2GB.DE 2G Energy AG Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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12:31
Aug 21
Aug 21
Buy 2G on backlog and data-centre demand.
Buy 2G Energy: secured H1 order intake of €479M with 20-30% customer down payments, US data-centre gas-engine demand, and a capacity path to roughly €1B revenue support a discounted 2028 fair value of €70 versus €56.50.
HIGH
13:17
Jul 30
Jul 30
Strong order intake highlights cheap valuation
Calls the stock the cheapest way to invest in the theme following strong H1 order intake of €479.4 million.
MED
09:16
Jul 17
Jul 17
2G Energy outperforms fuel-cell stocks
Author notes 2G Energy remains in positive territory with a functioning business model, outperforming fuel-cell stocks.
LOW
10:17
Jul 16
Jul 16
2G Energy lands record data-center order
Author notes 2G Energy landed its largest single order for a North American data-center customer, highlighting its containerized power plant offerings.
MED
12:01
Jun 30
Jun 30
2G Energy is multi-year growth story
Highlights 2G Energy as a multi-year growth opportunity rather than a short-term pump-and-dump trade.
MED
10:40
Jun 30
Jun 30
2G Energy secures more AI data center orders
Long position in 2G Energy, highlighting new AI data center orders, strong 2026 order intake guidance exceeding €1.2B, and a €70-100 valuation target.
MED
15:12
Jun 26
Jun 26
2G Energy is cheap data center play
Long position in 2G Energy, citing its cheap valuation relative to peers and strong positioning for behind-the-meter gas generation demand from US data centers.
MED
11:31
Jun 10
Jun 10
Long 2G Energy on US rental expansion
Author discloses a long position in 2G Energy, citing its new US rental arm providing containerized gas gensets for hyperscalers, which improves earnings quality.
MED
12:56
May 26
May 26
Massive AI data center order drives guidance
Author celebrates a successful bullish thesis as 2G Energy secures its largest-ever AI data center order, driving strong revenue and margin guidance.
MED
08:04
May 25
May 25
Dispatchable gas engines drive 2G Energy upside
Gas engines offer dispatchable power for AI data centers; 2G Energy is close to signing massive US contracts not yet reflected in its attractive relative valuation.
MED
About 2GB.DE Analyst Coverage
Buzzberg tracks 2GB.DE (2G Energy AG) across 1 sources. 2 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (20%). 10 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: moodywriter13.