Jefferies keeps Buy rating for Infineon stock at EUR 96.00
Published on 10/06/2026 at 11:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Infineon stock (ISIN DE0006231004) was trading at EUR 63.53 at Lang & Schwarz on October 6, 2026 at 11:37 a.m. CEST, down 0.50 percent versus the prior close of EUR 63.85. According to Yahoo Finance, Jefferies maintained its Buy rating and EUR 96.00 price target on September 29, 2026. The target lies 51.11 percent above the Lang & Schwarz price.
AI demand lifts quarterly revenue
Infineon generated EUR 4.17 billion revenue in fiscal third quarter 2026, while its segment result margin reached 19.10 percent, according to SEMICON.TODAY in a September 24, 2026 report. The figures give the stock a fundamental counterweight to the valuation debate around the EUR 96.00 target.
Infineon's investor-relations page lists fiscal third-quarter results dated August 5, 2026 and identifies silicon carbide technology for 800-VDC AI data centers as a new business theme. On October 1, 2026, the company also announced work with Eaton on solid-state transformers for those data centers, according to Infineon.
Analyst target leaves valuation gap
Jefferies' EUR 96.00 target sits EUR 32.47 above the Lang & Schwarz quote, a gap that translates into 51.11 percent using the same euro price base. The recommendation is not an earnings forecast: the Yahoo Finance report says analyst Janardan Menon expected a cycle peak in the fourth quarter and warned that valuation multiples could come under pressure.
The next earnings release is listed for November 9, 2026 by MarketScreener. That date gives investors a defined test for whether AI data-center demand can offset pressure in more cyclical semiconductor markets.
Stock remains below its yearly high
Infineon's market capitalization was EUR 82.3 billion as of October 6, 2026. Its 52-week range was EUR 31.27 to EUR 88.83, placing the Lang & Schwarz price EUR 25.30 below the high and EUR 32.26 above the low.
The further course of trading is shown by the continuously updated real-time quote of Infineon stock.
Infineon stock key data
- Company: Infineon Technologies AG
- ISIN: DE0006231004
- WKN: 623100
- Ticker: IFX
- Primary exchange: Xetra
- Price Lang & Schwarz (as of October 6, 2026, 11:37 a.m. CEST): EUR 63.53
- Change versus prior close: minus 0.50 percent
- Prior close Lang & Schwarz (October 5, 2026): EUR 63.85
- Market capitalization: EUR 82.3 billion (as of October 6, 2026)
- 52-week range: EUR 31.27-EUR 88.83 (as of October 6, 2026)
- Sector / Industry: Technology / Semiconductors
