Infineon stock gains after Oddo BHF lifts rating

Published on 09/18/2026 at 14:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Oddo BHF lifted Infineon to Outperform on September 18, 2026, with a EUR 80 target and 43.6 percent upside. The stock traded at EUR 54.40 on Xetra.

Reinraumtechniker im Bunny-Suit an Lithografieanlage, Schwarzweiß — Schwarzweiße Reportagefotografie eines Reinraumtechnikers im Bunny-Suit an einer Lithografieanlage – dokumentarisch wie in den Fertigungsstätten von Infineon Technologies AG (ISIN DE0006231004) zu finden, die auf Halbleiter-Mikroelektronik spezialisiert sind, Illustration mit AI erstellt.

Infineon stock (ISIN DE0006231004) traded at EUR 54.40 on Xetra on September 17, 2026, after Oddo BHF lifted its rating on September 18, 2026.

Oddo BHF turns positive

According to Goldesel, Oddo BHF lifted Infineon from Neutral to Outperform on September 18, 2026 and kept the price target at EUR 80. The same report says the target implied 43.6 percent upside from EUR 55.72.

Bloomberg said Infineon shares rose as much as 3.2 percent after the upgrade, while Goldesel put the morning gain at 2.43 percent and the year-to-date move at 48.09 percent on September 18, 2026.

Price and valuation

Yahoo Finance showed Infineon at EUR 54.40 on Xetra at close on September 17, 2026, after a prior close of EUR 55.00 and a day range of EUR 53.41 to EUR 55.41. It also listed market capitalization at EUR 70.693 billion and a 52-week range of EUR 31.27 to EUR 88.83.

For investors, the gap between EUR 54.40 and the 1-year target of EUR 86.59 on Yahoo Finance underlines how much optimism is already embedded in the stock.

Latest operating figures

Yahoo Finance showed Q3 FY26 revenue of USD 4.17 billion, earnings of USD 423 million and a profit margin of 10.14 percent. It also showed Q3 FY26 EPS of USD 0.44 versus an estimate of USD 0.443.

That combination gives the market a fresh operating reference: revenue, earnings and margin all come from Q3 FY26, and the EPS print was effectively in line with the estimate. Infineon also had revenue of USD 15.59 billion trailing twelve months and net income of USD 1.2 billion on the same page.

Next date in view

Yahoo Finance lists Infineon's next earnings date as November 10, 2026, which gives the current upgrade and the current valuation context a clear time frame.