08:36 AM EDT, 07/20/2026 (MT Newswires) -- Mwb Research upgraded its rating on Infineon Technologies (IFX.F) to hold from sell amid its view that the previous valuation asymmetry is now largely removed following a price correction in the German semiconductor company's shares. "Infineon shares have pulled back materially from their recent peak at ~88.00 EUR, bringing the stock closer to our unchanged EUR 60.00 fair value. Following the AI-driven rerating across the sector, expectations had become elevated and left little room for upside surprise, making the risk-reward increasingly asymmetric. This left the shares vulnerable to even a modest reassessment of AI capex growth, returns and the pace of earnings delivery, ultimately triggering profit-taking and a rotation away from AI power beneficiaries," the research firm said Monday. "Infineon's strong positioning in AI power and the improving cyclical backdrop in core markets is now more appropriately balanced against the fundamentals and expectations." The price target was maintained at 60 euros.

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