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Italian rail operator Italo Holding said on Monday it had signed a contract worth around €3 billion with Siemens Mobility to buy 26 high-speed trains, with an option for 14 more, to support its planned 2028 entry in the German market.
FCEL and SIEGY partner to accelerate scalable fuel cell power systems for data centers and industries by providing faster, lower-emission energy solutions.
AI is moving beyond chatbots and onto the factory floor, helping manufacturers boost productivity. Siemens CEO Roland Busch joins Ed Ludlow on "Bloomberg Tech" to discuss the trend and AI's role in Europe's industrial future.
Siemens Aktiengesellschaft remains an attractive AI-driven growth story, with a 104% total return since July 2023 and ongoing re-rating potential. Strong Q2 2026 results include €19.8B revenue (+6% YoY), €2.2B net profit, and a record €124B order backlog, highlighting robust demand across key segments. DI and SI segments outperform, with digital business revenue surpassing targets and SI margins exceeding management's guidance; industrial AI partnerships with Nvidia drive future catalysts.
Siemens Energy on Thursday warned of possible wind turbine capacity cuts in Europe if governments fall behind in efforts to expand offshore power, saying a lack of determination could become an "existential threat" to the industry.
Joe Tigay walks us through today's Big 3 by starting with Siemens (SIEGY) as an opportunity utilizing drone technology. He also likes Palantir (PLTR) due to its strong stock rebound potential, and Constellation Energy (CEG) in the AI data center buildout.
After reaching an important support level, Siemens AG (SIEGY) could be a good stock pick from a technical perspective. SIEGY recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.
Siemens is fundamentally strong but currently trades at a significant valuation premium, well above its historical P/E multiples. I maintain a €175/share price target and rate SIEGY a 'Hold,' citing overvaluation and exuberant growth expectations post-2Q26. Key risks include structural Chinese market exposure, margin pressures in DI, and moat erosion from competitors like Schneider and Rockwell.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.