Added to YB: 2026-10-08
Pitch date: 2026-10-05
2GB.DE [bullish]
2G Energy AG
-25.1%
current return
Author Info
No bio for this author
Company Info
2G Energy AG, together with its subsidiaries, manufactures and provides decentralized energy supply systems in Germany and internationally.
Market Cap
EUR 1.1B
Pitch Price
EUR 62.40
Price Target
257.00 (+450%)
Dividend
0.34%
EV/EBITDA
33.30
P/E
65.79
EV/Sales
2.79
Sector
Electrical Equipment
Category
growth
The AI Boom’s Most Unlikely Winner? Stock Hidden in Germany’s Fading Industrial Heartland, 20%+ IRR Through 2030 - 2G Energy AG
2GB.DE: 2G Energy’s modular gas engines address data centers’ urgent need for power before grid connections or turbines are available. Nine-month orders exceeded €879m — more than twice 2025 revenue — leaving production booked until mid-2028 as capacity triples to ~1GW. At €62.50, the shares trade at 7x estimated 2028 EV/EBITDA; the base case reaches €150 by 2030, a 23% IRR. The main risk is AI-driven orders drying up, implying downside toward €29.
Read full article (12 min)