Infineon Technologies AG
Closing price on Nov 11, 2026 · Source: Yahoo Finance
- Open
- €51.84
- Day range
- 51.54 – €52.99
- 52-week range
- 31.27 – €88.83
- Volume
- 2,286,406
- Market cap
- €68,883M
- P/E (TTM)
- 56.9x
- EPS (TTM)
- €0.93
- EPS est. FY 2027
- €2.82
- P/E est. FY 2027
- 18.8x
- Dividend yield
- 0.7%
- Beta
- 1.95
- Payout
- 38%
Analyst summary
Generated with AI · Nov 11, 2026, 14:52Infineon combines exposure to automotive, industrial power and sensor semiconductors with a recent improvement in quarterly performance. Q2 2026 revenue rose +12.6% year on year to €4,172M, while net income increased faster, lifting the net margin to 10.1%. EPS estimates point to a substantial recovery after declines in FY 2024 and FY 2025. The shares trade at 56.9x trailing P/E, with a modest 0.7% dividend yield and a Buy analyst consensus.
- 1Q2 2026 revenue was €4,172M, up +12.6% year on year, and net income rose +38.7%.
- 2FY 2027 EPS is estimated at €2.817, up +147.1%, with forward P/E of 18.8x.
- 3Analysts rate the shares Buy, with a €87.50 median target and +65.2% potential.
Infineon Technologies financials
Q2 2026 results, quarter ended Jun 30, 2026
| Metric | Q2 2026 | 1-year change |
|---|---|---|
| Total revenue | €4,172M | +12.6% |
| Net income | €423M | +38.7% |
| Earnings per share | €0.32 | +39.1% |
| Net margin | 10.1% | +1.9 pp |
| Free cash flow | €600M | +200.0% |
| Debt / equity | 0.40 | +25.0% |
Revenue and net income (€M)
| Quarter | Total revenue | Net income |
|---|---|---|
| Q2 2025 | €3,704M | €305M |
| Q3 2025 | €3,944M | €232M |
| Q4 2025 | €3,662M | €256M |
| Q1 2026 | €3,813M | €301M |
| Q2 2026 | €4,172M | €423M |
Infineon Technologies earnings per share (EPS)
Consensus estimates
| Period | EPS est. | 1-year change |
|---|---|---|
| Current quarterQ4 2026 · Analysts: 2 | €0.5810.58 – 0.58 | +65.9%€0.350 |
| Next quarterQ1 2027 · Analysts: 2 | €0.6850.66 – 0.71 | +101.4%€0.340 |
| Current yearFY 2027 · Analysts: 22 | €2.8172.56 – 2.98 | +62.9%€1.730 |
| Next yearFY 2028 · Analysts: 20 | €3.8313.27 – 5.50 | +36.0%€2.817 |
Forward P/E: 18.8x (FY 2027) and 13.8x (FY 2028) at the current price.
Actual and estimated EPS (€)
| Quarter | Actual EPS | Estimated EPS |
|---|---|---|
| Q2 2025 | €0.230 | — |
| Q3 2025 | €0.178 | — |
| Q4 2025 | €0.350 | €0.335 |
| Q1 2026 | €0.340 | €0.366 |
| Q2 2026 | €0.440 | €0.443 |
| Q3 2026 | €0.600 | €0.625 |
| Q4 2026 | — | €0.581 |
| Q1 2027 | — | €0.685 |
| Year | Actual EPS | Estimated EPS |
|---|---|---|
| FY 2023 | €2.380 | — |
| FY 2024 | €0.970 | — |
| FY 2025 | €0.760 | — |
| FY 2026 | €1.140 | — |
| FY 2027 | — | €2.817 |
| FY 2028 | — | €3.831 |
EPS trend
| Quarter | EPS | YoY change |
|---|---|---|
| Q1 2027Estimated | €0.685 | +101.4% |
| Q4 2026Estimated | €0.581 | +65.9% |
| Q3 2026 | €0.600est. €0.625 · surprise −3.9% | +236.3% |
| Q2 2026 | €0.440est. €0.443 · surprise −0.6% | +91.3% |
| Q1 2026 | €0.340est. €0.366 · surprise −7.0% | n/a |
| Q4 2025 | €0.350est. €0.335 · surprise +4.5% | n/a |
| Q3 2025 | €0.178 | n/a |
| Q2 2025 | €0.230 | n/a |
| Year | EPS | Annual change |
|---|---|---|
| FY 2028Estimated | €3.831 | +36.0% |
| FY 2027Estimated | €2.817 | +147.1% |
| FY 2026 | €1.140 | +50.0% |
| FY 2025 | €0.760 | −21.6% |
| FY 2024 | €0.970 | −59.2% |
| FY 2023 | €2.380 | n/a |
Normalised EPS according to the analyst consensus collected by Yahoo Finance; it may differ from the reported EPS in the results table.
Infineon Technologies dividend
Yield and payments
| Dividend yield (TTM) | 0.7% |
| Forward yield (next 12m) | 0.7% |
| Dividend per share (TTM) | €0.38 |
| Forward dividend (next 12m) | €0.35 |
| Payout (TTM) | 38% |
| Last dividend | €0.35Feb 20, 2026 |
| Next ex-dividend date | n/a |
Dividend per share by year (€)
| Year | Dividend per share |
|---|---|
| 2019 | €0.27 |
| 2020 | €0.27 |
| 2021 | €0.22 |
| 2022 | €0.27 |
| 2023 | €0.32 |
| 2024 | €0.35 |
| 2025 | €0.35 |
| est. 12m | €0.35 |
Infineon Technologies forecasts
24 analyst ratings
Consensus: Buy · 20 buy, 4 hold, 0 sell
1-year price forecast
| Target | Price | Upside |
|---|---|---|
| High | €124.00 | +134.1% |
| Median | €87.50 | +65.2% |
| Low | €50.00 | −5.6% |
| Date | Close |
|---|---|
| Nov 28, 2025 | €36.33 |
| Dec 30, 2025 | €37.73 |
| Jan 30, 2026 | €41.61 |
| Feb 27, 2026 | €45.83 |
| Mar 31, 2026 | €38.00 |
| Apr 30, 2026 | €57.13 |
| May 29, 2026 | €81.11 |
| Jun 30, 2026 | €81.67 |
| Jul 31, 2026 | €61.67 |
| Aug 31, 2026 | €56.29 |
| Sep 30, 2026 | €59.50 |
| Oct 30, 2026 | €50.56 |
| Nov 11, 2026 | €52.96 |
Infineon Technologies peers
| Ticker | Company | Market cap (€M) | P/E | Price (€) | 1-day change | 52-week range |
|---|---|---|---|---|---|---|
| IFX.DE | Infineon Technologies | 68,883 | 56.9x | 52.96 | +7.97% | 31.2788.83 |
| STMPA.PA | STMicroelectronics | 37,659 | 86.0x | 42.15 | +5.09% | 18.2070.85 |
| STMMI.MI | STMicroelectronics | 37,583 | 85.8x | 42.06 | +4.84% | 18.2170.86 |
| TPRO.MI | Technoprobe | 15,060 | 73.5x | 23.52 | +6.91% | 10.3138.58 |
| NVDA | Nvidia | 4,078,187 | 21.4x | 168.89 $ | −5.47% | 164.27243.37 |
| AVGO | Broadcom | 1,584,750 | 42.4x | 331.98 $ | +3.91% | 289.77495.00 |
Stocks quoted in another currency are shown in their trading currency.
Risks, catalysts and conclusion
Generated with AI · Nov 11, 2026, 14:52Risks
- A downturn in automotive or industrial demand could weaken revenue across Infineon’s end markets.
- The shares’ 56.9x trailing P/E leaves valuation exposed if projected earnings growth falls short.
- Debt/equity increased +25.0% year on year to 0.40, potentially limiting financial flexibility if leverage continues rising.
Catalysts
- Delivery against FY 2027 EPS estimates of €2.817 could support a further earnings recovery.
- Continued growth in automotive semiconductor and industrial power applications could strengthen demand across Infineon’s portfolio.
- Further improvement in quarterly revenue and net income could reinforce the recent upward trend in operating performance.
Conclusion
Infineon’s latest results show stronger revenue, profit and cash generation, while analyst estimates point to a marked EPS recovery through FY 2028. The valuation is demanding on trailing earnings but falls materially on consensus forward P/E, making delivery against forecasts important. A 0.7% yield offers limited income support, and recent quarterly EPS missed estimates in three successive quarters after Q4 2025. Overall, the outlook is constructive but dependent on continued execution.
Analysis written automatically by AI from Yahoo Finance market data on Nov 11, 2026, 14:52.
This content is for information only and is not financial advice or a recommendation to buy or sell securities. Ratings and price targets come from third-party analysts. Investing in the stock market involves the risk of losing capital.
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