Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Investors interested in Electronics - Semiconductors stocks are likely familiar with Infineon Technologies AG (IFNNY) and Lattice Semiconductor (LSCC). But which of these two stocks offers value investors a better bang for their buck right now?
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Infineon Technologies: AI Upside And Automotive Tailwinds Still Underpriced
Does Infineon Technologies AG (IFNNY) have what it takes to be a top stock pick for momentum investors? Let's find out.
Infineon Technologies AG (OTCQX:IFNNY) Discusses Powering AI from Grid to Core and Market Opportunities in Data Centers and Power Infrastructure November 26, 2025 8:00 AM EST Company Participants Adam White Peter Wawer Conference Call Participants Francois-Xavier Bouvignies - UBS Investment Bank, Research Division Lee Simpson - Morgan Stanley, Research Division Joshua Buchalter - TD Cowen, Research Division Jakob Bluestone - BNP Paribas, Research Division Janardan Menon - Jefferies LLC, Research Division Sandeep Deshpande - JPMorgan Chase & Co, Research Division Sébastien Sztabowicz - Kepler Cheuvreux, Research Division Presentation Francois-Xavier Bouvignies UBS Investment Bank, Research Division Hi, everyone. My name is Francois Bouvignies from UBS.
Infineon Technologies reported modest Q4 2025 growth, with strong power semiconductor demand but overall unimpressive segment results and margin declines. Guidance for FY26 is cautious, projecting low sales growth, high-teen margins, and lower adjusted free cash flow, partly due to currency headwinds. Despite macroeconomic risks, IFNNY's leadership in power semiconductors for AI, data centers, and automotive markets supports long-term growth potential.
Infineon Technologies AG (OTCQX:IFNNY) Q4 2025 Earnings Call November 12, 2025 3:30 AM EST Company Participants Alexander Foltin - Head of Finance, Treasury & Investor Relations Jochen Hanebeck - CEO, Labor Director & Chairman of Management Board Sven Schneider - CFO & Member of Management Board Andreas Urschitz - Chief Marketing Officer & Member of Management Board Conference Call Participants Didier Scemama - BofA Securities, Research Division Francois-Xavier Bouvignies - UBS Investment Bank, Research Division Andrew Gardiner - Citigroup Inc., Research Division Stephane Houri - ODDO BHF Corporate & Markets, Research Division Janardan Menon - Jefferies LLC, Research Division Joshua Buchalter - TD Cowen, Research Division Sandeep Deshpande - JPMorgan Chase & Co, Research Division Alexander Duval - Goldman Sachs Group, Inc., Research Division Jakob Bluestone - BNP Paribas, Research Division Johannes Schaller - Deutsche Bank AG, Research Division Presentation Operator Good morning, everyone. Welcome to the conference call for analysts and investors for Infineon's 2025 Fiscal Fourth Quarter and Full Year Results.
Infineon Technologies AG (OTCQX:IFNNY) Q4 2025 Press Conference Call November 12, 2025 2:00 AM EST Company Participants Florian Martens - Global Head of Communications Public Policy Jochen Hanebeck - CEO, Labor Director & Chairman of Management Board Sven Schneider - CFO & Member of Management Board Andreas Urschitz - Chief Marketing Officer & Member of Management Board Conference Call Participants Joachim Hofer Christoph Dernbach Presentation Florian Martens Global Head of Communications Public Policy Good morning, media representatives, esteemed guests, colleagues and coworkers. I would like to welcome you to the annual press conference of Infineon Technologies AG.
Infineon Technologies (ETR:IFX, OTC:INFNNY) has raised its 2026 revenue target for power supply solutions used in AI data centres, driven by growing demand. The German semiconductor firm now expects the segment to generate around €1.5 billion in sales.
Revenue in the year to the end of September expected to reflect booming demand for chips powering artificial-intelligence data centers.
Infineon is upgraded to a Buy rating, citing sector leadership and attractive valuation. IFNNY's strong fundamentals, focus on automotive and industrial chips, and market-leading position support long-term upside despite industry cyclicality. Current valuation offers 15-16% annualized return potential as the automotive sector recovers, with limited near-term downside risk.