IFX.DE Infineon Technologies
SiC/GaN power semis for 800V DC racks
Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.
IFX.DE · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-11-09EarningsMiss / cut
Reported EPS 0.6 vs 0.63 expected (-4.2% surprise).
-
7
2026-08-04EarningsMiss / cut
Reported EPS 0.44 vs 0.44 expected (-0.6% surprise).
-
6
2026-05-05EarningsMiss / cut
Reported EPS 0.34 vs 0.37 expected (-7.0% surprise).
-
5
2026-02-03EarningsBeat / raise
Reported EPS 0.35 vs 0.33 expected (+4.5% surprise).
-
4
2025-11-11EarningsMiss / cut
Reported EPS 0.34 vs 0.43 expected (-21.1% surprise).
-
3
2025-08-05EarningsBeat / raise
Reported EPS 0.37 vs 0.34 expected (+10.2% surprise).
-
2
2025-05-08EarningsBeat / raise
Reported EPS 0.35 vs 0.33 expected (+7.0% surprise).
-
1
2025-02-04EarningsBeat / raise
Reported EPS 0.33 vs 0.25 expected (+30.4% surprise).
Latest headlines
Auto-updated daily- Infineon stock target lowered at BofA on growing AI concerns2026-11-11
- Infineon says AI data centre boom to persist despite growing backlash2026-11-11
- Vertiv Holdings Co (VRT) Secures Infineon Supply Deal, Is The Valuation Gap Still Compelling?2026-11-10
- Germany's Infineon says AI data centre buildout won't slow2026-11-10
- Infineon shares jump 6% as AI power demand lifts fiscal 2027 revenue outlook2026-11-10
- Infineon (XTRA:IFX) Stock May Be 14% Undervalued Following AI Data Center Power News2026-11-07
- Global Embedded Microcontroller Unit Market Report 2026: Forecast to 2030 | Capitalize on AI, IoT and 32-Bit Demand with Texas Instruments, Infineon, NXP and STMicroelectronics2026-11-06
Alternative data that moves IFX.DE
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-11-09 | 0.63 | 0.6 | −4.2% |
| 2026-08-04 | 0.44 | 0.44 | −0.6% |
| 2026-05-05 | 0.37 | 0.34 | −7.0% |
| 2026-02-03 | 0.33 | 0.35 | +4.5% |
| 2025-11-11 | 0.43 | 0.34 | −21.1% |
| 2025-08-05 | 0.34 | 0.37 | +10.2% |
| 2025-05-08 | 0.33 | 0.35 | +7.0% |
| 2025-02-04 | 0.25 | 0.33 | +30.4% |
| 2024-11-11 | 0.47 | 0.49 | +4.5% |
| 2024-08-05 | 0.42 | 0.43 | +2.4% |
| 2024-05-07 | 0.38 | 0.42 | +10.2% |
| 2024-02-06 | 0.48 | 0.53 | +9.4% |
| 2023-11-14 | 0.6 | 0.65 | +8.5% |
| 2023-08-03 | 0.61 | 0.68 | +10.9% |
| 2023-05-04 | 0.64 | 0.69 | +7.0% |
| 2023-02-02 | 0.58 | 0.64 | +11.2% |
| 2022-11-13 | 0.57 | 0.63 | +10.5% |
| 2022-08-03 | 0.43 | 0.49 | +13.7% |
| 2022-05-09 | 0.42 | 0.44 | +5.7% |
| 2022-02-03 | 0.38 | 0.41 | +9.3% |
| 2021-11-10 | 0.31 | 0.41 | +31.3% |
| 2021-08-03 | 0.27 | 0.27 | −1.3% |
| 2021-05-04 | 0.25 | 0.24 | −5.7% |
| 2021-02-04 | 0.22 | 0.28 | +29.6% |
About Infineon Technologies
Website ↗Infineon Technologies AG develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas. The Automotive segment offers automotive and industrial microcontrollers; analog and memory ICs; ethernet; power diodes and modules; power switches; sensors; transceivers; and voltage regulators for assistance and safety systems, comfort electronics, infotainment, powertrain, and security applications. Its Green Industrial Power segment provides discrete and bare die IGBTs; IGBT modules; and SiC discretes and modules for air conditioning technology, energy generation and storage, energy transmission, home appliances, industrial drives, industrial power supplies and vehicles, and traction applications. The Power & Sensor Systems segment offe…
100kW+ racks force 800V DC architectures, GaN/SiC conversion and new power shelves. Power density per rack is now a design constraint.
What would prove us wrong. Weakens if rack densities stall and legacy 54V designs remain sufficient.
800V DC racks need silicon-carbide and gallium-nitride switches at every conversion step. Capacity is ample after the EV slowdown, so the constraint is qualified AI designs, not wafers.
What would prove us wrong. Strengthens if 800V adoption outruns qualified GaN/SiC supply for AI power shelves.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| 2308.TW Delta Electronics | Power shelves and thermal for AI racks | NT$1,240.0 | −4.25% | −30.1% | +29.4% | |
| MPWR Monolithic Power Systems | Voltage regulation for accelerators | $1,447.4 | −2.12% | +16.4% | +60.5% | |
| VICR Vicor | High-density power modules | $164.7 | −2.03% | −32.9% | +50.3% | |
| NVTS Navitas Semiconductor | GaN power ICs for AI power supplies | $9.56 | −5.06% | +2.2% | +33.9% | |
| ON onsemi | SiC power and image sensors | $73.73 | +0.15% | +0.5% | +36.2% | |
| 2301.TW Lite-On Technology | AI server power supplies and shelves | NT$228.0 | −4.60% | −17.4% | +43.3% | |
| STM STMicroelectronics | SiC and GaN power devices | $46.46 | +0.43% | −0.9% | +80.1% | |
| POWI Power Integrations | GaN power conversion | $46.06 | −0.92% | +2.9% | +31.1% | |
| 6963.T Rohm | SiC power devices | ¥2,935.0 | −7.41% | −35.7% | +33.9% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.