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Infineon Technologies AGInforme acción XTRA:IFX

Capitalización bursátil €88.3b
Precio de las acciones
€67.94
€50.35
34.9% sobrevalorado descuento intrínseco
1Y96.0%
7D5.6%
Valor de la cartera
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Infineon Technologies AG

Informe acción XTRA:IFX

Capitalización de mercado: €88.3b

Infineon Technologies (IFX) Resumen de Acciones

Infineon Technologies AG se dedica al diseño, desarrollo, fabricación y comercialización de semiconductores y soluciones basadas en semiconductores en todo el mundo. Saber más

Análisis fundamental de IFX
Puntuación del snowflake
Valoración0/6
Crecimiento futuro4/6
Rendimiento pasado0/6
Salud financiera6/6
Dividendos0/6

IFX Community Fair Values

Create Narrative

See what 183 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Infineon Technologies AG

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Infineon Technologies
Precios históricos de las acciones
Precio actual de la acción€67.94
Máximo en las últimas 52 semanas€68.74
Mínimo de 52 semanas€30.82
Beta1.9
Cambio en 1 mes41.56%
Variación en 3 meses48.23%
Cambio de 1 año96.05%
Variación en 3 años101.45%
Variación en 5 años111.26%
Variación desde la OPV-3.30%

Noticias y actualizaciones recientes

Nueva narrativa May 07

AI Data Center Power Concentration Will Expose Revenue And Margins To Future Downside Risk

Catalysts About Infineon Technologies Infineon Technologies is a semiconductor company that supplies products for automotive, industrial power, data centers and connected devices. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa May 01

To increase Cashflow, IFX first reduced it ...

01.05.26 On 20.06.24 I wrote „there is more future than you see in the snowflake“. I explained that IFX is investing strongly in Dresden in a new Fab.

Recent updates

Nueva narrativa May 07

AI Data Center Power Concentration Will Expose Revenue And Margins To Future Downside Risk

Catalysts About Infineon Technologies Infineon Technologies is a semiconductor company that supplies products for automotive, industrial power, data centers and connected devices. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa May 01

To increase Cashflow, IFX first reduced it ...

01.05.26 On 20.06.24 I wrote „there is more future than you see in the snowflake“. I explained that IFX is investing strongly in Dresden in a new Fab.
Actualización de narrativa Apr 21

IFX: China Inventory Risk And 2027 Margins Will Anchor Fair Value

The analyst fair value estimate for Infineon Technologies has edged up by about €0.54 to roughly €50.35, supported by recent price target increases from several banks and analyst expectations for slightly higher revenue growth, profit margins, and a modestly lower future P/E multiple, despite some caution around China related inventory risk. Analyst Commentary Recent Street research on Infineon Technologies reflects a mix of optimism around execution and earnings power, balanced by caution on end market risks and valuation assumptions.
Actualización de narrativa Apr 07

IFX: China Inventory Risk Will Set Up 2027 Margin Repricing

Narrative Update The analyst price target for Infineon has been adjusted by €0.80. Analysts point to mixed views on Chinese inventory risk and 2027 margins, alongside a series of recent target increases from several banks.
Actualización de narrativa Mar 23

IFX: China Inventory Overhang Will Set Up Future Margin Repricing

Infineon Technologies' analyst fair value estimate has been adjusted slightly higher to €49.81, as analysts factor in updated assumptions on discount rates, revenue growth, profit margins and future P/E, following a mix of recent target hikes and a downgrade highlighting inventory and China demand risks. Analyst Commentary Recent Street research on Infineon points to a split view, with several price target increases clustered around the same period and a single downgrade that calls out specific risks on inventory and China demand.
Actualización de narrativa Mar 09

IFX: China Inventory Risk Will Set Up Future Margin Reassessment

Infineon Technologies' blended analyst price target has edged higher to about €49.22 from €48.78 as analysts balance concerns about China-related inventory risk and margin headwinds with a series of recent price target increases from major firms. Analyst Commentary Recent Street research on Infineon shows a mix of optimism around its long term positioning and caution around nearer term execution risks, which helps explain the relatively modest change in the blended price target.
Actualización de narrativa Feb 23

IFX: Patent Ruling And Radar Partnership Will Shape Balanced Future Prospects

Narrative Update on Infineon Technologies The analyst fair value estimate for Infineon Technologies has shifted slightly higher to €48.78, with modest tweaks to long term assumptions such as discount rate, revenue growth, profit margins and future P/E, reflecting a cluster of recent Street price target increases from around €0.80 to €9. Analyst Commentary Recent Street research on Infineon Technologies has centered on a series of price target adjustments in the €0.80 to €9 range, including changes from JPMorgan and several other large banks.
Artículo de análisis Feb 11

There May Be Some Bright Spots In Infineon Technologies' (ETR:IFX) Earnings

Soft earnings didn't appear to concern Infineon Technologies AG's ( ETR:IFX ) shareholders over the last week. We did...
Actualización de narrativa Feb 07

IFX: Gallium Supply Shift And Patent Ruling Will Support Future Upside

Analysts have nudged their price targets on Infineon higher, with our fair value estimate moving from €46.39 to about €48.48. This adjustment is supported by Street research that cites updated views on revenue growth, profit margins and future P/E assumptions.
Artículo de análisis Feb 06

Infineon Technologies (ETR:IFX) Is Due To Pay A Dividend Of €0.35

Infineon Technologies AG ( ETR:IFX ) has announced that it will pay a dividend of €0.35 per share on the 24th of...
Actualización de narrativa Jan 24

IFX: Data Center Power Partnerships And Materials Supply Will Shape Balanced Outlook

Analysts have nudged their price expectations for Infineon higher, reflecting updated fair value estimates of €46.39, slightly adjusted assumptions for growth, margins and discount rate, and recent Street research in which firms lifted their price targets on the shares and highlighted Infineon's role in a planned DC-based datacenter infrastructure partnership. Analyst Commentary Recent Street research on Infineon points to a mix of optimism around the updated fair value and the DC-based datacenter opportunity, alongside some caution on execution and risk-reward at current levels.
Artículo de análisis Jan 11

Infineon Technologies (ETR:IFX) Is Due To Pay A Dividend Of €0.35

The board of Infineon Technologies AG ( ETR:IFX ) has announced that it will pay a dividend of €0.35 per share on the...
Actualización de narrativa Jan 09

IFX: Data Center Power And Materials Optionality Will Shape Balanced Outlook

Analysts have lifted their fair value estimate for Infineon Technologies by about €0.59 to €44.26, citing slightly higher long term profit margin and P/E assumptions following recent research updates that include a higher €41 Street price target and interest in the company as a partner for DC based datacenter infrastructure. Analyst Commentary Street research around Infineon has focused on refreshed valuation targets and the potential impact of new partnership activity linked to DC based datacenter infrastructure.
Artículo de análisis Jan 05

With Infineon Technologies AG (ETR:IFX) It Looks Like You'll Get What You Pay For

Infineon Technologies AG's ( ETR:IFX ) price-to-earnings (or "P/E") ratio of 50.5x might make it look like a strong...
Actualización de narrativa Dec 25

IFX: Data Center Power Partnerships Will Drive Future Margin And Share Momentum

Analysts have nudged their price target on Infineon Technologies higher to approximately EUR 41, citing a slightly richer long term valuation multiple supported by resilient margin expectations and incremental growth opportunities from new partnerships in data center power infrastructure. Analyst Commentary Bullish analysts emphasize that the modest lift in the price target reflects increased confidence in Infineon Technologies margin durability and its ability to capture incremental value from secular trends in power electronics for data centers.
Actualización de narrativa Dec 11

IFX: Data Center Power Partnerships Will Drive Long-Term Share Momentum

Analysts have nudged their fair value estimate for Infineon Technologies slightly higher, lifting the price target by about EUR 1 to reflect modestly improved growth and margin assumptions, supported by recent target increases from the Street and growing optimism around long term demand drivers. Analyst Commentary Bullish analysts highlight that recent target increases to the low 40s in euro terms signal confidence that Infineon can defend and gradually expand margins, even as the broader European hardware space faces mixed sentiment.
Actualización de narrativa Nov 26

IFX: Partnerships And Mineral Supply News Will Drive Long-Term Share Momentum

Infineon Technologies' analyst fair value target has increased slightly from €43.02 to €43.61. Analysts cited steady price target raises supported by optimism for future growth and strategic partnerships.
Artículo de análisis Nov 15

Infineon Technologies AG Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Investors in Infineon Technologies AG ( ETR:IFX ) had a good week, as its shares rose 7.9% to close at €35.30 following...
Actualización de narrativa Nov 12

IFX: New Partnerships And AI Demand Will Drive Share Gains Ahead

Infineon Technologies' analyst price target has increased modestly from EUR 37 to EUR 39. Analysts highlight supportive 2027 valuation estimates and optimism around new partnerships, despite a slightly lower revenue growth outlook.
Artículo de análisis Sep 17

Estimating The Intrinsic Value Of Infineon Technologies AG (ETR:IFX)

Key Insights The projected fair value for Infineon Technologies is €35.14 based on 2 Stage Free Cash Flow to Equity...
Artículo de análisis Aug 25

Returns At Infineon Technologies (ETR:IFX) Are On The Way Up

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Artículo de análisis Aug 12

Investors Can Find Comfort In Infineon Technologies' (ETR:IFX) Earnings Quality

XTRA:IFX 1 Year Share Price vs Fair Value Explore Infineon Technologies's Fair Values from the Community and select...
Artículo de análisis Jul 24

Is There Now An Opportunity In Infineon Technologies AG (ETR:IFX)?

Today we're going to take a look at the well-established Infineon Technologies AG ( ETR:IFX ). The company's stock...
Artículo de análisis Jun 26

Does Infineon Technologies (ETR:IFX) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
User avatar
Nueva narrativa Nov 24

Innovation In AI And EV Solutions Sparks Promising Growth In Semiconductor Markets

Infineon's innovations in power semiconductor technology and focus on growth areas like EVs and AI are poised to enhance market share and profitability.

Rentabilidad de los accionistas

IFXDE SemiconductorMercado DE
7D5.6%4.9%2.0%
1Y96.0%105.1%-0.1%

Rentabilidad vs. Industria: Los resultados de IFX fueron inferiores a los de la industria German Semiconductor, que obtuvo un rendimiento del 105.1% el año pasado.

Rentabilidad vs. Mercado: IFX superó al mercado German, que obtuvo un rendimiento del -0.1% el año pasado.

Volatilidad de los precios

Is IFX's price volatile compared to industry and market?
IFX volatility
IFX Average Weekly Movement8.8%
Semiconductor Industry Average Movement9.2%
Market Average Movement6.2%
10% most volatile stocks in DE Market13.3%
10% least volatile stocks in DE Market2.7%

Precio estable de las acciones: El precio de las acciones de IFX ha sido volátil durante los últimos 3 meses en comparación con el mercado German.

Volatilidad a lo largo del tiempo: La volatilidad semanal de IFX(9%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de German.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
195256,500Jochen Hanebeckwww.infineon.com

Infineon Technologies AG se dedica al diseño, desarrollo, fabricación y comercialización de semiconductores y soluciones basadas en semiconductores en todo el mundo. Su segmento de Automoción ofrece microcontroladores de automoción; sensores 3D ToF, de gas, magnéticos y de presión; semiconductores de potencia discretos; módulos IGBT; microcontroladores industriales; circuitos integrados de potencia y memoria; transceptores; diodos, MOSEFT y módulos; y reguladores de tensión para su uso en sistemas de asistencia y seguridad, electrónica de confort, infoentretenimiento, tren de potencia y productos de seguridad. El segmento Green Industrial Power de la empresa suministra troqueles desnudos, IGBT discretos y circuitos integrados de controladores; diodos SiC, MOSFET y módulos; y módulos IGBT para electrodomésticos, accionamientos industriales, fuentes de alimentación industriales, robótica industrial, vehículos industriales y tracción, así como para generación, almacenamiento y transmisión de energía.

Resumen de fundamentos de Infineon Technologies AG

¿Cómo se comparan los beneficios e ingresos de Infineon Technologies con su capitalización de mercado?
Estadísticas fundamentales de IFX
Capitalización bursátil€88.29b
Beneficios(TTM)€1.07b
Ingresos (TTM)€15.12b
82.2x
Ratio precio-beneficio (PE)
5.8x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de IFX
Ingresos€15.12b
Coste de los ingresos€8.90b
Beneficio bruto€6.23b
Otros gastos€5.15b
Beneficios€1.07b

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Aug 05, 2026

Beneficios por acción (BPA)0.83
Margen bruto41.16%
Margen de beneficio neto7.10%
Ratio deuda/patrimonio45.2%

¿Cómo se ha desempeñado IFX a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.5%
Rentabilidad actual por dividendo
43%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 16:11
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Infineon Technologies AG está cubierta por 43 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
George ChangAletheia Analyst Network Limited
Alexi UngerArete Research Services LLP
James FontanelliArete Research Services LLP