Siemens Loses Ground to AI Jitters While Rail Unit Keeps Signing Deals
Published on 11/09/2026 at 07:01 | Editorial boerse-global.de
Siemens shares shed 2.9% on Friday as a global retreat from artificial intelligence and semiconductor names swept through the German market, with the industrial group caught up in a selloff that had no company-specific trigger.
Coverage of the session pointed to a hefty pullback on Wall Street and doubts over whether the returns on AI spending justify the sums being committed. One report also cited worries about tighter AI regulation as a factor weighing on sentiment in Frankfurt, where Siemens was named among the industrial stocks feeling the heat.
Deutsche Bank Keeps Its Distance
Deutsche Bank Research left its rating on Siemens at "Hold" with a price target of 270 euros on Friday. Analyst Gael de-Bray flagged mixed business signals from rivals in the automation arena, while pointing to a still-robust order trend in electrification as a counterweight for the Munich-based group.
A Week of Rail Announcements
The stock's slide did nothing to slow the pace of news from Siemens Mobility. On Friday the unit opened a new rail infrastructure technology and innovation centre in Chippenham, an investment of 115 million euros that the company says safeguards 800 local jobs.
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A day earlier, Siemens Mobility disclosed orders from ST Engineering covering signalling work on Taiwan's Taoyuan Brown Line and the Green Line extension. The projects, to be equipped with the company's Signaling X technology, envisage fully automated operation among other features, with commissioning slated for the mid-2030s.
Midweek brought the closing of Siemens Mobility's acquisition of key core businesses from the MERMEC Group, completed on Wednesday once all required approvals were in hand. MERMEC was the seller of the acquired operations.
From Patient Trains to Driverless Vehicles
Siemens Mobility and Lufthansa Technik Defense signed a letter of intent on Tuesday to develop a rail-based patient transport train together. The unit is intended for military evacuations and civilian disaster relief, with capacity to care for more than 150 patients.
A day later, Siemens presented an integrated ELV drive solution aimed at automated guided vehicles and mobile robotics.
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Buyback Rolls On
In a Monday update on its share repurchase programme, Siemens reported the acquisition of roughly 360,000 of its own shares, bought between 26 October and 1 November inclusive. Since the programme began on 1 July, some 5.6 million shares had been acquired through 1 November.
Results Date Confirmed
Investors now turn to 12 November, when Siemens will publish fourth-quarter results alongside preliminary figures for fiscal 2026. The release is scheduled for 7:00 CET, followed by a press conference at 08:00 and an analyst call at 09:30 CET.
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