Vestas Recovery Remains On Track -- Market Talk

Dow Jones05-08

0847 GMT - Vestas Wind Systems continues to recover, with higher offshore revenue and power solutions margins offsetting weaker service revenue to drive a first-quarter beat, Berenberg analysts write. While management continues to expect the offshore business overall to be loss-making this year, efficiency is continuing to improve, which should drive further margin gains through the remainder of this year and into 2027, the bank says. "This remains the key positive driver for margins over the coming quarters, in our view." Offshore order intake was very strong in the quarter while onshore was light. Guidance of 6%-8% EBIT margins for 2026 was reiterated. It increases its price target to 196 Danish kroner from 175 kronr and reiterates its hold rating. Shares fall 0.8% to 192.70 kroner. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

May 08, 2026 04:47 ET (08:47 GMT)

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While management continues to expect the offshore business overall to be loss-making this year, efficiency is continuing to improve, which should drive further margin gains through the remainder of this year and into 2027, the bank says. \"This remains the key positive driver for margins over the coming quarters, in our view.\" Offshore order intake was very strong in the quarter while onshore was light. Guidance of 6%-8% EBIT margins for 2026 was reiterated. It increases its price target to 196 Danish kroner from 175 kronr and reiterates its hold rating. Shares fall 0.8% to 192.70 kroner. 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While management continues to expect the offshore business overall to be loss-making this year, efficiency is continuing to improve, which should drive further margin gains through the remainder of this year and into 2027, the bank says. \"This remains the key positive driver for margins over the coming quarters, in our view.\" Offshore order intake was very strong in the quarter while onshore was light. Guidance of 6%-8% EBIT margins for 2026 was reiterated. It increases its price target to 196 Danish kroner from 175 kronr and reiterates its hold rating. Shares fall 0.8% to 192.70 kroner. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4182":"重型电气设备","VWDRY":"Vestas Wind Systems A/S"},"translate_title":"维斯塔斯复苏仍在正轨上——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VWDRY":0.9},"content_text":"0847 GMT - Vestas Wind Systems continues to recover, with higher offshore revenue and power solutions margins offsetting weaker service revenue to drive a first-quarter beat, Berenberg analysts write. While management continues to expect the offshore business overall to be loss-making this year, efficiency is continuing to improve, which should drive further margin gains through the remainder of this year and into 2027, the bank says. \"This remains the key positive driver for margins over the coming quarters, in our view.\" Offshore order intake was very strong in the quarter while onshore was light. Guidance of 6%-8% EBIT margins for 2026 was reiterated. 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