OTLY

Oatly Group AB

Nasdaq · Food and Kindred Products · Inc. V7 · CIK 0001843586
$8.19 -4.55% $255.7M
Insider Selling Cluster (4 insiders)
Vol
Market Cap$255.7M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders4 funds
Inst. Value$859.6K
Inst. Activity1 buys / 2 sells
Insider Activity0B / 4S
Insider Net $-$463.5K
Reddit Sentiment64° Warm
SEC Reports5
Press Releases3
Exchange Nasdaq·Sector Food and Kindred Products·Inc. V7·CIK 0001843586·Prev Close $8.58

Recent Activity

Jun 3, 2026 SEC
Two top executives at Oatly Group — the CEO and Global President & COO — sold a combined $367K in open-market shares on
CLUSTER — Impact 5/10
Jun 2, 2026 Insider
Lind Martin Fredrik sold 2,968 shares
Principal Accounting Officer @ $8.96 ($26.6K)
Jun 2, 2026 Insider
Broadbent Simon Kenneth James sold 7,820 shares
SVP Operations & Sust. @ $8.95 ($70.0K)
Jun 2, 2026 Insider
Flatin Jean-Christophe Marie sold 1,934 shares
Chief Executive Officer @ $8.94 ($17.3K)
May 20, 2026 SEC
Oatly Q1 2026 EPS of -$0.38 beat consensus of -$0.95 by 60%, a strong positive surprise. However, this is an AGM-related
PRESS-RELEASE — Impact 3/10
May 20, 2026 earnings
Oatly Group AB (publ) Announces Results of 2026 Annual General Meeting
<p align="justify">MALMÖ, Sweden, May 20, 2026 (GLOBE NEWSWIRE) -- Oatly Group AB (publ) (Nasdaq:
Apr 29, 2026 SEC
Oatly reported Q1 2026 revenue of $228.3M (+15.6% YoY, +8.1% constant currency), with gross margin expanding 188bps to 3
6-K — Impact 6/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — NEW
29,513 shares ($315.5K)

Price Targets

$17.75 +116.7% upside Strong Buy
Current $8.19 Low $12.50 Median $14.00 High $29.00 6 analysts
$12.50 $29.00

Analyst Ratings

Buy75% buy · 12 analysts
3Strong Buy
6Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 14, 2026 Barclays MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.95 ▼ -3.3% $-0.95 — $-0.95 46% YoY 1
Next Q $-0.69 ▼ -11.3% $-0.69 — $-0.69 66% YoY 1
Current FY $-2.50 ▲ +12.6% $-2.50 — $-2.49 -974% YoY 2
Next FY $-2.06 ▼ -1.6% $-2.34 — $-1.79 17% YoY 2

Top Institutional Holders

FundValueMove
MORGAN STANLEY$516.0KNEW
RENAISSANCE TECHNOLOGIES LLC$315.5KNEW
WELLS FARGO & COMPANY/MN$14.5KTRIM
BANK OF AMERICA CORP$13.5KTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026Lind MartinSELL$26.6K
Jun 2, 2026Broadbent SimonSELL$70.0K
Jun 2, 2026Flatin Jean-ChristopheSELL$17.3K
Jun 2, 2026Ordonez DanielSELL$349.6K
May 30, 2026Brok MartinA$0.00

Reddit Sentiment

64°
Warm
Bearish Neutral Bullish
3 mentions 2 bullish 0 bearish
4 institutional holders with $859.6K total value (80,410 shares) as of 2025-Q4. Top holders: MORGAN, RENAISSANCE, WELLS. Net selling activity: 2 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY48,271$516.0K60.0%NEW
2RENAISSANCE TECHNOLOGIES LLC29,513$315.5K36.7%NEW
3WELLS FARGO & COMPANY/MN1,360$14.5K1.7%TRIM -36.9%
4BANK OF AMERICA CORP /DE/1,266$13.5K1.6%TRIM -31.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCNEW29,513$315.5K2025-Q4
WELLS FARGO & COMPANY/MNTRIM2,1571,360-36.9%$14.5K2025-Q4
BANK OF AMERICA CORP /DE/TRIM1,8391,266-31.2%$13.5K2025-Q4
WELLS FARGO & COMPANY/MNADD1,3552,157+59.2%$34.9K2025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT27,5490-100.0%$0.002025-Q3
UBS Group AGNEW695,872$6.8M2025-Q1
MORGAN STANLEYNEW49,216$483.8K2025-Q1
CITADEL ADVISORS LLCNEW47,470$466.6K2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW30,678$301.6K2025-Q1
WELLS FARGO & COMPANY/MNNEW1,355$13.3K2025-Q1
CITADEL ADVISORS LLCEXIT702,4480-100.0%$0.002025-Q1
TWO SIGMA INVESTMENTS, LPEXIT144,3480-100.0%$0.002025-Q1
MORGAN STANLEYEXIT704,1410-100.0%$0.002025-Q1
WELLS FARGO & COMPANY/MNEXIT17,6350-100.0%$0.002025-Q1
UBS Group AGEXIT2,113,4770-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT919,2000-100.0%$0.002025-Q1
UBS Group AGDOUBLED6,5702,113,477+32068.6%$1.4M2024-Q4
MORGAN STANLEYADD495,638704,141+42.1%$466.7K2024-Q4
13 unique insiders with 4 transactions. Net insider value: -$463.5K ($0.00 bought, $463.5K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026Lind Martin FredrikPrincipal Accounting OfficerSELL2,968$8.96$26.6K
Jun 2, 2026Broadbent Simon Kenneth JamesSVP Operations & Sust.SELL7,820$8.95$70.0K
Jun 2, 2026Flatin Jean-Christophe MarieChief Executive OfficerSELL1,934$8.94$17.3K
Jun 2, 2026Ordonez Daniel EduardoGlobal President & COOSELL39,066$8.95$349.6K
May 30, 2026Brok MartinDirectorA25,646$0.00$0.00
May 30, 2026Christenson Gregory StephenDirectorA23,656$0.00$0.00
May 30, 2026Jones Hannah CeriDirectorA23,656$0.00$0.00
May 30, 2026RATHKE FRANCES GDirectorA23,656$0.00$0.00
May 30, 2026Mattsson PontusGeneral CounselA14,925$0.00$0.00
May 30, 2026Melloul EricDirectorA29,962$0.00$0.00
May 30, 2026Hard Lillis Ulf AndreasDirectorA298$0.00$0.00
May 30, 2026Hard Lillis Ulf AndreasDirectorD131$10.05$1.3K
May 30, 2026Shiburi Rholane HoshanaDirectorA422$0.00$0.00
May 30, 2026Shiburi Rholane HoshanaDirectorD176$10.05$1.8K
May 30, 2026Lind Martin FredrikPrincipal Accounting OfficerA9,950$0.00$0.00
May 30, 2026Broadbent Simon Kenneth JamesSVP Operations & Sust.A34,825$0.00$0.00
May 30, 2026David Marie-JoseChief Financial OfficerA24,875$0.00$0.00
May 30, 2026David Marie-JoseChief Financial OfficerA45,228$0.00$0.00
May 30, 2026Ordonez Daniel EduardoGlobal President & COOA74,626$0.00$0.00
May 30, 2026Ordonez Daniel EduardoGlobal President & COOA135,685$0.00$0.00
May 30, 2026Flatin Jean-Christophe MarieChief Executive OfficerA74,626$0.00$0.00
May 30, 2026Flatin Jean-Christophe MarieChief Executive OfficerA135,685$0.00$0.00
Current analyst consensus: Buy (75% buy). Based on 12 analysts: 3 strong buy, 6 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$17.75 mean target +116.7% upside Strong Buy (2.00)
$12.50 Low $29.00 High
MetricValue
Current Price$8.19
Target Low$12.50
Target Mean$17.75
Target Median$14.00
Target High$29.00
# Analysts6
RecommendationStrong Buy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.95 $-0.95 $-0.95 46.3% -3.3% $0.2B 4.8% 1
Next Q
2026-09-30
$-0.69 $-0.69 $-0.69 65.5% -11.3% 0↑ 1↓ $0.2B 3.1% 1
Current FY
2026-12-31
$-2.50 $-2.50 $-2.49 -974.0% +12.6% 2↑ 0↓ $0.9B 6.5% 2
Next FY
2027-12-31
$-2.06 $-2.34 $-1.79 17.2% -1.6% 0↑ 2↓ $1.0B 5.0% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.950
7d ago$-0.950
30d ago$-0.920-0.030
60d ago$-0.920-0.030
90d ago$-0.920-0.030
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 14, 2026 Barclays MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263630075%
May 1, 20263730077%
Apr 1, 20263730077%
Mar 1, 20263730077%
Feb 1, 20263730077%
Jan 1, 20263730077%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

64°
Warm
Bearish Neutral Bullish
3 mentions 2 bullish 0 bearish 3 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 13, 2026160° Warm101
Feb 11, 2026160° Warm101
Feb 9, 2026150° Neutral001

Recent Reddit Threads

r/pennystocks Bullish 3mo ago
$OTLY First profitable quarter with potential ahead
▲ 13 💬 32 ⚡ 0.1
r/pennystocks Neutral 3mo ago
Nespresso of Oatmilk ($OTLY)
▲ 2 💬 42 ⚡ 0.0
r/pennystocks Bullish 3mo ago
OATLY ($OTLY) parade - Work hard Play hard
▲ 0 💬 7
May 20, 2026
earnings
Oatly Group AB (publ) Announces Results of 2026 Annual General Meeting
<p align="justify">MALMÖ, Sweden, May 20, 2026 (GLOBE NEWSWIRE) -- Oatly Group AB (publ) (Nasdaq: OTLY) (“Oatly” or the “Company”), the world’s orig
Apr 29, 2026
earnings
Oatly Reports First Quarter 2026 Financial Results
<p align="justify">MALMÖ, Sweden, April 29, 2026 (GLOBE NEWSWIRE) -- Oatly Group AB (publ) (Nasdaq: OTLY) (“Oatly”, the “Company” or the “Group”), t
Apr 29, 2026
earnings_calendar
OTLY Q1 2026 Earnings Scheduled — 2026-04-29
Apr 27, 2026
earnings
Oatly Publishes Swedish Annual Report for 2025
<p>MALMÖ, Sweden, April 27, 2026 (GLOBE NEWSWIRE) -- Oatly Group AB (publ) (Nasdaq: OTLY), the world’s original and largest oat drink company, has t
Mar 30, 2026
earnings
Oatly to Report First Quarter 2026 Financial Results on April 29, 2026
<p align="left">MALMÖ, Sweden, March 30, 2026 (GLOBE NEWSWIRE) -- Oatly Group AB (Nasdaq: OTLY), the world’s original and largest oat drink company,
Mar 13, 2026
regulatory
Oatly Files Annual Report on Form 20-F for Fiscal Year 2025 with the U.S. Securities and Exchange Commission
<p align="justify">MALMÖ, Sweden, March 13, 2026 (GLOBE NEWSWIRE) -- Oatly Group AB (Nasdaq: OTLY) (the “<strong>Company</strong>”), the world’s ori
Mar 1, 2026
contract
Avavav Turns the Runway Inside Out - and Oatly Pours it Forward
Where fashion performance meets oat drink innovation <pre>Where fashion performance meets oat drink innovation</pre>