Opinions Dennis Mitchell, CFA
Siemens EnergyENR.DE-XETRATOP PICKOct 01, 2026
Dennis Mitchell, CFAOwned
N/A
Stock price when the opinion was issued
0
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
German maker of power generation and grid equipment. Directly levered to the AI buildout, about 10-20% current revenue run rate. Also tied to electrification -- EVs, battery storage, increased global demand. Spinning off one business, an opportunity to repatriate capital and reinvest in gas services and grid technology.
(Analysts’ price target is $198.56)Revenue growth 19%. EBITDA growth of ~20-40%. Book to bill is growing. Expected to up guidance on November 11 Investor Day. Announce stock buybacks. About 15% topline revenue growth. Huge discount to GEV. Buy today, look for 25+% total return. Step in when AI selloffs create volatility. (Price target in euros.) Yield is 0.49%.