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.
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 remains well-positioned for long-term fertilizer demand, despite not being the lowest-cost producer. Disruption of Middle East fertilizer exports via the Strait of Hormuz boosts YARIY's pricing power, though input cost pressures and farmer budget constraints temper near-term upside. YARIY's EBITDA and free cash flow estimates for 2026 have been revised significantly upward, but these levels are not expected to be sustained into 2027-2028.
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) 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) Q4 2025 Earnings Call Prepared Remarks Transcript
Yara International ASA (YARIY) Analyst/Investor Day Transcript
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.