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Yara International ASA Stock Price

OB:YAR Community·NOK 116.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 69 Fair Values set on narratives written by author

YAR Share Price Performance

NOK 456.10
68.00 (17.52%)
NOK 390.00
Fair Value
NOK 456.10
68.00 (17.52%)
16.9% overvalued intrinsic discount
NOK 390.00
Fair Value
Price NOK 456.10
AnalystLowTarget NOK 390.00
AnalystConsensusTarget NOK 519.86
AnalystHighTarget NOK 615.71

YAR Community Narratives

·
Fair Value NOK 390 16.9% overvalued intrinsic discount

Organic Farming And Regulatory Costs Will Crush Fertilizer Markets

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3users have followed this narrative
·
Fair Value NOK 519.86 12.3% undervalued intrinsic discount

Premium Fertilizer Margins Will Crumble Under Mounting Headwinds

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31users have followed this narrative
·
Fair Value NOK 615.71 25.9% undervalued intrinsic discount

Global Urbanization And Decarbonization Will Drive Sustainable Fertilizer Demand

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5users have followed this narrative
NOK 390
16.9% overvalued intrinsic discount
Revenue
-5.56% p.a.
Profit Margin
5.82%
Future PE
15.66x
Price in 2029
NOK 480.93
NOK 519.86
12.3% undervalued intrinsic discount
Revenue
0.056% p.a.
Profit Margin
6.29%
Future PE
16.5x
Price in 2029
NOK 640.94

Trending Discussion

No trending discussion available.

Updated Narratives

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YAR: Rising Margin Outlook And Management Discipline Will Drive Re Rating

Fair Value: NOK 615.71 25.9% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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YAR: Weaker Fertilizer Markets And Higher Gas Costs Will Pressure Margins

Fair Value: NOK 390 16.9% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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YAR: Higher Earnings Quality And Richer Future P/E Will Drive Repricing

Fair Value: NOK 519.86 12.3% undervalued intrinsic discount
31 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet, undervalued and pays a dividend.

2 Risks
3 Rewards

Yara International ASA Key Details

US$16.5b

Revenue

US$11.6b

Cost of Revenue

US$5.0b

Gross Profit

US$3.4b

Other Expenses

US$1.5b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 22, 2026
6.01
30.00%
9.26%
35.8%
View Full Analysis

About YAR

Founded
1905
Employees
15543
CEO
Svein Tore Holsether
WebsiteView website
www.yara.com

Yara International ASA provides crop nutrition, ammonia, and industrial solutions in Norway, European Union, Europe, Africa, Asia, North America, Latin America, Australia, and New Zealand. The company offers ammonium- and urea-based fertilizers; compound fertilizers that contain nutrients, such as nitrogen, phosphorus, and potassium; coatings; biostimulants; organic-based fertilizers; climate choice fertilizers; and nitrate-based fertilizers, as well as foliar and fertigation solutions; and nitrate, calcium nitrate, micronutrient, and urea fertilizers. It also provides digital solutions, such as YaraFX Insight, an agricultural API that connects unparalleled crop nutrition expertise with digital platforms; N-sensors, a tractor-mounted sensor; N-Tester, a handheld tool that measures chlorophyll content; YaraPlus, a digital platform to support crop nutrition decisions; Atfarm, a digital toolbox for farmer; Tankmix, an app and web solutions that provides guidelines; Yara E-commerce, a platform that enables customer access to nutritional solutions; Yara FarmCare, a mobile app for farmers; Yara AllFarm, a farm management platform; YaraConnect, a mobile app for retailers; and Yara Crop Nutrition Recommendation System, a service that helps farmers to make decisions for crop management. The company sells its products under YaraBela, YaraMila, YaraLiva, YaraVita, YaraAmplix, YaraRega, YaraTera, YaraSuna, and YaraVera brand names. Yara International ASA was founded in 1905 and is based in Oslo, Norway.

Recent YAR News & Updates

Narrative Update Jul 20

YAR: Rising Margin Outlook And Management Discipline Will Drive Re Rating

The updated analyst price target for Yara International has been reduced from about NOK 650 to around NOK 616. This reflects analysts' views of a weaker agricultural backdrop, softer fertilizer pricing, pressure on farmer incomes, more cautious sentiment and higher gas cost assumptions, even as they still point to solid management and capital allocation.
Narrative Update Jul 06

YAR: Weaker Fertilizer Markets And Higher Gas Costs Will Pressure Margins

Yara International's analyst fair value estimate has moved from NOK 370.59 to NOK 390.00, as analysts adjust for weaker fertilizer pricing, softer farmer income expectations and higher gas cost assumptions, while still acknowledging the company’s positioning and capital discipline. Analyst Commentary Recent research on Yara International points to a more cautious stance, with several bearish analysts revisiting both ratings and price targets as they factor in weaker fertilizer markets, softer farmer income expectations and higher gas cost assumptions.

Recent updates

No updates