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Infineon Technologies Ag (DE:IFXA)
OTHER OTC:IFXA

Infineon (IFXA) Price & Analysis

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IFXA Stock Chart & Stats

€36.00
-€1.20(-3.55%)
At close: 4:00 PM EST
€36.00
-€1.20(-3.55%)

Bulls Say, Bears Say

Bulls Say
Secular End-market ExposureInfineon's product portfolio—microcontrollers, power semiconductors, sensors and security chips—maps directly to long-term secular trends (electric vehicles, renewables, IoT). That structural demand supports multi-year revenue opportunity and reduces reliance on any single cyclical end market.
Resilient Automotive FranchiseAutomotive segment shows stable margins and recurring revenue from embedded systems and microcontrollers (AURIX design wins). Higher-margin automotive design wins and steady aftermarket/OEM demand provide durable earnings support and visibility versus more cyclical industrial segments.
AI Capacity Build And Backlog GrowthManagement is accelerating ~EUR 500m of AI-related capex and targeting EUR 1.5bn AI power-supply sales in FY26, while backlog rose to ~EUR 21bn. These moves increase future revenue visibility and position Infineon to capture constrained AI supply, translating secular demand into durable growth if execution holds.
Bears Say
Compressed ProfitabilityNet margin contraction from prior cycle highs reflects weaker pricing power, utilization or mix shifts. Sustained margin compression would erode returns on invested capital, limit cash flow generation and reduce flexibility to fund capex or M&A without increasing leverage.
Rising Leverage From AcquisitionBalance sheet remains investment-grade but leverage has increased versus 2023. Financing the sensor acquisition fully with debt raises refinancing and interest-service risk, reducing balance-sheet flexibility and increasing sensitivity to cash-flow volatility during cyclical downturns.
Weakness In Industrial/IoT SegmentsSharp QoQ declines in Green Industrial Power and Connected Secure Systems show end-market cyclicality and demand fragility. Prolonged weakness in industrial and IoT markets would pressure group revenue diversification, margin mix and extend recovery timelines, increasing execution risk.

Infineon News

IFXA FAQ

What was Infineon Technologies Ag’s price range in the past 12 months?
Infineon Technologies Ag lowest stock price was €23.60 and its highest was €45.00 in the past 12 months.
    What is Infineon Technologies Ag’s market cap?
    Infineon Technologies Ag’s market cap is €58.02B.
      When is Infineon Technologies Ag’s upcoming earnings report date?
      Infineon Technologies Ag’s upcoming earnings report date is May 06, 2026 which is in 76 days.
        How were Infineon Technologies Ag’s earnings last quarter?
        Infineon Technologies Ag released its earnings results on Feb 04, 2026. The company reported €0.35 earnings per share for the quarter, beating the consensus estimate of €0.332 by €0.019.
          Is Infineon Technologies Ag overvalued?
          According to Wall Street analysts Infineon Technologies Ag’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Infineon Technologies Ag pay dividends?
            Infineon Technologies Ag does not currently pay dividends.
            What is Infineon Technologies Ag’s EPS estimate?
            Infineon Technologies Ag’s EPS estimate is 0.38.
              How many shares outstanding does Infineon Technologies Ag have?
              Infineon Technologies Ag has 1,305,921,100 shares outstanding.
                What happened to Infineon Technologies Ag’s price movement after its last earnings report?
                Infineon Technologies Ag reported an EPS of €0.35 in its last earnings report, beating expectations of €0.332. Following the earnings report the stock price went down -3.5%.
                  Which hedge fund is a major shareholder of Infineon Technologies Ag?
                  Currently, no hedge funds are holding shares in DE:IFXA
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Infineon Technologies Ag

                    Infineon Technologies AG designs, develops, manufactures, and markets semiconductors and related system solutions worldwide. Its Automotive segment offers automotive microcontrollers; 3D ToF, magnetic, and pressure sensors; discrete power semiconductors; IGBT modules; industrial microcontrollers; power and radar sensor integrated circuits (ICs); transceivers; silicon carbide diodes, MOSEFTs, and modules; and voltage regulators for use in assistance and safety systems, comfort electronics, infotainment, powertrain, and security products. The company's Industrial Power Control segment provides bare dies, discrete IGBTs, driver ICs, SIC diodes, and IGBT modules and stacks for home appliances, industrial drives, industrial power supplies, industrial robotics, industrial vehicles, and traction, as well as for energy generation, storage, and transmission. Its Power & Sensor Systems segment offers gas sensors, MEMS microphones, and pressure sensors chips; discrete low-voltage, mid-voltage, and high-voltage power MOSFETs; control ICs; customized chips; GaN power switches; GPS low-noise amplifiers; low-voltage and high-voltage driver ICs; radar sensor ICs; RF antenna switches and power transistors; transient voltage suppressor diodes; and USB controllers for use in audio amplifiers, automotive electronics, BLDC motors, cellular communications infrastructure, electric vehicle charging stations, human machine interaction, Internet of Things, LED and conventional lighting systems, mobile devices, and power management applications. The company's Connected Secure Systems segment provides connectivity solutions, embedded security controllers, microcontrollers, and security controllers for authentication, automotive, consumer electronics, government identification document, Internet of Things, mobile communication, payment system, ticketing, access control, and trusted computing applications. Infineon Technologies AG was founded in 1999 and is headquartered in Munich, Germany.

                    Infineon (IFXA) Earnings & Revenues

                    IFXA Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presents a generally positive strategic outlook driven by strong AI-related demand, a material acquisition to expand sensor capabilities, improving order backlog and targeted investments to accelerate AI capacity. These positives are tempered by expected seasonality (QoQ revenue declines), weaker end-markets (GIP and IoT), margin pressure in some divisions, currency headwinds and a modest lowering of free cash flow guidance due to accelerated investments. On balance the company is positioning for profitable growth in AI and reaffirmed FY guidance, with short-term softness in certain segments and manageable financial trade-offs for growth.View all DE:IFXA earnings summaries
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