Siemens Software Fears Are Overblown -- Market Talk

Dow Jones

02/17

1014 GMT - Siemens' streamlined and improved business strategy mean that the recent fall in the German group's share price went too far, analysts at Morgan Stanley write in a note. Siemens fell 6.4% Monday amid investor concern around the threat posed by AI to the company's industrial-software business, the analysts write. The selloff represented a 30 billion euro fall in Siemens' market value, pushing the company's stock towards a low inflection point, they say. However, charting the impact of AI on the company will be a challenge given the technology's non-linear and rapid progress, they add. Siemens shares nudge up 0.3% Tuesday. Other software companies show hints of recovery, with RELX climbing 3.45% in London. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

February 17, 2026 05:14 ET (10:14 GMT)

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Siemens fell 6.4% Monday amid investor concern around the threat posed by AI to the company's industrial-software business, the analysts write. The selloff represented a 30 billion euro fall in Siemens' market value, pushing the company's stock towards a low inflection point, they say. However, charting the impact of AI on the company will be a challenge given the technology's non-linear and rapid progress, they add. Siemens shares nudge up 0.3% Tuesday. Other software companies show hints of recovery, with RELX climbing 3.45% in London. (josephmichael.stonor@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 17, 2026 05:14 ET (10:14 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}