1,000% with Bloom Energy and Siemens Energy
Energy companies are among the clear winners of the AI boom. The booming expansion of AI data centers is now even causing power supply conflicts in the US. In Nevada, an energy provider recently made headlines because capacity is increasingly being reserved for the growing needs of large data centers. According to media reports, this could cause tens of thousands of households around Lake Tahoe to lose their current electricity supply.
Among the biggest winners of this trend over the past 52 weeks are, for example, Bloom Energy and Siemens Energy. Siemens Energy’s stock has gained over 1,000% since May 2024. For Bloom Energy, you only have to go back 10 months to achieve this performance.
Following the release of second-quarter results for fiscal year 2025/2026, Siemens Energy once again received “Buy” recommendations. JPMorgan raised the stock’s fair value from EUR 200 to EUR 225. The recommendation remains “Overweight.” The long-term outlook is said to remain excellent.
Berenberg also continues to recommend buying Siemens Energy shares. Analysts were surprised by the high order intake. They believe the stock is capable of reaching EUR 200. This is not much above the current level of EUR 180. But rather conservative price targets are already a tradition at Siemens Energy.
It is also a tradition that mwb research is pretty much alone in the bears’ camp. In September 2024, the “Buy” recommendation for Siemens Energy shares was withdrawn. Since then, “Hold” and “Sell” ratings have alternated. Currently, the firm also sees downside potential of over 40% for the high-flyer of recent years on the German stock market. This is because the price target set by mwb analysts stands at EUR 100.
This is because the solid fundamentals are already priced in. The company impresses with sustained strong growth momentum, a rising dividend, and an accelerated share buyback program. However, this is already factored into its market capitalization of EUR 155 billion. Expectations have now outpaced the fundamentals. Furthermore, historical trends indicate a cycle that will eventually catch up with the market. There is really no question of overvaluation when it comes to the next stock.
A.H.T. Syngas: Revenue and Profit Growth Confirmed
It can really only be a matter of time before the stock market discovers A.H.T. Syngas Technology and the share price skyrockets. As a specialist in decentralized biomass power plants, the company is clearly benefiting from the energy boom. And the fact that it uses biogenic waste to produce electricity, heat, and, in the future, hydrogen as well, is also in line with current trends. This is evident in the company’s growth plans. Management recently reaffirmed these targets at an investor conference. According to these plans, the company aims to increase revenue from EUR 2.25 million to EUR 9.24 million in the current year. By 2028, revenue is projected to reach EUR 23 million, leading to an operating profit (EBITDA) of EUR 2.13 million.
The plausibility of these plans is supported not only by the project volume of more than EUR 30 million, but also by the analysts at GBC Research, who believe A.H.T. Syngas is capable of achieving this strong development. The experts currently see the fair value of the stock at EUR 8.50, while the shares are trading at around EUR 2.70.
And the latest announcement also shows that A.H.T. Syngas is on a growth trajectory. According to the report, several projects are progressing as planned, with Poland in particular seen as an attractive future market due to its heavy reliance on fossil fuels and abundant biomass resources. Together with its long-standing partner, Innotec Energy, A.H.T. is working on 17 projects there. While Innotec, as the general contractor, handles project development and acquisition, A.H.T. provides the technology, engineering and planning services. For the 2026 fiscal year, the company anticipates a realizable order volume of at least EUR 10 million.
The partnership receives additional momentum with Innotec Energy becoming a shareholder in A.H.T. In doing so, the Polish partner is deepening the existing collaboration while also sending a positive signal regarding future growth prospects. The company views this as confirmation of its project pipeline and its positioning in the field of sustainable energy generation.
Save the Date: A.H.T.’s CEO will present live at the International Investment Forum (IIF) on May 20, 2026. Participation is free for investors.
LPKF Laser and SÜSS MicroTec: Short Sellers Active
In addition to energy stocks, investors are now also flocking to everything related to semiconductors. This is also leading to increasingly sharp spikes in the charts for German stocks. For example, LPKF Laser has skyrocketed from under EUR 6 to over EUR 24 since early April. SÜSS MicroTec has risen by 80% in this short period, while Infineon has risen by over 70%. The rally is not for the faint of heart.
Goldman Sachs recently raised its price target for Infineon significantly. Analysts now expect Germany’s largest semiconductor group to reach not EUR 53, but EUR 75. At LPKF Laser, Voleon Capital Management increased its short position from 1.39% to 1.49%. Connor, Clark & Lunn Investment Management reported a short position of 0.51% in the German technology company for the first time.
Going short in the current environment can also backfire. JPMorgan Asset Management, for example, is likely to feel the effects of this. They have reduced their short position in SÜSS MicroTec from 1.37% to 0.98%. Given the stock’s price performance, this is unlikely to have been profitable.
In the energy and semiconductor boom, some stocks have become overheated. But there are also buying opportunities. A.H.T. appears to be one such opportunity. If the price target set by GBC analysts is reached, investors could earn more than 200%. Siemens Energy is a core investment in the energy sector. The charts for LPKF Laser, Infineon, and others are screaming for a breather.
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