Siemens and Siemens Energy see positive outlooks amid AI energy demand

Bernstein Research has maintained an ‘Outperform’ rating for Siemens, setting a price target of 330 euros. Analyst Alasdair Leslie identified the Digital Industries (DI) sector as having the greatest potential for results. As of the report, Siemens shares showed upward movement in XETRA trading.

Separately, Siemens Energy is seeing market interest due to the energy requirements of the artificial intelligence boom. As AI data centers demand increasing amounts of power—sometimes reaching gigawatt levels—companies providing energy infrastructure, such as gas turbine manufacturers, are being positioned as key beneficiaries of this growing demand.