Wartsila eyes best day in 1.5 years after 'very big' data center deal

Wartsila Oyj Abp

20/11/2025 10:47

** Shares in Wärtsilä WRT1V.HE are up over 8% after the Finnish engineering group secured a 507 MW order in the U.S. in the data center segment

** The contract to supply 27 Wärtsilä 50SG engines "is very big compared to Wartsila's typical orders," says analyst Pauli Lohi from Inderes

** RBC echoes that view, and points out the deal amounts to 40% of Wartsila's YTD thermal power engine orders, and accounts for about 5% of the group's overall 2025 order intake

** "It is only Wartsila's second datacenter order ... and will raise expectations that the cadence of such deals could even accelerate in coming months," RBC' analysts Sebastian Kuenne and Nick Housden say in a note

** Inderes' Lohi also flags that Nvidia's strong results signal continued demand in the data center customer segment

** Wärtsilä shares are on track for their best day since April 26, 2024, ranking among the top performers on the STOXX 600 index .STOXX.

 (Reporting by Agnieszka Gosciak-Rabalska)

 ((Agnieszka.Gosciak@thomsonreuters.com))