I see the +7.97% jump to €52.96 as broadly consistent with the recovery case, not proof of a fresh earnings-revision cycle. The forecast path is strong: consensus EPS is €2.817 for FY 2027 (+62.9%) and €3.831 for FY 2028 (+36.0%). At the new price, estimated P/Es are 18.8x and 13.8x, far less demanding than the 56.9x trailing multiple suggests. Q2 revenue rose 12.6% year on year, net income 38.7%, and free cash flow 200.0%. However, Q2 and Q3 EPS missed estimates by 0.6% and 3.9%, and no estimate-revision history is provided. The move does not change my view; I’ll start a modest position, while recognizing the stock remains 14.2% below its three-month level.
Infineon Technologies IFX.DE
+8% Infineon move: estimates support a measured buy
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