2026 Q2 -tulosraportti
UUTTA
Tänään
‧50 min
22,00 NOK/osake
Viimeisin osinko
4,84%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 17.7. | ||
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·14 t sitten · MuokattuYara: Earnings miss in Q2, but strategically important acquisition at the core Yara presented its Q2 figures this morning, and they show a clear discrepancy between growth and expectations. Adjusted EBITDA (excluding special items) was $906 million – a strong jump from $652 million last year, but well below the analyst consensus of $1.13 billion. This is a deviation of around 20 percent. Net income ended at $545 million, up from $413 million the year before, but this too was below the expected $602 million. Operating revenues came in at $4.43 billion against an expected $4.93 billion, while operating profit more than doubled to $735 million ($351 million last year). The reason is the same story I've been following for silver this spring: The Iran war and the blocking of the Strait of Hormuz created a supply shock that sent urea prices up towards the end of the European purchasing season. But because many markets did not have an immediate need, customers instead postponed next season's purchases – nitrogen imports are now at record low levels. Yara reports that activity has picked up again in July, and that significant purchases still remain. The gas bill is still the most important line to follow going forward: Yara expects $75 million higher gas costs in Q3 and $115 million in Q4, compared to last year. European gas cost an average of $15.8/MMBtu in the quarter against $13.7 last year. With renewed Hormuz unrest last week, there is obvious upside risk in these estimates. The strategic highlight of the quarter is nevertheless the acquisition of the Gulf Coast Ammonia plant in Texas for $1.3 billion. The company describes it as a key move to strengthen its cost position in ammonia and reduce dependence on European energy prices – after the acquisition, Yara will have approximately equal exposure to European and American gas. CEO Holsether simultaneously emphasizes that the company maintains strict capital discipline and a focus on shareholder returns, even with this investment. Not investment advice – only my own assessment of the figures. Sources: https://e24.no/boers-og-finans/i/7pBOJB/sterkere-fra-yarahttps://www.finansavisen.no/industri/2026/07/17/8366291/resultatbom-for-yara-svakere-enn-ventet
Delayed orders this year lead to larger orders next year, and with the acquisition, Yara is well positioned to win contracts in the future. Gas prices in Europe and the Middle East will remain high in the coming years, I am still optimistic and hope for 550 kroner at the turn of 27/28
·1 päivä sittenReport tomorrow, expecting a significant upside in an otherwise quite boring stock?
8.7.Iran has issued a firm warning that it will not back down from its management of the Strait of Hormuz and is prepared to fight to maintain control over the strategic waterway, an informed security source told Press TV on Wednesday. Informed source to PressTV: Developments of past 48 hrs show Iran won't back down from Hormuz management 🔺 'Ready to fight for Hormuz control, Iran's new strategy is: after any strike, it will be fully closed' 🔺 'Iran will also strike enemy targets at least twice the number of targets hit' 🔺 Informed source to PressTV: Iran will reopen the Strait according to its own arrangements as per Islamabad MoU 🔺 'Iran won't allow any new route be established outside of its own arrangements per Islamabad MoU' 🔺 'Every threat will receive powerful response; Iran does not differentiate between US, regional partners' 🔺 'With recent threats, Trump will gain nothing, but will certainly lose the Strait and final deal talks'- ·3.7. · MuokattuOslo (Infront TDN Direkt): Norne Securities changes to buy and upgrades its recommendation on Yara to buy from hold and reiterates the price target of 590 kroner per share. Norne Securities upgraded its recommendation on Yara from hold to buy on Thursday, July 2, with a reiterated price target of 590 kroner per share. With the stock currently around 424-425 kroner, after Friday's closing at 423.10, this implies an implicit upside of over 38 percent. The interesting thing is the reasoning the brokerage itself provides. After a positive price development until April, Yara has undergone a sharp correction; the stock has fallen from around 540 kroner in early April to today's level. The decline was triggered by China issuing new export quotas for urea, which weakens one of the arguments that has supported international urea prices, and reinforced by the US and Iran signing a memorandum of understanding in 14 points on June 18, which calmed market fears of supply disruptions via the Strait of Hormuz. Norne is honest that the upgrade is largely price-driven rather than a signal of a fundamentally stronger market. They themselves point out that market conditions are not ideal: inventory sales are still ongoing in the Middle East, the EU and USA are in the low season for fertilizer purchases, and China may introduce further export quotas during the year. In other words, this is a valuation based on the price drop having gone further than the fundamental outlook suggests, not a recommendation driven by an improved market picture. This provides an interesting comparison point to the consensus otherwise. The average 12-month price target from other analysts is significantly lower, around 480-500 kroner according to several compilations, with some estimates as low as 390 kroner. Norne thus clearly stands out on the optimistic side of the spectrum. It is also worth mentioning in this context that Yara recently announced the purchase of an ammonia plant in the USA for 12.8 billion kroner, with an expected capacity of 1.3 million tonnes annually and full production by the end of 2026. This is a long-term structural investment that comes on top of the short-term valuation Norne is now making. The question is whether the price drop has actually been an overreaction, as Norne argues, or whether the weaker fundamental conditions, continued inventory reduction, seasonally weak demand, and risk of new Chinese export quotas, mean that the market has priced in information Norne underestimates. What do you others think about the timing here? If Yara stays above the bottom of the trend channel, it is worth a closer look. This is not investment advice, only my own analysis and assessment. Always do your own research before investment decisions. Sources: - TDN Finans/Infront TDN Direkt, July 2, 2026 (Norne upgrade) - Investing.com, Yara stock price: https://www.investing.com/equities/yara-internat - E24, Yara ammonia plant: https://e24.no/bors/nyheter - VG, USA-Iran memorandum of understanding: https://www.vg.no/nyheter/i/RjOe6r/usa-og-iran-er-enige-om-intensjonsavtale
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
UUTTA
Tänään
‧50 min
22,00 NOK/osake
Viimeisin osinko
4,84%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·14 t sitten · MuokattuYara: Earnings miss in Q2, but strategically important acquisition at the core Yara presented its Q2 figures this morning, and they show a clear discrepancy between growth and expectations. Adjusted EBITDA (excluding special items) was $906 million – a strong jump from $652 million last year, but well below the analyst consensus of $1.13 billion. This is a deviation of around 20 percent. Net income ended at $545 million, up from $413 million the year before, but this too was below the expected $602 million. Operating revenues came in at $4.43 billion against an expected $4.93 billion, while operating profit more than doubled to $735 million ($351 million last year). The reason is the same story I've been following for silver this spring: The Iran war and the blocking of the Strait of Hormuz created a supply shock that sent urea prices up towards the end of the European purchasing season. But because many markets did not have an immediate need, customers instead postponed next season's purchases – nitrogen imports are now at record low levels. Yara reports that activity has picked up again in July, and that significant purchases still remain. The gas bill is still the most important line to follow going forward: Yara expects $75 million higher gas costs in Q3 and $115 million in Q4, compared to last year. European gas cost an average of $15.8/MMBtu in the quarter against $13.7 last year. With renewed Hormuz unrest last week, there is obvious upside risk in these estimates. The strategic highlight of the quarter is nevertheless the acquisition of the Gulf Coast Ammonia plant in Texas for $1.3 billion. The company describes it as a key move to strengthen its cost position in ammonia and reduce dependence on European energy prices – after the acquisition, Yara will have approximately equal exposure to European and American gas. CEO Holsether simultaneously emphasizes that the company maintains strict capital discipline and a focus on shareholder returns, even with this investment. Not investment advice – only my own assessment of the figures. Sources: https://e24.no/boers-og-finans/i/7pBOJB/sterkere-fra-yarahttps://www.finansavisen.no/industri/2026/07/17/8366291/resultatbom-for-yara-svakere-enn-ventetDelayed orders this year lead to larger orders next year, and with the acquisition, Yara is well positioned to win contracts in the future. Gas prices in Europe and the Middle East will remain high in the coming years, I am still optimistic and hope for 550 kroner at the turn of 27/28
- ·1 päivä sittenReport tomorrow, expecting a significant upside in an otherwise quite boring stock?
- 8.7.Iran has issued a firm warning that it will not back down from its management of the Strait of Hormuz and is prepared to fight to maintain control over the strategic waterway, an informed security source told Press TV on Wednesday. Informed source to PressTV: Developments of past 48 hrs show Iran won't back down from Hormuz management 🔺 'Ready to fight for Hormuz control, Iran's new strategy is: after any strike, it will be fully closed' 🔺 'Iran will also strike enemy targets at least twice the number of targets hit' 🔺 Informed source to PressTV: Iran will reopen the Strait according to its own arrangements as per Islamabad MoU 🔺 'Iran won't allow any new route be established outside of its own arrangements per Islamabad MoU' 🔺 'Every threat will receive powerful response; Iran does not differentiate between US, regional partners' 🔺 'With recent threats, Trump will gain nothing, but will certainly lose the Strait and final deal talks'
- ·3.7. · MuokattuOslo (Infront TDN Direkt): Norne Securities changes to buy and upgrades its recommendation on Yara to buy from hold and reiterates the price target of 590 kroner per share. Norne Securities upgraded its recommendation on Yara from hold to buy on Thursday, July 2, with a reiterated price target of 590 kroner per share. With the stock currently around 424-425 kroner, after Friday's closing at 423.10, this implies an implicit upside of over 38 percent. The interesting thing is the reasoning the brokerage itself provides. After a positive price development until April, Yara has undergone a sharp correction; the stock has fallen from around 540 kroner in early April to today's level. The decline was triggered by China issuing new export quotas for urea, which weakens one of the arguments that has supported international urea prices, and reinforced by the US and Iran signing a memorandum of understanding in 14 points on June 18, which calmed market fears of supply disruptions via the Strait of Hormuz. Norne is honest that the upgrade is largely price-driven rather than a signal of a fundamentally stronger market. They themselves point out that market conditions are not ideal: inventory sales are still ongoing in the Middle East, the EU and USA are in the low season for fertilizer purchases, and China may introduce further export quotas during the year. In other words, this is a valuation based on the price drop having gone further than the fundamental outlook suggests, not a recommendation driven by an improved market picture. This provides an interesting comparison point to the consensus otherwise. The average 12-month price target from other analysts is significantly lower, around 480-500 kroner according to several compilations, with some estimates as low as 390 kroner. Norne thus clearly stands out on the optimistic side of the spectrum. It is also worth mentioning in this context that Yara recently announced the purchase of an ammonia plant in the USA for 12.8 billion kroner, with an expected capacity of 1.3 million tonnes annually and full production by the end of 2026. This is a long-term structural investment that comes on top of the short-term valuation Norne is now making. The question is whether the price drop has actually been an overreaction, as Norne argues, or whether the weaker fundamental conditions, continued inventory reduction, seasonally weak demand, and risk of new Chinese export quotas, mean that the market has priced in information Norne underestimates. What do you others think about the timing here? If Yara stays above the bottom of the trend channel, it is worth a closer look. This is not investment advice, only my own analysis and assessment. Always do your own research before investment decisions. Sources: - TDN Finans/Infront TDN Direkt, July 2, 2026 (Norne upgrade) - Investing.com, Yara stock price: https://www.investing.com/equities/yara-internat - E24, Yara ammonia plant: https://e24.no/bors/nyheter - VG, USA-Iran memorandum of understanding: https://www.vg.no/nyheter/i/RjOe6r/usa-og-iran-er-enige-om-intensjonsavtale
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 17.7. | ||
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 |
2026 Q2 -tulosraportti
UUTTA
Tänään
‧50 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 17.7. | ||
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 |
22,00 NOK/osake
Viimeisin osinko
4,84%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·14 t sitten · MuokattuYara: Earnings miss in Q2, but strategically important acquisition at the core Yara presented its Q2 figures this morning, and they show a clear discrepancy between growth and expectations. Adjusted EBITDA (excluding special items) was $906 million – a strong jump from $652 million last year, but well below the analyst consensus of $1.13 billion. This is a deviation of around 20 percent. Net income ended at $545 million, up from $413 million the year before, but this too was below the expected $602 million. Operating revenues came in at $4.43 billion against an expected $4.93 billion, while operating profit more than doubled to $735 million ($351 million last year). The reason is the same story I've been following for silver this spring: The Iran war and the blocking of the Strait of Hormuz created a supply shock that sent urea prices up towards the end of the European purchasing season. But because many markets did not have an immediate need, customers instead postponed next season's purchases – nitrogen imports are now at record low levels. Yara reports that activity has picked up again in July, and that significant purchases still remain. The gas bill is still the most important line to follow going forward: Yara expects $75 million higher gas costs in Q3 and $115 million in Q4, compared to last year. European gas cost an average of $15.8/MMBtu in the quarter against $13.7 last year. With renewed Hormuz unrest last week, there is obvious upside risk in these estimates. The strategic highlight of the quarter is nevertheless the acquisition of the Gulf Coast Ammonia plant in Texas for $1.3 billion. The company describes it as a key move to strengthen its cost position in ammonia and reduce dependence on European energy prices – after the acquisition, Yara will have approximately equal exposure to European and American gas. CEO Holsether simultaneously emphasizes that the company maintains strict capital discipline and a focus on shareholder returns, even with this investment. Not investment advice – only my own assessment of the figures. Sources: https://e24.no/boers-og-finans/i/7pBOJB/sterkere-fra-yarahttps://www.finansavisen.no/industri/2026/07/17/8366291/resultatbom-for-yara-svakere-enn-ventetDelayed orders this year lead to larger orders next year, and with the acquisition, Yara is well positioned to win contracts in the future. Gas prices in Europe and the Middle East will remain high in the coming years, I am still optimistic and hope for 550 kroner at the turn of 27/28
- ·1 päivä sittenReport tomorrow, expecting a significant upside in an otherwise quite boring stock?
- 8.7.Iran has issued a firm warning that it will not back down from its management of the Strait of Hormuz and is prepared to fight to maintain control over the strategic waterway, an informed security source told Press TV on Wednesday. Informed source to PressTV: Developments of past 48 hrs show Iran won't back down from Hormuz management 🔺 'Ready to fight for Hormuz control, Iran's new strategy is: after any strike, it will be fully closed' 🔺 'Iran will also strike enemy targets at least twice the number of targets hit' 🔺 Informed source to PressTV: Iran will reopen the Strait according to its own arrangements as per Islamabad MoU 🔺 'Iran won't allow any new route be established outside of its own arrangements per Islamabad MoU' 🔺 'Every threat will receive powerful response; Iran does not differentiate between US, regional partners' 🔺 'With recent threats, Trump will gain nothing, but will certainly lose the Strait and final deal talks'
- ·3.7. · MuokattuOslo (Infront TDN Direkt): Norne Securities changes to buy and upgrades its recommendation on Yara to buy from hold and reiterates the price target of 590 kroner per share. Norne Securities upgraded its recommendation on Yara from hold to buy on Thursday, July 2, with a reiterated price target of 590 kroner per share. With the stock currently around 424-425 kroner, after Friday's closing at 423.10, this implies an implicit upside of over 38 percent. The interesting thing is the reasoning the brokerage itself provides. After a positive price development until April, Yara has undergone a sharp correction; the stock has fallen from around 540 kroner in early April to today's level. The decline was triggered by China issuing new export quotas for urea, which weakens one of the arguments that has supported international urea prices, and reinforced by the US and Iran signing a memorandum of understanding in 14 points on June 18, which calmed market fears of supply disruptions via the Strait of Hormuz. Norne is honest that the upgrade is largely price-driven rather than a signal of a fundamentally stronger market. They themselves point out that market conditions are not ideal: inventory sales are still ongoing in the Middle East, the EU and USA are in the low season for fertilizer purchases, and China may introduce further export quotas during the year. In other words, this is a valuation based on the price drop having gone further than the fundamental outlook suggests, not a recommendation driven by an improved market picture. This provides an interesting comparison point to the consensus otherwise. The average 12-month price target from other analysts is significantly lower, around 480-500 kroner according to several compilations, with some estimates as low as 390 kroner. Norne thus clearly stands out on the optimistic side of the spectrum. It is also worth mentioning in this context that Yara recently announced the purchase of an ammonia plant in the USA for 12.8 billion kroner, with an expected capacity of 1.3 million tonnes annually and full production by the end of 2026. This is a long-term structural investment that comes on top of the short-term valuation Norne is now making. The question is whether the price drop has actually been an overreaction, as Norne argues, or whether the weaker fundamental conditions, continued inventory reduction, seasonally weak demand, and risk of new Chinese export quotas, mean that the market has priced in information Norne underestimates. What do you others think about the timing here? If Yara stays above the bottom of the trend channel, it is worth a closer look. This is not investment advice, only my own analysis and assessment. Always do your own research before investment decisions. Sources: - TDN Finans/Infront TDN Direkt, July 2, 2026 (Norne upgrade) - Investing.com, Yara stock price: https://www.investing.com/equities/yara-internat - E24, Yara ammonia plant: https://e24.no/bors/nyheter - VG, USA-Iran memorandum of understanding: https://www.vg.no/nyheter/i/RjOe6r/usa-og-iran-er-enige-om-intensjonsavtale
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt