SIEGY Siemens AG Loading... SIEMENS SIE.DE

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13:30
Apr 24 ◎
Lorenzo Simonelli CEO, Baker Hughes BKR Q1 FY26 call
Baker Hughes is effectively sold out of its NOVA LT gas turbines through 2028, despite plans to double capacity, indicating extreme demand tightness in the aero-derivative turbine market. — This confirms a structural supply-demand imbalance in the power equipment market, a positive for turbine makers and a potential bottleneck for data center projects.
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About SIEGY Analyst Coverage

Buzzberg tracks SIEGY (Siemens AG) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Lorenzo Simonelli.