Vestas Shares Look Undervalued -- Market Talk

Dow Jones2025-03-18

1233 GMT - Vestas shares look cheap and already discount a fair amount of the risks ahead, Jefferies analysts write. "We remain positive on the sequential improvement in margins and continued growth in wind capacity over coming years, driven by Europe." U.S. onshore is in a period of flux due to regulatory changes and tariffs, but Jefferies is optimistic the momentum will return, given power generation needs for AI and broad tax credit support. The bank models a 6% EBIT margin in 2025, in line with consensus, and further margin expansion towards 8%-9% over 2026-2027. It raises its price target to 138 Danish kroner from 135 kroner and keeps a buy rating. Shares rise 5.7% to 116.90 kroner. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

March 18, 2025 08:33 ET (12:33 GMT)

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The bank models a 6% EBIT margin in 2025, in line with consensus, and further margin expansion towards 8%-9% over 2026-2027. It raises its price target to 138 Danish kroner from 135 kroner and keeps a buy rating. Shares rise 5.7% to 116.90 kroner. 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