Vestas Shares Look Undervalued as Outlook Turns Increasingly Positive -- Market Talk

Dow Jones

2025/12/10

1351 GMT - Vestas faces an improved outlook for onshore wind operations, with stronger margins, higher free cash flow, and the potential for greater capital return, Kepler Cheuvreux's William Mackie writes. "We see no clear negative drivers in the short term, assess the upside relative to consensus as good and believe the valuation is 30% below potential." The bank says that execution in onshore, pricing and order-book development now exceed previous expectations. Installations in the U.S. are expected to increase in 2026-27, while a faster installation pace in Germany drives Europe. In addition, underlying conditions in the service business are stabilizing. The bank upgrades Vestas stock to buy from reduce and raises its target price to 200 Danish kroner from 100 kroner. Shares rise 4.2% to 167.25 kroner. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

December 10, 2025 08:54 ET (13:54 GMT)

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Installations in the U.S. are expected to increase in 2026-27, while a faster installation pace in Germany drives Europe. In addition, underlying conditions in the service business are stabilizing. The bank upgrades Vestas stock to buy from reduce and raises its target price to 200 Danish kroner from 100 kroner. Shares rise 4.2% to 167.25 kroner. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"VWDRY":"Vestas Wind Systems A/S","BK4182":"重型电气设备"},"translate_title":"随着前景变得越来越积极，维斯塔斯股价看起来被低估——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VWDRY":0.9},"content_text":"1351 GMT - Vestas faces an improved outlook for onshore wind operations, with stronger margins, higher free cash flow, and the potential for greater capital return, Kepler Cheuvreux's William Mackie writes. \"We see no clear negative drivers in the short term, assess the upside relative to consensus as good and believe the valuation is 30% below potential.\" The bank says that execution in onshore, pricing and order-book development now exceed previous expectations. Installations in the U.S. are expected to increase in 2026-27, while a faster installation pace in Germany drives Europe. In addition, underlying conditions in the service business are stabilizing. 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