Infineon Technologies AG

Report azionario XTRA:IFX

Capitalizzazione di mercato: €72.3b

Infineon Technologies Gestione

Criteri Gestione verificati 4/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Jochen Hanebeck

Amministratore delegato

€2.7m

Compenso totale

Percentuale dello stipendio del CEO52.25%
Mandato del CEO9.8yrs
Proprietà del CEOn/a
Durata media del management3.7yrs
Durata media del Consiglio di amministrazione6.2yrs

Aggiornamenti recenti sulla gestione

Recent updates

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.

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.

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.

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.

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.

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

Feb 11
There May Be Some Bright Spots In Infineon Technologies' (ETR:IFX) Earnings

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.

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

Feb 06
Infineon Technologies (ETR:IFX) Is Due To Pay A Dividend Of €0.35

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.

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

Jan 11
Infineon Technologies (ETR:IFX) Is Due To Pay A Dividend Of €0.35

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.

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

Jan 05
With Infineon Technologies AG (ETR:IFX) It Looks Like You'll Get What You Pay For

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.

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.

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.

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

Nov 15
Infineon Technologies AG Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

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.

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

Sep 17
Estimating The Intrinsic Value Of Infineon Technologies AG (ETR:IFX)

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

Aug 25
Returns At Infineon Technologies (ETR:IFX) Are On The Way Up

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

Aug 12
Investors Can Find Comfort In Infineon Technologies' (ETR:IFX) Earnings Quality

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

Jul 24
Is There Now An Opportunity In Infineon Technologies AG (ETR:IFX)?

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

Jun 26
Does Infineon Technologies (ETR:IFX) Have A Healthy Balance Sheet?

Infineon Technologies AG (ETR:IFX) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

May 20
Infineon Technologies AG (ETR:IFX) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

Infineon Technologies (ETR:IFX) Has Some Way To Go To Become A Multi-Bagger

May 12
Infineon Technologies (ETR:IFX) Has Some Way To Go To Become A Multi-Bagger
User avatar

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.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Jochen Hanebeck rispetto agli utili di Infineon Technologies?
DataCompenso totaleStipendioUtili della società
Dec 31 2025n/an/a

€1b

Sep 30 2025€3m€1m

€987m

Jun 30 2025n/an/a

€1b

Mar 31 2025n/an/a

€1b

Dec 31 2024n/an/a

€1b

Sep 30 2024€2m€1m

€2b

Jun 30 2024n/an/a

€2b

Mar 31 2024n/an/a

€3b

Dec 31 2023n/an/a

€3b

Sep 30 2023€3m€1m

€3b

Jun 30 2023n/an/a

€3b

Mar 31 2023n/an/a

€3b

Dec 31 2022n/an/a

€2b

Sep 30 2022€3m€1m

€2b

Jun 30 2022n/an/a

€2b

Mar 31 2022n/an/a

€2b

Dec 31 2021n/an/a

€1b

Sep 30 2021€2m€750k

€1b

Jun 30 2021n/an/a

€792m

Mar 31 2021n/an/a

€417m

Dec 31 2020n/an/a

€383m

Sep 30 2020€2m€750k

€337m

Jun 30 2020n/an/a

€395m

Mar 31 2020n/an/a

€756m

Dec 31 2019n/an/a

€837m

Sep 30 2019€2m€750k

€889m

Compensazione vs Mercato: La retribuzione totale di Jochen ($USD 3.15M ) è inferiore alla media delle aziende di dimensioni simili nel mercato German ($USD 5.67M ).

Compensazione vs guadagni: La retribuzione di Jochen è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Jochen Hanebeck (57 yo)

9.8yrs
Mandato
€2,698,579
Compensazione

Mr. Jochen Hanebeck is Chief Executive Officer & Labor Director at Infineon Technologies AG since April 1, 2022 and serves as its Chairman of Management Board since 2022. He has been a Member of Management...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Jochen Hanebeck
CEO, Labor Director & Chairman of Management Board9.8yrs€2.70mNessun dato
Sven Schneider
CFO & Member of Management Board6.9yrs€2.24mNessun dato
Andreas Urschitz
Chief Marketing Officer & Member of Management Board3.8yrs€1.32mNessun dato
Elke Reichart
Chief Digital & Sustainability Officer and Member of the Management Board2.4yrs€1.40mNessun dato
Peter Gruber
CFO of Operations & Employee Representative Member of Supervisory Boardno data€145.00kNessun dato
Alexander Gorski
COO & Member of Management Boardless than a yearNessun datoNessun dato
Alexander Foltin
Head of Financeno dataNessun datoNessun dato
Florian Martens
Global Head of Communications & Public Policy2.1yrsNessun datoNessun dato
Peter Friedrichs
Senior Director of Silicon Carbide Technologyno dataNessun datoNessun dato
Matthew Epstein
Senior Analystno dataNessun datoNessun dato
3.7yrs
Durata media
56yo
Età media

Gestione esperta: Il team dirigenziale di IFX è considerato esperto (durata media dell'incarico 3.7 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Peter Gruber
CFO of Operations & Employee Representative Member of Supervisory Board17.2yrs€145.00kNessun dato
Johann Dechant
Employee Representative Deputy Chairman of Supervisory Board11.2yrs€229.00kNessun dato
Hermann Eul
Member of Supervisory Board2.2yrs€143.00kNessun dato
Ulrich Spiesshofer
Member of Supervisory Board6.2yrs€118.00kNessun dato
Margret Suckale
Member of the Supervisory Board6.2yrs€147.00kNessun dato
Herbert Diess
Chairman of the Supervisory Board3.2yrs€305.00kNessun dato
Friedrich Eichiner
Member of Supervisory Board6.2yrs€239.00kNessun dato
Susanne Lachenmann
Employee Representative Member of Supervisory Board11.2yrs€145.00kNessun dato
Annette Engelfried
Employee Representative Member of Supervisory Board11.2yrs€199.00kNessun dato
Diana Vitale
Employee Representative Member of Supervisory Board11.2yrs€147.00kNessun dato
Xiaoqun Clever-Steg
Member of Supervisory Board6.2yrs€145.00kNessun dato
Melanie Riedl
Employee Representative Member of Supervisory Board6.2yrs€145.00kNessun dato
6.2yrs
Durata media
61yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di IFX sono considerati esperti (durata media dell'incarico 6.2 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/04/29 10:28
Prezzo dell'azione a fine giornata2026/04/29 00:00
Utili2025/12/31
Utili annuali2025/09/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Infineon Technologies AG è coperta da 43 analisti. 23 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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