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Schneider Electric (ENXTPA:SU) Stock Looks Stretched Despite Its 120% Five Year Run
Simply Wall St.1d agoneutral
Schneider Electric (ENXTPA:SU) Stock Looks Stretched Despite Its 120% Five Year Run

Schneider Electric stock has delivered a strong 120.1% return over the past five years, yet the current valuation picture is more cautious, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium price while market based multiples look closer to fair. Over the last 5 years, Schneider Electric shares returned 120.1%, which puts extra focus on whether recent gains already reflect the company’s long term prospects. Growth in data center power infrastructure and AI...

Siemens shares plunge on disappointing guidance raise
AFP9d agobearish
Siemens shares plunge on disappointing guidance raise

German industrial giant Siemens on Thursday raised its profit outlook for the second time this year after a quarter boosted by AI spending, but its shares plunged after the forecast fell short of investors' hopes.But Siemens shares dropped six percent in early Frankfurt trading, with analysts pointing to expectations of higher full-year profits, as well as fears that new AI tools will disrupt Siemens's own software business.

Bloomberg9d agoneutral
AI’s Volatile Power Demand Is Damaging Its Own Data Centers

(Bloomberg) -- Artificial intelligence’s tremendous hunger for electricity is already well known. What’s less familiar is how the rapid fluctuations in data centers’ appetites can break essential equipment at the facilities.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Bi

Schneider Electric (ENXTPA:SU) Posts Strong Half Year Earnings, Is It Still Undervalued?
Simply Wall St.12d agoneutral
Schneider Electric (ENXTPA:SU) Posts Strong Half Year Earnings, Is It Still Undervalued?

Schneider Electric (ENXTPA:SU) is back in focus after reporting half year 2026 earnings, with sales of €21,226m and net income of €2,488m, alongside fresh AI data center and safety research updates. See our latest analysis for Schneider Electric. The half year 2026 earnings release, together with Schneider Electric’s AI data center work with AMD and the potential Shelly Group acquisition, has arrived alongside firm price momentum. The 1-day share price return is 1.76% and the year to date...

Bloomberg14d agoneutral
AI Isn’t a Catch-All Trade for Stocks in This Earnings Season

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

Is Modine’s New Commercial HVAC President Reshaping the Strategic Logic of MOD’s Segment Structure?
Simply Wall St.31d agoneutral
Is Modine’s New Commercial HVAC President Reshaping the Strategic Logic of MOD’s Segment Structure?

Modine Manufacturing recently appointed Michael Mahan as President of its newly formed Commercial HVAC segment, which serves commercial, industrial, and aerospace markets with heating, ventilation, air conditioning, and heat transfer solutions. Mahan’s two decades of experience leading global businesses at CraneNXT, Schneider Electric, and former GE companies signal a meaningful organisational shift as Modine reshapes its HVAC leadership and segment structure. We’ll now examine how Modine’s...

Schneider Electric (ENXTPA:SU) Stock Could Be 35% Overvalued Following Its $3.1b AI Deal
Simply Wall St.39d agoneutral
Schneider Electric (ENXTPA:SU) Stock Could Be 35% Overvalued Following Its $3.1b AI Deal

Schneider Electric stock has returned 120.6% over the past five years, and that strong run now sits against valuation checks that flag the shares as expensive on intrinsic value models, while market multiples look closer to fair. Over five years, a 120.6% total return means recent shareholders have already seen substantial gains baked into today's €278.35 share price. The planned $3.1b acquisition of industrial AI firm Cognite can support expectations for higher quality software and data...

Schneider Electric (ENXTPA:SU) Buys Cognite And Lands California SF6 Free Grid Deal
Simply Wall St.40d agobullish
Schneider Electric (ENXTPA:SU) Buys Cognite And Lands California SF6 Free Grid Deal

Schneider Electric (ENXTPA:SU) agreed to acquire Cognite Holding B.V., expanding its digital and data-focused capabilities in energy management and automation. The company also entered a partnership with Southern California Edison to deploy SF6-free grid equipment for U.S. utility operations. Schneider Electric is a global supplier of energy management and automation solutions, with a focus on hardware, software, and services that help customers control power use and industrial processes...

How Cognex Corporation’s (CGNX) Machine Vision Focus Keeps It Close to AI-Enabled Factory Automation
Insider Monkey40d agoneutral
How Cognex Corporation’s (CGNX) Machine Vision Focus Keeps It Close to AI-Enabled Factory Automation

Cognex Corporation (NASDAQ:CGNX) is one of the best industrial automation stocks to buy now. On June 16, Cognex said its CEO would join the Automate 2026 opening keynote alongside leaders from FANUC, Schneider Electric and Intrinsic, with the discussion focused on AI, robotics and industrial connectivity. Cognex also used the event to showcase its In-Sight […]

Should HPE’s Expanded AI Partnerships and Hybrid Cloud Push Require Action From Hewlett Packard Enterprise (HPE) Investors?
Simply Wall St.53d agobullish
Should HPE’s Expanded AI Partnerships and Hybrid Cloud Push Require Action From Hewlett Packard Enterprise (HPE) Investors?

Over the past week, Hewlett Packard Enterprise and partners including Veeam, Rocket Software, Citrix, Vultr, Schneider Electric, and CloudCasa announced expanded collaborations and product launches spanning AI data centers, private cloud, networking, security, and disaster recovery, while HPE also detailed unified partner programs and hybrid quantum-HPC initiatives. Together with management’s disclosure of very large AI-driven revenue growth and accelerated earnings targets, these moves...

Bloomberg57d agoneutral
Traders’ Latest AI-Related Play Is a Struggling Car Parts Stock

(Bloomberg) -- Investors looking for the stock market’s next artificial intelligence winner have honed in on embattled French car parts maker Valeo SE.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealUS and Iran Delay Nuclear Talks as Lebanon Clashes WorsenUS Tells ASML It’s Concerned China May Have Top Chip ToolShares in Valeo, which makes engin