SIEMENS AG Stock Forum

Jefferies analysts predict Siemens may pursue aggressive M&A in fiscal 2024, targeting growth areas like digitalization, data centers, or energy management. This could align Siemens's valuation with key European peers like ABB and Schneider Electric. JPMorgan analysts anticipate Siemens to reiterate comments about divisional trends.

Deutsche Bank underlined the company's free cash flow, standing 40% above estimates, thereby confirming its robustness and strategic success. Despite lower projections, Citi analysts see the 4%-8% revenue growth forecast for the next year positively.

Mixed markets
U.S. stocks traded mixed Monday, with the Dow Jones Industrial Average the only major index to rise. Europe’s Stoxx 600 gained 0.75%, with almost all sectors and major bourses in positive territory. Siemens Energy shares popped 6% on reports the German government will provide a financial guarantee to safeguard the company’s order book.
Consumer spending fell
U.S. October retail sales, excluding autos and gas, fell 0.08% month on month, while core retail, ...

Siemens' wind business losses hint at a challenging industry environment, potentially impacting similar GE Vernova. The situation could affect investor sentiment towards the approaching spinoff, beneficial for GE if Siemens demonstrates recovery. GE's profitable aerospace division's size and profitability are also noteworthy amidst the struggling energy business.

Siemens Digital Industries Software today announced new certifications and collaborations with longtime partner TSMC, resulting in the successful qualification of multiple industry-leading Siemens EDA product lines for the foundry’s latest process technologies.
“TSMC’s collaboration with design ecosystem partners like Siemens helps our mutual customers remain at the forefront of technology ...

Alibaba Cloud announced that it has reached a strategic partnership agreement with Siemens, pursuant to which the two parties will jointly propel the integration of various scenarios including cloud-computing, AI foundation model and industries.
Under the agreement, Alibaba Cloud will become an eco-partner of the open digital commercial platform Siemens Xcelerator, and the two parties will work together to explore artificial intelligence (A...

German energy importers have resumed nominations of gas volumes to be delivered via the Nord Stream 1 pipeline even though no gas is flowing along the pipe right now. This is the first time nominations have been made since Gazprom suspended the flow of gas via the pipeline at the end of August. The data came from the websites of German pipeline operators in charge of the infrastructure that connects Nord Stream 1 to end consumers.
The...