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Infineon: Morgan Stanley doubts AI data‑center growth and downgrades

Morgan Stanley downgraded Infineon from “Overweight” to “Equal‑weight” and cut the price target from €81 to €65, saying the bank expects significantly lower data‑center revenue growth for 2027 than the market. The stock fell, while the consensus of 24 analysts still largely recommends buying and holds an average target of €86.59. Valuation models such as InvestingPro, however, see a fair value of €51.90, leaving a tension between high earnings expectations and a demanding valuation; the annual results on November 10 should provide clarity. » Altro su de.investing.com
Infineon: Bernstein sees buying opportunity despite Morgan Stanley downgrade

Infineon shares fell after a downgrade by Morgan Stanley, but the €65 price target still sits above the share price. Bernstein reaffirms an "Outperform" and names a fair value of €102.00, implying roughly 74% upside versus the closing price. Analyst David Dai highlights recovering demand in the automotive sector and improving pricing as drivers of Infineon’s earnings power. » Altro su deraktionaer.de
Infineon starts recovery rally and returns above 20-day moving average

After a double top and a low at €53.97, Infineon has begun an accelerated recovery and reclaimed the 20-day moving average at ~€57.75 via a bullish price gap. Short-term resistance lies in the €61.03–63.33 cluster; a sustained break above could open further potential toward €65.45–67.29. Support is provided by the €57.70–58.42 zone; a breach would endanger the recovery and refocus attention on the August low and the 200-day moving average. A clear break to the downside would bring correction targets around €51.00 and €47.52–49.56 into view. » Altro su finanzen.net

Dividendi storici Dividendi

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Nel 2026, Infineon Technologies ha già distribuito 0,35 € di dividendi. L'ultimo pagamento è avvenuto a febbraio.

Dati finanziari dell'azienda

Nell'ultimo trimestre, Infineon Technologies ha registrato ricavi pari a 4,17 Mld € e un utile netto di 423 Mln €

(EUR)	giugno 2026	YoY
Ricavi	4,17 Mld	12,63%
Utile lordo	1,7 Mld	12,41%
Utile netto	423 Mln	38,69%
EBITDA	1,08 Mld	18,70%

Dati fondamentali

Metrica	Valore
Capitalizzazione di mercato	71,06 Mld €
Numero di azioni	1,3 Mld
Massimo/minimo a 52 settimane	89,00 € - 31,86 €
Rendimento da dividendo	0,60%
Dividendi TTM	0,35 €
Beta	1,95
Rapporto P/E	66,08
Rapporto PEG	0,86
Rapporto P/B	4,55
Rapporto P/S	5,08

Profilo aziendale

Die Infineon Technologies AG entwirft, entwickelt, produziert und vermarktet weltweit Halbleiter und zugehörige Systemlösungen. Das Segment Automotive bietet Automotive-Mikrocontroller, 3D-ToF-, Magnet- und Drucksensoren, diskrete Leistungshalbleiter, IGBT-Module, industrielle Mikrocontroller, integrierte Schaltungen (ICs) für Leistungs- und Radarsensoren, Transceiver, Siliziumkarbid-Dioden, MOSEFTs und Module sowie Spannungsregler für den Einsatz in Assistenz- und Sicherheitssystemen, Komfortelektronik, Infotainment, Antriebsstrang und Sicherheitsprodukten. Das Segment Industrial Power Control bietet Bare Dies, diskrete IGBTs, Treiber-ICs, SIC-Dioden sowie IGBT-Module und -Stacks für Haushaltsgeräte, industrielle Antriebe, industrielle Stromversorgungen, Industrierobotik, Industriefahrzeuge und Traktion sowie für die Energieerzeugung, -speicherung und -übertragung. Das Segment Power & Sensor Systems bietet Chips für Gassensoren, MEMS-Mikrofone und Drucksensoren, diskrete Nieder-, Mittel- und Hochspannungs-Leistungs-MOSFETs, Steuer-ICs, kundenspezifische Chips, GaN-Leistungsschalter, rauscharme GPS-Verstärker, Nieder- und Hochspannungs-Treiber-ICs, Radarsensor-ICs, RF-Antennenschalter und Leistungstransistoren; Dioden zur Unterdrückung transienter Spannungen sowie USB-Controller für den Einsatz in Audioverstärkern, Automobilelektronik, BLDC-Motoren, Mobilfunkinfrastrukturen, Ladestationen für Elektrofahrzeuge, Mensch-Maschine-Interaktion, Internet der Dinge, LED- und herkömmlichen Beleuchtungssystemen, mobilen Geräten und Power-Management-Anwendungen. Das Segment Connected Secure Systems bietet Konnektivitätslösungen, eingebettete Sicherheitscontroller, Mikrocontroller und Sicherheitscontroller für Anwendungen in den Bereichen Authentifizierung, Automobilelektronik, Unterhaltungselektronik, staatliche Ausweisdokumente, Internet der Dinge, mobile Kommunikation, Zahlungssysteme, Ticketing, Zugangskontrolle und Trusted Computing. Die Infineon Technologies AG hat ihren Hauptsitz in München, Deutschland.

Nome	Infineon Technologies
CEO	Jochen Hanebeck
Sede centrale	Neubiberg, by Germania
Sito web	infineon.com/cms/de/about-infineon/investor
Settore	Tecnologia dell'informazione
Industria	Semiconduttori e apparecchiature per semiconduttori
Quotazione in borsa	13/03/2000
Dipendenti	57.077