Oatly Group (NASDAQ:OTLY) Stock Gets Price Target Reduction from BNP Paribas Exane

Key Points

• BNP Paribas Exane lowered Oatly’s price target from $22 to $17 while maintaining an “outperform” rating, implying roughly 110% upside from the stock’s reported $8.10 price.
• Oatly’s quarterly revenue reached $243.05 million, slightly ahead of estimates, but its $0.86 per-share loss exceeded expectations and the company continues to report negative profitability.
• Analyst sentiment remains mixed but leans positive, with a “Moderate Buy” consensus and an average price target of $14.31; however, reduced adjusted EBITDA guidance highlights ongoing pressure on earnings.

Oatly Group (NASDAQ:OTLY - Get Free Report) had its target price decreased by research analysts at BNP Paribas Exane from $22.00 to $17.00 in a report released on Thursday, Benzinga reports. The brokerage currently has an "outperform" rating on the stock. BNP Paribas Exane's price objective suggests a potential upside of 109.85% from the company's current price.

Other research analysts have also recently issued reports about the stock. Barclays restated an "overweight" rating and issued a $10.00 price objective on shares of Oatly Group in a research report on Thursday. Weiss Ratings restated a "sell (e+)" rating on shares of Oatly Group in a research report on Monday, September 21st. Four investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, Oatly Group currently has an average rating of "Moderate Buy" and an average price target of $14.31.

Oatly Group Stock Performance

OTLY traded down $0.46 during midday trading on Thursday, reaching $8.10. The company had a trading volume of 310,574 shares, compared to its average volume of 97,803. Oatly Group has a 12-month low of $8.01 and a 12-month high of $16.20. The company has a debt-to-equity ratio of 43.43, a quick ratio of 0.30 and a current ratio of 0.43. The business has a 50-day moving average price of $12.44 and a two-hundred day moving average price of $11.35. The stock has a market cap of $258.52 million, a PE ratio of -1.95 and a beta of 1.81.

Oatly Group (NASDAQ:OTLY - Get Free Report) last announced its quarterly earnings data on Wednesday, October 28th. The company reported ($0.86) earnings per share for the quarter, missing the consensus estimate of ($0.80) by ($0.06). Oatly Group had a negative return on equity of 2,479.86% and a negative net margin of 13.81%. The firm had revenue of $243.05 million during the quarter, compared to analysts' expectations of $241.75 million. On average, sell-side analysts expect that Oatly Group will post -2.73 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Oatly Group

Several hedge funds have recently made changes to their positions in OTLY. Tidal Investments LLC bought a new position in Oatly Group during the 2nd quarter valued at approximately $518,000. Renaissance Technologies LLC raised its holdings in shares of Oatly Group by 74.5% during the first quarter. Renaissance Technologies LLC now owns 51,513 shares of the company's stock valued at $522,000 after purchasing an additional 22,000 shares during the last quarter. Maven Securities LTD bought a new position in shares of Oatly Group during the 2nd quarter valued at $426,000. R Squared Ltd lifted its holdings in Oatly Group by 77.1% in the first quarter. R Squared Ltd now owns 25,609 shares of the company's stock valued at $260,000 after acquiring an additional 11,145 shares during the period. Finally, Performa Ltd US LLC boosted its holdings in shares of Oatly Group by 12.9% in the second quarter. Performa Ltd US LLC now owns 11,400 shares of the company's stock worth $107,000 after buying an additional 1,300 shares during the last quarter. 68.15% of the stock is currently owned by institutional investors.

More Oatly Group News

Here are the key news stories impacting Oatly Group this week:

• Positive Sentiment: Third-quarter revenue rose 9.1% year over year to approximately $243.1 million, slightly exceeding analysts’ $241.75 million consensus estimate. The result indicates continued demand for Oatly’s oat-based products. Oatly Reports Third Quarter 2026 Financial Results
• Neutral Sentiment: Oatly maintained its full-year constant-currency revenue growth outlook of 8% to 10%, suggesting management still expects top-line momentum despite pressure on profitability. Oatly: 3 Key Takeaways for Long-Term Investors
• Negative Sentiment: Adjusted EBITDA guidance was reduced to €16 million–€20 million for the full year. The lowered profit outlook is likely the primary catalyst for investor selling because it signals that revenue growth is not translating into earnings as effectively as previously expected. Oatly: 3 Key Takeaways for Long-Term Investors
• Negative Sentiment: Oatly reported a quarterly loss of $0.86 per share, missing the $0.80-per-share consensus loss estimate. The company continues to operate with a negative net margin, reinforcing concerns about its path to sustainable profitability. Oatly Earnings Report and Conference Call

Oatly Group Company Profile

Oatly Group AB is a Sweden-based food and beverage company focused on developing, producing and selling oat-based alternatives to dairy products. Its portfolio includes oat drinks, barista beverages, yogurt-style products, cooking creams, spreads, ice cream and other oat-based foods and beverages.

The company was founded in the 1990s in Sweden, based on research into the nutritional and functional properties of oats. Oatly markets its products under the Oatly brand and emphasizes plant-based nutrition, sustainability and the use of oats as an alternative to dairy ingredients.

Oatly sells its products through grocery retailers, foodservice operators, cafés and e-commerce channels across Europe, North America and parts of Asia.

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