Added to YB: 2026-02-09
Pitch date: 2026-02-05
IFX.DE [neutral]
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
growth
Infineon Technologies (IFX Germany): a clean Q1, steady FY guidance and a bigger swing at AI‑power demand
IFX.DE (update): Q1 beat w/ €3.66bn rev (+7% YOY), 17.9% margins vs mid-teens guide. Targeting €2.5bn Power AI rev in FY27 vs €1.5bn FY26 (+66%), lifting capex to €2.7bn. Strong positioning in AI datacenter power solutions. Outgrowing semis via power/auto exposure. Valuation premium justified by structural drivers.
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