Yara International (YARIY) remains a 'BUY' with a retained PT, driven by premium products, global reach, and strong 3Q25 results. YARIY delivered a 40% EBITDA increase, record production, and doubled adjusted earnings, but faces future AEPS declines as global fertilizer capacity rises. Despite sector volatility and energy cost disadvantages, YARIY's capital management, efficiency gains, and upcoming dividend increase support continued upside.
Yara International ASA (OTCPK:YARIY) Q3 2025 Earnings Call October 17, 2025 7:00 AM EDT Company Participants Maria Gabrielsen - Head of Investor Relations Dag Mo - Head of Market Intelligence Svein-Tore Holsether - President & CEO Conference Call Participants Christian Faitz - Kepler Cheuvreux, Research Division Lisa Hortense De Neve - Morgan Stanley, Research Division Joel Jackson - BMO Capital Markets Equity Research Elliott Geoffrey Jones - Danske Bank A/S, Research Division Angelina Glazova - JPMorgan Chase & Co, Research Division Marcus Gavelli - Pareto Securities AS, Research Division Tristan Lamotte - Deutsche Bank AG, Research Division John Campbell - BofA Securities, Research Division Magnus Rasmussen - SEB, Research Division Bengt Jonassen - ABG Sundal Collier Holding ASA, Research Division David Symonds - BNP Paribas Exane, Research Division Presentation Operator Hello, everyone, and welcome to Yara's Third Quarter Results 2025 Conference Call. Please note that this call is being recorded.
Yara International ASA (OTCPK:YARIY) Q3 2025 Earnings Call October 17, 2025 6:00 AM EDT Company Participants Maria Gabrielsen - Head of Investor Relations Svein-Tore Holsether - President & CEO Magnus Ankarstrand - EVP & CFO Presentation Maria Gabrielsen Head of Investor Relations Welcome to Yara's Third Quarter Results Presentation. The presentation today will be held by our CEO, Svein Tore Holsether; and our CFO, Magnus Krogh Ankarstrand.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Yara International ASA (YARIY) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Yara International ASA (OTCPK:YARIY) Q2 2025 Q&A Conference Call July 18, 2025 7:00 AM ET Company Participants Dag Tore Mo - Head of Market Intelligence Magnus Krogh Ankarstrand - EVP & CFO Maria Gabrielsen - Head of Investor Relations Svein Tore Holsether - President & CEO Conference Call Participants Andrew Noel - Unidentified Company Angelina Glazova - JPMorgan Chase & Co, Research Division Aron Ceccarelli - Joh. Berenberg, Gossler & Co. KG, Research Division Bengt Jonassen - ABG Sundal Collier Holding ASA, Research Division Christian Faitz - Kepler Cheuvreux, Research Division Elliott Geoffrey Peter Jones - Danske Bank A/S, Research Division Lisa Hortense Maria De Neve - Morgan Stanley, Research Division Magnus Melvær Rasmussen - SEB, Research Division Tristan Lamotte - Deutsche Bank AG, Research Division Operator Hello, and welcome to Yara's Second Quarter Results Conference Call.
Yara International ASA (OTCPK:YARIY) Q2 2025 Presentation Conference Call July 18, 2025 6:00 AM ET Company Participants Magnus Krogh Ankarstrand - EVP & CFO Maria Gabrielsen - Head of Investor Relations Svein Tore Holsether - President & CEO Maria Gabrielsen Welcome to Yara's second quarter results presentation. Today's presentation will be held by our CEO, Svein Tore Holsether; and our CFO, Magnus Krogh Ankarstrand.
Yara International ASA (YARIY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Yara International ASA (YARIY) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.