Siemens Energy AG

9 days ago · fool.com

Bloom Energy is doubling its revenue and crossing major milestones. GE Vernova has a record backlog, surging orders, and the scale to power entire national grids. Both are vital to the AI energy build-out, but only one is already indispensable.

10 days ago · fool.com

One trades on steady cash generation and regulated returns, while the other bets on explosive demand for equipment. Their financial profiles tell starkly different stories.

28 days ago · seekingalpha.com

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.

29 days ago · wsj.com

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.

30 days ago · reuters.com

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.

1 month ago · fool.com

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.

2 months ago · reuters.com

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.

2 months ago · wsj.com

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%.

2 months ago · wsj.com

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%.

2 months ago · reuters.com

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.