DA Davidson reiterates Buy rating on Oatly stock despite mixed Q2 results

Published 25/07/2025, 05:34
DA Davidson reiterates Buy rating on Oatly stock despite mixed Q2 results

Investing.com - DA Davidson has maintained its Buy rating and $17.00 price target on Oatly Group AB (NASDAQ:OTLY), currently valued at $451 million, following the company’s second-quarter earnings report. According to InvestingPro data, the stock has shown strong momentum with a 9% return over the past six months, despite longer-term challenges.

The plant-based milk producer posted mixed results, with total revenues exceeding expectations while adjusted EBITDA fell short of both analyst and consensus estimates.

Oatly has revised its full-year revenue guidance downward while maintaining its adjusted EBITDA forecast for fiscal year 2025, suggesting the company continues to prioritize its path to profitability.

DA Davidson noted that macroeconomic headwinds and the previously disclosed loss of Starbucks (NASDAQ:SBUX) distribution in North America have contributed to top-line pressures for the company.

The research firm observed that Oatly’s cost-reduction initiatives, including lower headcount and reduced R&D spending, may conflict with growth efforts, potentially indicating "a lower ceiling ultimately" for the business.

In other recent news, Oatly Group AB reported second-quarter revenue of $208.4 million, reflecting a 3.0% increase compared to the same period last year. This growth was primarily driven by strong performance in Europe, which helped offset weaker results in North America and China. These developments highlight the company’s varied performance across different regions. The revenue figures are a crucial indicator for investors, providing insight into the company’s financial health and market dynamics. No analyst upgrades or downgrades were mentioned in the recent reports. Additionally, there were no announcements regarding mergers or other significant company news. Investors will be closely monitoring how the company continues to navigate regional challenges and capitalize on growth opportunities.

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