Siemens Energy

Siemens Energy shares are about 33% below their all‑time high after sharp price swings and macroeconomic and sector‑specific uncertainties dampened the rally. Operationally the company showed solid growth: Q3 order intake €17.9 billion, order backlog €162 billion, revenue +18.5% and earnings before special items of around €1.6 billion; free cash flow rose to €2.3 billion. Analysts’ average price target is near €185, but risks remain from potential weak demand for AI data centers, project phasing and margin pressure. Clarity is expected from the annual results and the outlook on 11 November. » More on finanzen.net

US President Trump is demanding that large new data centers generate their own power, a move that primarily strengthens GE Vernova through gas turbine orders. Siemens Energy is also receiving large US orders for its gas division, contributing to record order intake, but manufacturing bottlenecks could extend delivery times. Crucial for profitability are upcoming quarterly results: GE Vernova on October 28 and Siemens Energy on November 11. » More on deraktionaer.de

The Siemens Energy share recovered after the previous day's sell-off, supported by positive sentiment in the AI environment rather than by new company news. Despite sector warnings from Barclays about waning pricing power, Siemens Energy reported record orders, strong results before special items, and confirmed its guidance for 2026. Risks remain from cyclical order drops in specific segments; analyst consensus is currently strong buy with a median price target of €212.14. Crucial will be the publication of the annual figures and the outlook on November 11 to determine whether the recovery is sustainable. » More on finanzen.net