Infineon: price target raised at Stifel

(CercleFinance.com) - Stifel reaffirms its 'buy' recommendation on Infineon, with a price target raised from 35 to 38 euros, in the wake of EPS estimates raised by 1% and 5% for fiscal 2025 and 2026, following the German chipmaker's quarterly results.


We still expect cyclical demand in the automotive and industrial end-markets to pick up in the course of 2025, and Infineon itself sees sequential growth from a trough in the first quarter", explains the broker.

At around 16 times expected EPS for 2025, Stifel considers Infineon's valuation attractive, given its long-term structural growth profile, and believes the stock should rally in 2025 once the macroeconomic picture improves.

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