OTLY Share Price Performance
US$11.37
-2.23 (-16.41%)
18.8% undervalued intrinsic discount
US$14.00
Fair Value
Price US$11.37
AnalystLowTarget US$14.00
AnalystConsensusTarget US$19.37
AnalystHighTarget US$30.83
Fair ValueUS$14.00
Share Pricen/a
Oatly Group AB Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 32 Fair Values set on narratives written by author
OTLY Community Narratives
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Fair Value US$14 18.8% undervalued intrinsic discount
Cost And Backlash Pressures Will Limit Oat Beverage Expansion
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AN
Fair Value US$20.33 44.1% undervalued intrinsic discount
Expanding Global Markets Will Capture Evolving Plant-Based Demand
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AN
Fair Value US$30.83 63.1% undervalued intrinsic discount
Global Plant-Based Trends Will Create Enduring Opportunity
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Cost And Backlash Pressures Will Limit Oat Beverage Expansion
Key Takeaways Demand for Oatly's products may suffer from consumer backlash against processed foods, inflation-driven spending cuts, and weak differentiation amid intensifying competition. Ongoing cost challenges, weak profitability, and global regulatory risks threaten Oatly's long-term growth, pricing power, and ability to expand internationally.Read more
29
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AN
US$14
18.8% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
4.97% p.a.
Profit Margin
5.56%
Future PE
9.92x
Price in 2029
US$17.03
Global Plant-Based Trends Will Create Enduring Opportunity
Key Takeaways Accelerating supply chain and SG&A efficiencies, combined with brand reinvestment, are fueling faster-than-expected margin expansion and growth potential. Strong international channel growth, innovation, and sustainability positioning support outsized revenue gains and enduring leadership as global plant-based adoption rises.Read more
8
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AN
US$30.83
63.1% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
6.3% p.a.
Profit Margin
6.21%
Future PE
18.08x
Price in 2028
US$36.56
Expanding Global Markets Will Capture Evolving Plant-Based Demand
Key Takeaways Broad product innovation and targeted launches are capturing demand from younger, health-conscious consumers, supporting rapid global expansion and brand strength. Operational efficiencies, local production, and strategic review in China are improving margins and positioning the company for sustained profitability and market leadership.Read more
83
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AN
US$20.33
44.1% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
4.19% p.a.
Profit Margin
6.21%
Future PE
12.69x
Price in 2028
US$24.16
Trending Discussion
Recently Updated Narratives
AN
OTLY: Margin Expansion Will Rely On Portfolio Progress Despite Short Term Headwinds
Fair Value: US$14 18.8% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Global Plant-Based Trends Will Create Enduring Opportunity
Fair Value: US$30.83 63.1% undervalued intrinsic discount
0 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
Expanding Global Markets Will Capture Evolving Plant-Based Demand
Fair Value: US$20.33 44.1% undervalued intrinsic discount
24 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Oatly Group AB Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Feb 11, 2026
- -7.41
- 30.60%
- -26.67%
- 2,553.2%
About OTLY
- Founded
- 1994
- Employees
- 1386
- CEO
- WebsiteView website
Oatly Group AB, an oatmilk company, provides a range of plant-based dairy products made from oats in Europe, the Middle East, Africa, the Asia Pacific, Latin America, the United States, Canada, Mainland China, Hong Kong, and Taiwan. 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; 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 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.
