• (PLX AI) – Vestas shares fell 5% at the open after competitor Siemens Gamesa issued a profit warning last night.
  • • Siemens Gamesa reported quarterly revenue below expectations and cut outlook, citing supply chain disruptions and cost inflation
  • • There is an obvious negative read-over to Vestas, likely to trigger negative estimates revisions, SEB said
  • • It seems increasingly likely that Vestas will be guiding a margin decline year-over-year in 2022, SEB said
  • • The probability that Vestas has lost market share in calendar Q4 21 has increased, SEB said
  • • The Vestas 2022 guidance risks showing low profitability, Sydbank said
  • • There is a higher chance that Vestas will guide for EBIT margin below 5% than above 5%, Sydbank said

Quelle: PLX AI