Added to YB: 2026-07-29
Pitch date: 2026-07-27
ENR.DE [bullish]
Siemens Energy AG
Author Info
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Company Info
Siemens Energy AG operates as an energy technology company worldwide. It operates through Gas Services, Grid Technologies, Transformation of Industry, and Siemens Gamesa segments.
Market Cap
EUR 129.4B
Pitch Price
N/A
Price Target
260.00
Dividend
0.46%
EV/EBITDA
25.91
P/E
59.81
EV/Sales
3.04
Sector
Electrical Equipment
Category
growth
Siemens Energy: Max Growth or No Growth?
ENR.DE: Bull thesis: gas earnings won't peak in 2030 as 2031-34 slots book at rising prices ($1/watt per GE Vernova vs Street's $0.55). Services take growth baton post-2030. Bear case $179; base case $260 by Sept 2027 (~73% upside) at 20x EBITA, $10B FY28 EBITA vs Street $9.3B, up to $4B upside.
Read full article (5 min)