Morgan Stanley Lowers its Price Target on Oatly Group AB (OTLY) to $14.50 and Maintains an Equal Weight Rating

Oatly Group AB (NASDAQ:OTLY) is among the 11 Best High Growth Consumer Stocks to Buy Right Now.Morgan Stanley Lowers its Price Target on Oatly Group AB (OTLY) to $14.50 and Maintains an Equal Weight Rating

On February 17, 2026, Morgan Stanley lowered its price target on Oatly Group AB (NASDAQ:OTLY) to $14.50 from $16 and maintained an Equal Weight rating following the company’s Q4 report, updating its model accordingly.

On February 11, 2026, Oatly Group AB (NASDAQ:OTLY) reported fourth-quarter revenue of $233.779M, above the consensus of $216.05M. CEO Jean-Christophe Flatin said the company delivered “profitable growth in both the fourth quarter and the full year,” reflecting actions taken over the past three years to strengthen the business foundation. Jean-Christophe Flatin cited a right-sized supply chain and overhead structure alongside reinvestment behind a refreshed growth strategy, noting growth in fully deployed markets and improved profitability and cash flow across the business.

For 2026, Oatly Group AB (NASDAQ:OTLY) expects constant currency revenue growth of +3% to +5%, Adjusted EBITDA of $25 million to $35 million, and capital expenditures of $20 million to $30 million.

Oatly Group AB (NASDAQ:OTLY) produces and sells plant-based dairy products made from oats across Europe, North America, Asia, and other international markets.

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