Siemens, Energy
Published on 07/20/2026 at 19:32 |
Redaktion boerse-global.de
Siemens Energy shares surged 3.70% on Monday to €153.20, extending their year-to-date gain to 27.24%, after UBS raised its price target from €175 to €210 and maintained a “Buy” rating. The bank cited sustained momentum in gas turbine order intake as the primary driver — a view reinforced by the company’s announcement of a major contract from Oman.
A consortium led by Etihad Water and Electricity has ordered six F-class gas turbines and six generators for the Misfah and Duqm power plants, together totaling 2.6 gigawatts of capacity. The deal also includes a 20-year service agreement. Just a day later, Siemens Energy unveiled plans to expand its annual manufacturing capacity for medium-sized gas turbines from 50 to 80 units, pointing to rising demand for baseload power from AI data centers as the catalyst. The operational improvements and record order backlog prompted S&P Global to upgrade Siemens Energy’s long-term credit rating from “BBB” to “BBB+”.
The analyst community, however, remains sharply divided on the stock’s trajectory. JPMorgan’s Phil Buller reaffirmed an “Overweight” rating with a €235 target on July 15, highlighting positive cash-flow effects from the company’s impending rebranding. Jefferies’ Lucas Ferhani stuck with a €215 buy rating on July 13, citing high utilization of U.S. power grids as a proxy for further demand for network infrastructure. In stark contrast, Barclays’ Vlad Sergievskii downgraded the stock to “Underweight” from “Equal Weight” on July 7, though he raised his target from €110 to €130. He warned that order intake may be approaching a cyclical peak — a caution that sits awkwardly alongside the more bullish calls from UBS, JPMorgan and Jefferies.
Should investors sell immediately? Or is it worth buying Siemens Energy?
A key catalyst for the optimists is the planned rebranding of Siemens Energy and its subsidiary Siemens Gamesa to “Omterra”. The phased name change will end the licensing agreement with Siemens AG in the second half of 2026, eliminating annual fees of roughly €300 million — a sum that JPMorgan explicitly cited in its buy recommendation. Jefferies estimates that removing that burden could improve the EBITA margin by around 0.9 percentage points.
With Siemens Energy now in a quiet period ahead of its third-quarter earnings release on August 5, management has already confirmed its full-year 2026 guidance for comparable revenue growth of 14% to 16% during a pre-close call. The upcoming numbers will test whether the order momentum flagged by UBS, JPMorgan and Jefferies is translating into reported results. Technically, the stock remains below its 50-day moving average despite Monday’s jump, though it sits 6.32% above its 200-day average — suggesting the medium-term uptrend is intact even as the price has pulled back from the 52-week high of €195.54 reached in late April.
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