Vestas Wind Systems (CPSE:VWS) Is Up 14.9% After Q3 Turnaround and New Share Buy-Back Programme

• Vestas Wind Systems A/S recently reported third-quarter 2025 results, posting sales of €5.34 billion and net income of €302 million, while narrowing its full-year revenue guidance to between €18.5 and €19.5 billion.
• This performance marked a turnaround from losses in the prior period and was accompanied by the announcement of four new wind turbine orders in Germany and the launch of a €150 million share buy-back programme.
• We'll examine how stronger profitability and tightened revenue guidance could influence Vestas' investment narrative and long-term outlook.

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Vestas Wind Systems Investment Narrative Recap

To be a shareholder in Vestas Wind Systems, you need to believe in the global acceleration of renewable energy adoption, supported by policy tailwinds and improving execution in both onshore and offshore segments. The company’s Q3 2025 return to profitability and its narrowed revenue guidance are positive, but the biggest short-term catalyst, renewed government support and order momentum, remains sensitive to policy clarity, while offshore cost pressures persist as the primary risk. Recent results do not make these catalysts or risks meaningfully less important.

Among recent developments, Vestas's four new turbine orders in Germany stand out, signaling ongoing demand in key European markets. These orders are particularly relevant, as they reflect top-line stability and reinforce the company’s exposure to global policy decisions and competition, both of which may influence revenue growth and confidence in forward guidance.

However, behind this recovery, investors should also be aware of intensifying price competition from overseas manufacturers in Europe...

Read the full narrative on Vestas Wind Systems (it's free!)

Vestas Wind Systems' outlook anticipates €23.1 billion in revenue and €1.3 billion in earnings by 2028. Achieving this would require a 7.6% annual revenue growth rate and a €538 million increase in earnings from the current €762 million level.

Uncover how Vestas Wind Systems' forecasts yield a DKK142.17 fair value, a 6% downside to its current price.

Exploring Other Perspectives

Simply Wall St Community members shared 11 fair value estimates ranging widely from DKK102.43 to DKK173.50. While policy clarity could drive order intake, global competition may affect profitability and investor confidence in coming quarters.

Explore 11 other fair value estimates on Vestas Wind Systems - why the stock might be worth as much as 14% more than the current price!

Build Your Own Vestas Wind Systems Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Vestas Wind Systems research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Vestas Wind Systems research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Vestas Wind Systems' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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