AI is moving beyond chatbots and onto the factory floor, helping manufacturers boost productivity. Siemens CEO Roland Busch joins Ed Ludlow on "Bloomberg Tech" to discuss the trend and AI's role in Europe's industrial future.
Siemens Aktiengesellschaft remains an attractive AI-driven growth story, with a 104% total return since July 2023 and ongoing re-rating potential. Strong Q2 2026 results include €19.8B revenue (+6% YoY), €2.2B net profit, and a record €124B order backlog, highlighting robust demand across key segments. DI and SI segments outperform, with digital business revenue surpassing targets and SI margins exceeding management's guidance; industrial AI partnerships with Nvidia drive future catalysts.
Siemens Energy on Thursday warned of possible wind turbine capacity cuts in Europe if governments fall behind in efforts to expand offshore power, saying a lack of determination could become an "existential threat" to the industry.
After reaching an important support level, Siemens AG (SIEGY) could be a good stock pick from a technical perspective. SIEGY recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.
Siemens is fundamentally strong but currently trades at a significant valuation premium, well above its historical P/E multiples. I maintain a €175/share price target and rate SIEGY a 'Hold,' citing overvaluation and exuberant growth expectations post-2Q26. Key risks include structural Chinese market exposure, margin pressures in DI, and moat erosion from competitors like Schneider and Rockwell.
Siemens Aktiengesellschaft (SIEGY) Q2 2026 Press Conference Call Transcript
Siemens Aktiengesellschaft ETR: SIE reported higher orders, revenue growth and stronger free cash flow in its fiscal second quarter, while management said geopolitical uncertainty and currency headwinds remain key risks for the rest of the year.
Siemens AG reported weaker-than-expected second-quarter earnings on Wednesday. The German engineering group posted strong order growth and maintained its full-year outlook despite what it described as a “very demanding” geopolitical environment.
The industrial giant launched the buyback program of up to five years as it posted higher second-quarter revenue in its industrial businesses.
Europe's push to expand offshore wind capacity is colliding with a structural supply crunch, as turbine prices soar and market concentration deepens. A new analysis from Rystad Energy warns that the region's post‑2030 targets risk slipping out of reach unless policymakers and developers address bottlenecks in the turbine value chain.
Siemens Aktiengesellschaft (SIEGY) Q1 2026 Earnings Call Transcript
Siemens, Germany's largest industrial that builds the power distribution systems and cooling systems that are required for state-of-the-art data centers, on Thursday lifted its profit outlook.