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Infineon share: Buy recommendation remains – stability in the automotive sector!
Jefferies raises buy recommendation for Infineon shares: stable demand from industry and positive market development expected.
Infineon share: Buy recommendation remains – stability in the automotive sector!
The Infineon share recently received positive momentum after the investment bank Jefferies confirmed its buy recommendation. Analyst Janardan Menon on Friday praised the robust demand from the industrial and automotive sectors, which recovered in the second quarter. The price target remains unchanged at 42 euros, which represents a promising perspective for investors. On Friday, the share rose by 0.34 percent to 33.94 euros, reflecting confidence in positive developments in the second half of the year. This is particularly relevant as the demand for Aurix microcontrollers in software development is increasingly gaining market share, further strengthening Infineon's market position.
Another factor boosting the technology market is the temporary US tariff exemptions on certain electronic products announced on Monday. Loud finanzen.at This has led to a rise in the technology sector, particularly semiconductor stocks such as Infineon. However, US Secretary of Commerce Howard Lutnick emphasized that these reliefs are only temporary and new tariffs on these product groups are already being prepared.
Rising price development for chip values
The market reaction to the tariff exemptions was remarkable. In Germany, the share prices of prominent companies in the chip sector rose significantly:
| Pursue | Price increase | Current exchange rate in euros |
|---|---|---|
| Infineon | +3.36% | 26.62 |
| AIXTRON | +3.66% | 10,12 |
| SUSS MicroTec | +4.92% | 30.68 |
| Siltronic | +3.12% | 33.70 |
| Elmos Semiconductor | +2.85% | 54.20 |
In order to also take a comprehensive look at Europe, the semiconductor giant ASML was able to record an increase of 2.2 percent to 590 euros via EURONEXT. At the same time, Apple shares in NASDAQ trading rose by 2.37 percent to $202.84. However, these developments are not without risks, as smartphone production in China is suffering greatly from US tariffs.
Overall, there is an optimistic picture for Infineon and other chip stocks. The combination of stable demand, temporary customs relief and positive market developments could provide a favorable basis for future growth. However, the situation remains tense, especially given the threat of new tariffs.