Siemens Energy

Siemens Energy published figures and an optimistic outlook for fiscal 2025/26 that surprised investors positively. Several analysts reaffirm buy ratings with price targets around €210–212; Goldman names a target of €212, implying roughly 64% upside from the closing price of €129. Analysts particularly highlight stronger growth and margin targets for gas and grid technology through 2027 as well as the long-term 2030 targets, but warn the stock remains in a short-term downtrend. » More on deraktionaer.de

Siemens Energy reports a 145 percent rise in profit, a record order backlog of €164 billion and a tripled dividend. Strong demand for gas turbines is driving the business, yet confidence among many investors remains subdued despite the results. » More on welt.de

Siemens Energy increased annual profit to €4.1 billion (+145%) and is targeting €5 billion for the current year. The gains were driven mainly by booming gas turbine and grid component businesses and a markedly improved wind division (Siemens Gamesa). Despite operational strength, the stock has fallen more than 30% since April due to AI-driven market corrections; CEO Christian Bruch emphasizes that less than 10% of the order backlog is AI-related. The group is raising the dividend to €2.30 and launching a new share buyback program of up to €9 billion, while reporting a record order backlog of €164 billion and announcing record investments; the Transformation of Industry unit is planned to be put up for sale in 2027. » More on wiwo.de

Siemens Energy announced it will extend its ongoing share buyback program (up to six billion euros) by an additional up to nine billion euros through the end of fiscal 2030. The company likely recorded billions in profits in fiscal 2025/26. The move is driven by sharply rising demand for turbines and grid equipment to power AI-related data centers. Group figures for 2025/26 will be published on Wednesday. » More on wiwo.de

Siemens Energy will report Q4 and fiscal 2025/26 results tomorrow; market participants expect revenue of around €12.5–12.7 billion and adjusted earnings per share just above €1.30 after €0.19 a year earlier. For the full year analysts forecast revenue of about €44.2 billion and an increase in EPS to around €4.48. Management had most recently guided for revenue growth of 14–16%, an adjusted margin at the upper end of 10–12%, roughly €4 billion in profit and about €8 billion in free cash flow. Key stock drivers are the final-quarter margin, the outlook for 2027, developments at Siemens Gamesa and possible new medium-term targets through 2030; order intake and order backlog have recently remained strong at record levels. » More on deraktionaer.de