AI Analysis
Log in to generate an AI summary for this stock.
Log in to generate a MOAT report for this stock.
Log in to generate an earnings report for this stock.
Log in to generate an operating leverage report for this stock.
Log in to generate a management report for this stock.
Log in to generate a valuation report for this stock.
Siemens Energy AG
Video analysis: SMEGF
All videosNo video analysis for this stock yet. Request one from our team.
News: SMEGF
Siemens Energy: Gas, Grid, And Gamesa Are Finally Pulling Together
I'm reiterating Siemens Energy AG is reiterated as a Strong Buy with a new $220 price target after robust Q3 2026 results. SMEGF's backlog surged to €162 billion, quarterly revenue rose 19% y/y, and group margin reached 14.2%, outpacing prior expectations. 2026 guidance now targets 14–16% revenue growth, 10–12% profit margin, ~€4B net income, and €8B FCF before tax.
Siemens Energy Plans to Spin Off Transformation of Industry Unit
The company said it could bring in external investors or undertake a potential capital markets transaction, and plans to deconsolidate the business while maintaining a minority stake.
Siemens Energy to sell most of its industrial division
Siemens Energy plans to sell most of its division supplying industrial customers, it said on Tuesday, in a move aimed at sharpening the supplier of power equipment's focus on the booming utility sector.
Gas Turbine Prices Are on Track to Nearly Triple. These Stocks Are Cashing In
This is no flash-in-the-pan fad. This heavy equipment is worth the high upfront cost that AI data center operators are willing to pay.
Siemens Energy board to meet August 25 to discuss possible division spinoff, source says
Siemens Energy's supervisory board will hold an extraordinary meeting on August 25 to discuss a possible spinoff of a division that caters to industrial firms, a person familiar with the matter said.
Siemens Energy Profit Triples as Orders Hit Record Highs
It expects to achieve the higher end of its fiscal-year profit margin guidance, which it said in May would be between 10% and 12%.
Siemens Energy Profit Triple as Orders Hit Record Highs
It expects to achieve the higher end of its fiscal-year profit margin guidance, which it said in May would be between 10% and 12%.
Siemens Energy beats Q3 forecasts on AI data centre boom, Middle East demand
Siemens Energy's sales, margins and orders hit a record in the third quarter, it said on Wednesday, boosted by the expansion of AI data centres in the United States and power plants in the Middle East that have fanned demand for its gas turbines.
Similar companies
-
Mitsubishi Heavy Industries, Ltd.
MHVYF
·
Other OTC
Compare
-
Wartsila Oyj ADR
WRTBY
·
Other OTC
Compare
-
IHI Corporation
IHICY
·
Other OTC
Compare
-
Atlas Copco AB (publ)
ATLKY
·
Other OTC
Compare
-
ACS, Actividades de Construcción y Servicios, S.A.
ACSAY
·
Other OTC
Compare
-
Atlas Copco AB
ATLFF
·
Other OTC
Compare