Added to YB: 2024-10-01
Pitch date: 2024-07-25
IFNNY [bullish]
Infineon Technologies AG
+28.17%
current return
Author Info
No bio for this author
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
EUR 33.21
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
Lazard International Strategic Equity Portfolio New Position: Infineon Technologies AG
IFNNY: Leader in auto semiconductors, esp. power-semis for EVs. 4x chip content in EVs vs ICE. Top market share in EV inverters. Long-term OEM agreements improve visibility. Structural growth from auto electrification. Re-initiated position on de-risked guidance & AI server focus. 16x 2025 PE, 15% ROE.
Read full article (1 min)