J.P. Morgan's daily briefing highlights a strong outlook for Siemens (OW) based on automation recovery and data center demand, alongside various rating and earnings updates for the European equity market.
Key Takeaways
- 1.Siemens is positioned for accelerating earnings into 2027 driven by automation recovery in Digital Industries and data center momentum in Smart Infrastructure.
- 2.Investor-friendly actions at Siemens include a new €6bn share repurchase and a planned Healthineers distribution in early 2027.
- 3.Significant price target and EPS revisions are being implemented across the coverage universe, notably for Flutter Entertainment and Babcock International (decreases).
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- Today's Morning Meeting
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- Key Changes
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Authors
Phil BullerMarcus Diebel
Securities
SiemensAG1 GRFLUT
Themes
Automation Demand RecoveryGeopolitical Risk in Middle EastData Center Infrastructure Expansion
Regions
EuropeGermanyUnited KingdomSpain