ABB ABB Ltd Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
09:56
Sep 23
Sep 23
Bloomberg Markets
ABB wins from data center buildout.
ABB's data center business is about 10% of revenue but growing triple digits in the second quarter versus more than 10% for the rest of the company; management expects the data center buildout to remain strong for years, and ABB's electrification/automation technologies, hyperscaler relationships and bolt-on M&A strategy should support growth.
21:53
Sep 21
Sep 21
Bloomberg Markets
ABB data center power solution scales.
ABB's new data-center portfolio uses DC current to deliver 5% efficiency gains, 30% less copper, less heat and less space, with 700 patents. It is working with Nvidia and hyperscalers, expects rollout in the next few months and sees 20%-30% deployment by 2030-2035, positioning ABB to benefit from surging data-center power demand.
23:31
Feb 02
Feb 02
r/investing
ABB robotics divestiture removes thematic robotics exposure
The author says ABB's planned divestment of its Robotics division to SoftBank is a signal to remove ABB from a robotics-stock pool. Losing the robotics unit means holding ABB for robotics exposure no longer matches the original thematic rationale. The announced divestiture to SoftBank is the concrete catalyst, with no specified time horizon.
About ABB Investor Commentary
Across the available history and selected sources, Buzzberg tracks ABB (ABB Ltd) across 11 sources: 3 bullish vs 0 bearish calls from 13 authors. Historical directional balance: 17% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 18 total trade ideas tracked. Past 7 days, before deduplication: 4 other directions. Latest voices: Peter Voser, Brandon Spencer, u/The-Dividend-Bible.