contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Vaisala is a technology company. The company is a supplier of measurement solutions in the field of meteorology. The company's specialist expertise is found in the development of sensors, radars, and associated system solutions. Customers are found in various industries, with the greatest concentration in the aviation and energy sectors. The company operates on a global level, primarily in Europe, North America and Asia.

Here are Paul’s comments from Vaisala’s strategy call.  Vaisala’s strategy update a year after CMD partially reiterated familiar themes, but also revealed new details on strategic growth initiatives in different business areas. Long-term strategic actions specifically include growing service revenue in both Industrial Measurements and Weather and Environment business areas. The company also appears to be becoming more active on the M&A front. There are significant differences in short-term demand outlooks between different business segments, but we interpreted the company as seeing good opportunities to continue earnings growth despite market fluctuations.                   Inderes              Vaisala: Strategiapuhelu vahvisti luottamusta tuloskasvun jatkumiseen - Inderes    Korkeakatteisten yksiköiden hyvä kasvunäkymä ja kustannusten tasapainottaminen heikommilla alueilla tukevat tulosnäkymää.

Here are the presenters for the event: Speakers:  Kai Öistämö, President and CEO: Driving resilient growth in a changing market  Jarkko Sairanen, EVP Industrial Measurements: Entering the next phase of growth  Samuli Hänninen, EVP Xweather: Introduction of Xweather: Leading the future of weather intelligence  Anne Jalkala, EVP Weather, Energy, and Environment: Driving profitability and global leadership

Vaisala is holding a separate strategy call today from 2 PM to 4 PM, which can be viewed on Inderes’ website. The webcast also offers the opportunity to send questions via the chat function. We will naturally write a summary of the strategy call for tomorrow’s morning report.

Almanakka has written well and comprehensively about Vaisala regarding Q3.  It sounds like a negative outlook is already being set up here. Revenue for the last 12 months is now at 602m euros, meaning it can withstand a somewhat weak quarter. EBITA is also already at 98.3m euros. It would certainly be a huge disappointment if these figures were not reached. In my opinion, Öistämö shouldn’t try to explain so verbosely why the guidance might not be met, before stating what the guidance is. Unless W&E is truly melting down at a rapid pace.                   Sijoitustieto.fi              Vaisala Q3/25: Koon muotoinen lähitulevaisuus    Almanakka analysoi Vaisalan Q3/25 tuloksen ja sijoittajapuhelun. Millaisena yhtiön lähitulevaisuus näyttäytyy ja onko kurssilaskun jälkeen hyvä aika ostaa Vaisalan osaketta?

Here are Evli’s latest comments. Target price €50, buy recommendation.            evli-website.files.svdcdn.com              Vaisala-251023-Earnings-flash.pdf    194.81 KB

Q3 published: Vaisala Oyj Interim Report January–September 2025: Strong Net Sales and Profitability in the Third Quarter Third Quarter 2025  Orders received EUR 119.6 (150.8) million, decrease 21% Order book at the end of the period EUR 180.4 (220.4) million, decrease 18% Net sales EUR 154.0 (136.6) million, increase 13%, at comparable exchange rates 16% Operating result (EBITA) EUR 28.0 (25.8) million, 18.2 (18.9) % of net sales Operating result (EBIT) EUR 25.7 (24.1) million, 16.7 (17.7) % of net sales Earnings per share EUR 0.51 (0.53) Cash flow from operations EUR 25.8 (25.2) million  Financial Guidance 2025 Vaisala estimates, excluding potential material changes in the market environment, that its net sales for 2025 will be between EUR 590–605 million and its EBITA operating result between EUR 90–100 million. From the beginning of 2025, Vaisala has changed its operating result (EBIT) guidance to EBITA operating result in line with its long-term financial targets. Market Outlook 2025 The industrial market, health technology market, and power market grew during the first three quarters of the year. Similar development is expected to continue during the rest of the year. However, the market environment remains uncertain, affecting the predictability of development in these markets. The more established meteorology and air traffic markets are expected to decline compared to the exceptionally high levels of the previous two years. The renewable energy market is expected to decline this year due to the slowdown in new wind energy investments. The road traffic market is expected to remain stable.                   Inderes              Vaisala Oyj osavuosikatsaus tammi–syyskuu 2025: Vahva liikevaihto ja...    Vaisala Oyj Osavuosikatsaus 23.10.2025 klo 9.00 Vaisala Oyj osavuosikatsaus tammi–syyskuu 2025: Vahva liikevaihto ja kannattavuus kolmannella neljänneksellä Tämä tiedote on tiivistelmä Vaisalan...

Here are Pauli’s comments on Vaisala’s new service model for sensor calibration.  Vaisala launched a new, better productized service concept that simplifies sensor maintenance from the customer’s perspective and, in our estimation, enables Vaisala to grow its profitable service business. The growth brought by the service model is likely relatively small on Vaisala’s scale, but we also believe the operating model supports the longevity of customer relationships, which the company already maintains at a high level.                   Inderes              Vaisala: Uusi palvelumalli mittapäiden kalibrointiin - Inderes    Malli tukee palveluliiketoiminnan kasvua sekä asiakassuhteiden jatkuvuutta.

Vaisala

Uncertainty remains The uncertainties regarding tariffs have not diminished during the months following the escalation as the trade talks are still underway. Vaisala’s Americas business grew...

Uncertainty remains The uncertainties regarding tariffs have not diminished during the months following the escalation as the trade talks are still underway. Vaisala’s Americas business grew over 60% y/y in Q1 ahead of the escalation of the trade war. According to our talks with the management, the performance was only marginally influenced by front-loaded demand ahead of the tariffs. In addition to the trade war, the policy changes in the US create additional uncertainty especially for W&amp;E. Vaisala’s traditional growth market within the W&amp;E segment—renewable energy—is encountering headwinds, and the outlook has been revised downward as the market is now expected to contract in 2025. While we expect that this is mostly related to slower wind investment globally, the policy changes in the US likely partly explain the weakening demand picture. In addition, the cuts on public spending in the US overall have had negative effect on W&amp;E as the client base is predominantly public. Some topline headwinds yet mix continues to improve We have made slight estimate revisions ahead of the Q2 print. We continue to model growth for IM in Q2 as we expect continued momentum in power, life science and industrial instruments markets. For W&amp;E, we have revised our net sales estimate downwards and now forecast sales decline for the quarter as the segment faces tough comparison figures in addition to headwinds related to renewable energy and the trade war. In addition, we model some additional headwind from FX on a group level, as USD has continued to weaken. Profitability is expected to remain supported by a favorable sales mix, as we model both organic and inorganic growth in subscription sales. Our estimates for FY stay relatively unchanged as we estimate net sales of EUR 598m and EBITA of EUR 97m for the full year. ACCUMULATE (prev. BUY) with a TP of EUR 54 (EUR 52) We raise our TP to EUR 54 (prev. EUR 52) mainly on higher peer multiples. Vaisala is currently priced at EV/EBITA of 19-16x based on our estimates for 2025-2026E. Given the more neutral valuation, we revise our rating to ACCUMULATE (prev. BUY).