Siemens Energy

Resetting our growth expectations on the back of robust structural demand, impending mid-term target upgrade

09/07/25 -"We have upgraded our rating on Siemens Energy from Sell to Add. This upgrade has been driven by the strong order momentum seen in the recent quarters and its anticipated continuation. This order ..."

PDF page sample
Pages
61
Language
English
Published on
09/07/25
Download
You may also be interested by these reports :
09/07/25
We have upgraded our rating on Siemens Energy from Sell to Add. This upgrade has been driven by the strong order momentum seen in the recent quarters ...
04/07/25
2Q25E: Very strong order intake at SCS – Sequentially stable revenues and adj. EBIT expected – Well on track to fully achieve the FY25 guidance
02/07/25
Reduced estimates. Still in transition
02/07/25
A more cautious view on 2025. Unchanged faith in the business model

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO