Siemens faces criticism from Bernstein, causing a dip in its share price

Siemens stock has been the subject of varying opinions among analysts, with some predicting a potential new record high in the near future, while others remain cautious.

According to Nicholas Green, a renowned analyst, Siemens stock is currently trading almost 20 percent above its intrinsic value, a conclusion drawn from a sum-of-the-parts analysis. This assessment led to the downgrade of Siemens from "Outperform" to "Market-Perform". However, it's important to note that Green did not raise the price target for Siemens, but maintained it at 230 euros.

On the contrary, Phil Buller, another analyst, believes that the years-long restructuring of Siemens is almost completed. Buller thinks the new structures are not yet adequately reflected in the price of Siemens stock. He goes on to suggest that a new record high for Siemens stock, which currently stands at 244.85 euros, may be within reach.

The segment of Digital Industries, which includes the China business, is a source of uncertainty. The uncertainties in this segment, particularly regarding the China business, still exist. Once the China business picks up again in the Digital Industries segment, the numbers and the stock price should gain momentum.

Meanwhile, JPMorgan analyst Phil Buller expects positive news on Siemens' capital market day, scheduled for December. In contrast, Nicholas Green does not expect any impulses from this event.

UBS analyst Supriya Subramanian had previously highlighted Siemens Energy's strong rebound and expected a rally towards the record high of 104.85 EUR and a price target of 110.57 EUR, signaling a strong buying opportunity above 97.51 EUR.

Despite the mixed opinions, Siemens stock remains on the list of recommendations, and investors can still buy the stock. However, it's crucial for investors to consider the various viewpoints and make informed decisions based on their own research and risk tolerance.

Recent weeks have seen Siemens stock climbing, and it will be interesting to see how the situation unfolds in the coming months.