Infineon Technologies: AI Upside And Automotive Tailwinds Still Underpriced
Source: SeekingAlpha
2026-01-22 05:27:13 ET
As in our August 2025 work, we are again reviewing STMicroelectronics ( STM ) and Infineon Technologies AG ( IFNNY ) ( IFNNF ) in tandem, with separate follow-up notes for each name. Our August assessment played out as expected, with Infineon outperforming STM by more than 400 basis points in total return (Fig. 1 vs. Fig. 2). We have now upgraded STM to Buy, and we continue to see Infineon Technologies' risk/reward profile skewed to the upside. Our Infineon coverage dates back to 2022, but we Double Down in September 2024....
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Infineon Technologies: AI Upside And Automotive Tailwinds Still Underpriced
Stmicroelectronics
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