Added to YB: 2025-11-17
Pitch date: 2025-11-12
IFX.DE [bullish]
Infineon Technologies AG
Author Info
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Company Info
Infineon Technologies AG engages in the design, development, manufacture, and marketing of semiconductors and semiconductor-based solutions worldwide.
Market Cap
EUR 45.3B
Pitch Price
N/A
Price Target
N/A
Dividend
1.01%
EV/EBITDA
14.64
P/E
45.86
EV/Sales
3.44
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Infineon Technologies (IFX Germany): cautious 2026 tone, but AI power ambitions lift the story
IFX.DE (quick overview): Q4 revenue €3.94B beat expectations, 40.7% gross margin but 18.2% segment margin missed. Cautious FY26 guidance amid auto/industrial softness & inventory digestion. However, upgraded AI datacenter power revenue target to €1.5B from €1B as hyperscalers demand energy-efficient solutions. Positioned at intersection of electrification & AI infrastructure trends despite near-term headwinds.
Read full article (2 min)