INFINEON WKN: 623100 ISIN: DE0006231004 Kürzel: IFX Forum: Aktien Thema: Hauptdiskussion

ON Semi beschwerte sich über den Umsatz in China, während der Infineon-Chef tatsächlich sagte, dass das Geschäft dort so gut laufe. Darüber hinaus versuchte ON Semi, KI-Washing durchzuführen, indem es viel über Rechenzentren sprach. Auf die Frage eines Analysten nach der konkreten Wachstumsrate gab es keine Antwort. Typische amerikanische Verlogenheit.

ja, 36€ bitte :D

Oh, genau das, was ich vorhergesagt habe: Infineon-Aktie: JP Morgan Chase & Co. gibt Neutral-Bewertung bekannt 03.05.24 08:37 Uhr I Die US-Bank JPMorgan hat Infineon auf "Neutral" mit einem Kursziel von 38,50 Euro belassen. Nachdem die Konkurrenten STMicro und On Semiconductor ihre Ausblicke gesenkt hätten, rechne der Markt beim deutschen Chipkonzern nun auch mit einer Reduzierung der Ziele für einige Bereiche, schrieb Analyst Sandeep Deshpande in einem am Freitag vorliegenden Ausblick auf das zweite Geschäftsquartal. Die Aktie dürfte in der jüngsten Handelsspanne gefangen bleiben, solange Infineon keine Geschäftserholung in Aussicht stelle.

Sorry, no way....Das ist ein Sprichwort. AFD ade....Ich lebe in der schönen Schweiz und da ist alles normal. 😂

Ist das ein AfD-Männchen?

Bei 30 steige ich wieder ein

Schön wäre es

Ich vermute, dass Infineon die Konkurrenz übertroffen hat. Daher sind ihre Umsätze problematisch.. Bin wieder zurück.

Der verlauf dieser Aktie ist... Toll

Am Dienstag kommt die Umsatzprognose. Das sieht nicht gut aus.

Gibt es bereits eine Überproduktion bei SiC?

Bei 30 kann man kaufen und 33 verkaufen

Katastrophe diese Aktie

'ON Semiconductor Set for Growth: Analysts Cite SiC and Auto Market Stability As Catalysts by Anusuya Lahiri, Benzinga Editor April 30, 2024 3:31 PM | 3 min read | 1 Comment Benchmark lowers ON Semiconductor's target to $80, notes better-than-feared results with Auto market stability. ON Semiconductor's SiC drives momentum; analyst sees industry outperformance despite market challenges. Benchmark analyst David Williams maintained ON Semiconductor Inc with a Buy and lowered the price target from $88 to $80. SiC remains the key momentum driver in the near term, with convincingly strong evidence of the firm’s ability to outperform the industry growth by 2x, per the analyst. Although unit volume remains the wildcard, share gains across existing platforms scheduled for production this year support substantial SiC growth opportunities. While Williams recognized the SiC performance advantages extend to the lower-end platforms, the number of sockets is considerably reduced and will require meaningfully higher unit sales to offset the lower available content. The near-term growth opportunity remains positive, but the analyst is increasingly cautious about the sustainability of the mid to longer-term growth trajectory on the global SiC capacity expansion coming online and an anticipated mix shift toward lower content auto platforms over time. Williams projected second-quarter revenue and EPS of $1.73 billion (prior $1.81 billion) and $0.92 (prior $1.00). Goldman Sachs analyst Toshiya Hari reiterated a Buy rating on ON Semiconductor with a price target of $89 (up from $81 prior). ON reported a modest upside to Street’s first-quarter 2024 EPS expectations ($1.08 vs. $1.04) and provided a better-than-feared fiscal second-quarter adjusted gross margin outlook of 45.2% (mid-point). While the near-term outlook for the SiC business remains uncertain, Hari remained constructive on the company’s long-term growth potential given its above-average exposure to applications in secular growth, including Electrification, ADAS, Energy Infrastructure, and Factory Automation. Hari projected second-quarter revenue and EPS of $1.71 billion and $0.93. BofA Securities analyst Vivek Arya affirmed a Buy rating on ON Semiconductor with a price target of $80. Arya noted that the first-quarter results were modestly better, with a better-than-expected second-quarter miss on auto inventory correction. The second-half visibility sounded murky, but the analyst expects industrial stabilization and EV recovery to benefit ON, with incremental upside from data center power upgrades. Arya expects the second quarter to be a cycle bottom, with $3.68 EPS in annualized trough proforma-EPS (4x Q2 $0.92 EPS). He forecasts ON’s Silicon Carbide (SiC) sales to grow about 20% YoY to $980 million, though somewhat back-half weighted. ON maintained a mid-40’s gross margin % floor, which Arya estimated sustains through the calendar year 2024, which is impressive despite low utilization (65% in Q1 and likely stable through calendar 2024). He noted that SiC growth is on track, as well as diversification within key Chinese OEMs (now in the top 10 of EV OEMs vs 4-5 prior). The calendar year 2025 gross margin % expansion levers are in place as East Fishkill (EFK) headwinds roll-off (GlobalFoundries Inc foundry relationship ending in 2025), along with $160 million benefit from prior fab divestitures, Arya said. The long-term gross margin upside is set at 53% from 43% levels today, perhaps the highest among peers, the analyst added. Arya projected second-quarter revenue and EPS of $1.73 billion (prior $1.76 billion) and $0.92.

Hat bei IFX doch noch nie gestimmt :-P

Sell in May and go away. 🙋‍♂️