Analyst Joshua Buchalter from TD Cowen maintained a Buy rating on Infineon Technologies AG (IFNNF – Research Report) and keeping the price target at €42.00.
Joshua Buchalter has given his Buy rating due to a combination of factors that highlight Infineon Technologies AG’s strong positioning for both near-term and long-term growth. The company is well-prepared for a potential cyclical recovery with a largely de-risked guidance and self-help margin strategies. This guidance does not significantly account for tariff impacts, suggesting that Infineon is better insulated against direct effects, focusing instead on indirect demand changes.
Infineon’s exposure to high-growth areas such as electrification, software-defined vehicles, and AI power further supports its positive outlook. The company’s robust power portfolio and market share gains in microcontroller units (MCUs) are noteworthy, with Infineon achieving the top global MCU market share in 2024. Additionally, Infineon’s expertise in electrification and digitization positions it well to address substantial vehicle and industrial application needs. The anticipated growth in AI power revenue, driven by increasing demands in the datacenter power delivery network, underscores Infineon’s potential for significant future growth.
In another report released on March 7, Bernstein also maintained a Buy rating on the stock with a €46.00 price target.
Based on the recent corporate insider activity of 19 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of IFNNF in relation to earlier this year.
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