Added to YB: 2025-03-24
Pitch date: 2025-02-04
IFX.DE [bullish]
Infineon Technologies AG
+34.28%
current return
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
EUR 33.73
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 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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