AU · rank #1 · 2026-07-27
IFX
XETRA · EUR · $95.44B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.810 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.10 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 10 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $86.71 | +34.6% |
| Momentum acceleration 3-month minus 12-month momentum. | -0.04% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.38 |
| Gross margin TTM | +41.2% |
| 52w high | $88.83 |
| Market cap (USD) | $95.44B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Infineon Technologies AG is a leading global semiconductor manufacturer specializing in power, sensor, and security solutions for automotive, industrial, and AI data-center applications [RECENT_DEVELOPMENTS, BUSINESS_STATUS].
Rationale
Unanimous agreement among 22 analysts on positive EPS revisions and a raised full-year guidance of over €16 billion support the quant model's 34.6% analyst upside target [RECENT_DEVELOPMENTS].
Material risks
- 1A cyclical downturn or inventory correction in automotive and industrial markets could deplete the €21 billion order backlog and accelerate margin compression [TOP_RISKS].
- 2Execution and integration risks regarding the acquisition of AMS Osram's sensor operations, which requires taking on additional debt [TOP_RISKS].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.