Update shared on26 Sep 2025
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.
- Upward revisions reflect confidence in robust order intake and a solid project pipeline in energy transition markets.
- Upgraded guidance and clearer visibility on profit margins for Siemens Gamesa drive optimism among several analysts.
- Bearish and neutral adjustments maintain caution due to past execution risks and lingering supply chain uncertainties.
- Recent financial results and management commentary reinforce stable cash flows and increased confidence in meeting medium-term targets.
What's in the News
- Siemens Energy and Techint Engineering & Construction were awarded a FEED contract by Transition Industries LLC for a 210 MW Elyzer P-300 electrolyzer facility as part of the Pacifico Mexinol ultra-low carbon methanol project in Sinaloa, Mexico, aiming to be one of the world's largest green hydrogen and methanol producers.
- Siemens Energy will relocate its Orlando offices to Lake Nona Town Center, occupying over 242,000 square feet, maintaining its workforce of nearly 3,000 employees with plans for future job growth and adopting a hybrid work model.
- Siemens Energy was engaged by EnergyPathways to conduct a feasibility assessment for the MESH integrated energy storage and decarbonisation project in the UK, intended to enhance energy security and flexibility by providing low to zero-carbon dispatchable electricity to the grid.
Valuation Changes
Summary of Valuation Changes for Siemens Energy
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €91.85 to €93.67.
- The Future P/E for Siemens Energy has risen slightly from 29.76x to 30.39x.
- The Discount Rate for Siemens Energy remained effectively unchanged, moving only marginally from 6.53% to 6.59%.
Disclaimer
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