Vestas Shares Poised For Inflection After Recent Disappointments -- Market Talk

Dow Jones

2024-11-28

1100 GMT - Vestas shares have faced pressure from the U.S. election result and after recent margin disappointments, but they now look poised for a rebound in the fourth quarter and into 2025, UBS analyst Supriya Subramanian writes. Concerns over the company's ability to turn around its margins and the outlook for the U.S. wind market are valid, but UBS believes the share price correction has been overly negative. Consensus implies only a 7% margin in 2025 before only hitting its 10% margin target in 2030, "which we believe is too conservative." UBS sees the company reaching close to a 10% margin by 2027. It lowers its price target to 175 Danish kroner from 245 kroner and retains a buy rating. Shares rise 3.4% to 107.30 kroner. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

November 28, 2024 06:00 ET (11:00 GMT)

Copyright (c) 2024 Dow Jones & Company, Inc.

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Concerns over the company's ability to turn around its margins and the outlook for the U.S. wind market are valid, but UBS believes the share price correction has been overly negative. Consensus implies only a 7% margin in 2025 before only hitting its 10% margin target in 2030, \"which we believe is too conservative.\" UBS sees the company reaching close to a 10% margin by 2027. It lowers its price target to 175 Danish kroner from 245 kroner and retains a buy rating. Shares rise 3.4% to 107.30 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":"维斯塔斯股价在近期令人失望之后有望出现拐点——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VWDRY":0.9},"content_text":"1100 GMT - Vestas shares have faced pressure from the U.S. election result and after recent margin disappointments, but they now look poised for a rebound in the fourth quarter and into 2025, UBS analyst Supriya Subramanian writes. Concerns over the company's ability to turn around its margins and the outlook for the U.S. wind market are valid, but UBS believes the share price correction has been overly negative. Consensus implies only a 7% margin in 2025 before only hitting its 10% margin target in 2030, \"which we believe is too conservative.\" UBS sees the company reaching close to a 10% margin by 2027. It lowers its price target to 175 Danish kroner from 245 kroner and retains a buy rating. Shares rise 3.4% to 107.30 kroner. (dominic.chopping@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 28, 2024 06:00 ET (11:00 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}