Vestas Could Report Softer Orders, But Fundamentals Are Improving -- Market Talk

Dow Jones04-01

1032 GMT - Vestas first-quarter orders could be somewhat soft, but the fundamentals for wind are improving as the Middle East conflict increases focus on energy security, boosting the appeal of renewables, JPMorgan analysts write. The additional demand will take some time to materialize, they add. The company received two very large offshore orders in the U.K. during the quarter, which will provide visibility on revenue through the end of 2028. Large onshore orders have been weak amid uncertainty in the U.S., which has put several customers on hold. Outside of the U.S., order bookings could see some delays in light of the Middle East conflict, the bank adds. Shares fall 0.5%. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

April 01, 2026 06:34 ET (10:34 GMT)

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