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Infineon poised for comeback after AI record quarter, but valuation carries risk

Infineon reported record revenue of €4.17 billion in the third quarter, driven by strong growth in AI datacenter components, and raised its operating segment margin to 19.1 percent. Analysts remain mostly optimistic and see price targets between roughly €85 and €100, expecting sustained investment levels in the semiconductor industry. At the same time, the stock is significantly pricier after the rally, and the recovery depends heavily on the ongoing AI cycle and a stabilization of the automotive business, making a setback possible if demand weakens. Key will be the quarterly and full-year figures and the outlook for the final segment margin expected on 10 November. » Mais em finanzen.net
Infineon expands cooperation with SolarEdge for semiconductor-based protection technology in 800-volt data centers

Infineon and SolarEdge are jointly developing a solid-state circuit breaker for 800-volt DC data centers; SolarEdge leads the design and Infineon supplies silicon-carbide JFETs as the core component. The protection technology is intended to isolate faults in microseconds and addresses the lack of a current zero crossing in DC architectures. Analysts view the expansion positively (consensus: StrongBuy), but individual downgrades such as from Morgan Stanley highlight valuation uncertainty; the crucial factor is how quickly the technology translates into orders and revenue. » Mais em finanzen.net
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. » Mais em de.investing.com

Dividendos históricos Dividendos

Todos os indicadores de dividendos Todos os indicadores

Em 2026, Infineon Technologies já distribuiu € 0,35 em dividendos. A última distribuição ocorreu em fevereiro.

Dados financeiros da empresa

No último trimestre, Infineon Technologies registou receitas de € 4,17 bi e um ganho líquido de € 423 mi

(EUR)	junho de 2026	YoY
Receitas	4,17 bi	12,63%
Ganho bruto	1,7 bi	12,41%
Ganho líquido	423 mi	38,69%
EBITDA	1,08 bi	18,70%

Dados fundamentais

Métrica	Valor
Capitalização bolsista	€ 72,15 bi
Número de ações	1,3 bi
Máximo/mínimo de 52 semanas	€ 89,26 - € 31,95
Rentabilidade de dividendos	0,63%
Dividendos TTM	€ 0,35
Beta	1,95
PER (PE Ratio)	60,65
PEG (PEG Ratio)	0,79
P/VC (PB Ratio)	4,18
P/V (PS Ratio)	4,66

Perfil da empresa

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	Neubiberg, by Alemanha
Site	infineon.com/cms/de/about-infineon/investor
Setor	Tecnologias da informação
Indústria	Semicondutores e equipamentos para semicondutores
Entrada em bolsa	13/03/2000
Colaboradores	57.077