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Posted by
Two Blokes Jun 17 -
Filed in
Stock
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3 views
WEG is down 16% in 2025, even with superior fundamentals and recovery of AI infrastructure competitors. This deserves a discussion about what happens. The company has a consistent track record of revenue and margin growth, even in recessions, with 56% of revenue coming from abroad. The recent margin drop was a one-off, and WEG's management maintains high credibility with a track record of sound strategic decisions.