Siemens (SIE) 주식 개요
기술 기업인 지멘스 악티엔젤샤프트는 유럽, 독립국가연합, 아프리카, 중동, 미주, 아시아, 호주에서 자동화 및 디지털화 분야에 주력하고 있습니다. 자세히 보기
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Siemens Aktiengesellschaft 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | €273.80 |
| 52주 최고가 | €284.65 |
| 52주 최저가 | €198.00 |
| 베타 | 1.29 |
| 1개월 변동 | 3.59% |
| 3개월 변동 | 19.33% |
| 1년 변동 | 20.72% |
| 3년 변동 | 81.93% |
| 5년 변동 | 110.23% |
| IPO 이후 변동 | 1,220.18% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 03
SIE: AI Infrastructure Partnerships Will Drive Future Earnings Quality And Repricing
The Siemens fair value estimate has been nudged higher from €335 to €355, reflecting analysts' updated price targets in the €260 to €345 range and their focus on revenue growth, profit margins and AI related infrastructure opportunities. Analyst Commentary Recent research on Siemens points to a generally constructive tone, with several bullish analysts lifting price targets and highlighting potential growth drivers tied to electrification, digitalization and AI related infrastructure.
내러티브 업데이트 • Jun 19
SIE: AI Data Center Role And Legal Setback Will Shape 2026 Outlook
Siemens stock enters this Narrative Update with a street price target that has moved higher into a €260 to €335 range, as analysts point to raised targets and potential benefits from its role in a newly announced AI data center architecture alongside partners. Analyst Commentary Recent research on Siemens stock focuses on two main themes: changing valuation views reflected in higher price targets, and the potential role of Siemens in a joint AI data center architecture alongside Fluence and Nvidia.분석 기사 • Jun 17
Siemens (XTRA:SIE) Stock Could Be 14.5% Undervalued After Its Industrial AI Data Tie Up
Siemens (XTRA:SIE) is back in focus after announcing edge to cloud integration that links its Industrial Edge platform with Databricks analytics and FFT DataBridge, aiming to turn factory data into AI driven production insights. See our latest analysis for Siemens. Alongside the new edge to cloud partnership, Siemens shares have strong momentum, with a 25.19% 90 day share price return and 30.29% one year total shareholder return, which sits against a 127.26% five year total shareholder return...내러티브 업데이트 • Jun 05
SIE: AI Data Center And Industrial AI Partnerships Will Shape 2026 Outlook
Narrative Update: Siemens Analyst Price Target Shift Analysts have nudged Siemens' fair value estimate higher, from about €282.91 to roughly €286.17, reflecting updated assumptions around revenue growth, profit margins and future P/E, alongside a series of recent price target increases in the €260 to €335 range and interest in its role within new AI data center architectures. Analyst Commentary Recent research points to a mix of enthusiasm and caution around Siemens, with several firms revising price targets and highlighting both growth angles and execution risks.Recent updates
내러티브 업데이트 • Jul 03
SIE: AI Infrastructure Partnerships Will Drive Future Earnings Quality And Repricing
The Siemens fair value estimate has been nudged higher from €335 to €355, reflecting analysts' updated price targets in the €260 to €345 range and their focus on revenue growth, profit margins and AI related infrastructure opportunities. Analyst Commentary Recent research on Siemens points to a generally constructive tone, with several bullish analysts lifting price targets and highlighting potential growth drivers tied to electrification, digitalization and AI related infrastructure.내러티브 업데이트 • Jun 19
SIE: AI Data Center Role And Legal Setback Will Shape 2026 Outlook
Siemens stock enters this Narrative Update with a street price target that has moved higher into a €260 to €335 range, as analysts point to raised targets and potential benefits from its role in a newly announced AI data center architecture alongside partners. Analyst Commentary Recent research on Siemens stock focuses on two main themes: changing valuation views reflected in higher price targets, and the potential role of Siemens in a joint AI data center architecture alongside Fluence and Nvidia.분석 기사 • Jun 17
Siemens (XTRA:SIE) Stock Could Be 14.5% Undervalued After Its Industrial AI Data Tie Up
Siemens (XTRA:SIE) is back in focus after announcing edge to cloud integration that links its Industrial Edge platform with Databricks analytics and FFT DataBridge, aiming to turn factory data into AI driven production insights. See our latest analysis for Siemens. Alongside the new edge to cloud partnership, Siemens shares have strong momentum, with a 25.19% 90 day share price return and 30.29% one year total shareholder return, which sits against a 127.26% five year total shareholder return...내러티브 업데이트 • Jun 05
SIE: AI Data Center And Industrial AI Partnerships Will Shape 2026 Outlook
Narrative Update: Siemens Analyst Price Target Shift Analysts have nudged Siemens' fair value estimate higher, from about €282.91 to roughly €286.17, reflecting updated assumptions around revenue growth, profit margins and future P/E, alongside a series of recent price target increases in the €260 to €335 range and interest in its role within new AI data center architectures. Analyst Commentary Recent research points to a mix of enthusiasm and caution around Siemens, with several firms revising price targets and highlighting both growth angles and execution risks.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.주주 수익률
| SIE | DE Industrials | DE 시장 | |
|---|---|---|---|
| 7D | -1.1% | -1.1% | -1.6% |
| 1Y | 20.7% | 20.6% | -1.3% |
수익률 대 산업: SIE은 지난 1년 동안 20.6%의 수익을 기록한 German Industrials 산업과 동일한 성과를 보였습니다.
수익률 대 시장: SIE은 지난 1년 동안 -1.3%를 기록한 German 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| SIE volatility | |
|---|---|
| SIE Average Weekly Movement | 4.5% |
| Industrials Industry Average Movement | 4.5% |
| Market Average Movement | 5.5% |
| 10% most volatile stocks in DE Market | 12.8% |
| 10% least volatile stocks in DE Market | 2.8% |
안정적인 주가: SIE는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: SIE의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1847 | 317,000 | Roland Busch | www.siemens.com |
기술 회사인 지멘스 악티엔젤샤프트는 유럽, 독립국가연합, 아프리카, 중동, 미주, 아시아, 호주에서 자동화 및 디지털화 분야에 주력하고 있습니다. 디지털 산업, 스마트 인프라, 모빌리티, 지멘스 헬시니어스, 지멘스 파이낸셜 서비스(SFS) 부문을 통해 사업을 운영하고 있습니다. 디지털 산업 부문은 공장 자동화 시스템 및 소프트웨어, 수치 제어 시스템, 서보 모터, 드라이브 및 인버터, 공작 기계 및 생산 기계용 통합 자동화 시스템, 공정 제어 시스템, 기계 간 통신 제품, 센서 및 무선 주파수 식별 시스템, 생산 및 제품 수명 주기 관리용 소프트웨어, 메카트로닉스 시스템의 시뮬레이션 및 테스트, Mendix 클라우드 네이티브 로우 코드 애플리케이션 개발 플랫폼을 제공합니다.
Siemens Aktiengesellschaft 기초 지표 요약
| SIE 기초 통계 | |
|---|---|
| 시가총액 | €210.71b |
| 순이익 (TTM) | €7.63b |
| 매출 (TTM) | €79.70b |
27.7x
주가수익비율(P/E)2.6x
주가매출비율(P/S)SIE는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| SIE 손익계산서 (TTM) | |
|---|---|
| 매출 | €79.70b |
| 매출원가 | €48.74b |
| 총이익 | €30.96b |
| 기타 비용 | €23.33b |
| 순이익 | €7.63b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Aug 06, 2026
| 주당순이익(EPS) | 9.90 |
| 총이익률 | 38.84% |
| 순이익률 | 9.57% |
| 부채/자본 비율 | 71.8% |
SIE의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
2.0%
현재 배당 수익률55%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/09 02:30 |
| 종가 | 2026/07/09 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/09/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Siemens Aktiengesellschaft는 43명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Guenther Hollfelder | Baader Helvea Equity Research |
| Alfonso Mariátegui | Banco de Sabadell. S.A. |
| null null | Banco de Sabadell. S.A. |