TickerTalks
Browse all tickers →
TickerTalks›$VWSYF
VWVWSYF

Vestas Wind Systems A/S

$VWSYF·$31B·Industrial - Machinery·Industrials
——
Mentions · last 7 days
2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 0 posts2026-08-11: 1 posts2026-08-12: 0 posts2026-08-13: 0 posts2026-08-14: 0 posts1
X counts updated 1d ago
VWVWSYF
$VWSYFVestas Wind Systems A/S
——1 posts
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $VWSYF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-15

The move is getting stronger, with heavier trading behind it.

Vestas Wind Systems is the Danish wind-turbine mega — Q2 EPS +98% blowout, revenue $5.4B (+3%), margin upgrade, WSJ 'Shares Jump.'

Vestas Wind Systems A/S is a Danish global wind-energy franchise (Power Solutions + Service segments for full-lifecycle wind turbines) — the equity is a real-business mega-cap accelerating on the specific Q2 blowout and the specific margin-upgrade.

  • Q2 was a MASSIVE beat: EPS $0.35 vs $0.17 (+98%), revenue $5.38B vs $5.23B (+3%) with underlying +26% YoY rev growth — the specific fact pattern of wind-cycle operating leverage.
  • 4 consecutive massive beats: Q2 +98%, Q1 +127%, Q4 +4%, Q3 +68% — real durable execution with sustained beat-magnitude.
  • No recent price data — 'insufficient_history' flag on price side (mega-cap ADR).
  • Fundamentals: 15% GM, 8% OM, 12% ROIC, 29% ROE, 4% FCF yield at $30.9B mc, 25.3x P/E — quality-franchise premium.
  • Analyst EPS €1.16 FY26 → €1.47 FY27 → €1.93 FY29 — durable double-digit growth.
  • 'Vestas Wind Systems Shares Jump on Earnings Growth, Margin Upgrade' (WSJ 8/12) — real specific commercial-narrative anchor.

Next dated events not disclosed — a fifth beat with continued wind-turbine execution + margin-expansion commentary extends the run; any specific wind-project cancellation or offshore-permit issue is the invalidator. The real risk on 25.3x P/E is that a specific US IRA/tax-credit rollback or wind-project pause triggers rerating.

What to watch: Next quarterly print — wind-turbine execution and any IRA/policy commentary. A fifth beat extends the run; project cancellation or permit issue is the invalidator.

no sentimentforeign domicile adrinsufficient price history

Read the AI verdict + X sentiment for $VWSYF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Operating on a global scale, Vestas Wind Systems A/S specializes in the full lifecycle of wind energy solutions, from the conceptual design and production to the deployment and ongoing maintenance of wind turbines. The firm's operations are segmented into two key areas: Power Solutions and Service. The Power Solutions division primarily handles the commercialization of comprehensive wind power facilities, individual turbine units, and parcels of land designated for development. Meanwhile, the Service segment focuses on securing maintenance agreements, distributing essential spare components, and delivering other associated support services. Vestas, which traces its origins back to 1898, maintains its corporate headquarters in Aarhus, Denmark.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $VWSYF.

Industrial - Machinery · Industrials

No material change from last week — electrical infrastructure for AI power density and robotic warehouse/manufacturing automation are pulling order books in different directions.

Industry benchmark

34-name peer basket
+24.7%YTD
+37.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
25.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
29.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
14.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$0.34$0.17+98.8%
Q1 2026May 6, 2026$0.09$0.04+127.2%
Q4 2025Feb 5, 2026$0.52$0.50+3.6%
Q3 2025Nov 5, 2025$0.41$0.25+67.9%
Next earningsWed, Nov 11·consensus EPS $0.48

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.7B+25.6%16.8%9.2%$0.28$231.9M
Q1 FY26$4.0B+14.4%11.9%3.2%$0.08$-487.0M
Q4 FY25$6.3B+2.1%15.1%8.4%$0.44$889.0M
Q3 FY25$6.2B+20.7%12.4%6.7%$0.35$566.0M

Forward consensus

5-year forecast · up to 23 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$21.5B$20.2B – $22.7B$1.16$1.06 – $1.2723
FY27$23.2B$21.5B – $25.3B$1.47$1.35 – $1.6222
FY28$24.1B$22.5B – $25.9B$1.64$1.50 – $1.8110
FY29$25.4B$23.7B – $27.3B$1.93$1.76 – $2.1314
FY30$26.2B$24.5B – $28.2B$2.13$1.94 – $2.3411

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.92%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+16.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+17.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.0B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.965-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Vestas Wind Systems Shares Jump on Earnings Growth, Margin Upgradewsj.com·4d ago

More in Industrial - Machinery

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ATS$VELO$BW$P$SERV$RR$XE$SYM
Voices on X · last 7 days

No standout posts about $VWSYF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport