Infineon Technologies AG (IFNNY) Q3 2026 Earnings Call Transcript
It expects revenue of roughly €16.3 billion for the current fiscal year as the race to build AI infrastructure keeps adding fuel to red-hot semiconductor demand.
Infineon Technologies is rated a strong buy, driven by its pivotal role in AI infrastructure power systems and leadership in automotive semiconductors. IFNNY raised FY2026 guidance, projecting significant revenue growth, expanding power/sensor margins, and robust free cash flow amid rising AI data center demand. AI power revenue is set to grow from €1.5B in FY2026 to €2.5B in FY2027, with Infineon investing €2.7B to meet this demand.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 1,255 | $43,925 | $83,834 | $39,909 | 90.86% |
Michelle Dubey Yousif Capital Management LLC | 19,057 | $765,784 | $1.28M | $511,606.71 | 66.81% |
Patrick D. Hayes Canopy Partners LLC | 3,174 | $298,229 | $212,880.18 | -$85,348.82 | -28.62% |
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Jochen Hanebeck CEO | OTCQX Exchange | 45662N103 CUSIP |
| DE Country | 57,077 Employees | 23 Feb 2026 Last Dividend | - Last Split | - IPO Date |