AlphaValue/Baader Europe Revises Infineon Forecasts After FY25 Earnings Report

07:28 AM EST, 12/04/2025 (MT Newswires) -- AlphaValue/Baader Europe revised its earnings forecasts for Infineon Technologies (IFX.F) amid a model update to incorporate the German semiconductor manufacturer's fiscal 2025 results. The research firm on Wednesday slashed its projected EPS for fiscal years 2026 and 2027 by 29.3% and 25.7%, respectively, to 1.41 euros and 1.94 euros, as it updated its financial estimates for the fiscal 2026 to 2028 period. "As a result, most of the growth that we expected to come in FY 26, is now pushed out to FY 27 and beyond. Hence, our EPS has come down for FY 26 and FY 27, as Infineon has good amount of operational leverage and margins are impacted positively/negatively when revenue goes up/down," analysts said. "In light of our revised estimates, our EPS have been impacted as we expect FY 26 to be only growing slightly, as the Financial calendar finishes in September." Infineon's stock is rated at add, with a price target of 40.9 euros.