Siemens Energy

Strong quarterly results from GE Vernova and an upward revision of its revenue forecast reinforce ongoing demand for power plant and grid technology for data centers and boost the Siemens Energy share. Siemens Energy recently recorded high order intake in its gas services business and a record order backlog, but remains about 30 percent below its all-time high. Investors remain concerned about the sustainability of AI-related investment, rising interest rates and margin pressure in the supply chain; Bank of America, however, views the share price decline as exaggerated. On November 11 Siemens Energy will report new quarterly and annual figures and provide its outlook for 2027, which will be decisive for valuation. » More on finanzen.net

Siemens Energy sold the Trench Group in 2024 to investor Triton for a mid-three-digit million amount. Triton invested heavily in expansion and production; two years later it sold Trench to GE Vernova for $9 billion. Siemens Energy justified the sale with acute financial problems and a need for investment, but now faces a loss of control and a possible misjudgment, while GE Vernova is focusing on integrating the supply chain and further growth. » More on wiwo.de

The expansion of AI data centers is driving GE Vernova’s demand for gas turbines and grid equipment, leaving parts of its capacity booked for a long time. GE Vernova reported strong quarterly results, raised its full-year outlook and recorded a backlog of nearly $200 billion. This development could indirectly benefit Siemens Energy, but the stock remains volatile after a recent pullback and ongoing downtrend and needs further catalysts for a sustainable re-entry. » More on deraktionaer.de