ABB ABB Ltd Loading... : Bullish and Bearish Analyst Opinions
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13:39
Aug 06
Aug 06
Beneficiaries of rising grid equipment demand.
Watch ETN, HUBB, POWL, and ABB as beneficiaries of rising capital expenditure across utilities, developers, and hyperscalers for grid equipment.
MED
06:01
Jul 20
Jul 20
ABB Robotics division booming
ABB Robotics closed its highest production quarter in history, sees demand picking up in Q3, expects a fantastic 2026, and is progressing toward closing the SoftBank spinoff deal in H2 2026, all while benefiting from a localized supply chain and AI-driven customization.
MED
08:22
Jul 16
Jul 16
ABB CEO Morten Wierod states the company is actively exploring M&A opportunities following its.
ABB CEO Morten Wierod states the company is actively exploring M&A opportunities following its agreement to acquire Rotork.
07:35
Jul 16
Jul 16
ABB best yet to come
ABB's data center business grew over 100% in Q1 and Q2, the pipeline is very strong, and the outlook for the next 14 years is robust. The long-term electrification trend drives performance across the company, with non-data center business also growing double digits. The CEO states 'the best is yet to come for ABB' and the company is well-positioned.
HIGH
07:22
Jul 16
Jul 16
ABB CEO states the company can still pursue major deals following the Rotork acquisition.
05:10
Jul 16
Jul 16
ABB reports Q2 2026 revenue and operational EBITA above estimates but EPS misses expectations.
ABB reports Q2 2026 revenue and operational EBITA above estimates but EPS misses expectations, with guidance for improving operational EBITA margin year-over-year.
14:22
Jun 17
Jun 17
Watch Indian EMS, electrical equipment, and power infrastructure names as AI supply chain.
Watch Indian EMS, electrical equipment, and power infrastructure names as AI supply chain diversifies to India; near-term earnings limited but long-term positive.
MED
22:43
May 27
May 27
Watch ABB as a medium-magnitude beneficiary through electrification and automation exposure.
Watch ABB as a medium-magnitude beneficiary through electrification and automation exposure to AI data center infrastructure buildout, as power constraints reshape cluster architecture and campus-level deployment.
MED
23:49
Feb 09
Feb 09
AI data centers require massive amounts of electricity. Transformers (high to low voltage) are sold out for years. Steve explicitly names GE (nuclear arm), Schneider, and ABB. You cannot have AI without power. The grid is constrained. Companies that manufacture the physical electrical infrastructure (transformers) and generation (nuclear) have pricing power due to supply shortages. LONG. This is a "pick and shovel" play on the energy crisis created by AI compute demand. Regulatory hurdles for nuclear; faster-than-expected efficiency gains in chips reducing power needs.
18:07
Jan 07
Jan 07
ABB long on manufacturing robotics expansion
Buy ABB as a long-term structural bet on manufacturing robotics driven by AI-led automation demand, with author viewing the multi-decade trajectory as underpriced.
MED
About ABB Analyst Coverage
Buzzberg tracks ABB (ABB Ltd) across 7 sources. 4 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (40%). 10 total trade ideas tracked. Latest voices: TheValueist, Henry Han, Bloomberg.