SIEMENS ENERGY AG NA O.N.
Commented by Nico Popp on October 1st, 2026 | 07:45 CEST
Decentralized Instead of Power Shortages: A Comparison of Siemens Energy, 2G Energy and A.H.T. Syngas
When the power grid reaches its limits and power shortages loom, even wind turbines and solar farms are of no help. What is needed then is controllable generation, and combined heat and power (CHP) is considered a key bridging technology. Growing energy demand from industry and AI infrastructure calls for systems that can balance fluctuating feed-in from renewable energy sources. Solutions range from gigawatt-scale power plants to decentralized compact systems. We introduce three companies and shed light on this trend.
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Commented by Matthias Schomber on September 30th, 2026 | 10:00 CEST
Billion-Dollar Poker, Margins & Cash Machine: Siemens Energy, Evonik and RE Royalties Could Be the Real Winners!
Evonik is at the centre of a billion-euro takeover bid that the target has rejected, leaving some investors wondering what comes next. Could a higher offer still emerge? Meanwhile, an industrial company that fought its way out of a deep crisis and saw its share price multiply is now facing renewed pressure. Can the tide turn once more? And then there is a relatively overlooked niche player offering high dividend yields. This is the mix of three companies featured in our latest article. We look at Siemens Energy's comeback after the dark years of the crisis and assess its outlook. We examine the background to BASF's rejected takeover approach for Evonik. Finally, we take a closer look at RE Royalties, which has paid out substantial dividends in the past and is approaching important technical chart levels. Read on as we examine the latest developments at all three companies and the opportunities and risks shaping their stories.
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Commented by Fabian Lorenz on September 21st, 2026 | 07:45 CEST
Following Stock-Market Legend André Kostolany: Are Siemens Energy, BioNTech or HPQ Silicon Contrarian Plays?
Contrarian investors, take note! The stock market does not always behave rationally. Stock-market legend André Kostolany liked to compare the relationship between a company's performance and its share price to a man out for a walk with his dog. Sometimes the dog runs ahead, sometimes it lags behind, but ultimately both move in the same direction. HPQ Silicon appears to be a case in point. While the company has been releasing one positive announcement after another, its stock has come under pressure. This discrepancy is precisely what makes the stock interesting for contrarian investors. Siemens Energy presents almost the opposite picture. The stock has already priced in a great deal of growth, while analysts are recommending a "Sell". And what about BioNTech?
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Commented by Lars Winter on September 21st, 2026 | 07:05 CEST
Zefiro Methane, Shell and Siemens Energy: Three Promising Stocks with Plenty of Energy and Upside Potential
Created and Published on Behalf of Zefiro Methane Corp.
When an oil well runs dry, the producer's business eventually ends. For Zefiro Methane, that is when it really begins. The North American environmental services provider plugs orphaned wells and remediates contaminated sites left behind by the fossil fuel industry. New multimillion-dollar contracts are putting the small-cap stock on the radar. Shares of Shell and Siemens Energy round out this trio from the energy and commodities sector, with strong cash inflows and bulging order books. In our stock review, we take a closer look at these three companies, their energy and their upside potential.
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Commented by André Will-Laudien on September 17th, 2026 | 09:10 CEST
Energy Madness - Gas Prices at EUR 2.50! Shell, BP, Standard Uranium, and Siemens Energy in Focus
It has finally happened: the historic 5-DM petrol price target set by the Alliance 90/The Greens party at its federal party conference in Magdeburg in March 1998 has become a reality. A price of EUR 2.50 per litre, mathematically almost exactly equivalent to the 5 Deutsche Mark at the time, is exerting significant pressure on policymakers and capital markets. It is fuelling inflation, forcing central banks to adopt restrictive monetary policies and triggering major shifts in capital allocation. While fossil fuel giants Shell and BP are raking in dazzling record profits in the short term thanks to exorbitant crude oil prices, forward-looking value investors are already securing strategic positions in alternative sectors. Amid the ongoing price crisis, nuclear energy is once again taking centre stage as a reliable, low-carbon baseload option, benefiting exploration companies like Standard Uranium. At the same time, massive cost pressures are driving a global overhaul of grid infrastructure, filling the order books of energy technology group Siemens Energy to the brim. It is worth taking a closer look at the numbers.
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Commented by Armin Schulz on September 15th, 2026 | 10:35 CEST
No Power, No AI: How Siemens Energy, NU E Power and Micron Aim to Benefit from Infrastructure, Projects and Efficiency
Created and Published on Behalf of NU E Power Corp.
The AI boom is overshadowing the biggest bottleneck: electricity. Data centres are consuming enormous amounts of energy, while limited capacity in power grids, turbines and transformers is holding back growth. This creates three key areas of opportunity: infrastructure supply, local project development, and demand for energy-efficient chips. As an investor, it is important to understand who supplies the energy infrastructure, who develops the projects, and who produces the most energy-efficient chips. Siemens Energy, NU E Power, and Micron operate across these areas. That makes them worth examining more closely.
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Commented by André Will-Laudien on September 10th, 2026 | 09:30 CEST
Gas Crisis This Winter? NU E Power, E.ON, Nordex and Siemens Energy in Focus
Created and Published on Behalf of NU E Power Corp.
A key question raised yesterday during the 2027 Bundestag budget debate: Is Europe facing a gas crisis this coming winter? Brussels appears to be backtracking significantly and is looking for suppliers, while the goal is to avoid artificially driving up prices. One thing is clear: European energy policy and commodity markets are currently high on the EU's agenda. Following the extreme turbulence of recent years, Europe once again faces the challenge of filling national gas storage facilities fully and in a timely manner to prevent shortages during the cold season. As a result, the ongoing uncertainty surrounding fossil fuel supplies is shifting the strategic focus ever more rapidly toward climate-neutral alternatives. Against this backdrop, established energy companies and innovative industry pioneers are playing an increasingly important role in the transformation of the energy sector. Industry giant E.ON is demonstrating its fundamental strength as an indispensable operator of critical energy infrastructure, while the businesses of wind and turbine specialists Siemens Energy and Nordex are also developing very well. In Canada, NU E Power is pursuing forward-looking concepts that could contribute to the evolving energy landscape. The following analysis takes a closer look at the developments shaping the sector.
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Commented by Fabian Lorenz on September 10th, 2026 | 08:05 CEST
Nebius Sends Shockwaves! Buy or Sell Siemens Energy? Power Metallic Mines with Top News
Power Metallic Mines could offer an interesting buying opportunity following the recent "sell on good news" reaction. After a 50% rally, profit-taking recently pushed the copper stock down from CAD 1.50 to 1.30. The reason? The resource update for the promising polymetallic exploration project has delivered convincing results. Based on the analysts' price target, the stock has more than 100% upside potential. Nebius also had a major development recently. The company is becoming the preferred infrastructure partner for Palantir's sovereign AI solutions. The AI stock is back in rally mode. And what about Siemens Energy? The stock has been trading sideways for some time now. Analysts are also divided over where it is headed next, with price targets ranging from EUR 100 to EUR 245. So, should you buy or sell?
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Commented by Matthias Schomber on September 8th, 2026 | 07:40 CEST
Return Potential at Vonovia, Siemens Energy and Desert Gold! Which Stock Belongs in Your Portfolio?
Vonovia, Siemens Energy and Desert Gold: three stocks from three different worlds and sectors, each with its own appeal. While rising interest costs are weighing on Vonovia in the German real estate market, Siemens Energy is celebrating record orders in energy technology. Away from these two markets, a fascinating story is unfolding in Africa that promises plenty of excitement for bold investors. We are talking about Desert Gold, a player in the West African gold sector that is on the verge of a decisive milestone. Analysts at GBC see the potential for a significant multiple from the current share price. In this report, we shed light on the latest developments at these three companies. Read on to find out which of these stocks – or which combination of them – could be on the verge of a rapid breakout.
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Commented by Fabian Lorenz on September 4th, 2026 | 09:35 CEST
Elon Musk Sounds the Energy Alarm! Musk Goes After GE Vernova and Siemens Energy – Thiel Bets on Vistra, RE Royalties a Takeover Target
Musk sounds the energy alarm. He warns of a full-blown energy crisis driven by the expansion of data centres. As early as next year, there could be a power shortfall equivalent to the amount needed to supply the Netherlands. Typical of Musk, he is actively tackling the challenges and encroaching on the territory of Siemens Energy and GE Vernova. He plans to take over the mobile power plant operator APR Energy and manufacture critical gas turbine components himself. RE Royalties is also a potential takeover target. The Canadian company finances developers of solar, wind, battery storage and other renewable energy projects, securing long-term royalties in return. Its planned partnership with Solaris Energy is set to expand its US business significantly. Prominent investors are also increasingly betting on the AI industry's growing appetite for electricity. Peter Thiel and Ray Dalio have invested in Vistra.
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