Siemens Energy

The Siemens Energy share briefly rose to €156.76, then fell on XETRA by 0.66 percent to €150.10. An executive order by US President Donald Trump to protect power grids and impose restrictions on foreign components temporarily boosted prices in a positive environment for suppliers to AI and data centers. Citigroup analyst Vivek Midha sees restrictions on imported large components as overall positive for Siemens Energy, even if procurement flexibility suffers slightly. » Plus sur finanzen.net

Siemens Energy plans to make its industrial division Transformation of Industry (ToI), with about 17,000 employees, independent under the name Omterra and is exploring the sale of a majority stake that Bloomberg says could be valued at more than €10 billion. Goldman Sachs is advising on the sale; Siemens Energy intends to retain a significant minority stake, and private equity firms such as CVC, EQT, Bain, Brookfield and KKR are named as potential bidders. The ToI unit generated roughly €5.7 billion in revenue in 2025 with an operating margin of 11.3%; analysts including JPMorgan welcome the separation and have reiterated buy ratings. Risks include internal reviews by the supervisory board and employee representatives, as well as the idle GNA II gas power plant, which could weigh on buyer talks; the market expects an update with the full-year results on 11 November 2026. » Plus sur de.investing.com

Siemens Energy shares rose sharply on Thursday, trading as much as 3.7% higher at €156.76. Momentum came from a US government executive order to secure the power grid, which is expected to boost demand for grid technology and in particular restrict foreign suppliers. Additional upside was driven by Nvidia’s strong outlook and the resulting AI and data‑center demand that favors equipment such as transformers. Analysts say potential supply‑chain restrictions could further tighten supply and push prices up, which could benefit Siemens Energy. » Plus sur deraktionaer.de