Roland Busch

President and CEO, Siemens
@BuschRo · tracked since Feb 2026
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SIEGY long +3.1%
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SIEMENS ×1
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SIEGY long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +3.1% Long Return +3.1% Short Return -
Average Return
7d -8.6%
30d -18.1%
90d +1.5%
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SIEGY Siemens AG Siemens AG
Long
Feb 12
$154.68
+3.1%
Siemens raised guidance and reported 37% growth in software revenue. The CEO explicitly stated, "Data center... very strong growth" and "Automation is coming back." Siemens is effectively transitioning from a cyclical industrial manufacturer to a secular growth "Industrial Tech" play. They are capturing the CapEx spend on data centers and electrification, insulating them from the weakness in the automotive sector. Long Siemens as a derivative play on AI infrastructure and grid modernization. Continued weakness in their legacy machine-building segment.
Siemens raised guidance and reported 37% growth in software revenue. The CEO explicitly stated, "Data center... very strong growth" and "Automation is coming back." Siemens is effectively transitioning from a cyclical industrial manufacturer to a secular growth "Industrial Tech" play. They are capturing the CapEx spend on data centers and electrification, insulating them from the weakness in the automotive sector. Long Siemens as a derivative play on AI infrastructure and grid modernization. Continued weakness in their legacy machine-building segment.
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