Yara falls despite earnings beat, analyst points to profit taking

Yara International ASA

17/10/2025 09:29

** Shares in Yara YAR.OL fall around 4% after the Norwegian fertiliser maker posted its Q3 print

** Danske Bank's analyst Elliott Jones deems the numbers "solid" but points out that the shares have been strong in recent times

** "I would guess that profit taking is the main driver here," he says, commenting on the share reaction after Yara's quarterly earnings beat estimates

     ** "We like that leverage is doing and implied earnings capacity is higher, but of course there are question marks around China export developments and US plans that weigh on investors' minds," Jones adds

** J.P.Morgan notes "the small beat vs consensus on adjusted EBITDA" but overall views the print as "mixed" due to both adjusted EBITDA and FCF falling short of its own expectations

** If losses hold, Yara shares will track their worst day since February

** The stock has been up >4% from the beginning of September until Thursday's close

(Reporting by Elviira Luoma)

((Elviira.luoma@thomsonreuters.com))