Siemens Energy Rises 1.7% on Data Center Demand Surge, June 16

Siemens Energy stock climbed 1.7% to 156.12 EUR on June 15, driven by strong demand from data center operators. CEO Christian Bruch disclosed that over 25% of the company’s gas turbine order backlog now comes from data center customers. This shift reflects the AI infrastructure boom, with tech giants planning 800 billion dollars in 2026 infrastructure spending. Analysts target a 12-month price of 186.30 EUR, suggesting upside from current levels.

Data Centers Reshape Order Book

Data center operators now account for more than 25% of Siemens Energy’s gas business orders, CEO Christian Bruch confirmed. The company’s total gas turbine order backlog stands at 100 to 120 gigawatts, with 40% of demand coming from the United States. Bruch stated that data center customers are asking “Can you deliver faster and more?” rather than questioning demand, signaling sustained growth momentum.

Earnings Beat and Guidance Raised

Siemens Energy reported Q1 2026 earnings per share of 0.89 EUR, up from 0.50 EUR in the prior year quarter. Revenue reached 10.29 billion EUR versus 9.96 billion EUR year-over-year. The company raised its full-year 2026 guidance to expect 14-16% comparable revenue growth and a 10-12% result margin before special items. Analysts now forecast 4.32 EUR earnings per share for 2026.

Why This Matters for Investors

The stock gained 1.7% on June 15 as markets reacted to the data center tailwind. With analysts targeting 186.30 EUR, the current price of 156.12 EUR leaves room for 19% upside. The company’s 52-week high stands at 191.66 EUR, set on April 24, 2026.

Dividend and Valuation

Siemens Energy paid 0.700 EUR in dividends during 2025. Analysts expect 2.62 EUR in dividends for 2026, reflecting confidence in earnings growth. The stock trades 22.8% below its 52-week high but 47% above its 52-week low of 82.72 EUR, set on June 14, 2025.

Final Thoughts

Siemens Energy benefits from the data center boom, with 25% of gas orders now tied to AI infrastructure. Analysts target 186.30 EUR, 19% above the current 156.12 EUR price, backed by raised 2026 guidance and strong order growth.

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