Siemens Energy

DZ Bank analyst Alexander Hauenstein raised the price target for Siemens Energy from €128 to €157 but kept the rating at “hold.” Operationally he expects a slight beat of the recently upgraded 2025/26 outlook and sees rising mid‑term targets through 2030. On the market, however, the share has again failed to break out upward and remains in a downtrend; a stop at €130 is recommended. Demand from the expansion of power supply for data centers and AI applications remains a positive long‑term growth driver. » More on deraktionaer.de

Siemens Energy booked record orders of €17.9 billion in the third quarter and increased its order backlog to €162 billion. Revenue rose 18.5% to €11.4 billion, underlying earnings climbed to €1.62 billion, and free cash flow before taxes improved significantly. The group confirmed its previously raised annual forecast, benefited from a turnaround at Siemens Gamesa and launched another share buyback tranche; at the same time the sustainability of growth and risks in gas and order intake remain uncertain. The key figures and the outlook for 2027, expected on November 11, will be decisive. » More on finanzen.net

Siemens Energy sees higher demand for power generation and grid technology from the expansion of data centers, from which Gas Services and Grid Technologies could particularly benefit. In the third quarter of fiscal 2026 the company recorded a record order intake of €17.9 billion and an order backlog of €162 billion; comparable revenue rose 18.5 percent to €11.4 billion. Siemens Energy confirmed its full-year guidance and expects the pre-exceptional profit margin to be at the upper end of the range; an ongoing share buyback program further supports the outlook. » More on deraktionaer.de