Added to YB: 2026-02-17
Pitch date: 2026-02-14
IFX.DE [neutral]
Infineon Technologies AG
Author Info
No bio for this author
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
56.00
Dividend
0.80%
EV/EBITDA
14.89
P/E
56.51
EV/Sales
4.16
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Infineon – The Overlooked German Chip Leader Dominating EVs, AI, and Power
IFX.DE (watchlist): German power semiconductor leader w/ 17.4% mkt share (2x #2) dominating EV, renewables, AI infrastructure. Auto rev +10% cc, AI rev €700M→€1.5B in FY26 (capacity constrained)→€2.5B FY27. Targeting 10%+ rev CAGR, 25% op margin normalized vs 17.9% today. Trading 27x depressed earnings, 1.1 PEG (sector discount). Fair value ~€43; buy <€40 for 11%+ IRR to €56 2028 target.
Read full article (16 min)