FRA:SIE

Siemens AG (SIE.DE)

170.22
-0.00 (0.00%)
as of Aug 29, 2024, 4:00:00 am Market Open.
22 watching
0
Investor Insights
star iconSep 2, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Siemens AG is undergoing significant restructuring, including the recent spin-offs of its energy and healthcare operations, allowing it to concentrate on its core strengths in automation and electrification. This strategic pivot is expected to bolster growth, particularly within its infrastructure segment, benefiting from increased investment in data centers as well as expanding rail systems in Germany. Analysts highlight that Siemens is a leader in the rail industry, despite the slim margins; yet, they note strong growth in backlog orders. The company's dividend policy remains robust, reflecting a dedication to consistent shareholder returns. Overall, experts view Siemens positively, with forecasts suggesting a potential increase in price.

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Consensus
Buy
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Valuation
Fair Value
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TOP PICK

Is streamlining, spinning off energy operations in 2020, but will reduce their healthcare business. They will focus on automation for manufacturing and design, where there's strong growth. Their infrastructure segment is benefitting from the data centre build-out. In rail, they are the leader; margins are slimmer, but the backlog growth is strong. Germany wants to double spending on rails in the next 5 years. SI maintains or grows its dividend each year.

(Analysts’ price target is $183.67)

TOP PICK

It has been an ADR holding it back. He has been writing some calls against it. There are four units with one in healthcare which it is spinning out. It does not have much of a premium and is not that volatile. Some catalysts should help it break out eventually.      Buy 3  Hold 0  Sell 0

(Analysts’ price target is $181.67)
PAST TOP PICK
(A Top Pick Apr 23/25, Up 29%)

AI was really embedded in its processes. You could add some here, more around $128, and again around $122.

TOP PICK

Are streamlining, having spun off their energy business and will spin off their healthcare division. Are focusing on high-margin automation, where they are a leading player, and electrification which enjoys strong demand from the data centre build. They have the biggest mobility business. Pays a 2.4% dividend.

(Analysts’ price target is $180.00)
TOP PICK

A new name in his portfolios. Out of Germany. Going back to the ecosystem chart from the top of the show, this name is in the second circle (software side). But it's also a hardware company. Massive, $152B company. His 12-month price target is $128.

One of the biggest suppliers (if not the biggest) of software for humanoids (robotics). Huge in healthcare and energy. Reported last Friday, did extremely well. Spinning off robotics division (ETA: Q1 or Q2 of 2026). Yield is 2.44%.

(Analysts’ price target is $127.72)
BUY
Engineering in the industrial sector. Finds the energy spinoff more interesting. Gives you exposure to classic gas turbines, as well as to one of the biggest wind turbines in the world. Neat way to play economic recovery, while getting exposure to renewables. Always consider liquidity of the ADR when looking at dual listings.
COMMENT
An engineering business. They are all over the world in many areas. Siemens Energy, which was spun out last fall, would be where he would look at. It gives you exposure to clean power, since it is well positioned in off-shore and on-shore wind energy, as well as gas.
DON'T BUY
Longer term you will make money, but today he struggles with their slow growth. He would pass on this today.
COMMENT

(Market Call Minute.) This is okay. Not a stock he wants to own but they are improving.

DON'T BUY

Industrial companies in the US are struggling with the high US$. This one is selling in Euros. He is very cautious on the industrials both in the US and in Europe. It’s a good company but he is not interested in the sector.

COMMENT

One of the largest European industrial stocks. This hasn’t done much for several years. Revenue has been kind of flat at about €75 billion for several years. Earnings have kind of bounced around between €5 and €6 for several years. Similar to General Electric (GE-N), an exercise in portfolio pruning and management. Valuation is not bad at about 16.5X PE with a nice dividend at about 3.5%, but can’t see how it could outperform the market.

WATCH

Reasonable valuation with a good dividend yield. Acquisition a few months ago was not well timed, but it is a rock solid business. He would like to own it at the right price. They are a well run business with a great position in a number of their businesses.

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Siemens AG (SIE.DE) Frequently Asked Questions

What is Siemens AG stock symbol?

Siemens AG is a OTC stock, trading under the symbol SIE.DE (previously SIE-DE on Stockchase) on the Frankfurt Stock Exchange (SIE-GY). It is usually referred to as XETR:SIE or SIE.DE

Is Siemens AG a buy or a sell?

In the last year, 4 stock analysts issued a Buy, Sell, or Hold rating on SIE.DE (previously SIE-DE on Stockchase). 4 analysts recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is TOP PICK. Read the latest stock experts' ratings for Siemens AG.

Is Siemens AG a good investment or a top pick?

Siemens AG was recommended as a Top Pick by Christine Poole on 2026-08-11. Read the latest stock experts ratings for Siemens AG.

Why is Siemens AG stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Siemens AG.

Is Siemens AG worth watching?

Siemens AG is followed by 22 investors on Stockchase and is a trending stock that is worth watching.

What is Siemens AG stock price?

On 2024-08-29, Siemens AG (SIE.DE) stock closed at a price of $170.22.

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5(4)
Based on 4 expert opinions: 4 buy 0 hold 0 sell