SIEGY Siemens AG Loading... : Bullish and Bearish Analyst Opinions
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20:00
Aug 24
Aug 24
Siemens Energy is preparing to sell a majority stake in its steam turbine business and has.
Siemens Energy is preparing to sell a majority stake in its steam turbine business and has hired Goldman Sachs to manage the sale process.
02:00
Aug 11
Aug 11
Named Nvidia NVLink Fusion Ecosystem partner.
Notes the company's inclusion as a custom silicon partner in the Nvidia NVLink Fusion Ecosystem, no directional view.
LOW
14:19
Aug 07
Aug 07
Siemens announces plans to invest over 200 million dollars in two new manufacturing facilities.
Siemens announces plans to invest over 200 million dollars in two new manufacturing facilities in Texas.
14:00
Aug 06
Aug 06
Howmet's new IGT gas turbine casting capacity in Japan is already fully spoken for, with the company citing demand from new applications and technology introductions that will help it expand its >50% global market share. — Indicates that IGT OEMs (GE Vernova, Siemens Energy) are effectively locked in with Howmet for additional capacity, and pricing/supply will remain tight, supporting Howmet's long-term growth and margins.
MED
11:54
Aug 06
Aug 06
Data center buildout drives Siemens growth
Siemens is benefiting from massive data center buildout, with smart infrastructure identification growing 20% and electrical products 18%, strong automation demand in China picking up, and a comprehensive digital twin offering enabling efficient, fast data center construction.
MED
07:55
Aug 06
Aug 06
Siemens raises its earnings expectations for the second time this year due to strong data.
Siemens raises its earnings expectations for the second time this year due to strong data center spending and higher software sales returns.
07:17
Aug 06
Aug 06
Data center boom fuels Siemens earnings.
Siemens raised its earnings outlook for the second time this year, driven by surging data center spending and higher returns from selling software to industry. Automation order intake rose 11%, software business grew 11%, electrification revenue was up 20%, and digital services up 15%. The company has strong momentum, competitive new products in China, and benefits from the electrification and digital twin needs of AI factories.
HIGH
05:45
Aug 06
Aug 06
Morgan Stanley lowered its price target for Siemens Energy AG to 195 euros from 200 euros.
Morgan Stanley lowered its price target for Siemens Energy AG to 195 euros from 200 euros, reflecting a modest downward revision.
05:06
Aug 06
Aug 06
Siemens reports fiscal Q3 revenue and profit above estimates while reaffirming full-year EPS.
Siemens reports fiscal Q3 revenue and profit above estimates while reaffirming full-year EPS and revenue growth guidance.
05:06
Aug 06
Aug 06
Siemens beats Q3 estimates across revenue profit and orders while raising its full year outlook.
Siemens beats Q3 estimates across revenue profit and orders while raising its full year outlook and maintaining revenue growth guidance
11:15
Aug 05
Aug 05
Siemens Energy reports strong demand for gas turbines and grid equipment in the current fiscal.
Siemens Energy reports strong demand for gas turbines and grid equipment in the current fiscal year.
12:30
Aug 04
Aug 04
Rockwell is gaining share in data center central utility plant controls by displacing traditional digital distributed controllers (DDC) with its Logix PLCs, driven by hyperscaler standardization. — This indicates a structural share shift in data center control systems from building automation providers to industrial automation providers.
MED
22:21
Jul 31
Jul 31
Siemens Healthineers cut its revenue outlook due to diagnostics weakness.
Siemens Healthineers cut its revenue outlook due to diagnostics weakness, a factual corporate update with no directional trade call.
21:27
Jul 29
Jul 29
Watch these industrials as beneficiaries of broad factory automation and electrification demand.
Watch these industrials as beneficiaries of broad factory automation and electrification demand confirmed by Amphenol’s strong broad-based industrial growth.
MED
07:41
Jul 23
Jul 23
Watch industrial automation and test-and-measurement names as TI's broad analog demand signals.
Watch industrial automation and test-and-measurement names as TI's broad analog demand signals a positive cycle for these beneficiaries.
MED
13:04
Jul 14
Jul 14
Siemens Energy begins preparations to establish its own brand.
Siemens Energy begins preparations to establish its own brand, according to a report from FirstSquawk.
16:42
Jul 01
Jul 01
Author names SIEGY as a robot training/enablement company within a thematic basket he states he.
Author names SIEGY as a robot training/enablement company within a thematic basket he states he is buying, preferring industrial software enablers over humanoid OEMs.
MED
05:45
Jun 29
Jun 29
Named as part of a thematic enabler basket for robotics/ML training infrastructure.
Named as part of a thematic enabler basket for robotics/ML training infrastructure; no explicit personal position disclosed by author.
MED
07:01
Jun 24
Jun 24
Siemens AI agent boosts industrial productivity.
Siemens has a complete AI stack combining hardware, software, domain know-how, and trusted customer data. It partners with NVIDIA and has deployed a real AI engineering agent that programs industrial PLCs autonomously, delivering 50% higher productivity and 80% better programming quality. This demonstrates genuine AI-driven value creation in industrial automation.
HIGH
06:12
Jun 24
Jun 24
Siemens AI boosts factory productivity.
Siemens is uniquely positioned to bring AI to the factory floor with its technology stack, domain data, and customer trust. Real-world applications such as an AI-powered engineering agent already show 50% productivity improvements and 80% higher programming quality, proving the value of industrial AI.
HIGH
09:18
Jun 19
Jun 19
Siemens expects revenue from its online store to more than double this year according.
Siemens expects revenue from its online store to more than double this year according to a company statement.
16:34
Jun 18
Jun 18
Watch automotive and industrial suppliers as discretionary softness and energy costs pressure.
Watch automotive and industrial suppliers as discretionary softness and energy costs pressure consulting and software spend near-term.
MED
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
16:03
Jun 11
Jun 11
Siemens Energy sees increased demand for gas turbines driven by the Iran war and the AI boom.
18:59
Jun 02
Jun 02
Watch as beneficiaries of agentic EDA verification acceleration lowering barriers to custom.
Watch as beneficiaries of agentic EDA verification acceleration lowering barriers to custom silicon.
MED
18:59
Jun 02
Jun 02
Watch Siemens (SIE) as an industrial automation partner benefiting from Intel's edge AI.
Watch Siemens (SIE) as an industrial automation partner benefiting from Intel's edge AI and custom silicon push.
MED
11:52
Jun 01
Jun 01
Watchlist: EDA tool vendors benefit from agentic AI verification cycles.
Watchlist: EDA tool vendors benefit from agentic AI verification cycles; Cadence highlighted most directly, Synopsys and Siemens positive at sector level.
MED
10:53
Jun 01
Jun 01
Monitor these tickers as participants in NVIDIA's DSX AI Factory ecosystem.
Monitor these tickers as participants in NVIDIA's DSX AI Factory ecosystem; the author provides a research map without personal position.
MED
18:30
May 29
May 29
The author provides a detailed supply-chain beneficiary list of Nvidia's 800V DC architecture.
The author provides a detailed supply-chain beneficiary list of Nvidia's 800V DC architecture partners but only takes a personal long position in NVTS, while the rest are indexed as watch.
22:43
May 27
May 27
Watch SIEGY as a medium-magnitude beneficiary through broader electrification and automation.
Watch SIEGY as a medium-magnitude beneficiary through broader electrification and automation exposure; AI cluster scaling and multi-site data center architectures increase demand for industrial electrical and grid infrastructure.
MED
About SIEGY Analyst Coverage
Buzzberg tracks SIEGY (Siemens AG) across 14 sources. 7 bullish vs 0 bearish calls from 24 analysts. Sentiment: predominantly bullish (11%). 62 total trade ideas tracked. Latest voices: Bloomberg, pequityresearch, financialjuice.