Siemens Aktiengesellschaft

XTRA:SIE Rapport sur les actions

Capitalisation boursière : €207.9b

Siemens Croissance future

Future contrôle des critères 1/6

Siemens devrait augmenter ses bénéfices et son chiffre d'affaires de 11.1% et de 5.1% par an respectivement. Le BPA devrait croître de de 11.2% par an. Le rendement des capitaux propres devrait être 14.9% dans 3 ans.

Informations clés

11.1%

Taux de croissance des bénéfices

11.16%

Taux de croissance du BPA

Industrials croissance des bénéfices10.6%
Taux de croissance des recettes5.1%
Rendement futur des capitaux propres14.91%
Couverture par les analystes

Good

Dernière mise à jour21 May 2026

Mises à jour récentes de la croissance future

Recent updates

Article d’analyse May 23

Siemens' (ETR:SIE) Solid Earnings May Rest On Weak Foundations

Siemens Aktiengesellschaft's ( ETR:SIE ) robust recent earnings didn't do much to move the stock. However the statutory...
Mise à jour du récit May 21

SIE: Data Center AI Partnerships And Rail Tech Deals Will Shape 2026 Profitability

The analyst fair value estimate for Siemens has been raised from €270.60 to €282.91, reflecting updated assumptions on profitability and P/E multiples, alongside recent price target increases from several firms, including moves to €305, €335 and €260 cited by analysts in their latest research. Analyst Commentary Recent research shows a mix of optimistic and cautious views on Siemens, with several price target revisions and at least one downgrade.
Mise à jour du récit Apr 24

SIE: Data Center AI Partnerships Will Underpin 2026 Earnings And Profitability

Analysts have trimmed the Siemens analyst price target by about €2 to reflect slightly more cautious assumptions on revenue growth and valuation multiples, while still recognizing incremental improvement in profitability. Analyst Commentary Recent Street research on Siemens shows a mix of optimism and caution, centered on where the shares should trade rather than on a single clear direction.
Mise à jour du récit Apr 09

SIE: Data Center AI Partnerships Will Support 2026 Earnings Confidence

Siemens' analyst price target has been adjusted slightly lower, with recent research citing mixed views on the shares and updated assumptions around growth, margins and the discount rate, even as several banks have raised individual targets into a €250 to €335 range. Analyst Commentary Recent research on Siemens highlights a clear split between optimistic and cautious views, with price targets stretching from the lower end of the updated range up toward €335.
Mise à jour du récit Mar 26

SIE: Data Center AI Partnerships Will Support 2026 Earnings Outlook

Narrative Update on Siemens The updated analyst price target for Siemens reflects a modest uplift in fair value, along with slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E, in line with several recent target increases from major banks that now range up to about €335. Analyst Commentary Recent research on Siemens shows a cluster of higher price targets and rating changes that give a useful snapshot of how the Street is thinking about the risk and reward trade off here.
Mise à jour du récit Mar 11

SIE: Data Center And Industrial AI Exposure Will Support 2026 Outlook

Our updated analyst price target for Siemens edges higher to €275.81 from €274.85, reflecting modest tweaks to growth, margin and discount rate assumptions. These are in line with recent Street research that has lifted targets across several banks and highlighted potential earnings support from data center spending and what analysts describe as more attractive entry levels after the recent pullback.
Nouveau récit Mar 04

Data Center And AI Infrastructure Tailwinds Will Support A Stronger Long Term Outlook

Catalysts About Siemens Siemens is an industrial technology company focused on digital industries, smart infrastructure and mobility solutions for global customers. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Feb 24

SIE: Data Center Demand And Industrial AI Alliance Will Drive 2026 Outlook

Analysts have raised their Siemens fair value estimate from €261.29 to €274.85, reflecting higher Street price targets in the €250 to €335 range and updated assumptions for profit margin and future P/E, while revenue growth expectations are being adjusted. Analyst Commentary Recent Street research on Siemens shows a mix of optimistic and cautious signals, with several large firms adjusting targets and ratings in different directions.
Mise à jour du récit Feb 10

SIE: Data Center Demand And Industrial AI Partnerships Will Shape Balanced 2026 Outlook

Analysts have inched their average price target for Siemens higher to about €261 from roughly €260, pointing to slightly firmer revenue growth assumptions and a marginally higher future P/E multiple, while acknowledging mixed recent ratings and sector views. Analyst Commentary Bullish Takeaways Bullish analysts point to what they see as an attractive entry setup for Siemens into 2026, with current valuation levels viewed as more appealing after the recent pullback.
Nouveau récit Feb 08

EU#5 - From Industrial Giant to the Digital Operating System of the Real World

Siemens: From Industrial Giant to the Digital Operating System of the Real World For many investors, Siemens still carries an outdated image: a sprawling industrial conglomerate that buys promising businesses only to suffocate them in layers of corporate bureaucracy. It is a convenient narrative—and a wrong one.
Article d’analyse Jan 27

Siemens (ETR:SIE) Is Increasing Its Dividend To €5.35

The board of Siemens Aktiengesellschaft ( ETR:SIE ) has announced that it will be paying its dividend of €5.35 on the...
Mise à jour du récit Jan 26

SIE: Data Center And Industrial AI Themes Will Shape Balanced Return Outlook

Analysts have nudged their fair value estimate for Siemens to €259.96 from €257.96, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E. The revision is supported by research that highlights potential earnings benefits from data center spending and more attractive entry points after recent valuation moves.
Mise à jour du récit Jan 12

SIE: Future Returns Will Rely On Data Center Demand And Automation Margins

Analysts have nudged their price target for Siemens higher from €255.14 to €257.96, citing slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. These changes are supported by expectations for stronger data center spending and more attractive entry levels after the recent pullback.
Article d’analyse Jan 08

Siemens (ETR:SIE) Is Paying Out A Larger Dividend Than Last Year

Siemens Aktiengesellschaft ( ETR:SIE ) has announced that it will be increasing its dividend from last year's...
Article d’analyse Jan 02

At €239, Is Siemens Aktiengesellschaft (ETR:SIE) Worth Looking At Closely?

Let's talk about the popular Siemens Aktiengesellschaft ( ETR:SIE ). The company's shares received a lot of attention...
Mise à jour du récit Dec 19

SIE: Future Returns Will Rely On Automation Margins Amid Portfolio Rebalancing

Analysts have nudged their price target on Siemens slightly higher, lifting fair value by about €2 to roughly €255 per share, as modestly stronger profit margin expectations offset concerns that lower margin electrification and mobility segments could weigh on growth relative to peers. Analyst Commentary Analysts are increasingly focused on the differing margin profiles across Siemens' portfolio, weighing the strength of its industrial automation franchise against the drag from electrification and mobility.
Article d’analyse Dec 14

Siemens' (ETR:SIE) Shareholders Will Receive A Bigger Dividend Than Last Year

Siemens Aktiengesellschaft ( ETR:SIE ) has announced that it will be increasing its dividend from last year's...
Mise à jour du récit Dec 05

SIE: Future Returns Will Depend On Automation Strength Amid Mixed Portfolio Dynamics

Analysts have slightly trimmed their price target on Siemens, lowering fair value by about €0.80 to roughly €253. This reflects comparatively weaker expected sales and profit growth from the company’s lower margin electrification and mobility businesses relative to its industrial automation segment.
Mise à jour du récit Nov 20

SIE: Future Earnings Will Benefit From Expanding Automation and Digital Payments Integration

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.
Mise à jour du récit Nov 06

SIE: Future Execution Will Balance Margin Pressures and Digital Payments Momentum

Siemens' analyst price target increased modestly, with the consensus now at EUR 252.03. Analysts cite improved revenue growth expectations, which are partly offset by ongoing pressure on operating margins relative to peers.
Mise à jour du récit Oct 23

Analysts Debate Siemens Growth and Valuation Amid Modest Fair Value Increase

Analysts have slightly increased their fair value estimate for Siemens to EUR 252.03. This reflects modest optimism regarding the company's long-term ability to sustain premium valuation, despite slower profit growth compared to peers.
Mise à jour du récit Oct 09

Smart Infrastructure And Electrification Will Unlock Market Potential

Siemens' analyst fair value price target has increased modestly to €250.22 from €246.46. Analysts point to steady improvements in revenue growth and profit margin, despite mixed views on segment performance.
Mise à jour du récit Sep 25

Smart Infrastructure And Electrification Will Unlock Market Potential

Siemens' consensus analyst price target has been modestly raised to €246.46, reflecting expectations of sustained above-peer earnings growth, positive near-term catalysts, and continued operational momentum, though some caution persists around valuation and macroeconomic risks. Analyst Commentary Bullish analysts see Siemens sustaining above-peer earnings growth, justifying a premium valuation and near-term outperformance.
Mise à jour du récit Aug 29

Smart Infrastructure And Electrification Will Unlock Market Potential

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.
Article d’analyse Jun 16

Is Siemens (ETR:SIE) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Article d’analyse Jun 01

Is Siemens Aktiengesellschaft (ETR:SIE) Trading At A 43% Discount?

Key Insights The projected fair value for Siemens is €375 based on 2 Stage Free Cash Flow to Equity Current share price...
User avatar
Nouveau récit Nov 24

Driving Growth With Electrification And Software As Transformations Power Future Success

Siemens aims to grow profitable revenue by transforming into a tech company, focusing on electrification, automation, and digitalization.

Prévisions de croissance des bénéfices et des revenus

XTRA:SIE - Estimations futures des analystes et données financières antérieures (EUR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
9/30/202894,98110,74611,35515,20115
9/30/202789,0479,63010,13013,70121
9/30/202682,8438,4268,01311,85321
3/31/202679,6997,62910,61813,028N/A
12/31/202579,7007,9569,90612,341N/A
9/30/202578,9147,56110,81213,257N/A
6/30/202578,2997,87610,53112,817N/A
3/31/202577,8217,8569,75312,004N/A
12/31/202476,5387,44410,10412,293N/A
9/30/202475,9308,2169,57711,665N/A
6/30/202475,7347,9879,21811,352N/A
3/31/202474,9807,20510,04812,141N/A
12/31/202374,5578,87111,06413,177N/A
9/30/202374,8827,94610,09312,239N/A
6/30/202374,8388,9178,87811,008N/A
3/31/202374,5616,0478,19410,317N/A
12/31/202273,5503,5717,1489,276N/A
9/30/202271,9773,7448,15710,241N/A
6/30/202268,8502,1488,48310,479N/A
3/31/202267,0665,0428,47210,415N/A
12/31/202164,6915,4038,37810,171N/A
9/30/202162,2655,0998,2669,996N/A
6/30/202159,6364,9108,64410,240N/A
3/31/202156,5314,6039,05610,566N/A
12/31/202055,6504,1608,1539,642N/A
9/30/202055,2543,9867,3648,862N/A
6/30/202056,8134,2938,77510,313N/A
3/31/202058,0724,3076,7318,383N/A
12/31/201952,0424,850N/A8,799N/A
9/30/201958,4834,684N/A8,456N/A
6/30/201964,7153,996N/A6,601N/A
3/31/201970,9504,102N/A6,993N/A
12/31/201883,3374,520N/A7,239N/A
9/30/201883,0445,683N/A8,425N/A
6/30/201882,6546,352N/A7,428N/A
3/31/201883,4796,665N/A7,534N/A
12/31/201783,4736,150N/A7,415N/A
9/30/201782,8635,908N/A7,176N/A
6/30/201782,5995,860N/A8,322N/A
3/31/201781,1055,781N/A9,061N/A
12/31/201679,9665,744N/A9,077N/A
9/30/201679,6445,262N/A7,611N/A
6/30/201679,0195,064N/A8,306N/A
3/31/201678,0594,996N/A7,098N/A
12/31/201577,1125,614N/A6,048N/A
9/30/201575,6365,251N/A6,612N/A
6/30/201575,4395,814N/A5,689N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de SIE ( 11.1% par an) est supérieure au taux d'épargne ( 1.9% ).

Bénéfices vs marché: Les bénéfices de SIE ( 11.1% par an) devraient croître plus lentement que le marché German ( 17.2% par an).

Croissance élevée des bénéfices: Les bénéfices de SIE devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de SIE ( 5.1% par an) devrait croître plus lentement que le marché de German ( 6.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de SIE ( 5.1% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de SIE devrait être faible dans 3 ans ( 14.9 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/31 03:05
Cours de l'action en fin de journée2026/05/29 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Siemens Aktiengesellschaft est couverte par 45 analystes. 21 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Guenther HollfelderBaader Helvea Equity Research
Alfonso MariáteguiBanco de Sabadell. S.A.
null nullBanco de Sabadell. S.A.