Infineon Technologies

Infineon raised annual profit to €1.51 billion (+49%) on record sales of €16.4 billion. The data center business contributed €2.2 billion, of which €1.7 billion came from AI data centers; for the current fiscal year the company expects data center sales of around €4 billion. Management continues to see strong, long-term AI demand and reports an order backlog of more than €10 billion in the data center segment. For 2027 Infineon is targeting revenue of about €20 billion with improved profitability. » More on heise.de

The Dax closed after earlier sharp swings just 0.3 percent higher at 26,347 points. A recovery in investor sentiment after the US midterm elections and robust quarterly results from many companies supported the market. Infineon was in focus with a record quarter; the stock rose by more than five percent during the day after heavy losses in prior weeks. » More on handelsblatt.com

Infineon expects significantly accelerating growth for 2026/27 after a jump in sales and profit in the past fiscal year. The company continues to benefit from strong demand for power chips for AI data centers. The stock rose 2.2 percent on Tuesday after already climbing sharply the day before. » More on deraktionaer.de

Infineon closed 2025/2026 with a record quarter: revenue rose 19% to €4.7 billion and profit increased 56% to €1.1 billion, with a margin of nearly 24%. The driver was the Power & Sensor Systems division, whose sales grew 25% to €1.8 billion; €800 million of that came from chips for AI data centers. CEO Jochen Hanebeck expects further revenue growth and robust margins for 2026/2027 and forecasts that power semiconductors for AI and traditional servers will reach almost €4 billion, making up about a fifth of group sales. Infineon reports an order backlog of over €10 billion and is expanding capacity, including a €1.1 billion investment in Villach (GaN 300 mm), a new plant in Dresden and a facility in Thailand. » More on sueddeutsche.de

Infineon will release its fourth-quarter figures for 2025/26 on November 10; investors and analysts are mainly focused on the outlook from CEO Jochen Hanebeck. Growth drivers remain power semiconductors for AI and a recovery in the automotive and industrial sectors, with potential new opportunities from humanoid robots mentioned. Analysts are mostly positive: average price target €85.91 with 27 buy and four hold recommendations. Decisive for the share price will be the concrete revenue and margin guidance for fiscal year 2026/27 after the recent price decline. » More on deraktionaer.de