Added to YB: 2025-11-13
Pitch date: 2025-11-11
IFX.DE [bullish]
Infineon Technologies AG
Author Info
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Company Info
Infineon Technologies AG develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas.
Market Cap
EUR 56.6B
Pitch Price
N/A
Price Target
N/A
Dividend
0.80%
EV/EBITDA
14.89
P/E
56.51
EV/Sales
4.16
Sector
Semiconductors and Semiconductor Equipment
Category
value
Infineon Technologies (IFX Germany): Caution as a strategy amid cyclical fog and structural promise
IFX.DE (quick overview): Conservative FY26 guidance expected as mgmt takes disciplined approach amid auto/industrial softness. Revenue stabilizing, margins sticky in high teens, strong cash generation. Diversified portfolio spans EVs, renewables, data centers. Marvell Ethernet acquisition adds growth. Trades at historical average vs rich AI-premium peers.
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