Siemens Energy stock has delivered a very large 3 year return while the current checks point to an intrinsic value estimate that sits below the market price, with the broader valuation framework suggesting the shares are not a clear bargain. Over the past 3 years the stock has returned about 11x, which puts recent gains at the center of any valuation discussion. Record order activity linked to power demand from data centers can support investor expectations for future cash flows. However,...

Babcock & Wilcox Enterprises has delivered a very large 1 year gain, yet its valuation checks and recent pullback raise the question of whether the stock still offers value at current levels. Over the past year the share price is up about 7x, which puts recent weakness into context and means many investors may now be sitting on sizable gains. The Siemens Energy agreement to supply steam turbines for AI data centers can support expectations for future projects. At the same time, execution...

Babcock & Wilcox announced an agreement with Siemens Energy to begin work on 20 steam turbine generator sets totaling 1 GW of capacity targeting data center projects.

Akron-based power generator Babcock & Wilcox is doubling down on its efforts to fuel the growth of artificial intelligence data centers.

Siemens Energy (XTRA:ENR) agrees to supply 20 steam turbines, totaling 1 GW of capacity, for high-demand AI data center power projects under a new deal with Babcock & Wilcox. SBM Offshore selects Siemens Energy to provide power generation and gas compression systems for Petrobras operated FPSO units in Brazilian offshore fields. The contracts extend Siemens Energy's presence in data center power infrastructure and offshore oil and gas projects. These contracts highlight a broader build out...

Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders.

Q3 2026 earnings event for Siemens Energy stock Siemens Energy (XTRA:ENR) has drawn fresh attention after reporting third quarter 2026 results, with €11,447 million in sales and €1,083 million in net income for the period ended June 30, 2026. See our latest analysis for Siemens Energy. Alongside the Q3 2026 earnings, Siemens Energy has seen its share price gain 4.79% over the past week and 25.9% year to date, while the 1 year total shareholder return of 56.01% and very large 3 year total...

On this episode of Stock Movers: - Anthropic PBC has struck a $9.1 billion deal with Riot Platforms (RIOT), a Bitcoin mining company that recently began selling AI data center capacity. Riot disclosed it had secured a 20-year deal to supply 191 megawatts of capacity from its Rockdale, Texas, campus to a "leading frontier AI" company. - Rocket Lab (RKLB) shares drop as much as 5.7% after the company's Neutron timeline softened, with an analyst saying that while Neutron remains on track to reach launch pad in the fourth quarter, it could push an initial launch to 2027. - Babcock & Wilcox Enterprises (BW) rose in premarket after the company signed an agreement with Siemens Energy to produce steam turbine generator sets. - US-listed shares in On Holding (ONON) drop as much as 17% in premarket trading after the Swiss sneaker maker's second-quarter sales were lower than expected.

The 20-unit agreement advances equipment work for accelerated data-center power projects, but B&W has not disclosed the customers, delivery schedule, contract value or financing terms.

The platforms are to produce up to 240,000 barrels of oil and process 22 million cubic metres of gas daily.

Global gas turbine orders reached a record 38 GW in the second quarter as surging electricity demand, particularly from U.S. data centers, intensified competition for limited manufacturing capacity.

The company booked 15 GW in new orders this quarter, executives said, with lead times running three years or more. It also plans to expand its transformer manufacturing capacity 50% by 2030.