YAR.OL · PEAD → 15

Yara International reported Q3 2026 EPS of 8.91 on 2026-10-21, missing the 11.18 consensus by 2.27, a shortfall of –20.3%.

Print-day reaction was flat at 0.0% versus the prior close of 402, a non-move that is itself informative given the magnitude of the EPS miss. The overnight gap to T+1 open deteriorated by –2.6%, suggesting sellers emerged after-hours once the headline settled. Over the following two trading days, price drifted +1.7% from T+1 close to T+3 close, partially recovering the overnight gap without conviction in either direction. Cumulative abnormal return of +1.5% versus SPY.US sits inside the ±3% neutral band, yielding a PEAD direction of none; the holding window runs through 2027-01-18.