Morgan Stanley analyst Lisa De Neve maintained a Hold rating on Yara International today and set a price target of NOK400.00.
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Lisa De Neve has given her Hold rating due to a combination of factors related to Yara International’s recent financial performance and market conditions. The company’s second-quarter results were strong but largely in line with expectations, showing limited potential for immediate earnings per share upgrades. This is partly due to a two-month price realization lag that Yara has indicated for the third quarter of 2025.
Additionally, while Yara has demonstrated enhanced free cash flow generation and plans for higher shareholder returns, these positives are tempered by challenges such as higher energy costs and expected tax impacts that have affected adjusted earnings per share. Despite the company’s efforts in cost savings and its strategic growth initiatives, including clean ammonia projects, the current financial metrics and market dynamics suggest a cautious approach, justifying the Hold rating.