| Infineon Technologies AG (DE0006231004) | |||
35,49 EURStand (close): 01.07.25 |
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| 25.06.25 12:06:00 | IDEMIA Secure Transactions and Infineon Technologies Unveil a Strategic Partnership Dedicated to the Future of Automotive Industry |  |
| COURBEVOIE, France, June 25, 2025 /PRNewswire/ -- IDEMIA Secure Transactions, a global leader in payment and connectivity solutions, and Infineon Technologies AG, a global semiconductor leader in power systems and IoT, have announced a first-of-its-kind strategic partnership to tackle the challenges of the new era of car access. In a move that reflects the accelerating shift toward digital-first mobility, this collaboration will more than ever unlock new levels of convenience in how drivers interact with their vehicles. It marks a step toward a smarter, more secure, and more connected driving experience.IDEMIA Secure Transactions Logo Driving the Future of Digital Car Access Infineon and IDEMIA Secure Transactions (IST), each pioneer in their domain, are uniting their strengths to shape the future of connected mobility and associated security challenges. Through Infineon's dependable electronics, and IST secure embedded software and cloud solutions, the partnership enables reliable automotive quality, functional safety, and cybersecurity for all kinds of vehicles, earning the trust of drivers. The collaboration brings together hardware security, cryptography, and automotive compliance, laying the groundwork for a post-quantum cryptography world. An Industry-First Collaboration This partnership is the first-of-its-kind in the automotive sector. The two companies are collaborating to leverage each other's expertise, combining their strengths to pave the way for a new era in the industry. "By joining forces with Infineon, we bring together unmatched expertise in both hardware and software to deliver a new standard in secure, seamless, and scalable car access for the auto makers. This partnership reinforces IDEMIA Secure Transactions' leadership in the automotive sector and our ability to anticipate the future of connected mobility," says Philippe DE OLIVEIRA, SVP Automotive & IoT Business Line at IDEMIA Secure Transactions. "IDEMIA Secure Transactions is a leader in connectivity, security, and digital solutions for automotive, and is already a reliable partner to Infineon. By working closer together, we can help shape the future of mobility." says Tolgahan Yildiz, Vice President Trusted Mobile Connectivity & Transaction at Infineon Technologies. By leveraging the technological expertise and well-established presence of both partners in the automotive industry, and Infineon being global number one in automotive semiconductors this announcement reinforces IST and Infineon's ambition to lead the digital transformation of the sector, expanding tremendously their business opportunities. Weiterlesen Read further information on this announcement here. Logo: https://mma.prnewswire.com/media/2634653/5200634/IDEMIA_Secure_Transactions_Logo.jpg CONTACT: contact.press@idemia.comCision View original content:https://www.prnewswire.com/news-releases/idemia-secure-transactions-and-infineon-technologies-unveil-a-strategic-partnership-dedicated-to-the-future-of-automotive-industry-302490856.html SOURCE IDEMIA Secure Transactions Kommentare anzeigen |
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| 24.06.25 15:59:00 | SKYT's Fab-25 Buyout to Aid Wafer Services: What's the Path Forward? |  |
| SkyWater Technology SKYT is making a strategic move with its planned acquisition of Fab-25 from Infineon Technologies, expected to close on June 30, 2025. The deal is poised to accelerate Wafer Services’ revenues through scalable, high-volume chip production. More than a capacity expansion, it marks the company’s emergence as a key player in U.S. semiconductor manufacturing and supports the growing demand for domestically sourced chips. Backed by a four-year supply agreement worth more than $1 billion, the Fab-25 acquisition is expected to deliver immediate gains in revenues and cash flow. SkyWater anticipates $300 million in incremental revenues for fiscal 2025. The deal will also scale its Technology-as-a-Service model to a wider customer base, reinforcing Wafer Services as a key pillar of its long-term growth strategy. Fab-25, a highly advanced 200 mm CMOS facility, will expand SkyWater’s foundry footprint and production capabilities. Its mature-node infrastructure supports critical applications in automotive, industrial and defense markets. By enabling dual-sourcing and addressing increasing demand for secure, U.S.-based semiconductor manufacturing, Fab-25 enhances SkyWater’s relevance in a shifting global supply chain. The facility’s integration also aligns with national onshoring priorities, creating long-term strategic value. As the semiconductor industry evolves, a combination of 200 mm, 300 mm and panel-based technologies will define the future. Fab-25’s integration positions SkyWater to meet these diverse needs, unlocking new opportunities for both volume production and foundational semiconductor development. SKYT Faces Competition From Specialty Foundry Leaders Tower Semiconductor TSEM is a leading specialty foundry known for analog and mixed-signal ICs. Tower Semiconductor provides advanced process platforms including SiGe, RF-CMOS, BCD, silicon photonics, MEMS and image sensors. Tower Semiconductor’s strategic partnership with Semtech showcases its excellence in scaling SiGe wafer production, essential for AI, 5G and data center applications, reinforcing its competitive edge in high-performance, mature-node semiconductor solutions. GlobalFoundries GFS is a leading foundry, offering scalable 200 mm and 300 mm wafer production with mature-node technologies. GlobalFoundries serves high-demand sectors like automotive, defense and IoT with scalable, cost-efficient production. Competing directly with SkyWater, GlobalFoundries offers broader industry reach, advanced process diversity and greater manufacturing capacity, making GlobalFoundries the preferred choice for customers needing dependable, high-volume mature-node semiconductor solutions. Story Continues SKYT’s Price Performance, Valuation & Estimates Shares of SkyWater have lost 34.3% year to date against the Zacks Electronics – Semiconductors industry’s return of 5.2%.Zacks Investment Research Image Source: Zacks Investment Research From a valuation standpoint, SKYT currently trades at a forward 12-month price-to-sales ratio of 1.28, which is at a significant discount compared with the industry’s average of 8.18X. As investors are paying significantly less for each dollar of SKYT's sales compared with the industry, this stock is a great pick for a value investor. SKYT carries a Value Score of B.Zacks Investment Research Image Source: Zacks Investment Research The Zacks Consensus Estimate for SKYT’s 2025 loss is pegged at 1 cent per share, unchanged over the past 30 days. The company reported earnings of 6 cents per share in 2024.Zacks Investment Research Image Source: Zacks Investment Research SKYT currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SkyWater Technology, Inc. (SKYT) : Free Stock Analysis Report GlobalFoundries Inc. (GFS) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 24.06.25 15:40:01 | UMC or IFNNY: Which Is the Better Value Stock Right Now? | |
| Investors interested in Electronics - Semiconductors stocks are likely familiar with United Microelectronics Corporation (UMC) and Infineon Technologies AG (IFNNY). But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits. High Yield Savings Offers Earn 4.10% APY** on balances of $5,000 or more View Offer Earn up to 4.00% APY with Savings Pods View Offer Earn up to 3.80% APY¹ & up to $300 Cash Bonus with Direct Deposit View Offer Powered by Money.com - Yahoo may earn commission from the links above. United Microelectronics Corporation and Infineon Technologies AG are sporting Zacks Ranks of #2 (Buy) and #3 (Hold), respectively, right now. This means that UMC's earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. But this is only part of the picture for value investors. Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels. Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use. UMC currently has a forward P/E ratio of 15.32, while IFNNY has a forward P/E of 26.33. We also note that UMC has a PEG ratio of 1.74. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. IFNNY currently has a PEG ratio of 1.78. Another notable valuation metric for UMC is its P/B ratio of 1.72. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, IFNNY has a P/B of 2.92. Based on these metrics and many more, UMC holds a Value grade of A, while IFNNY has a Value grade of C. UMC has seen stronger estimate revision activity and sports more attractive valuation metrics than IFNNY, so it seems like value investors will conclude that UMC is the superior option right now. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report United Microelectronics Corporation (UMC) : Free Stock Analysis Report Infineon Technologies AG (IFNNY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 22.05.25 21:42:03 | Infineon and NVIDIA Partner to Revolutionize AI Data Center Power | |
| On Tuesday, May 20, Infineon Technologies (OTC:IFNNY) announced a collaboration with NVIDIA Corporation (NASDAQ:NVDA) to revolutionize the power delivery architecture for future AI data centers. This initiative focuses on developing next-gen power systems based on a new architecture that utilizes central power generation of 800 V high-voltage direct current/HVDC.Infineon and NVIDIA Partner to Revolutionize AI Data Center Power with 800V HVDC Architecture A close-up of a colorful high-end graphics card being plugged in to a gaming computer. The goal is to increase energy-efficient power distribution throughout the data center and enable direct power conversion at the AI chip/GPU within the server board. The 800V HVDC system architecture enhances reliability and efficiency, which is crucial as AI data centers are already exceeding 100,000 individual GPUs and are projected to require power outputs of 1MW or more per IT rack before the end of the decade. Infineon Technologies (OTC:IFNNY) and NVIDIA Corporation (NASDAQ:NVDA) emphasize that this collaboration will set a new industry standard for power architecture in AI data centers. Infineon's expertise in power conversion solutions is accelerating the adoption of this full-scale HVDC architecture. This approach contrasts with the current decentralized power supply using numerous power supply units and will optimize server rack space and enable upgrades to even higher distribution voltages. While we acknowledge the potential of NVDA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. View Comments |
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| 20.05.25 19:04:23 | German chipmaker Infineon to work with Nvidia on power delivery chips | |
| By Stephen Nellis SAN FRANCISCO (Reuters) -German chipmaker Infineon said on Tuesday it will work with Nvidia on developing chips for new power delivery systems inside artificial intelligence data centers. Infineon said it will work with Nvidia to develop high-voltage, direct current power delivery systems. In current data centers, most high-voltage power is distributed as alternating current and then converted to the direct current needed by computer chips by individual power supply units inside of servers. But that method of distributing power introduces losses in moving power around and converting it. With each server rack within AI data centers expected to take a megawatt of power by the end of the decade, Infineon and Nvidia said they are hoping to reduce those losses by creating a centralized direct-current distribution system. “Through this innovative approach, Nvidia is able to optimize the energy consumption of our advanced AI infrastructure, which supports our commitment to sustainability while also delivering the performance and scalability required for the next generation of AI workloads,” Gabriele Gorla, vice president of system engineering at Nvidia, said in a statement. (Reporting by Stephen Nellis in San Francisco; Editing by Lisa Shumaker) View Comments |
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| 09.05.25 07:04:37 | Infineon Technologies AG (IFNNF) Q2 2025 Earnings Call Highlights: Strong Automotive Growth ... | |
| Revenue: EUR3.591 billion, up 5% compared to the previous quarter. Segment Result: EUR601 million with a segment result margin of 16.7%. Automotive Revenue: EUR1.858 billion, reflecting a 6% sequential growth. Automotive Segment Result: EUR385 million, with a segment result margin of 20.7%. Green Industrial Power Revenue: EUR397 million, a 17% increase quarter-over-quarter. Green Industrial Power Segment Result: EUR38 million, with a segment result margin of 10%. Power & Sensor Systems Revenue: EUR979 million, flat compared to the previous quarter. Power & Sensor Systems Segment Result: EUR138 million, with a segment result margin of 14.1%. Connected Secure Systems Revenue: EUR356 million, a 3% increase compared to the previous quarter. Connected Secure Systems Segment Result: EUR40 million, with a segment result margin of 11.2%. Gross Margin: Adjusted gross margin at 40.9%, reported gross margin at 38.7%. Research and Development Expenses: EUR559 million, up from EUR544 million in the previous quarter. Selling, General and Administrative Expenses: EUR376 million, down from EUR395 million. Free Cash Flow: Improved to EUR174 million from EUR237 million in the previous quarter. Order Backlog: Approximately EUR20 billion, constant quarter-over-quarter. CapEx: EUR470 million, down from EUR731 million in the previous quarter. Net Leverage: 1.1 times. Effective Tax Rate: 22%. Warning! GuruFocus has detected 3 Warning Sign with IFNNF. Release Date: May 08, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Infineon Technologies AG (IFNNF) reported a 5% increase in revenues for the March quarter, reaching EUR3.591 billion. The Automotive segment achieved healthy sequential growth of 6%, with revenues of EUR1.858 billion, confirming improvement in inventory digestion. Infineon remains the number one global automotive semiconductor provider with a market share of 13.5%, and has improved its regional positions. The company announced the strategic acquisition of Marvell's automotive Ethernet business for $2.5 billion, expected to strengthen its market-leading microcontroller franchise. Infineon is making significant strides in sustainability, with its SECORA Pay Green solution recognized by Mastercard for sustainable payment technologies. Negative Points The geopolitical environment has become more volatile, with U.S. import tariffs likely to create headwinds for global vehicle production. Infineon revised its revenue outlook for fiscal 2025 to slightly down due to potential tariff-related demand effects and adverse currency impacts. The Green Industrial Power segment's revenue level is 15% below last year's, indicating a slow recovery in industrial markets. Pricing pressures persist in the industrial markets, particularly for standard power components in China, affecting market expansion. Idle charges in the second half of the fiscal year are expected to be higher than previously anticipated, constituting a margin headwind. Story Continues Q & A Highlights Q: Can you explain the revision in margin guidance from mid to high teens to mid-teens for the full year? Are there specific elements in OpEx or pricing pressures affecting this? A: Sven Schneider, CFO, explained that the gross margin is expected to remain around 40%. The revision is due to several factors, including a volume reduction leading to higher underutilization charges, a significant currency effect, and some price reductions in standard power components on the industrial side. Q: Regarding the tariff-induced reduction, what are you assuming for the September quarter for various divisions? A: Sven Schneider stated that the 10% revenue haircut for Q4 is a guesstimate due to tariff uncertainties. It translates to approximately EUR400 million in revenue impact. This is not visible in the order book yet, and no clear messages from customers about postponing or canceling orders have been received. Q: Are you still on track for EUR600 million in AI revenue this year, and is EUR1 billion achievable next year despite FX impacts? A: Andreas Urschitz, CMO, confirmed the EUR600 million target for this year and the EUR1 billion target for next year. Infineon is powering AI from grid to core, optimizing power efficiency and density in AI data centers. Q: How do you see the different businesses performing into Q4, assuming no tariff impact? A: Sven Schneider indicated that under normal conditions, Automotive and Power & Sensor Systems (PSS) would show stronger growth momentum. Industrial markets are still digesting inventory, and Connected Secure Systems (CSS) has different dynamics. Q: How is Infineon dealing with ongoing pricing pressure in the industrial business, particularly from Chinese competitors? A: Jochen Hanebeck, CEO, explained that differentiation is challenging in standard power semiconductors, but Infineon excels in high-reliability modules for applications like energy storage and transmission. Infineon is ahead in silicon carbide MOSFET technology, maintaining a competitive edge. Q: What is the current level of inventories at automotive customers, and how is the automotive market stabilizing? A: Jochen Hanebeck noted that Infineon's distribution channel inventory is on target, and automotive inventory levels are normalizing. The automotive market is stabilizing, with growth in China driven by exposure to the right OEMs. Q: How are you managing fab loading given the potential tariff impacts? A: Jochen Hanebeck stated that Infineon is preparing measures to potentially reduce loading in the summer, observing order entries over the next few months. High inventory levels help balance short-term movements, and flexibility in managing loading is maintained. Q: Can you provide more details on the PSoC CAPSENSE product development and its end markets? A: Jochen Hanebeck highlighted that PSoC CAPSENSE technology is used in major home appliances and is being expanded to inductive sensing for applications like liquid level sensing. This technology offers flexibility for various industrial applications. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. View Comments |
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| 08.05.25 09:34:27 | US tariff uncertainty weighs on Infineon's revenue outlook | |
| FRANKFURT (Reuters) -German chipmaker Infineon Technologies reported stable order intake on Thursday but lowered its full-year revenue outlook due to uncertainty over global tariff disputes. U.S. President Donald Trump has said tariffs on semiconductor chips would start at "25%, or higher," rising substantially over the course of a year, but has not specified when these would come into effect, putting chipmakers in limbo. "Given that order intake still shows no signs at all of slowing down, we can only guesstimate the effects of tariff disputes," CEO Jochen Hanebeck said in a statement. He added the company had applied a haircut of 10% of expected revenue in the last quarter of its fiscal year, which ends on September 30. In its 2024 fiscal year, revenue came in at 15 billion euros ($17 billion). Infineon previously expected flat or slightly higher revenue this year. "Without the haircut the forecast would have remained essentially unchanged," Infineon said, adding that new exchange rate assumptions also weighed on its outlook. Infineon now expects an operating margin in the mid-teens percentage range, narrowing down the previous mid-to-high-teens range. ($1 = 0.8860 euros) (Reporting by Hakan Ersen, writing by Thomas Seythal; editing by Matthias Williams) View Comments |
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| 22.04.25 15:40:06 | IFNNY or NVMI: Which Is the Better Value Stock Right Now? | |
| Investors with an interest in Electronics - Semiconductors stocks have likely encountered both Infineon Technologies AG (IFNNY) and Nova Ltd. (NVMI). But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits. Currently, both Infineon Technologies AG and Nova Ltd. are holding a Zacks Rank of # 2 (Buy). This means that both companies have witnessed positive earnings estimate revisions, so investors should feel comfortable knowing that both of these stocks have an improving earnings outlook. But this is just one factor that value investors are interested in. Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels. The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value. IFNNY currently has a forward P/E ratio of 17.66, while NVMI has a forward P/E of 20.83. We also note that IFNNY has a PEG ratio of 1.43. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. NVMI currently has a PEG ratio of 1.46. Another notable valuation metric for IFNNY is its P/B ratio of 1.99. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, NVMI has a P/B of 5.46. These metrics, and several others, help IFNNY earn a Value grade of B, while NVMI has been given a Value grade of C. Both IFNNY and NVMI are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that IFNNY is the superior value option right now. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Infineon Technologies AG (IFNNY) : Free Stock Analysis Report Nova Ltd. (NVMI) : Free Stock Analysis Report Story Continues This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 14.04.25 10:38:03 | Discover 3 European Companies Estimated To Be Trading Below Intrinsic Value | |
| Amid heightened trade tensions and economic uncertainty, European markets have experienced volatility, with major indices like the STOXX Europe 600 Index seeing declines. As central banks increase their vigilance in response to market fluctuations, investors may find opportunities in stocks that are potentially undervalued relative to their intrinsic value. Identifying such stocks involves looking for companies with strong fundamentals that might be temporarily mispriced due to broader market conditions. Top 10 Undervalued Stocks Based On Cash Flows In Europe Name Current Price Fair Value (Est) Discount (Est) BFF Bank (BIT:BFF) €7.36 €14.18 48.1% LPP (WSE:LPP) PLN15300.00 PLN30532.59 49.9% Net Insight (OM:NETI B) SEK4.58 SEK9.05 49.4% BE Semiconductor Industries (ENXTAM:BESI) €83.20 €163.04 49% Digital Workforce Services Oyj (HLSE:DWF) €3.56 €7.00 49.1% F-Secure Oyj (HLSE:FSECURE) €1.696 €3.29 48.4% 3U Holding (XTRA:UUU) €1.42 €2.76 48.6% Formycon (XTRA:FYB) €21.65 €41.82 48.2% Wall to Wall Group (OM:WTW A) SEK56.00 SEK111.38 49.7% Hybrid Software Group (ENXTBR:HYSG) €3.50 €6.77 48.3% Click here to see the full list of 180 stocks from our Undervalued European Stocks Based On Cash Flows screener. Below we spotlight a couple of our favorites from our exclusive screener. Straumann Holding Overview: Straumann Holding AG offers tooth replacement and orthodontic solutions globally, with a market cap of CHF15.19 billion. Operations: Straumann Holding's revenue segments include CHF1.32 billion from operations, CHF592.70 million from sales in Asia Pacific, CHF791.79 million from North America, CHF290.28 million from Latin America, and CHF1.11 billion from Europe, Middle East and Africa. Estimated Discount To Fair Value: 11.9% Straumann Holding is trading at CHF95.24, below its estimated fair value of CHF108.14, indicating potential undervaluation based on cash flows. Earnings have grown 16.4% annually over the past five years and are forecast to grow 14% per year, outpacing the Swiss market's 10.9%. Recent product innovations, like Straumann AXS and chairside 3D printing solutions, enhance digital workflows in dentistry. The company also announced key executive changes with Isabelle Adelt joining as CFO in July 2025. Our growth report here indicates Straumann Holding may be poised for an improving outlook. Get an in-depth perspective on Straumann Holding's balance sheet by reading our health report here.SWX:STMN Discounted Cash Flow as at Apr 2025 VAT Group Overview: VAT Group AG, along with its subsidiaries, specializes in the development, manufacturing, and sale of vacuum and gas inlet valves, multi-valve modules, motion components, and edge-welded metal bellows with a market capitalization of CHF8.29 billion. Story Continues Operations: The company's revenue is primarily derived from its Valves segment, which generated CHF842.76 million, and its Global Service segment, which contributed CHF167.53 million. Estimated Discount To Fair Value: 13.4% VAT Group is trading at CHF276.5, below its estimated fair value of CHF319.12, reflecting potential undervaluation based on cash flows. Revenue is forecast to grow 12.5% annually, outpacing the Swiss market's 4.5%. Earnings are expected to increase by 18.4% per year, surpassing market growth of 10.9%. The company reported a net income rise to CHF211.8 million in 2024 from CHF190.31 million in the previous year and offers a dividend of CHF6.25 per share payable in May 2025. The growth report we've compiled suggests that VAT Group's future prospects could be on the up. Dive into the specifics of VAT Group here with our thorough financial health report.SWX:VACN Discounted Cash Flow as at Apr 2025 Infineon Technologies Overview: Infineon Technologies AG is a global company involved in the design, development, manufacture, and marketing of semiconductors and semiconductor-based solutions, with a market cap of €33.46 billion. Operations: Infineon's revenue is primarily derived from its Automotive segment (€8.26 billion), followed by Power & Sensor Systems (€3.14 billion), Green Industrial Power (€1.79 billion), and Connected Secure Systems (€1.49 billion). Estimated Discount To Fair Value: 20.4% Infineon Technologies is trading at €25.76, below its fair value estimate of €32.37, suggesting undervaluation based on cash flows. Earnings are forecast to grow significantly at 22.7% annually, outpacing the German market's 15.8%. However, recent earnings showed a decline in net income to €246 million from €587 million year-over-year, with profit margins decreasing from 18.5% to 9.5%. The strategic acquisition of Marvell’s Automotive Ethernet business could enhance future cash flows and operational efficiency. Insights from our recent growth report point to a promising forecast for Infineon Technologies' business outlook. Delve into the full analysis health report here for a deeper understanding of Infineon Technologies.XTRA:IFX Discounted Cash Flow as at Apr 2025 Next Steps Take a closer look at our Undervalued European Stocks Based On Cash Flows list of 180 companies by clicking here. Are any of these part of your asset mix? Tap into the analytical power of Simply Wall St's portfolio to get a 360-degree view on how they're shaping up. Join a community of smart investors by using Simply Wall St. It's free and delivers expert-level analysis on worldwide markets. Searching for a Fresh Perspective? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include SWX:STMN SWX:VACN and XTRA:IFX. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments |
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| 08.04.25 17:23:48 | Micron, Marvell & Infineon, Tilray outlook: Market Minute | |
| Josh Lipton outlines the top stories on Wall Street in this segment of Market Minute. Micron Technology (MU) will reportedly add a surcharge to some products starting on Wednesday to pass on rising costs to customers due to tariffs, according to Reuters reports. Marvell Technology (MRVL) will sell its automotive ethernet business to Infineon (IFNNY). Tilray Brands (TLRY) stock plunges after cutting its full-year revenue outlook. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. Video Transcript 00:00 Speaker A It's time for Yahoo! Finance's market minute. US stocks rallying on hopes for Trump tariff deals. The rebound in markets coming after three days of steep losses and volatility. Micron reportedly plans to impose a tariff surcharge on some products as corner Reuters, companies sign a price increase to tariff supply to memory modules and solid state drives. Shares of Marvell they're getting a lift as the company announces it is selling its automotive ethernet business. Marvell set to sell that business to chipmaker Infideon for 2.5 billion dollars in cash. And lastly Tilray brands under some pressure here as third quarter adjusted EBITDA and net revenue misses Wall Street's expectations. Cannabis producer also lowering its full year net revenue outlook, however, confirming that tariffs should not impact sales. And that's your Yahoo! Finance market minute. For more on what's trending on Yahoo! Finance scan the QR code below. Related Videos 01:18 IRS deadline to claim $1,400 is next week: Who's eligible? Yahoo Finance Video • 57 minutes ago 01:00 Insurance stocks, Levi's outlook, Super Micro pops: Market Minute Yahoo Finance Video • 1 hour ago 04:17 Apple looks to India, Micron adds surcharge: Trending Tickers Yahoo Finance Video • 1 hour ago 05:45 Trump's Tariff Effects on Small Business Bloomberg • 2 hours ago View Comments |
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