Siemens Energy AG

8 days ago · reuters.com

Japan's industry ministry, Siemens Energy to partner on floating offshore wind project

9 days ago · seekingalpha.com

Siemens Energy is initiated at Buy, with fair value at $178.03. SMEGF's valuation is underpinned by robust gas turbine demand, strong order backlog, and management's fiscal 2028 margin targets. Key catalysts include the fiscal 2026 results and 2027 outlook, with group margin trending toward the upper end of 10-12%.

1 month ago · businesswire.com

HOUSTON--(BUSINESS WIRE)--Siemens Energy and Dynamis Power Solutions, LLC (Dynamis) have signed an agreement for the supply of 119 gas turbine cores to be integrated into Dynamis' mobile power generation solutions, which will be used for a range of different applications to support power needs in the United States. The SGT-400 cores, each with an output of approximately 15 MW, will be supplied over the span of multiple years, with the first batch to be delivered in 2027. The Siemens Energy core.

2 months ago · fool.com

Bloom Energy is doubling its revenue and crossing major milestones. GE Vernova has a record backlog, surging orders, and the scale to power entire national grids. Both are vital to the AI energy build-out, but only one is already indispensable.

2 months ago · fool.com

One trades on steady cash generation and regulated returns, while the other bets on explosive demand for equipment. Their financial profiles tell starkly different stories.

2 months ago · seekingalpha.com

I'm reiterating Siemens Energy AG is reiterated as a Strong Buy with a new $220 price target after robust Q3 2026 results. SMEGF's backlog surged to €162 billion, quarterly revenue rose 19% y/y, and group margin reached 14.2%, outpacing prior expectations. 2026 guidance now targets 14–16% revenue growth, 10–12% profit margin, ~€4B net income, and €8B FCF before tax.

2 months ago · wsj.com

The company said it could bring in external investors or undertake a potential capital markets transaction, and plans to deconsolidate the business while maintaining a minority stake.

2 months ago · reuters.com

Siemens Energy plans to sell most of its ​division supplying industrial customers, it said ‌on Tuesday, in a move aimed at sharpening the supplier of power equipment's focus on the ​booming utility sector.

2 months ago · fool.com

This is no flash-in-the-pan fad. This heavy equipment is worth the high upfront cost that AI data center operators are willing to pay.

3 months ago · reuters.com

Siemens Energy's supervisory board will hold an ​extraordinary meeting on August ‌25 to discuss a possible spinoff of a division that caters ​to industrial firms, a ​person familiar with the matter ⁠said.