News about 2G Energy AG

18 min ago

EQS News: 2G Energy AG Reports Significant Sales Success Outside the Data Center Segment as Well and Confirms Record Order Intake of 422.4 Million Euros for Q2 2026 (German) (dpa-AFX Compact)

® $2GB (-0,97%)

$2GB (-0,97%)
https://www.deraktionaer.de/artikel/aktien/2g-energy-top-news-bei-data-center-kraftprotz-auftragseingang-von-ueber-1-milliarde-euro-20403772.html?feed=directrssfeed

$2GB (-0,97%)

https://www.wn.de/muensterlandzeitung-imported/2g-energy-ubernimmt-belgisches-unternehmen-gezielter-schritt-mit-klarer-vision-3570397?pid=true&ueg=default

I still owe you my top & flops.

In 1st place by a wide margin $DGX (-0,91%) with + 84% in only 8 days! After that I sold it again. It was also part of my Wiki Challenge.

$BB (-0,68%) with + 56% also from the challenge depot follows in 2nd place

$CORT (-3,27%) with + 48% followed by the 3rd value from the challenge portfolio

$ENPH (+0,43%) with + 45%.

After that comes

$IREN (-5,68%) with + 41%

And what I generally find quite surprising is that $JEDI (+0,02%) has made it into the top list as an ETF with + 39%. If there hadn't been a serious setback on Friday, it would even have been in the top 3.

Yes, there were also losers, although the word doesn't really fit.

$FTC (-0,71%) with - 6.5%

$NRXS with - 5.9%

$KYTX with - 2.5%

These are normal fluctuations for these values.

The top 3 have accumulated in the portfolio:

$PPTA (-2,32%) with + 130%

$CORT (-3,27%) with + 110%

$2GB (-0,97%) with + 81%

Flop 3:

$KVHI with - 13 %

$KYTX with - 7,25%

$FTC (-0,71%) with - 6.5%

This shows that the most important thing in such a high risk strategy is to limit losses. Shares that do not perform are eliminated at - 20% at the latest.

I have also reduced the number of positions from over 80 to around 50.

The performance in May according to TTWROR was + 20.5%.

On a YTD basis, I am also at 20.7% due to the disastrous March.

The internal rate of return, because that was also important here recently, is at 55% YTD.

By way of comparison, the TTWROR for the whole of last year was

TTWROR was 91.6%

and the interest rate

was 82.6%.

Of course, it will be difficult to repeat that. But there's no such thing as impossible!

Have a nice weekend!🌞

Your Multibagger

Chris

The 2G Energy share $2GB (-0,97%) is currently one of the most conspicuous German second-line stocks in the energy sector. While many investors are primarily looking at big names such as Siemens Energy, 2G Energy is developing more in the background as a potential winner of the energy transition - and now even of the AI boom.

The company from North Rhine-Westphalia produces combined heat and power plants and decentralized energy systems. Put simply, 2G builds systems that generate electricity and heat where they are directly needed. This is becoming increasingly important because power grids around the world are reaching their limits and energy demand is rising massively at the same time.

Why the share is suddenly in such demand

Just a few years ago, 2G Energy was regarded as a solid specialty stock for long-term investors. In the meantime, the share has become much more imaginative. The main reason for this is the USA and the global expansion of AI data centers.

Large data centers require enormous amounts of electricity - and as reliably as possible around the clock. This is precisely where 2G's systems could play an important role. The company recently announced several projects in the North American market and is benefiting from the fact that many operators want to become less dependent on the public power grid.

This development has been very well received on the stock market. The share price has risen significantly in recent months and has increasingly become the focus of institutional investors.

Operations remain stable

Business is also developing solidly beyond the stock market fantasy. The management expects further sales growth and rising profits in the coming years. One particularly positive aspect is that 2G is now much stronger internationally than it was a few years ago.

While Germany used to be particularly important, international business is now growing strongly. North America in particular is developing into a key future market.

And then there is another point: hydrogen. For years, 2G has been investing in technologies that can also run on hydrogen in the long term. If hydrogen becomes more established in the energy supply, the company could also benefit from this.

But the risks remain

Despite all the euphoria, the share is not a sure-fire success. The sharp rise in the share price has driven up the valuation considerably. Many expectations for the future appear to have already been priced in.

It has also recently become apparent that rapid growth can also cause problems. Delays in internal processes and a difficult ERP changeover led to uncertainty among investors at times. Smaller growth companies in particular often react sensitively to operational problems.

Added to this is the general market situation: if the global economy weakens or investment in new energy projects declines, 2G Energy could also suffer.

Competition: small against large corporations

In terms of competition, 2G Energy is up against much larger companies such as Caterpillar, Cummins and Siemens Energy. Financial strength and global networks clearly speak in favor of the large corporations.

However, 2G has another advantage: specialization. The company is regarded as technologically strong in the field of flexible combined heat and power plants and can often react more quickly to customer requirements. 2G therefore has a good market position, particularly for medium-sized projects.

While Siemens Energy tends to serve large infrastructure projects, 2G focuses on decentralized and flexible solutions. It is precisely this area that could see particularly strong growth in the coming years.

What are the forecasts?

Most analysts remain positive at the moment. Many expect sales and profits to continue to rise in the coming years. In particular, the combination of the energy transition, rising demand for electricity and the AI boom is causing optimism.

However, the decisive factor will be whether 2G can actually meet the high expectations. If the company successfully continues its expansion in the USA and wins further major orders, the growth story could be far from over.

At the same time, the share remains volatile. Investors should therefore bear in mind that strong price fluctuations are possible at any time.

Conclusion

2G Energy is increasingly developing from a traditional German medium-sized company into an international growth company in the energy sector. The opportunities offered by AI data centers, hydrogen and decentralized energy supply are enormous.

The share therefore offers a lot of potential - but also a higher risk than established large corporations. Anyone who believes in a long-term boom in energy infrastructure and flexible power supply should continue to find 2G Energy exciting.

$2GB (-0,97%)

Share jumps almost +20

Reason:

A record order from the Data Center division catapults the 2G Energy AG has catapulted itself into a new order of magnitude: a North American customer - about which confidentiality has been agreed - has ordered a large number of containerized power plants including on-site commissioning. The order volume is in the lower three-digit megawatt range and, according to 2G Energy, represents the largest single order in the company's history. The first deliveries will begin in the second half of 2026 and will be spread over several years.

As a result of the order, 2G Energy is specifying its sales forecast for 2026 at the upper end of the previous range of EUR 440 to 490 million. The EBIT margin for 2026 is likely to be pushed to the lower end of the forecast of 6.5 to 8.0% due to the higher share of machinery in sales and increased one-off costs from the ERP introduction. For 2027, the Executive Board expects revenue to grow to between EUR 570 million and EUR 620 million with an EBIT margin of over 11%, as the majority of deliveries from the major order will take place next year.

$2GB (-0,97%)

$2GB (-0,97%)

- Delivery of containerized energy systems over several years from H2 2026

- 2026 revenue now expected at the upper end of the forecast range: up to € 490 million

- 2027 sales expected to jump to € 570-620 million, around +20%

- EBIT margin expected to rise to over 11% in 2027

- 2025 EBIT margin at lower end of forecast due to ERP costs: 6.5-8.0%

Conclusion: Strong data center deal with significant growth effect from 2026/2027.

Yesterday I wrote in a post that $2GB (-0,97%) is one of my favorites in the energy sector. And today🚀🚀🚀🚀🚀

$2GB (-0,97%)

- Publication of preliminary FY25 figures postponed from May 21 to mid-June

- Reason: ERP closing routines at new production company "2G Heek GmbH" take longer than expected

- Company emphasizes close coordination with auditors