Added to YB: 2026-06-30
Pitch date: 2026-06-26
2GB.DE [bullish]
2G Energy AG
+0.15%
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 1.2B
Pitch Price
EUR 66.35
Price Target
N/A
Dividend
0.31%
EV/EBITDA
26.08
P/E
N/A
EV/Sales
2.79
Sector
Electrical Equipment
Category
growth
2G Energy: Capturing the Next Wave of Onsite Power Demand
2GB.DE: German behind-the-meter gas engine integrator (MWM/MTU/Jenbacher) playing US grid capacity crunch as data centers turn to onsite power (50+GW/yr TAM by 2029). At €64, ~23-24x 2027E EPS, ~2x rev (€570-620M guide, 11%+ EBIT) vs Bloom at 10-13x rev. Major US DC order validates. Texas rental adds recurring rev. Risks: post-rerate, 2026 transition yr, 2027 execution key.
Read full article (2 min)