{"id":292195,"date":"2026-06-30T14:05:17","date_gmt":"2026-06-30T14:05:17","guid":{"rendered":"https:\/\/www.europesays.com\/se\/292195\/"},"modified":"2026-06-30T14:05:17","modified_gmt":"2026-06-30T14:05:17","slug":"bofa-datacentermarknaden-kan-vaxa-over-30-procent-arligen-hojer-riktkurser-for-flera-industribolag","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/292195\/","title":{"rendered":"Bofa: Datacentermarknaden kan v\u00e4xa \u00f6ver 30 procent \u00e5rligen &#8211; h\u00f6jer riktkurser f\u00f6r flera industribolag"},"content":{"rendered":"<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Bank of America bed\u00f6mer att tillv\u00e4xtm\u00f6jligheterna inom datacenter f\u00f6r Schneider Electric, ABB, Siemens och Siemens Energy fortfarande underskattas.\n <\/p>\n<p>Banken r\u00e4knar med att den adresserbara marknaden kan v\u00e4xa med 30-40 procent per \u00e5r, drivet av \u00f6verg\u00e5ngen till 800-volts likstr\u00f6m (800V DC) och en snabbare utbyggnad av datacenter.\n <\/p>\n<p>Mot bakgrund av de f\u00f6rb\u00e4ttrade utsikterna h\u00f6jer banken sina prognoser f\u00f6r justerad ebita 2028 med 3 procent f\u00f6r Schneider Electric, 4 procent f\u00f6r ABB, 1 procent f\u00f6r Siemens och 4 procent f\u00f6r Siemens Energy.\n <\/p>\n<p>Samtidigt upprepas k\u00f6prekommendationerna f\u00f6r Schneider Electric, Siemens och Siemens Energy, medan ABB st\u00e5r kvar p\u00e5 neutral med h\u00e4nvisning till v\u00e4rderingen. Legrand beh\u00e5ller rekommendationen underperform. Bofa h\u00f6jer riktkursen f\u00f6r ABB till 88 schweizerfranc fr\u00e5n 77, Schneider Electric till 330 euro fr\u00e5n 320, Siemens till 310 euro fr\u00e5n 300 och Siemens Energy till 260 euro fr\u00e5n 250. Riktkursen f\u00f6r Legrand l\u00e4mnas of\u00f6r\u00e4ndrad p\u00e5 118 euro.<br \/>\n <br class=\"col-start-2\"\/><\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Leo Luthander<br \/>\n <br class=\"col-start-2\"\/><br \/>\n leo.luthander@finwire.se<br \/>\n <br class=\"col-start-2\"\/><br \/>\n Nyhetsbyr\u00e5n Finwire<\/p>\n","protected":false},"excerpt":{"rendered":"Bank of America bed\u00f6mer att tillv\u00e4xtm\u00f6jligheterna inom datacenter f\u00f6r Schneider Electric, ABB, Siemens och Siemens Energy fortfarande underskattas.&hellip;\n","protected":false},"author":2,"featured_media":291868,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[4993,72,70,71,16687,34,26904,26905,31,33,32,30],"class_list":["post-292195","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-abb","tag-business","tag-economy","tag-ekonomi","tag-schneider-electric","tag-se","tag-siemens","tag-siemens-energy","tag-svenska","tag-sverige","tag-sweden","tag-swedish"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/116839443822073220","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/292195","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=292195"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/292195\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/291868"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=292195"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=292195"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=292195"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}