Yara, NO0010208051

JPMorgan cuts target for Yara stock to NOK 390 from NOK 400

Published on 10/13/2026 at 05:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

JPMorgan cut its Yara stock target to NOK 390 on October 9, 2026. Yara's third-quarter results are set for October 22, 2026.

Key points in brief

JPMorgan cut its Yara price target from NOK 400 to NOK 390 on October 9, 2026, while retaining an Underweight rating.
Yara will publish third-quarter 2026 results on October 22, 2026 at 08:00 CEST.
Yara reported USD 15.7 billion in revenue, USD 2.75 billion in EBITDA and 32.06 million metric tons of deliveries for fiscal year 2025.
The company trades on the Oslo Stock Exchange under ticker YAR.

Yara, NO0010208051, Illustration mit AI erstellt.

JPMorgan analyst Angelina Glazova cut the price target for Yara stock to NOK 390 from NOK 400 on October 9, 2026, while retaining an Underweight rating, according to Markets Insider. The next test arrives on October 22, 2026, when Yara is scheduled to publish its third-quarter results.

Three dates frame the next report

Yara's Capital Markets Day was held on January 9, 2026, according to Yara. The company then reported a quarter ended June 30, 2026, before announcing on October 9, 2026 that third-quarter results would be released at 08:00 CEST on October 22, 2026.

The October 22 schedule also includes an online presentation at 13:00 CEST, followed by a management question-and-answer session, according to Yara.

What does the target cut mean?

The new JPMorgan target is NOK 10 below the previous NOK 400 level, a reduction of 2.50 percent calculated from the former target. The Underweight rating gives the analyst view a clear negative direction, but the target remains one assessment among several recent changes.

Markets Insider also reported that Barclays maintained a Sell rating and a NOK 380 target on October 8, 2026, while the analyst consensus cited on that page was Hold with an average target of NOK 454.29. The spread between NOK 380 and NOK 454.29 highlights the range of views surrounding Yara's earnings sensitivity and fertilizer-market exposure.

Revenue and profitability remain measurable

Yara's investor-relations page lists USD 15.7 billion of revenue, USD 2.75 billion of EBITDA and 32.06 million metric tons of total deliveries for fiscal year 2025, according to Yara. Those figures provide the operating baseline against which the third-quarter update will be assessed.

For investors, the important comparison on October 22 will be whether the new quarterly figures extend the earnings profile reflected in the 2025 baseline. Yara describes its business as crop nutrition and ammonia, with activity across more than 60 countries and more than 140 markets.

Next results set the market reference

Yara has scheduled its third-quarter 2026 report for October 22, 2026 at 08:00 CEST, with the presentation at 13:00 CEST. The combination of a NOK 390 JPMorgan target, a NOK 380 Barclays target and the NOK 454.29 consensus cited by Markets Insider leaves the results as the next dated benchmark for the stock.

The further course of trading is shown by the continuously updated real-time quote of Yara stock.