SIEMENS ENERGY AG NA O.N.
Commented by Fabian Lorenz on June 10th, 2025 | 07:00 CEST
Up more than 1,000%! Siemens Energy and D-Wave! Insider tip First Hydrogen shares jump after announcement!
Siemens Energy stock is a tenbagger! Anyone brave enough in fall 2023 to buy the shares despite speculation about insolvency can now look forward to a price gain of over 1,000%. The reason is the growing appetite for energy demand from artificial intelligence and quantum computing. The latest news from the Company shows where the journey is headed. In the US, in particular, tech companies are focusing on small modular reactors (SMRs). First Hydrogen is another insider tip in this area. The partnership announced yesterday sounds promising and sent the stock soaring. Its valuation still appears attractive. Anything but favorable is D-Wave Quantum after its 2,000% rally - yet this does not appear to be deterring investors. The latest news is driving the stock further.
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Commented by Fabian Lorenz on May 27th, 2025 | 07:10 CEST
Between bankruptcy and multiplication: Cleantech stocks Siemens Energy, Plug Power, and dynaCERT
More losses than revenue is never a good sign for any business model. Given the muted reactions to the quarterly figures, Plug Power investors seem to have grown accustomed to this pattern. Despite planned cost reductions, a return to profitability is not yet in sight. Still, a company executive has made a symbolic move, suggesting internal confidence. According to analysts, dynaCERT could make the leap into the black as early as next year. On this basis, the cleantech company is currently attractively valued, and experts consider a multiplication of its share price possible. Siemens Energy has shown how quickly a stock can shoot into a new dimension. Almost bankrupt 1.5 years ago, it is now one of the stars of the DAX and is receiving praise even from otherwise critical corners.
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Commented by Fabian Lorenz on May 13th, 2025 | 07:05 CEST
A bombshell for D-Wave and Siemens Energy! Is AI stock NetraMark too cheap?
D-Wave has made a spectacular comeback. The reasons are strong figures, positive analyst comments, and cooperation with the auto giant Ford. Is the quantum hot stock heading for a new all-time high? AI gem NetraMark still has a long way to go, but its valuation is extremely exciting. Donald Trump's latest statements show that drug prices must come down. Pharma and biotech companies can achieve this by using NetraMark's AI. The stock appears cheap and also has takeover potential. Siemens Energy shares are unstoppable. However, analysts' opinions continue to diverge. On the one hand, the price target is being raised, while on the other, a sell recommendation is being issued. What to do?
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Commented by Fabian Lorenz on April 24th, 2025 | 07:20 CEST
PRICE TARGET RISING! D-Wave, Palantir, Siemens Energy, and First Hydrogen
Companies such as D-Wave and Palantir are driving power consumption to ever-new heights with the future-oriented topics of quantum computing and artificial intelligence. Small modular reactors (SMRs) in combination with hydrogen are expected to provide a remedy. First Hydrogen recognized this megatrend early on and is pushing ahead with the integration of SMRs into its own hydrogen ecosystem. Following the recent sell-off, the stock offers an interesting entry opportunity. D-Wave itself recently reported a success in its cooperation with Japan Tobacco. This has nothing to do with tobacco but rather with accelerating drug development – another example of the use of quantum computing. Siemens Energy is also benefiting from rising energy consumption. After convincing quarterly figures, the share is at an all-time high. Analysts are raising their price targets.
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Commented by Stefan Feulner on April 22nd, 2025 | 07:10 CEST
TSMC, NetraMark, and Siemens Energy defy the crisis
The global economy is faltering. The US president's tariff policy prompted the World Trade Organization (WTO) to drastically cut its forecast for global trade in its latest report. It drastically cut its forecast for global trade in goods and now expects global trade volume to decline by 0.2% in 2025. Several analysts have also lowered their outlook for the S&P 500. While experts' price targets at the beginning of the year were still at 6,600 points, they have now been lowered to an average of 5,950 points. Nevertheless, some companies are able to weather the crisis and at least confirm their annual targets.
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Commented by Juliane Zielonka on February 27th, 2025 | 07:20 CET
Copper as the key: Siemens Energy, Benton Resources, and Hensoldt are shaping the energy transition and security
Copper is a key factor in shaping the energy transition and security. The green transformation, in particular, is increasing demand. Siemens Energy is driving sustainable electrification and uses recycled material for circuit breakers in its energy transition products - a small step with a big impact. The Company is strengthening its market position in the circular economy and securing a billion-dollar order volume. The Canadian mineral exploration company Benton Resources is profiting from the raw materials boom and expanding its copper deposits in the Great Burnt project in Canada. Experts predict an imminent copper shortage due to the energy transition. Benton Resources can now position itself as a future supplier for this industry. Hensoldt, a specialist in sensor technologies in defense and aerospace, is deepening its drone expertise by cooperating with QinetiQ, thus ensuring geopolitical stability. Read on to find out how these companies combine sustainability, raw materials, and defense.
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Commented by Juliane Zielonka on February 21st, 2025 | 07:00 CET
RWE, First Nordic Metals, and Siemens Energy: Europe's new energy independence is gathering pace
Germany is still feeling the effects of the sabotage of the Russian gas pipelines years later. Expensive energy costs are driving industry to the brink of ruin. Solutions are needed to bring the European country back to the forefront economically. Energy company RWE is setting a good example by launching large-scale battery storage systems in two cities that can provide energy for critical infrastructure within seconds. This project demonstrates how Germany is future-proofing its energy supply. First Nordic Metals is working to make Europe independent of raw materials and is conducting exploration projects with a focus on gold in Scandinavia. This precious metal offers a solid hedge, especially in times of crisis. Adam Cegielski, recently appointed president, strengthens the team with his 25 years of industry experience. Siemens Energy is banking on growth on the French coast: the Company is investing EUR 200 million to build offshore wind turbine rotor blades. This will not only create 200 new jobs but also send a strong signal for Europe's path toward energy independence.
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Commented by Fabian Lorenz on February 19th, 2025 | 07:25 CET
FOMO Rally in energy and defense! Hensoldt, Siemens Energy, First Hydrogen
Shares in the energy and defense sectors continue to be among the most rapidly rising stocks. First Hydrogen has catch-up potential. The hydrogen specialist is currently expanding its business model and plans to use nuclear power, a potential the market has yet to recognize. Siemens Energy is also profiting from the world's hunger for energy. The latest figures are convincing; the free cash flow is exploding, and even the problem child Gamesa is picking itself up. However, analysts believe the stock might face some headwinds. The Hensoldt share is also unstoppable, riding the FOMO rally in Rheinmetall & Co. The share price surge accelerated again at the start of the week. NATO countries are preparing for years of massive investments. Can this momentum continue?
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Commented by Armin Schulz on February 6th, 2025 | 07:10 CET
Siemens Energy, European Lithium, BYD – Lithium: short-term pressure, long-term opportunities
Even though the lithium price is at rock bottom, many indicators are signalling a long-term recovery of the lithium market. Demand for lithium-ion batteries is being fueled by the increased use of electric vehicles and the expansion of renewable energies. At the same time, producers are already reacting with project delays and mine closures, which could create short-term supply bottlenecks. Given that the EU sources 79% of its lithium from China, a possible trade war should prompt the EU to seek alternatives. Analysts expect a stabilization by 2026 at the latest as the energy transition is progressing. Those who believe in the further electrification of the world should invest now, as the long-term prospects are promising.
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Commented by Armin Schulz on February 4th, 2025 | 07:10 CET
Siemens Energy, XXIX Metal, Volkswagen – Is the energy transition in danger due to US tariffs?
The euro is falling, mainly due to the recent interest rate cut by the ECB. This puts the interest rate difference at around 1.5%. At the same time, a trade war is looming due to the new US tariff policy. After America raised tariffs on imports from Canada to 25% and on energy to 10%, Justin Trudeau, in turn, raised tariffs by 25%. In addition, measures in the raw materials and energy sectors are being considered. For example, refineries may no longer process US oil. The Canadians supply 85% of their copper to the US. If supplies were to be stopped, this would potentially drive up copper prices and, at the same time, jeopardize the energy transition.
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