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In early February 2026, Siemens Energy’s CEO Christian Bruch acknowledged the validity of an activist proposal to eventually spin off loss-making Siemens Gamesa, while stressing the need to first stabilize the unit after a €1.36 billion operating loss in 2025 and target double-digit margins.
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At the same time, the company outlined a US$1 billion plan to expand U.S. gas turbine and grid component production to serve rapidly growing AI-driven data center power demand, while Siemens Gamesa aims to break even this year and reach a 3–5% operating margin by 2028.
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We will now consider how Siemens Energy’s US$1 billion U.S. manufacturing build-out shapes the company’s investment narrative and future positioning.
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To own Siemens Energy today, you have to believe the stronger gas & grid and services businesses can increasingly define the group, while the troubled Siemens Gamesa unit is repaired rather than drags everything back into losses. The latest news sharpens both sides of that story. The US$1 billion U.S. manufacturing build-out ties Siemens Energy more tightly to data center and AI-related power demand, reinforcing one of the clearest short term catalysts around grid and turbine orders, and sits alongside a reinstated dividend and a very large multi‑year share price gain that already prices in a lot of optimism. At the same time, management’s openness to a future Gamesa spin-off, but only after stabilizing a €1.36 billion loss-maker, underlines that execution risk in wind remains the biggest swing factor for the share price from here.
However, investors should be aware of how much still hinges on a successful Siemens Gamesa turnaround. Siemens Energy’s shares are on the way up, but could they be overextended? Uncover how much higher they are than fair value.
Ten Simply Wall St Community fair value estimates for Siemens Energy span roughly €29 to €149, underscoring how far apart individual views sit. Against that backdrop, the US$1 billion U.S. build-out and unresolved Siemens Gamesa turnaround give plenty of room for these opinions to shift as execution becomes clearer.
Explore 10 other fair value estimates on Siemens Energy – why the stock might be worth less than half the current price!
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