Update shared on29 Aug 2025
Fair value Increased 1.15%Analysts have raised their price targets for Siemens to €242.02, citing confidence in sustained earnings outperformance, operational efficiency, and digitalization as growth drivers, though some remain cautious on valuation despite improved fundamentals.
Analyst Commentary
- Bullish analysts expect Siemens to deliver sustainable earnings outperformance, justifying a premium valuation compared to peers.
- Placement on "Positive Catalyst Watch" reflects confidence in upcoming events, such as the capital markets day, to drive further positive sentiment.
- Incremental price target increases reflect recent earnings momentum and improved fundamentals across Siemens' core businesses.
- Analysts cite continued focus on operational efficiency and digitalization as key growth drivers for future margin expansion.
- Some bearish analysts remain cautious, highlighting valuation concerns relative to the sector despite raising targets in response to improved operating trends.
What's in the News
- Siemens forecasts 3% to 7% comparable revenue growth for fiscal 2025, with basic EPS pre-PPA guidance of EUR 10.40 to EUR 11.
- The company completed its share buyback program announced in December, having repurchased 13,159,957 shares (1.67% of share capital) for EUR 2,345.08 million.
- Siemens will consolidate its Canadian manufacturing operations, transferring Measurement Intelligence production from Peterborough to Concord, affecting approximately 160 jobs in Peterborough while creating about 70 new manufacturing roles in Concord.
Valuation Changes
Summary of Valuation Changes for Siemens
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €239.26 to €242.02.
- The Future P/E for Siemens has risen slightly from 21.04x to 21.49x.
- The Net Profit Margin for Siemens remained effectively unchanged, moving only marginally from 11.09% to 11.11%.
Disclaimer
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