
What smart money is saying about Siemens Healthineers
2 funds in our archive have pitched Siemens Healthineers — most recently Oakmark International Fund in September 2025.
Siemens Healthineers AG, through its subsidiaries, develops, manufactures, and sells a range of diagnostic and therapeutic products and services to healthcare providers worldwide. The company operates through four segments: Imaging, Diagnostics, Varian, and Advanced Therapies. The Imaging segment provides magnetic resonance imaging, computed tomography, X-ray systems, molecular imaging, and ultrasound systems. The Diagnostics segment offers in-vitro diagnostic products and services to healthcare providers in laboratory, molecular and point-of-care diagnostics; and workflow solutions for laboratories and informatics products. The Varian segment provides cancer care technologies, and solutions and services to oncology departments in hospitals and clinics; and technology-enabled optimized workflows, clinical services and consulting capabilities, and digital solutions and applications for managing treatment and therapy. The Advanced Therapies segment offers products that are designed to support image-guided minimally invasive treatments in various areas, such as cardiology, interventional radiology, and surgery; and angiography systems and mobile C-arms, including a robotic-assisted platform for endovascular coronary and peripheral vascular interventions. It also provides equipment performance management, clinical education and e-learning, asset management, and managed departmental services for laboratories and healthcare facilities, as well as consulting and digital health services. The company is headquartered in Erlangen, Germany. Siemens Healthineers AG operates as a subsidiary of Siemens Aktiengesellschaft.
Fund coverage · 2 theses
- Oakmark International FundSeptember 2025
Siemens Healthineers is a promising investment opportunity in medical technology, with strong fundamentals, innovative growth potential, and an undervalued stock amidst temporary headwinds.
Read the full thesis - Guinness Global InnovatorsDecember 2024
Siemens Healthineers is well-positioned to capitalize on global healthcare trends with its strong market leadership in imaging technology and a diverse portfolio, backed by recurring revenues and a history of robust growth.
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