ABB: This week we host ABB CEO at Barclays European Leadership conference

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ABB: This week we host ABB CEO at Barclays European Leadership conference

Equity Research

European Capital Goods

19 May 2026

ABB

This week we host ABB CEO at

Barclays European Leadership Company Update

ABBN.S/ABBN SW EQUAL WEIGHTconference

European Capital Goods NEUTRAL

Amid ongoing macro uncertainty and strong thematic Price Target CHF 71.00

demand (datacentres/grid) we find the conference timing Price (15-May-26) CHF 82.04

particularly important, with read-across for our broader PotentialSource: Bloomberg,Upside/DownsideBarclays Research -13.5%

electricals coverage. We cover key topics/debates and

European Capital Goodsmanagement questions.

George Featherstone, CFA

+44 (0)20 3555 8585

We look forward to hosting ABB CEO Morten Wierod at our European Leadership george.featherstone@barclays.com

Conference this week, view full agenda/registration here. Key topic areas/investor debates Barclays, UK

into the event are as follows: Vlad Sergievskii

+44 (0)20 7116 1117

•• Sustainability of datacentre demand: Following back-to-back quarters of triple-digit vlad.sergievskii@barclays.com

organic orders growth in datacentres, it's perhaps unsurprising that there is healthy debate Barclays, UK

about the sustainability of demand at this level. We look for colour on the pipeline ahead,

Timothy Lee, CFA competitive landscape (is ABB taking share?) and any indications of project timelines being

+44 (0)20 7773 6879

pushed out (power/people/permit bottlenecks). timothy.lee@barclays.com

Barclays, UK•• Beyond near-term DC demand, how is ABB positioning for upcoming architecture

changes? Most investors seem to have landed in a place where ABB is a significant Rajesh Patki

beneficiary from the shift to 800vdc architecture in datacentres. Interestingly, ABB's CEO +44 (0)20 3555 5193