Yara, NO0010208051

Morgan Stanley cuts target to NOK 455 for Yara stock

Published on 10/20/2026 at 13:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Morgan Stanley cut its Yara target to NOK 455 on October 19, 2026. Yara stock costs EUR 38.19 on October 20, 2026 before October 22 results.

Analyst pressure and upcoming results

Morgan Stanley lowered its Yara target from NOK 480 to NOK 455 on October 19, 2026.
Yara will publish third-quarter results on October 22, 2026 at 08:00 CEST.
Yara stock trades at EUR 38.19 at 1:21 p.m. CEST at Lang & Schwarz on October 20, 2026.

Yara, NO0010208051, Illustration mit AI erstellt.

Yara International (ISIN NO0010208051) faces a fresh analyst setback as MarketScreener reported on October 19, 2026 that Morgan Stanley cut its Yara target from NOK 480 to NOK 455 and kept an equal-weight view. The 5.21 percent reduction comes just before the fertilizer producer reports third-quarter results.

Three target cuts shape the timeline

The latest change follows a sequence of dated revisions. On October 6, 2026, Citigroup lowered its target from NOK 530 to NOK 450; on October 9, 2026, JPMorgan cut its target from NOK 400 to NOK 390; and on October 19, 2026, Morgan Stanley reduced its target from NOK 480 to NOK 455, according to MarketScreener. The range of targets shows a more cautious analyst backdrop without turning the revisions into a single consensus view.

What does the target cut change?

The immediate issue is the gap between the latest target and the operating update due this week. Morgan Stanley's NOK 455 target is NOK 25 below its previous NOK 480 level, while the company still has to provide fresh evidence on fertilizer demand, pricing and costs in the third quarter.

Yara's latest investor-relations page identifies the second quarter ended June 30, 2026 as its most recent reported period and lists 2025 revenue of USD 15.7 billion. The company operates in crop nutrition and ammonia, so the coming report should give investors a new basis for judging whether the cautious target revisions reflect temporary pricing pressure or broader earnings risks.

Results arrive October 22

Yara will publish its third-quarter 2026 results on October 22, 2026 at 08:00 CEST, followed by an online presentation at 13:00 CEST and a management Q&A, according to the Yara International release dated October 9, 2026. Those are the next two scheduled investor dates, and the report is the clearest near-term test for the current analyst caution.

Yara stock awaits the report

The euro quotation gives the German investor a direct market reference while the analyst targets remain denominated in NOK. Yara International is listed on the Oslo Stock Exchange under ticker YAR and reported 2025 revenue of USD 15.7 billion in its results schedule.

Yara stock was trading at EUR 38.19 at Lang & Schwarz on October 20, 2026 at 1:21 p.m. CEST.

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