Vestas Wind Systems A/S

Vestas clearly beat operating expectations in the second quarter and raised its full-year targets, after which the share jumped 18% to its highest level since early 2024. The upgrade leaves roughly 9% upside to the EBIT market consensus for 2026 and brings the medium-term margin target of 10% within reach; management also announced a solid share buyback program. Nordex and Siemens Energy also benefited with share gains, and analysts at Goldman Sachs and RBC praised the surprise and the restraint in raising guidance. » Mere på finanzen.net

Vestas has lifted its full-year EBIT margin forecast to 7–9 percent. In the second quarter, revenue rose to €4.7 billion and operating profit to €446 million, pushing the margin up to 9.4 percent and beating analysts’ expectations. Order intake grew 67 percent to 3.35 gigawatts, and the order backlog stood at €76.9 billion. Vestas also announced a new €400 million share buyback program, and the stock jumped sharply in early trading. » Mere på finanzen.net

Vestas shares gained about 4.9% after J.P. Morgan added the company to its “Positive Catalyst Watch” list, maintained an overweight rating and set a price target of 216 DKK. Analyst Akash Gupta sees a chance that the half‑year results on August 13 could trigger the first upward revision of the annual forecast since 2016. Technically, the stock climbed above its 21‑day moving average, and ongoing buybacks plus the intraday high of 183.5 DKK supported the recovery. » Mere på de.investing.com

Vestas posted revenue of €4 billion in Q1 2026 (+14%) and earnings per share of 0.08. The EBIT margin improved to 3.2%, driven by the Power Solutions segment (+23%), while the service business recorded a 9% decline in revenue. The company launched a €100 million share buyback program and reports net liquidity of €435 million. Despite the figures, the share fell 3.26%; Vestas confirmed an investment-grade rating from Moody’s and issued guidance for further revenue and EPS growth in the coming quarters. » Mere på de.investing.com

Vestas reported an unexpectedly large first-quarter profit gain, citing improved execution across its onshore and offshore businesses and delivering its best Q1 since 2018. Management said the result bodes well for the rest of the year and highlighted opportunities from electrifying grids and supplying renewables to data centers. Geopolitical tensions in the Middle East are pushing policymakers to prioritise energy security, reinforcing demand for wind power. » Mere på cnbc.com