Oatly Group

OTLY

Market cap $363M

Oatly Group (OTLY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

The average of price targets set by Wall Street analysts indicates a potential upside of 57.1% in Oatly Group (OTLY). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Oatly jumps 10.7% as Q4 revenues top estimates and margins expand, signaling traction in its turnaround despite a wider-than-expected loss.

Oatly Group AB (OTLY) Q4 2025 Earnings Call Transcript

MALMÖ, Sweden, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Oatly Group AB (Nasdaq: OTLY), the world's original and largest oat drink company, has today published its interim condensed consolidated financial statements for the three and twelve months ended December 31, 2025 (the “Year-End 2025 Report”).

Although the revenue and EPS for Oatly Group (OTLY) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

MALMÖ, Sweden, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Oatly Group AB (Nasdaq: OTLY) (“Oatly”, the “Company” or the “Group”), the world's original and largest oat drink company, today announced financial results for the fourth quarter and twelve months ended December 31, 2025. Jean-Christophe Flatin, Oatly's CEO, commented, “I am proud to report that we drove profitable growth in both the fourth quarter and the full year.

Oatly is rated Buy, with a turnaround completed, margins tripled, cash burn sharply reduced, and new product innovation driving renewed growth prospects. Oatly's new growth playbook—focused on taste, experience, and Gen Z engagement—is gaining traction, especially in Europe & International, with foodservice and retail momentum building. Balance sheet risk remains material, but recent debt refinancing, cost controls, and a potential Greater China carve-out could further deleverage and reduce dilution.

MALMÖ, Sweden, Jan. 12, 2026 (GLOBE NEWSWIRE) -- Oatly Group AB (Nasdaq: OTLY), the world's original and largest oat drink company, will report financial results for the fourth quarter ended December 31, 2025, on Wednesday February 11, 2026 before the U.S. market opens. Oatly will host a conference call and webcast at 8:00 a.m.

Oatly Group AB ( OTLY ) Q3 2025 Earnings Call October 29, 2025 8:00 AM EDT Company Participants Brian Kearney - Vice President of Investor Relations Jean-Christophe Flatin - Chief Executive Officer Daniel Ordonez - Global President & COO Marie-Jose David - Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Bank PLC, Research Division Thomas Palmer - JPMorgan Chase & Co, Research Division Dara Mohsenian - Morgan Stanley, Research Division John Baumgartner - Mizuho Securities USA LLC, Research Division Presentation Operator Good day, and welcome to the Oatly's Third Quarter 2025 Conference Call. [Operator Instructions] Please note, this event is being recorded.