Infineon Technologies AG

XTRA:IFX 株式レポート

時価総額：€88.3b

Infineon Technologies 将来の成長

Future 基準チェック /46

Infineon Technologies利益と収益がそれぞれ年間30.6%と11%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.1% 31.3%なると予測されています。

主要情報

30.6%

収益成長率

31.29%

EPS成長率

Semiconductor 収益成長30.4%
収益成長率11.0%
将来の株主資本利益率17.08%
アナリストカバレッジ

Good

最終更新日16 May 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

新しいナラティブ • 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?
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
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新しいナラティブ • 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.

業績と収益の成長予測

XTRA:IFX - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
9/30/202821,0373,5282,3395,68418
9/30/202718,6502,8001,6384,82823
9/30/202616,1241,6761,0093,71622
3/31/202615,1231,0748752,891N/A
12/31/202514,9001,0031,1483,093N/A
9/30/202514,6629871,1233,217N/A
6/30/202514,6371,1255472,913N/A
3/31/202514,6351,2367363,360N/A
12/31/202414,6771,3966693,466N/A
9/30/202414,9551,751612,780N/A
6/30/202415,1852,1162853,339N/A
3/31/202415,5722,5471623,282N/A
12/31/202316,0602,9791413,183N/A
9/30/202316,3093,1109663,960N/A
6/30/202316,3033,0921,0813,884N/A
3/31/202315,8322,7821,2683,847N/A
12/31/202215,0102,4251,3083,815N/A
9/30/202214,2182,1571,6703,980N/A
6/30/202213,0821,8951,3333,375N/A
3/31/202212,1861,6141,3613,146N/A
12/31/202111,5881,3551,6513,273N/A
9/30/202111,0601,1491,5683,065N/A
6/30/202110,5437921,6102,840N/A
3/31/20219,9954171,3952,606N/A
12/31/20209,2823831,0902,217N/A
9/30/20208,5673377121,811N/A
6/30/20208,1393956311,749N/A
3/31/20207,9797564161,612N/A
12/31/20197,975837N/A1,473N/A
9/30/20198,029889N/A1,601N/A
6/30/20198,0141,027N/A1,560N/A
3/31/20197,9411,058N/A1,626N/A
12/31/20187,7941,266N/A1,720N/A
9/30/20187,5991,218N/A1,575N/A
6/30/20187,3711,095N/A1,547N/A
3/31/20187,2611,090N/A1,615N/A
12/31/20177,193832N/A1,605N/A
9/30/20177,063791N/A1,723N/A
6/30/20176,919841N/A1,550N/A
3/31/20176,720776N/A1,516N/A
12/31/20166,562754N/A1,413N/A
9/30/20166,473742N/A1,291N/A
6/30/20166,396836N/A1,276N/A
3/31/20166,350757N/A1,211N/A
12/31/20156,223643N/A1,156N/A
9/30/20155,795620N/A817N/A
6/30/20155,372445N/A787N/A

アナリストによる今後の成長予測

収入対貯蓄率: IFXの予測収益成長率 (年間30.6% ) は 貯蓄率 ( 1.9% ) を上回っています。

収益対市場: IFXの収益 ( 30.6% ) はGerman市場 ( 16.9% ) よりも速いペースで成長すると予測されています。

高成長収益: IFXの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: IFXの収益 ( 11% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。

高い収益成長: IFXの収益 ( 11% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: IFXの 自己資本利益率 は、3年後には低くなると予測されています ( 17.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 15:48
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Infineon Technologies AG 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43

アナリスト機関
George ChangAletheia Analyst Network Limited
Alexi UngerArete Research Services LLP
James FontanelliArete Research Services LLP