ABB ABB Ltd Loading... : Bullish and Bearish Analyst Opinions
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08:22
Jul 16
Jul 16
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, 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 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 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.
About ABB Analyst Coverage
Buzzberg tracks ABB (ABB Ltd) across 6 sources. 2 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (29%). 7 total trade ideas tracked. Past 7 days: 1 bullish, 3 watch. Latest voices: Bloomberg, Morten Wierod, FirstSquawk.