Stock Movers Vestas Jumps, Siemens Healthineers Dips, Novo Nordisk Up
Nov 5, 2025
Chloe Mellie, a Bloomberg reporter, dives into market shifts and company insights. Vestas Wind Systems shines with a €150 million share buyback, showcasing strong Q3 results and an improved pricing strategy. In contrast, Siemens Healthineers faces tariff setbacks, predicting costs could balloon to €400 million by 2026. Meanwhile, Novo Nordisk confronts challenges as it lowers its forecast for the fourth time due to sluggish sales of its blockbuster drugs, Wegovy and Ozempic. The conversation offers a fascinating look at the dynamics shaping these companies' futures.
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Vestas Buyback Signals Strategic Turnaround
- Vestas' €150m buyback and resilient Q3 show its pricing and project-selection strategy is working.
- The wind sector still faces US policy and supply-chain headwinds despite signs of a European rebound.
Tariffs Could Double Impact For Med-Tech
- Siemens Healthineers expects tariff hits to roughly double to €400m in fiscal 2026, highlighting trade-risk exposure.
- Medical-device makers face major uncertainty from a US probe and potential stacked tariffs between the US and EU.
Novo Nordisk Faces Sales Slump And Strategic Shift
- Novo Nordisk cut guidance for the fourth time due to weaker Wegovy and Ozempic sales and rising competition.
- New CEO is pursuing cost cuts and a $10bn bid for obesity startup Mitzera to regain momentum.