Infineon Technologies

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. » Mais em 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. » Mais em 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. » Mais em 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. » Mais em deraktionaer.de

Infineon is due to hold its annual press conference on November 10 at electronica; investors expect comments on demand from AI data centers and on the outlook after the recent share price drop. The management board forecasts for Q4 2025/26, at an EUR/USD of 1.15, revenue of around €4.7bn (+13% quarter on quarter) and a segment operating margin of about 23%; the full-year target remains around €16.3bn in revenue and just under 20% margin. Market participants are debating whether AI investments will become sustainably profitable and whether overcapacity could emerge; positive signals in the outlook could give the stock a boost after the pullback. » Mais em deraktionaer.de