Vestas Wind Systems (CPSE:VWS) Is Up 5.5% After Major Orders And US Policy Shift On Wind Projects

• In early December 2025, Vestas reported a 10 MW order from Cementeria Costantinopoli in Italy and a separate undisclosed 660 MW order in EMEA, alongside a US court ruling that invalidated a Trump-era ban on new wind projects.
• Together, these developments highlight how improving policy clarity and direct industrial offtake projects can support Vestas’ role in supplying reliable on-site renewable power.
• We’ll now examine how the US court’s reversal of the wind project ban could reshape Vestas’ investment narrative and demand outlook.

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Vestas Wind Systems Investment Narrative Recap

To hold Vestas, you generally need to believe that wind power equipment and services can grow despite policy swings and price pressure, and that Vestas can defend margins while scaling offshore. The US court ruling that invalidated the Trump-era wind ban is supportive for sentiment and near term order visibility, but the key short term catalyst remains consistent order intake recovery, while the biggest risk is still policy and regulatory uncertainty, particularly in the US and offshore.

The 10 MW on site order from Cementeria Costantinopoli in Italy ties directly into this catalyst by showing continued demand for industrial offtake projects that value secure, local renewable supply. While small in capacity compared with the undisclosed 660 MW EMEA order, it reinforces that diversified demand sources, including behind the meter projects, can partially offset volatility from large offshore awards and help smooth Vestas’ overall order profile.

But even with improving policy clarity, investors should be aware that ongoing US and offshore regulatory risk could still...

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

Vestas Wind Systems' narrative projects €23.1 billion revenue and €1.3 billion earnings by 2028. This requires 7.6% yearly revenue growth and about a €0.5 billion earnings increase from €762.0 million today.

Uncover how Vestas Wind Systems' forecasts yield a DKK156.26 fair value, a 7% downside to its current price.

Exploring Other Perspectives

Thirteen Simply Wall St Community fair value estimates for Vestas span roughly DKK102 to DKK196 per share, reflecting very different growth expectations. You can weigh these views against the policy driven order risk around US and offshore projects and consider how that might shape Vestas’ ability to convert today’s improved backdrop into more consistent performance.

Explore 13 other fair value estimates on Vestas Wind Systems - why the stock might be worth 39% less 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 2 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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