Added to YB: 2025-02-06
Pitch date: 2025-02-05
IFX.DE [bullish]
Infineon Technologies AG
+27.94%
current return
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
EUR 35.41
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 (IFX) Inventory issues ease and AI demand rises
IFX.DE: Q1 beats w/ €3.4B rev, 41.1% GM. Auto & PSS strong. 2025 outlook improved as inventory issues ease. AI rev up €100M to €600M, targeting €1B by 2027. Strong USD helps. Diverse auto customers. Undervalued given AI & auto growth potential post-inventory normalization.
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