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Infineon Technologies Ag (IFNNY)
OTHER OTC:IFNNY
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Infineon (IFNNY) Price & Analysis

706 Followers

IFNNY Stock Chart & Stats

$73.29
-$1.99(-2.69%)
At close: 4:00 PM EDT
$73.29
-$1.99(-2.69%)

Bulls Say, Bears Say

Bulls Say
Record Revenue And Upgraded GuidanceInfineon's record quarterly revenue and upgraded FY26 revenue guidance provide durable demand visibility. The combination of stronger topline and a nearly EUR 30B order backlog with multiyear capacity agreements de-risks future cash flows and supports multi-year production and investment planning.
High-margin AI/data-center Power MomentumPower & Sensor Systems outperformance and elevated margins reflect structurally higher-value content in AI and data-center power. Persistent AI demand, binding multi-year capacity reservations, and higher-margin power solutions support sustained segment profitability and product-led competitive differentiation.
Positive Cash Generation And Financial FlexibilityImproved operating cash flow and a higher adjusted free cash flow target indicate stronger internal funding for capex and strategic buys. Positive FCF coupled with sizable equity (~EUR16.8B) and moderate leverage preserves balance-sheet flexibility for manufacturing ramps and targeted acquisitions.
Bears Say
Net Margin CompressionThe material drop in net margin versus the prior-cycle peak highlights profitability vulnerability to mix, pricing and cost pressures. Lower net margins and weaker cash conversion reduce returns on capital and limit the cushion for cyclical downturns or prolonged investment cycles.
Rising Leverage And Acquisition Cash OutflowLeverage increased materially versus 2023 levels and the cash payment for the ams OSRAM portfolio reduced reported FCF. Higher debt and near-term acquisition outlays tighten financial flexibility, raise fixed obligations, and increase exposure to interest rate or demand shocks.
Supply Constraints, Idle Costs, And Competitive PressureOperating on first-come, first-served allocation and significant idle-capacity charges indicate execution and capacity-scaling friction. Combined with rising input costs and intensifying Chinese competition, these structural pressures can compress margins and slow market-share gains in key segments.

Infineon News

IFNNY FAQ

What was Infineon Technologies Ag’s price range in the past 12 months?
Infineon Technologies Ag lowest stock price was $36.39 and its highest was $102.46 in the past 12 months.
    What is Infineon Technologies Ag’s market cap?
    Infineon Technologies Ag’s market cap is $92.56B.
      When is Infineon Technologies Ag’s upcoming earnings report date?
      Infineon Technologies Ag’s upcoming earnings report date is Nov 10, 2026 which is in 95 days.
        How were Infineon Technologies Ag’s earnings last quarter?
        Infineon Technologies Ag released its earnings results on Aug 05, 2026. The company reported $0.508 earnings per share for the quarter, missing the consensus estimate of $0.517 by -$0.009.
          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 pays a Annually dividend of $0.412 which represents an annual dividend yield of 0.58%. See more information on Infineon Technologies Ag dividends here
              What is Infineon Technologies Ag’s EPS estimate?
              Infineon Technologies Ag’s EPS estimate is 0.72.
                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 $0.508 in its last earnings report, missing expectations of $0.517. Following the earnings report the stock price went down -5.472%.
                    Which hedge fund is a major shareholder of Infineon Technologies Ag?
                    Currently, no hedge funds are holding shares in IFNNY
                    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 engages in the provision of semiconductor and system solutions. It operates through the following segments: Automotive, Industrial Power Control, Power and Sensor systems, Connected Secure Systems, and Other Operating Segments. The Automotive segment designs, develops, manufactures, and markets semiconductor for automotive applications. The Industrial Power Control segment involves in the design, development, manufacture, and marketing of semiconductors for the generation, transmission, and economy in the use of electrical energy. The Power and Sensor systems segment includes design, development, manufacture, and marketing of semiconductors for energy-efficient power supplies as well as for mobile devices and mobile phone network infrastructures. The Connected Secure Systems designs, develops, manufactures, and markets semiconductor-based security products for card applications and network systems. The company was founded on April 1, 1999 and is headquartered in Munich, Germany.

                      Infineon (IFNNY) Earnings & Revenues

                      IFNNY Earnings Call

                      Q3 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveys a clearly positive operational and financial momentum: record quarterly revenue, stronger margins, a meaningful free-cash-flow recovery, robust demand for AI data-center power solutions, binding multi-year customer capacity agreements, and strategic investments and acquisitions (Dresden fab, ams OSRAM portfolio) that position Infineon to capture structural growth. Weaknesses are limited and mostly tactical or temporary — a GIP margin dip, headwinds from a high-voltage automotive realignment, supply constraints that limit near-term fulfilment, acquisition cash outflow reducing reported FCF, and ongoing cost and geopolitical risks. On balance, the positive developments and upgraded guidance outweigh the challenges.View all IFNNY earnings summaries
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                      Ownership Overview

                      0.25%0.01%99.71%
                      Insiders
                      0.01% Other Institutional Investors
                      99.71% Public Companies and
                      Individual Investors
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