2026년 2월 27일 · Unknown · financial · 출처 Yahoo Finance
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Siemens’ updated model now points to a Fair Value of €274.85, compared with the prior €261.29, putting the company closer to the cluster of Street price targets in the €250 to €335 range. That shift sits alongside recent moves by banks such as JPMorgan and Citi, where higher targets and fresh positive ratings show how divided analysts are around the upside from here. As you read on, you will see how these changing targets fit into the broader Siemens story and what to watch as the narrative evolves.
Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Siemens.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
JPMorgan raised its Siemens price target to €325 from €300 and kept an Overweight rating, signaling confidence in the company’s ability to support higher valuation levels. Citi moved its target to €335 from €290 and reiterated a Buy rating, pointing investors toward a higher end of the current Street range for potential upside. Bernstein re-initiated coverage with an Outperform rating, highlighting what it views as an attractive setup into 2026, including expectations around data center spending and earnings revisions. Morgan Stanley lifted its target to €250 from €230 while keeping an Equal Weight rating, which still nudges the consensus cluster higher even without a more positive stance on the shares.
🐻 Bearish Takeaways
Kepler Cheuvreux downgraded Siemens, adding a clear counterpoint to the more optimistic houses and underlining that not all analysts see the current valuation and execution outlook as supportive of higher targets.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!XTRA:SIE 1-Year Stock Price Chart
We've flagged 1 risk for Siemens. See which could impact your investment.
What's in the News
Siemens issued fiscal 2026 guidance, targeting the upper half of a 6% to 8% comparable revenue growth range and basic EPS pre PPA of €10.70 to €11.10. The Supervisory Board approved a CFO transition from Ralf P. Thomas to Veronika Bienert, effective April 1, 2026. Thomas will remain as a special advisor and as Chairman of the Supervisory Board of Siemens Healthineers AG. Siemens expanded its partnership with NVIDIA to develop industrial and physical AI solutions, including AI driven manufacturing sites and GPU accelerated simulation tools. It also launched Digital Twin Composer software for industrial metaverse environments, with PepsiCo as an early user. The company declared an annual dividend of €5.35 per share, payable on February 17, 2026, with an ex date of February 13, 2026, and a record date of February 16, 2026.
Story Continues
How This Changes the Fair Value For Siemens
Fair Value moved from €261.29 to €274.85 based on updated model assumptions. Revenue Growth in the forecast moved from 6.16% to 5.55% in euro terms. Net Profit Margin was refined from 11.17% to 11.33% in the model. Future P/E shifted from 22.52x to 23.39x on projected earnings. The Discount Rate was adjusted from 6.01% to 6.03% in the updated inputs.
Never Miss an Update: Follow The Narrative
Narratives link a company’s business story to the assumptions behind its forecasts and fair value, so you can see what is driving the numbers. They update over time as new data, guidance, and risks come through.
Head over to the Simply Wall St Community and follow the Narrative on Siemens to stay up to date on:
How demand for electrification, digital automation, and hyperscaler data centers feeds into Smart Infrastructure and recurring digital revenues. The role of Siemens’ order backlog, decarbonization projects, and portfolio reshaping in analysts’ earnings and margin assumptions through to 2028. Key risks such as weaker automation demand in Digital Industries, tougher competition in industrial software, and execution challenges around large M&A and cloud transitions.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include SIE.DE.
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