Added to YB: 2026-08-10
Pitch date: 2026-08-06
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 78.4B
Pitch Price
N/A
Price Target
N/A
Dividend
0.58%
EV/EBITDA
19.56
P/E
65.54
EV/Sales
5.39
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Infineon Technologies (IFX Germany): AI momentum offsets weakness elsewhere, but not enough
IFX.DE (earnings): Q3 rev €4.17B (+13% YoY, +9% QoQ), adj GM 42.8%, segment margin 19.1%. Power & Sensor +34% YoY, ~25% margin on AI demand; Auto resilient; Green Industrial Power weak on temp issues. Q4 guide €4.7B, ~23% op margin. FY ~11% growth. Multi-yr AI capacity deals in high single-digit €B. OCF guide raised; ams OSRAM buy cut FCF. Valuation well above historical avg limits upside.
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