Frankfurt, Jan 25, 2026, 01:32 CET — The market has closed.
- On Friday, Infineon shares closed at 42.30 euros on Xetra, slipping 0.68%.
- Berenberg bumped up its target price to 48 euros, while Morgan Stanley increased its Infineon target to 45 euros in a European chip preview.
- Next key dates: European chipmakers kick off earnings season this week, starting with Infineon’s results on Feb. 4, followed by its AGM later in the month.
Infineon Technologies AG shares ended Friday at 42.30 euros, slipping 0.68%. The stock remains just below its 52-week peak following a 12% gain this year. Berenberg’s Tammy Qiu kept her buy rating intact and raised the price target to 48 euros from 41, MarketScreener reports. (MarketScreener)
European semiconductor firms are heading into a busy stretch of quarterly earnings that could shift the group’s sentiment. Morgan Stanley flagged capital spending and order momentum as key investor focus areas, favoring wafer fab equipment makers—those supplying tools to chip factories. “Into the print we favour our Top Picks ASML and ASMI,” analysts led by Lee Simpson said. The bank also raised its price target on Infineon to 45 euros. (Investing)
For Infineon, the read-through is crucial since it supplies chips for cars, factories, and power systems—sectors where demand shifts quickly. Positive updates from peers can boost the entire group, while a miss tends to drag it down.
In November, Infineon told investors it anticipated moderate growth in fiscal 2026 but noted a “still mixed market environment” with customers placing short-term orders. CEO Jochen Hanebeck described the “growth momentum in the automotive, industrial and consumer markets” as modest. Still, the company raised its revenue target to about 1.5 billion euros for power supply solutions used in AI data centres for fiscal 2026. (Infineon Technologies)
At its annual general meeting on Feb. 19, the company will seek shareholder approval for a dividend of 0.35 euro per share, the same as last year. If the vote passes, shares will go ex-dividend on Feb. 20, with payments scheduled for Feb. 24, Infineon says. (Infineon Technologies)
Chip stocks have been volatile following earnings and guidance updates. Intel’s shares on the Frankfurt exchange dropped over 12% Friday after the U.S. company reported quarterly sales that fell short of forecasts, highlighting the swift shifts in sentiment within the sector. (Reuters)
Before Monday’s open, traders are eyeing if Infineon’s retreat sticks and whether shifts in bond yields and the euro will push export-focused tech stocks. The upcoming sector earnings will reveal how much of the rally stems from fresh orders versus mere positioning.
However, with the stock already priced for perfection, there’s limited room if management shifts to a cautious tone, particularly around automotive and industrial sectors. Signs of ongoing inventory cuts or softer pricing could squeeze margins and weigh on the shares.
Analysts are set to dig into remarks about China exposure and capacity plans for power semiconductors powering data centres and electric vehicles. These are long-cycle plays, and investors often react harshly to any delays.
Infineon’s fiscal first-quarter results drop on Feb. 4, marking the next major event. The stock is hovering near a one-year peak, so investors will be scrutinizing both the headlines and any strong language on orders. (Investing)
