demand.

Previsiones de crecimiento de beneficios e ingresos

OB:YAR - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202815,9081,1211,1932,30814
12/31/202716,5921,2591,4992,63216
12/31/202618,2251,7581,9162,85117
3/31/202616,2231,4001,1752,089N/A
12/31/202515,6231,3689591,894N/A
9/30/202515,0757357081,646N/A
6/30/202514,5957016301,613N/A
3/31/202514,1762905141,557N/A
12/31/202413,868142511,286N/A
9/30/202413,9905481671,284N/A
6/30/202414,2342638431,988N/A
3/31/202414,670-387031,843N/A
12/31/202315,511481,1492,288N/A
9/30/202317,4265732,1393,207N/A
6/30/202319,7039731,2772,295N/A
3/31/202322,1331,9371,5792,579N/A
12/31/202223,9022,7771,4652,391N/A
9/30/202223,5512,0483351,261N/A
6/30/202221,8981,5061831,068N/A
3/31/202219,4121,3803641,163N/A
12/31/202116,6164495971,406N/A
9/30/202114,4426551,1721,983N/A
6/30/202112,9321,1361,9852,733N/A
3/31/202111,8908211,6692,413N/A
12/31/202011,5916911,2912,047N/A
9/30/202011,6846451,4672,275N/A
6/30/202012,1763799631,901N/A
3/31/202012,6993867971,845N/A
12/31/201912,858599N/A1,907N/A
9/30/201913,254556N/A1,129N/A
6/30/201913,281581N/A933N/A
3/31/201913,081139N/A776N/A
12/31/201812,928159N/A756N/A
9/30/201812,439106N/A886N/A
6/30/201811,94198N/A1,122N/A
3/31/201811,501392N/A911N/A
12/31/201711,358477N/A791N/A
9/30/201711,230331N/A1,033N/A
6/30/201710,936341N/A926N/A
3/31/201710,892616N/A1,107N/A
12/31/201611,029736N/A1,631N/A
9/30/201612,328891N/A1,617N/A
6/30/201612,1621,231N/A1,839N/A
3/31/201612,7361,229N/A1,789N/A
12/31/201512,203913N/A1,653N/A
9/30/201512,7401,114N/A1,781N/A
6/30/201513,418916N/A1,493N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de YAR disminuyan en los próximos 3 años (-13.2% al año).

Beneficios vs. Mercado: Se prevé que los beneficios de YAR disminuyan en los próximos 3 años (-13.2% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de YAR disminuyan en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos de YAR disminuyan en los próximos 3 años (-0.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos de YAR disminuyan en los próximos 3 años (-0.6% al año).

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de YAR sea baja dentro de 3 años (10%).

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/22 20:07
Precio de las acciones al final del día2026/06/19 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Yara International ASA está cubierta por 45 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullABG Sundal Collier
Stephen WilderAlliance Global Partners
Andreas HeineBarclays