Siemens Faces Criticism from Bernstein, Leading to a Drop in Stock Price
Siemens, the German engineering giant, has been the subject of recent analysis by various financial institutions. According to Bernstein Research, critical comments have been made about the company's current valuation.
Analyst Nicholas Green from Bernstein Research believes that the Siemens stock is trading 20% above its intrinsic value. Despite this, another analyst, not explicitly named, has a more optimistic view. Max Yates from Morgan Stanley has set a price target of €246 for the Siemens stock, maintaining a Buy rating as of August 11, 2025.
Despite Green's critical comments, analyst Phil Buller from JPMorgan maintains a positive outlook. Buller believes that the years-long restructuring at Siemens is largely completed and expects positive news from Siemens' upcoming capital market day.
The Siemens stock has been climbing in recent weeks, but it has not yet reached a new record high above 244.85 euros. The current price target for Siemens stock from Buller is 230 euros. Interestingly, Buller thinks that the new structures in Siemens are not yet properly priced in, suggesting potential for further growth.
The recent setback in the DAX stock on Tuesday seems to have had little impact on Buller's positive outlook on Siemens. Green, on the other hand, has downgraded Siemens from "Outperform" to "Market-Perform". Despite this, Green does not expect any significant impulses from Siemens' capital market day in December.
The China business in Siemens' Digital Industries segment still has question marks, but once it picks up speed, the numbers and the stock price should follow, according to Buller. The Siemens stock remains on the recommended list for investors, offering potential for a new record high in the near future.
Despite the mixed analysis, it's important to note that investors can still buy the Siemens stock. As always, it's crucial to conduct thorough research and consider individual investment strategies before making any decisions.
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