Update shared on 20 Nov 2025
Fair value Increased 0.70%Siemens' analyst price target has seen a modest increase from €252.03 to €253.81, as analysts weigh lower margins in some segments and slowing profit growth against the company's relative earnings resilience and premium valuation prospects.
Analyst Commentary
Recent analyst research reflects a range of perspectives on Siemens' near-term prospects, with both supportive and cautious outlooks influencing the current consensus.
Bullish Takeaways- Bullish analysts point to Siemens' ability to deliver resilient earnings, supported by its strong positioning in industrial automation, which continues to outpace industry peers.
- There is confidence that Siemens can sustain earnings growth above the sector average, a factor seen as key to justifying its premium valuation relative to competitors.
- Some analysts believe the company's inclusion in focus lists and positive watch categories signals potential for further upside, as capital markets events may serve as positive catalysts.
- Expectations are that continued emphasis on automation and digitalization will support margin stability and long-term value creation for shareholders.
- Bearish analysts highlight that Siemens’ electrification and mobility segments currently operate with lower margins, which may constrain overall profitability compared to its core automation business.
- There is caution around projected sales and profit growth for the coming year, with some expecting Siemens to underperform sector peers on both measures.
- Concerns persist over the potential dilution of margin strength as the mix shifts away from higher-performing segments.
- The backdrop of slowing profit momentum and ongoing valuation premiums raises questions about the degree of near-term upside, especially in a more challenging macroeconomic environment.
What's in the News
- Siemens is in talks with GE Vernova to supply gas turbines for a $7 billion project to rebuild Syria's power infrastructure. This marks a potential return to the region's energy sector (Reuters).
- The company has begun using JPMorgan's blockchain-based Kinexys Digital Payments platform. This enables Siemens to conduct 24/7 cross-border FX transactions with near-instant settlement (Bloomberg).
- Siemens is studying a possible spinoff of part of its majority stake in Siemens Healthineers. This stake may be distributed to investors as a dividend, though no final decision has been made (Bloomberg).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from €252.03 to €253.81.
- Discount Rate has moved higher, up from 5.61% to 5.84%.
- Revenue Growth projections have edged down marginally, from 6.14% to 6.11%.
- Net Profit Margin estimates have decreased, falling from 11.21% to 10.75%.
- Future P/E ratio forecast has increased, moving from 22.23x to 22.87x.
Disclaimer
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