2GB.DE 2G Energy AG Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
12:31
21 авг
21 авг
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.
Выс.
13:17
30 июл
30 июл
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.
Сред.
09:16
17 июл
17 июл
2G Energy outperforms fuel-cell stocks
Author notes 2G Energy remains in positive territory with a functioning business model, outperforming fuel-cell stocks.
Низ.
10:17
16 июл
16 июл
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.
Сред.
12:01
30 июн
30 июн
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.
Сред.
10:40
30 июн
30 июн
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.
Сред.
15:12
26 июн
26 июн
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.
Сред.
11:31
10 июн
10 июн
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.
Сред.
12:56
26 мая
26 мая
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.
Сред.
08:04
25 мая
25 мая
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.
Сред.
Об аналитическом покрытии 2GB.DE
Buzzberg отслеживает 2GB.DE (2G Energy AG) в 1 источниках. Бычьих сигналов: 2, медвежьих: 0, от 1 аналитиков. Сентимент преимущественно бычий (20%). Всего отслеживается 10 торговых идей. За последние 7 дней: бычьих: 1. Последние спикеры: moodywriter13.