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Energy Transition And Grid Upcycle Will Bring Opportunity And Execution Risks

Published
24 Nov 24
Updated
07 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
118.7%
7D
-3.4%

Author's Valuation

€101.330.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 07 Nov 25

Fair value Increased 0.34%

ENR: Sector Strength And Gas Investment Cycle Will Shape Near-Term Upside

Analysts have modestly raised their price target for Siemens Energy, increasing it from EUR 112 to EUR 120. They cite improved fair value estimates and expectations for growth amid strengthening sector fundamentals.

Shared on 24 Oct 25

Fair value Increased 2.02%

Analysts have raised their price target for Siemens Energy by approximately EUR 2, now setting fair value at EUR 100.98. They cite expectations for strong revenue growth and a favorable investment environment in the gas and grid sectors.

Shared on 10 Oct 25

Fair value Increased 5.68%

Siemens Energy's analyst price target has been raised from €93.67 to €98.98. This reflects increased optimism among analysts due to expectations of steady margin growth and the company's entry into a strong gas and grid investment cycle.

Shared on 26 Sep 25

Fair value Increased 1.98%

Analysts have raised Siemens Energy's price target to €93.67, citing improved earnings momentum, successful restructuring, robust order intake, and greater confidence in profit margins, while also noting ongoing execution and supply chain risks. Analyst Commentary Bullish analysts cite improved earnings momentum and successful restructuring efforts as key factors supporting higher valuations.

Shared on 06 Sep 25

Fair value Increased 1.07%

Analysts have raised their price targets for Siemens Energy to €91.85, citing improved operational performance, better cost controls, and growing confidence in order backlog execution and margin recovery. Analyst Commentary Bullish analysts are increasing price targets in response to improved operational performance and progress in restructuring efforts.

Shared on 22 Aug 25

Fair value Increased 5.05%

Consensus price targets for Siemens Energy have been raised to €90.88 as analysts cite improving earnings visibility, successful turnaround efforts, and expectations of margin expansion, supporting a more optimistic valuation outlook. Analyst Commentary Bullish analysts are raising price targets reflecting improved visibility on Siemens Energy’s earnings and cash flow trajectory.

Shared on 07 Aug 25

Fair value Increased 3.28%

The upward revision in Siemens Energy’s price target reflects a notable increase in its expected future P/E multiple, while profit margins remain steady, resulting in a consensus fair value increase from €83.76 to €86.50. What's in the News Siemens Energy has been engaged by EnergyPathways to conduct a feasibility assessment for the large-scale, integrated MESH energy storage and decarbonisation project, aiming to deliver low to zero-carbon dispatchable electricity and enhance UK energy security.

Shared on 01 May 25

Fair value Increased 46%

Shared on 23 Apr 25

Fair value Increased 3.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.089%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 34%

AnalystConsensusTarget has decreased profit margin from 7.2% to 5.9% and increased shares outstanding growth rate from 0.0% to 0.0%.