Infineon Technologies

Infineon reported solid annual figures and issued an outlook that met or slightly exceeded market expectations in several areas, but is considered conservative. The stock showed heavy volatility and fell sharply in early trading after a previous day’s gain. Several analysts reiterated buy recommendations but reduced price targets (e.g. Deutsche Bank €75, JPMorgan €80). Barclays highlights the particularly high expected gross margin in 2027 and the AI revenue forecast, seeing upside potential as a result. » Więcej na deraktionaer.de

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. » Więcej na 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. » Więcej na 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. » Więcej na 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. » Więcej na sueddeutsche.de