OTLY

Oatly Group AB

Nasdaq · Food and Kindred Products · Inc. V7 · CIK 0001843586
$8.18 -0.37% $255.4M
Insider Selling Cluster (4 insiders)
Vol
Market Cap$255.4M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders26 funds
Inst. Value$32.5M
Inst. Activity2 buys / 1 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 $8.21

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.
CREDIT AGRICOLE S A — ADD
873,047 shares ($8.9M)

Price Targets

$17.75 +117.0% upside Strong Buy
Current $8.18 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
Blackstone Inc.$20.2MEXIT
CREDIT AGRICOLE S A$8.9MADD
MARSHALL WACE, LLP$725.3KDOUBLED
RENAISSANCE TECHNOLOGIES LLC$522.3KADD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$439.1K

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
26 institutional holders with $32.5M total value (3,201,799 shares) as of 2026-Q1. Top holders: Blackstone, CREDIT, MARSHALL. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Blackstone Inc.1,988,909$20.2M62.1%EXIT -100.0%
2CREDIT AGRICOLE S A873,047$8.9M27.3%ADD +71.3%
3MARSHALL WACE, LLP71,532$725.3K2.2%DOUBLED +2169.1%
4RENAISSANCE TECHNOLOGIES LLC51,513$522.3K1.6%ADD +74.5%
5SUSQUEHANNA INTERNATIONAL GROUP, LLP43,300$439.1K1.4%
6MORGAN STANLEY39,074$396.2K1.2%ADD +42.1%
7GOLDMAN SACHS GROUP INC25,417$257.7K0.8%
8CITADEL ADVISORS LLC24,430$247.7K0.8%TRIM -35.4%
9Trexquant Investment LP22,523$228.4K0.7%
10CITADEL ADVISORS LLC14,000$142.0K0.4%TRIM -35.4%
11SUSQUEHANNA INTERNATIONAL GROUP, LLP13,700$138.9K0.4%
12MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,756$119.2K0.4%TRIM -49.2%
13STATE STREET CORP10,010$101.5K0.3%
14BlackRock, Inc.7,181$72.8K0.2%
15JONES FINANCIAL COMPANIES LLLP1,591$15.4K0.0%
16WELLS FARGO & COMPANY/MN1,372$13.9K0.0%TRIM -36.9%
17GROUP ONE TRADING LLC768$7.8K0.0%NEAR_EXIT -93.0%
18ROYAL BANK OF CANADA721$7.0K0.0%
19RHUMBLINE ADVISERS560$5.7K0.0%ADD +76.1%
20CITIGROUP INC125$1.3K0.0%ADD +75.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
CREDIT AGRICOLE S AADD509,678873,047+71.3%$8.9M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD29,51351,513+74.5%$522.3K2026-Q1
GROUP ONE TRADING LLCNEAR_EXIT10,994768-93.0%$7.8K2026-Q1
CREDIT AGRICOLE S ADOUBLED129,529509,678+293.5%$5.4M2025-Q4
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.TRIM18,8929,590-49.2%$102.5K2025-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
Rockefeller Capital Management L.P.DOUBLED2754+100.0%$577.002025-Q4
Blackstone Inc.EXIT1,988,9090-100.0%$0.002025-Q4
WELLS FARGO & COMPANY/MNADD1,3552,157+59.2%$34.9K2025-Q3
CWM, LLCNEAR_EXIT30049-83.7%$1.002025-Q3
Blackstone Inc.EXIT1,988,9090-100.0%$0.002025-Q3
UBS Group AGDOUBLED165,872636,971+284.0%$7.6M2025-Q2
Blackstone Inc.NEAR_EXIT39,778,1821,988,909-95.0%$19.6M2025-Q1
Woodline Partners LPTRIM3,990,9112,145,212-46.2%$1.4M2024-Q4
UBS Group AGDOUBLED6,5702,113,477+32068.6%$1.4M2024-Q4
MARSHALL WACE, LLPDOUBLED63,1731,433,468+2169.1%$946.1K2024-Q4
MORGAN STANLEYADD495,638704,141+42.1%$466.7K2024-Q4
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD118,476193,608+63.4%$128.3K2024-Q4
RHUMBLINE ADVISERSADD36,04963,477+76.1%$42.1K2024-Q4
Banco Santander, S.A.TRIM91,33854,803-40.0%$36.3K2024-Q4
Sanctuary Advisors, LLCTRIM55,77822,660-59.4%$15.0K2024-Q4
Walleye Trading LLCTRIM24,90318,132-27.2%$12.0K2024-Q4
CITIGROUP INCADD5,7069,986+75.0%$6.6K2024-Q4
COMMONWEALTH EQUITY SERVICES, LLCTRIM31,82621,492-32.5%$14.002024-Q4
13 unique insiders with 22 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 MartinDirectorAWARD25,646
May 30, 2026Christenson Gregory StephenDirectorAWARD23,656
May 30, 2026Jones Hannah CeriDirectorAWARD23,656
May 30, 2026RATHKE FRANCES GDirectorAWARD23,656
May 30, 2026Mattsson PontusGeneral CounselAWARD14,925
May 30, 2026Melloul EricDirectorAWARD29,962
May 30, 2026Hard Lillis Ulf AndreasDirectorAWARD298
May 30, 2026Hard Lillis Ulf AndreasDirectorD131$10.05$1.3K
May 30, 2026Shiburi Rholane HoshanaDirectorAWARD422
May 30, 2026Shiburi Rholane HoshanaDirectorD176$10.05$1.8K
May 30, 2026Lind Martin FredrikPrincipal Accounting OfficerAWARD9,950
May 30, 2026Broadbent Simon Kenneth JamesSVP Operations & Sust.AWARD34,825
May 30, 2026David Marie-JoseChief Financial OfficerAWARD24,875
May 30, 2026David Marie-JoseChief Financial OfficerAWARD45,228
May 30, 2026Ordonez Daniel EduardoGlobal President & COOAWARD74,626
May 30, 2026Ordonez Daniel EduardoGlobal President & COOAWARD135,685
May 30, 2026Flatin Jean-Christophe MarieChief Executive OfficerAWARD74,626
May 30, 2026Flatin Jean-Christophe MarieChief Executive OfficerAWARD135,685
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 +117.0% upside Strong Buy (3.00)
$12.50 Low $29.00 High
MetricValue
Current Price$8.18
Target Low$12.50
Target Mean$17.75
Target Median$14.00
Target High$29.00
# Analysts6
RecommendationStrong Buy (3.00)

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 4mo ago
OATLY ($OTLY) parade - Work hard Play hard
▲ 0 💬 7
r/pennystocks Bullish 4mo ago
$OTLY First profitable quarter with potential ahead
▲ 13 💬 32 ⚡ 0.1
r/pennystocks Neutral 4mo ago
Nespresso of Oatmilk ($OTLY)
▲ 2 💬 42 ⚡ 0.0
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>