Infineon Technologies 향후 성장
Future 기준 점검 4/6
Infineon Technologies (는) 각각 연간 30.6% 및 11% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 31.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.1% 로 예상됩니다.
핵심 정보
30.6%
이익 성장률
31.29%
EPS 성장률
| Semiconductor 이익 성장 | 30.4% |
| 매출 성장률 | 11.0% |
| 향후 자기자본이익률 | 17.08% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 16 May 2026 |
최근 향후 성장 업데이트
Recent updates
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 9/30/2028 | 21,037 | 3,528 | 2,339 | 5,684 | 18 |
| 9/30/2027 | 18,650 | 2,800 | 1,638 | 4,828 | 23 |
| 9/30/2026 | 16,124 | 1,676 | 1,009 | 3,716 | 22 |
| 3/31/2026 | 15,123 | 1,074 | 875 | 2,891 | N/A |
| 12/31/2025 | 14,900 | 1,003 | 1,148 | 3,093 | N/A |
| 9/30/2025 | 14,662 | 987 | 1,123 | 3,217 | N/A |
| 6/30/2025 | 14,637 | 1,125 | 547 | 2,913 | N/A |
| 3/31/2025 | 14,635 | 1,236 | 736 | 3,360 | N/A |
| 12/31/2024 | 14,677 | 1,396 | 669 | 3,466 | N/A |
| 9/30/2024 | 14,955 | 1,751 | 61 | 2,780 | N/A |
| 6/30/2024 | 15,185 | 2,116 | 285 | 3,339 | N/A |
| 3/31/2024 | 15,572 | 2,547 | 162 | 3,282 | N/A |
| 12/31/2023 | 16,060 | 2,979 | 141 | 3,183 | N/A |
| 9/30/2023 | 16,309 | 3,110 | 966 | 3,960 | N/A |
| 6/30/2023 | 16,303 | 3,092 | 1,081 | 3,884 | N/A |
| 3/31/2023 | 15,832 | 2,782 | 1,268 | 3,847 | N/A |
| 12/31/2022 | 15,010 | 2,425 | 1,308 | 3,815 | N/A |
| 9/30/2022 | 14,218 | 2,157 | 1,670 | 3,980 | N/A |
| 6/30/2022 | 13,082 | 1,895 | 1,333 | 3,375 | N/A |
| 3/31/2022 | 12,186 | 1,614 | 1,361 | 3,146 | N/A |
| 12/31/2021 | 11,588 | 1,355 | 1,651 | 3,273 | N/A |
| 9/30/2021 | 11,060 | 1,149 | 1,568 | 3,065 | N/A |
| 6/30/2021 | 10,543 | 792 | 1,610 | 2,840 | N/A |
| 3/31/2021 | 9,995 | 417 | 1,395 | 2,606 | N/A |
| 12/31/2020 | 9,282 | 383 | 1,090 | 2,217 | N/A |
| 9/30/2020 | 8,567 | 337 | 712 | 1,811 | N/A |
| 6/30/2020 | 8,139 | 395 | 631 | 1,749 | N/A |
| 3/31/2020 | 7,979 | 756 | 416 | 1,612 | N/A |
| 12/31/2019 | 7,975 | 837 | N/A | 1,473 | N/A |
| 9/30/2019 | 8,029 | 889 | N/A | 1,601 | N/A |
| 6/30/2019 | 8,014 | 1,027 | N/A | 1,560 | N/A |
| 3/31/2019 | 7,941 | 1,058 | N/A | 1,626 | N/A |
| 12/31/2018 | 7,794 | 1,266 | N/A | 1,720 | N/A |
| 9/30/2018 | 7,599 | 1,218 | N/A | 1,575 | N/A |
| 6/30/2018 | 7,371 | 1,095 | N/A | 1,547 | N/A |
| 3/31/2018 | 7,261 | 1,090 | N/A | 1,615 | N/A |
| 12/31/2017 | 7,193 | 832 | N/A | 1,605 | N/A |
| 9/30/2017 | 7,063 | 791 | N/A | 1,723 | N/A |
| 6/30/2017 | 6,919 | 841 | N/A | 1,550 | N/A |
| 3/31/2017 | 6,720 | 776 | N/A | 1,516 | N/A |
| 12/31/2016 | 6,562 | 754 | N/A | 1,413 | N/A |
| 9/30/2016 | 6,473 | 742 | N/A | 1,291 | N/A |
| 6/30/2016 | 6,396 | 836 | N/A | 1,276 | N/A |
| 3/31/2016 | 6,350 | 757 | N/A | 1,211 | N/A |
| 12/31/2015 | 6,223 | 643 | N/A | 1,156 | N/A |
| 9/30/2015 | 5,795 | 620 | N/A | 817 | N/A |
| 6/30/2015 | 5,372 | 445 | N/A | 787 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: IFX 의 연간 예상 수익 증가율(30.6%)이 saving rate(1.9%)보다 높습니다.
수익 vs 시장: IFX 의 연간 수익(30.6%)이 German 시장(16.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: IFX 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: IFX 의 수익(연간 11%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: IFX 의 수익(연간 11%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: IFX의 자본 수익률은 3년 후 17.1%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 05:34 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/09/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Infineon Technologies AG는 43명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Alexi Unger | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |