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 that present both opportunities and challenges for Yara International. The company’s third-quarter adjusted EBITDA surpassed expectations, largely due to strong sales volumes in the Americas, particularly Brazil. However, despite this positive performance, there are concerns that could limit the stock’s upward momentum.
One of the key concerns is the potential increase in Chinese urea exports, which could impact market dynamics unfavorably. Additionally, while the free cash flow improved year-over-year, it still fell short of consensus expectations, which might weigh on investor sentiment. Furthermore, the anticipation of the Clean Ammonia Final Investment Decision in the first half of 2026 adds an element of uncertainty. These mixed signals contribute to the Hold rating, as they suggest a balanced risk-reward scenario for the stock at this time.
In another report released on October 3, Pareto also downgraded the stock to a Hold with a NOK400.00 price target.