Siemens Energy AG

26 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.

28 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.

28 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 · seekingalpha.com

Siemens Energy delivered record Q3 2026 orders of EUR17.9B, revenue of EUR11.4B, and 18.5% y/y comparable revenue growth. Gas Services and Grid Technologies segments converted backlog into higher revenue and margins, with group profit before special items tripling to EUR1.623B and margins rising to 14.2%. Management reaffirmed FY2026 guidance, expects group margin toward the upper end (10–12%), and pre-tax FCF of ~EUR8B, supporting a strong buy rating.

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.

2 months ago · reuters.com

Siemens Energy started preparing for the transition ​to an independent brand, ‌the German energy provider said on Tuesday, with the ​current entities Siemens Energy ​and Siemens Gamesa Renewable Energy ⁠to be united under ​the name Omterra.

3 months ago · seekingalpha.com

Siemens Energy AG remains a strong buy, driven by robust fundamentals and visible earnings growth potential in Gas Services (GS) and Grid Technologies (GT). GS is transitioning from a demand story to a conversion story, with a strong backlog, early slot reservations, and capacity expansions set to accelerate revenue and margin growth. GT benefits from surging US data-center demand, premium pricing for faster delivery, and a 50% capacity expansion, positioning it as the key upside driver.