Added to YB: 2025-03-24
Pitch date: 2025-02-04
IFX.DE [bullish]
Infineon Technologies AG
+5.72%
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 34.00
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 AG - $IFX.DE
IFX.DE: Global auto semi leader, 30% share in power & MCUs. EV/green energy trends drive 8% annual market growth. 2x semi content in BEV vs ICE, 4x by 2040. Zonal architecture shift benefits IFX. China risk offset by cost advantage, partnerships. 25% IRR potential at 19x P/E. Cyclical bottom catalyst in 2H'25.
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