Siemens not Immune to Software Selloff -- Market Talk

Dow Jones

02/04

1007 GMT - The selloff in software companies is a significant blow to German industrial giant Siemens' market value, Morgan Stanley's Max Yates writes. Siemens' software division makes up 20% of the company's total value, the analyst estimates. The company's overall value would be 4% lower if its software operations were valued at current market prices, the analyst adds. However, software companies in the industrial space are protected by high barriers to entry, and Siemens can also use its deep well of customer data to develop AI agents, Yates says. Siemens share plunge in early trading, falling 3.7%. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

February 04, 2026 05:08 ET (10:08 GMT)

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