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Oatly Group AB Stock Price

NasdaqGS:OTLY Community·US$344.0m Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 37 Fair Values set on narratives written by author

OTLY Share Price Performance

US$12.56
-2.51 (-16.66%)
US$12.50
Fair Value
US$12.56
-2.51 (-16.66%)
0.5% overvalued intrinsic discount
US$12.50
Fair Value
Price US$12.56
AnalystLowTarget US$12.50
AnalystConsensusTarget US$17.75
AnalystHighTarget US$30.83

OTLY Community Narratives

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Fair Value US$12.5 0.5% overvalued intrinsic discount

Cost And Backlash Pressures Will Limit Oat Beverage Expansion

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3users have followed this narrative
·
Fair Value US$17.75 29.2% undervalued intrinsic discount

Expanding Global Markets Will Capture Evolving Plant-Based Demand

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23users have followed this narrative
·
Fair Value US$30.83 59.3% undervalued intrinsic discount

Global Plant-Based Trends Will Create Enduring Opportunity

0users have liked this narrative
1users have commented on this narrative
1users have followed this narrative
US$17.75
29.2% undervalued intrinsic discount
Profit Margin
6.03%
Future PE
12.19x
Price in 2029
US$21.59
US$12.5
0.5% overvalued intrinsic discount
Profit Margin
6.19%
Future PE
8.55x
Price in 2029
US$15.33
US$30.83
59.3% undervalued intrinsic discount
Profit Margin
6.21%
Future PE
18.08x
Price in 2028
US$36.56

Trending Discussion

No trending discussion available.

Updated Narratives

OTLY logo

OTLY: China Review And Nespresso Partnership Will Drive Future Upside Potential

Fair Value: US$17.75 29.2% undervalued intrinsic discount
23 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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OTLY: Execution Improvements Will Drive Repricing Potential Despite Cautious Street Sentiment

Fair Value: US$12.5 0.5% 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
OTLY logo

Global Plant-Based Trends Will Create Enduring Opportunity

Fair Value: US$30.83 59.3% undervalued intrinsic discount
1 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with low risk.

3 Risks
3 Rewards

Oatly Group AB Key Details

US$925.0m

Revenue

US$620.2m

Cost of Revenue

US$304.8m

Gross Profit

US$432.5m

Other Expenses

-US$127.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-4.00
32.95%
-13.81%
-2,203.3%
View Full Analysis

About OTLY

Founded
1994
Employees
1404
CEO
Jean-Christophe Flatin
WebsiteView website
www.oatly.com

Oatly Group AB, an oatmilk company, provides a range of plant-based dairy products in the United States, United Kingdom, Germany, China, Sweden, The Netherlands, Finland, and Switzerland. Its oatmilk portfolio includes original, low-fat, full-fat, chocolate flavored, unsweetened, and Super Basic, which are offered in ambient and chilled packaging. The company offers Barista edition oatmilk; matcha; Oatgurts, which are oat-based yogurts; frozen desserts; cooking products, including regular and organic cooking cream, crème fraiche, whipping cream, vanilla custard, and spreads in a variety of flavors; and ready-to-go drinks. It sells its products through including foodservice, food retail, and e-commerce channels. The company was formerly known as Havre Global AB and changed its name to Oatly Group AB in March 2021. Oatly Group AB was founded in 1994 and is headquartered in Malmö, Sweden.

Recent OTLY News & Updates

Seeking Alpha 14h

Oatly: From A Broken IPO Story To A Compelling Investment

Summary Oatly is rated Buy with a $22 price target, reflecting operational turnaround and accelerating revenue growth. Gross margin improvements and positive adjusted EBITDA signal progress, though FCF remains negative and profitability is not expected in FY26. Key catalysts include the potential China segment carve-out and US product launches, both of which could materially improve financials and growth. Risks center on sustained negative FCF, high leverage, and dilution from convertible debt, but recent execution supports a constructive outlook. Read the full article on Seeking Alpha

Recent updates

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