2025 Q4 -tulosraportti
29 päivää sitten
‧58 min
22,00 NOK/osake
Irtoamispäivä 13.5.
1,01%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 24.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·15 t sittenYara International (YAR) — Technical and fundamental convergence: The fertilizer giant is back Yara International is trading today at 513 NOK on the Oslo Stock Exchange, up over 4 percent today alone. From the bottom around 290 NOK last summer to over 500 NOK today, this represents one of the most significant turnarounds we have seen on the Oslo Stock Exchange in the past year. The question is whether the upturn is fundamentally anchored — and after going through the numbers, I believe the answer is yes. Technical picture The Investtech chart from March 10, 2026, showed the stock in a rising trend channel in the medium term, with investors systematically paying higher prices to build positions. Deutsche Bank upgraded Yara to «buy» in January 2026, justified by a valuation gap and strength in the nitrogen market — an analysis that now appears to have underestimated the momentum. Today's price of 513 NOK is far above the then price target of 451 NOK. Support levels at 380 and 360 NOK now serve as a solid buffer for investors fearing a correction. Fundamental figures The Q4 2025 report, presented on February 11, 2026, was strong across most key metrics. EBITDA excluding special items rose 37 percent year-over-year to 709 million USD in Q4, while EPS excluding currency effects increased from 0.93 to 4.25 USD for the full year 2025 — a quadrupling of earnings per share in one year. Free cash flow ended at 988 million USD, up 80 percent from 2024, and the company exceeded its cost reduction target by cutting over 200 million USD in fixed costs, well above the updated target of 180 million USD. The board proposes a dividend of 22 NOK per share for 2025, which yields a dividend yield of around 4.3 percent at today's price. For a stock in a strong positive trend, this is not an insignificant factor. Market structure and macro What makes Yara particularly interesting right now are the structural conditions in the nitrogen market. Nitrogen prices are demand-driven and historically high, driven by a persistent tightening in the supply-demand balance that the company expects to continue. Limited new capacity outside China and strong global food demand support margins going forward. The geopolitical picture is also not without relevance. Russia supplies a significant share of the world's fertilizer input factors, and around 25 percent of fertilizer inputs on the world market originate from Russia. The ongoing conflict in the Middle East and uncertainty surrounding gas supply to Europe make Yara — with its capacity to adapt between natural gas and ammonia as raw material — a more robust player than many of its competitors. Long-term perspective The maximum chart shows price history from 2004 to today, with a total return of 887 percent. The stock has traded as high as around 500+ NOK previously, and the current upturn brings the price back to the peak levels we saw in 2022. What is new this time is that the rise is supported by documented cost measures, significantly improved cash flow, and a tight nitrogen market — not just raw material price speculation. Yara is no longer a «cheap» stock, but at times, quality with momentum is precisely what the market is willing to pay for. These are my own assessments and not investment advice. Do your own analysis. Sources: 1. Investtech – Technical analysis Yara International (YAR), medium term, March 10, 2026: https://www.investtech.com 2. Investing.com – Deutsche Bank upgrades Yara to «buy», January 2026: https://www.investing.com/equities/yara-internat 3. Yahoo Finance / Investing.com – Yara Q4 2025 earnings call transcript, EBITDA +37%, EPS $4.25: https://finance.yahoo.com/quote/YAR.OL/earnings/YAR.OL-Q4-2025-earnings_call-297117.html 4. Alpha Spread – Yara investor relations, free cash flow $988M, cost reductions $200M+: https://www.alphaspread.com/security/ose/yar/investor-relations 5. Investing.com – Yara Q4 2025 earnings call transcript, dividend 22 NOK per share: https://www.investing.com/news/transcripts/earnings-call-transcript-yara-q4-2025-sees-strong-ebitda-growth-93CH-4499244 6. Investing.com – Yara Q3 2025 earnings call transcript, nitrogen market demand-driven: https://www.investing.com/news/transcripts/earnings-call-transcript-yara-international-q3-2025-sees-strong-ebitda-growth-93CH-4294238 7. Energi og Klima / Yara – Russia's share of global fertilizer production (~25%): https://www.energiogklima.no/nyhet/yara-gjodselkrisen-rammer-de-svakeste
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
Uutiset
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.
2025 Q4 -tulosraportti
29 päivää sitten
‧58 min
22,00 NOK/osake
Irtoamispäivä 13.5.
1,01%Tuotto/v
Uutiset
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·15 t sittenYara International (YAR) — Technical and fundamental convergence: The fertilizer giant is back Yara International is trading today at 513 NOK on the Oslo Stock Exchange, up over 4 percent today alone. From the bottom around 290 NOK last summer to over 500 NOK today, this represents one of the most significant turnarounds we have seen on the Oslo Stock Exchange in the past year. The question is whether the upturn is fundamentally anchored — and after going through the numbers, I believe the answer is yes. Technical picture The Investtech chart from March 10, 2026, showed the stock in a rising trend channel in the medium term, with investors systematically paying higher prices to build positions. Deutsche Bank upgraded Yara to «buy» in January 2026, justified by a valuation gap and strength in the nitrogen market — an analysis that now appears to have underestimated the momentum. Today's price of 513 NOK is far above the then price target of 451 NOK. Support levels at 380 and 360 NOK now serve as a solid buffer for investors fearing a correction. Fundamental figures The Q4 2025 report, presented on February 11, 2026, was strong across most key metrics. EBITDA excluding special items rose 37 percent year-over-year to 709 million USD in Q4, while EPS excluding currency effects increased from 0.93 to 4.25 USD for the full year 2025 — a quadrupling of earnings per share in one year. Free cash flow ended at 988 million USD, up 80 percent from 2024, and the company exceeded its cost reduction target by cutting over 200 million USD in fixed costs, well above the updated target of 180 million USD. The board proposes a dividend of 22 NOK per share for 2025, which yields a dividend yield of around 4.3 percent at today's price. For a stock in a strong positive trend, this is not an insignificant factor. Market structure and macro What makes Yara particularly interesting right now are the structural conditions in the nitrogen market. Nitrogen prices are demand-driven and historically high, driven by a persistent tightening in the supply-demand balance that the company expects to continue. Limited new capacity outside China and strong global food demand support margins going forward. The geopolitical picture is also not without relevance. Russia supplies a significant share of the world's fertilizer input factors, and around 25 percent of fertilizer inputs on the world market originate from Russia. The ongoing conflict in the Middle East and uncertainty surrounding gas supply to Europe make Yara — with its capacity to adapt between natural gas and ammonia as raw material — a more robust player than many of its competitors. Long-term perspective The maximum chart shows price history from 2004 to today, with a total return of 887 percent. The stock has traded as high as around 500+ NOK previously, and the current upturn brings the price back to the peak levels we saw in 2022. What is new this time is that the rise is supported by documented cost measures, significantly improved cash flow, and a tight nitrogen market — not just raw material price speculation. Yara is no longer a «cheap» stock, but at times, quality with momentum is precisely what the market is willing to pay for. These are my own assessments and not investment advice. Do your own analysis. Sources: 1. Investtech – Technical analysis Yara International (YAR), medium term, March 10, 2026: https://www.investtech.com 2. Investing.com – Deutsche Bank upgrades Yara to «buy», January 2026: https://www.investing.com/equities/yara-internat 3. Yahoo Finance / Investing.com – Yara Q4 2025 earnings call transcript, EBITDA +37%, EPS $4.25: https://finance.yahoo.com/quote/YAR.OL/earnings/YAR.OL-Q4-2025-earnings_call-297117.html 4. Alpha Spread – Yara investor relations, free cash flow $988M, cost reductions $200M+: https://www.alphaspread.com/security/ose/yar/investor-relations 5. Investing.com – Yara Q4 2025 earnings call transcript, dividend 22 NOK per share: https://www.investing.com/news/transcripts/earnings-call-transcript-yara-q4-2025-sees-strong-ebitda-growth-93CH-4499244 6. Investing.com – Yara Q3 2025 earnings call transcript, nitrogen market demand-driven: https://www.investing.com/news/transcripts/earnings-call-transcript-yara-international-q3-2025-sees-strong-ebitda-growth-93CH-4294238 7. Energi og Klima / Yara – Russia's share of global fertilizer production (~25%): https://www.energiogklima.no/nyhet/yara-gjodselkrisen-rammer-de-svakeste
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 24.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
2025 Q4 -tulosraportti
29 päivää sitten
‧58 min
Uutiset
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 Q1 -tulosraportti 24.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
22,00 NOK/osake
Irtoamispäivä 13.5.
1,01%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·15 t sittenYara International (YAR) — Technical and fundamental convergence: The fertilizer giant is back Yara International is trading today at 513 NOK on the Oslo Stock Exchange, up over 4 percent today alone. From the bottom around 290 NOK last summer to over 500 NOK today, this represents one of the most significant turnarounds we have seen on the Oslo Stock Exchange in the past year. The question is whether the upturn is fundamentally anchored — and after going through the numbers, I believe the answer is yes. Technical picture The Investtech chart from March 10, 2026, showed the stock in a rising trend channel in the medium term, with investors systematically paying higher prices to build positions. Deutsche Bank upgraded Yara to «buy» in January 2026, justified by a valuation gap and strength in the nitrogen market — an analysis that now appears to have underestimated the momentum. Today's price of 513 NOK is far above the then price target of 451 NOK. Support levels at 380 and 360 NOK now serve as a solid buffer for investors fearing a correction. Fundamental figures The Q4 2025 report, presented on February 11, 2026, was strong across most key metrics. EBITDA excluding special items rose 37 percent year-over-year to 709 million USD in Q4, while EPS excluding currency effects increased from 0.93 to 4.25 USD for the full year 2025 — a quadrupling of earnings per share in one year. Free cash flow ended at 988 million USD, up 80 percent from 2024, and the company exceeded its cost reduction target by cutting over 200 million USD in fixed costs, well above the updated target of 180 million USD. The board proposes a dividend of 22 NOK per share for 2025, which yields a dividend yield of around 4.3 percent at today's price. For a stock in a strong positive trend, this is not an insignificant factor. Market structure and macro What makes Yara particularly interesting right now are the structural conditions in the nitrogen market. Nitrogen prices are demand-driven and historically high, driven by a persistent tightening in the supply-demand balance that the company expects to continue. Limited new capacity outside China and strong global food demand support margins going forward. The geopolitical picture is also not without relevance. Russia supplies a significant share of the world's fertilizer input factors, and around 25 percent of fertilizer inputs on the world market originate from Russia. The ongoing conflict in the Middle East and uncertainty surrounding gas supply to Europe make Yara — with its capacity to adapt between natural gas and ammonia as raw material — a more robust player than many of its competitors. Long-term perspective The maximum chart shows price history from 2004 to today, with a total return of 887 percent. The stock has traded as high as around 500+ NOK previously, and the current upturn brings the price back to the peak levels we saw in 2022. What is new this time is that the rise is supported by documented cost measures, significantly improved cash flow, and a tight nitrogen market — not just raw material price speculation. Yara is no longer a «cheap» stock, but at times, quality with momentum is precisely what the market is willing to pay for. These are my own assessments and not investment advice. Do your own analysis. Sources: 1. Investtech – Technical analysis Yara International (YAR), medium term, March 10, 2026: https://www.investtech.com 2. Investing.com – Deutsche Bank upgrades Yara to «buy», January 2026: https://www.investing.com/equities/yara-internat 3. Yahoo Finance / Investing.com – Yara Q4 2025 earnings call transcript, EBITDA +37%, EPS $4.25: https://finance.yahoo.com/quote/YAR.OL/earnings/YAR.OL-Q4-2025-earnings_call-297117.html 4. Alpha Spread – Yara investor relations, free cash flow $988M, cost reductions $200M+: https://www.alphaspread.com/security/ose/yar/investor-relations 5. Investing.com – Yara Q4 2025 earnings call transcript, dividend 22 NOK per share: https://www.investing.com/news/transcripts/earnings-call-transcript-yara-q4-2025-sees-strong-ebitda-growth-93CH-4499244 6. Investing.com – Yara Q3 2025 earnings call transcript, nitrogen market demand-driven: https://www.investing.com/news/transcripts/earnings-call-transcript-yara-international-q3-2025-sees-strong-ebitda-growth-93CH-4294238 7. Energi og Klima / Yara – Russia's share of global fertilizer production (~25%): https://www.energiogklima.no/nyhet/yara-gjodselkrisen-rammer-de-svakeste
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt