Infineon stock eyes 20% FY27 growth after record quarter

Infineon Technologies reported a record fourth quarter on November 10, with management forecasting more than 20 percent revenue growth in fiscal 2027. The company said demand for data-center power, infrastructure and software-defined vehicles should support the next phase of expansion.

According to Infineon's news release, revenue in the fourth quarter of fiscal 2026 reached EUR 4.706 billion, while Segment Result rose to EUR 1.119 billion. The Segment Result margin was 23.8 percent. The quarter ended on September 30, 2026.

Record Quarter Supports New Outlook

For the full fiscal year, revenue increased 12 percent to EUR 16.353 billion. Segment Result reached EUR 3.223 billion, producing a 19.7 percent margin. Adjusted earnings per share were EUR 1.73, while adjusted free cash flow came to EUR 1.925 billion.

Infineon expects fiscal 2027 revenue of approximately EUR 20 billion at an assumed EUR/USD exchange rate of 1.15. The company projects a Segment Result margin in the mid-twenties percentage range and adjusted free cash flow of approximately EUR 2.2 billion. Planned investments are between EUR 3.0 billion and EUR 3.5 billion.

Data-center power is central to the outlook. Infineon expects revenue from that application to approach EUR 4 billion in the current fiscal year. Management also plans to propose a dividend increase of EUR 0.03 to EUR 0.38 per share at the Annual General Meeting in February 2027.

Next Investor Appointment

Infineon expects first-quarter fiscal 2027 revenue of approximately EUR 4.6 billion and a Segment Result margin of approximately 23 percent. Chief Executive Officer Jochen Hanebeck said the company entered the new fiscal year with continued momentum, citing structural demand in data centers, energy infrastructure, electromobility and software-defined vehicles.

The company's next scheduled investor event is the Morgan Stanley TMT Conference in Barcelona on November 19 and 20. The event is listed in Infineon's investor calendar.

Infineon stock traded at 51.85 euros on Lang & Schwarz at 12:01 CET on Friday, November 13, 2026, 0.50 percent below the Xetra close of Thursday, November 12. The comparison uses the Xetra close of 52.11 euros and places the current quote below the prior session's benchmark.

German equities remain the relevant market backdrop for Infineon stock; see current market reports.

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