Summary:
The analysts, if their latest price target revision is to be believed—and this revision paints a significantly more optimistic picture than it did just two weeks ago. Infineon went through one of the harshest corrections of the year: Triggered by a disappointing revenue forecast from competitor STMicroelectronics on July 24, which dragged down the entire European semiconductor sector, the stock fell well below its all-time high of approximately 87.79–88.70 EUR. However, a clear trend reversal has been emerging since July 31: Driven by strong results from competitors Samsung and Micron, the stock has rebounded strongly—and the consensus estimate for earnings per share (EUR 0.45) has already been revised upward six times in the past 90 days. Eleven analysts have an average price target of 88.70 EUR—well above the current level of approximately 62 EUR. On August 5, 2026, just two trading days from now, we’ll see who is ultimately proven right.
Key points:
- Price: approx. 61.67–62 EUR — well below the all-time high of approx. 87.79–88.70 EUR EPS — consensus 0.45 EUR — revised upward six times in the last 90 days
- Analysts’ average price target: 88.70 EUR (11 analysts) — implied upside potential of over 40% P/E ratio: 43.32 — high valuation premium, typical for cyclical semiconductor stocks
- Q3 results (fiscal year 2025/26): August 5, 2026 — Company currently in the quiet period
- Trigger for the correction: STMicro’s revenue warning on July 24 dragged down the entire sector
- Trend reversal since July 31: Rally driven by strong results from Samsung and Micron; Smart Power Fab Dresden opened (July 2) — EUR 5 billion investment, completed ahead of schedule; AI revenue target: EUR 1.5 billion (FY 2026), EUR 2.5 billion (2027)
- BlackRock is the largest shareholder with a 6.78% stake
Are you buying from $IFX (+3,34%) again?
