Infineon: The AI Power Conversion Wave Is Coming

Core Insights - Infineon Technologies reported strong Q4 2025 results, leading to a nearly 7% stock price increase and a total gain of 10.9% since the last buy-rated report [1] Company Performance - The stock's performance of 10.9% gain since the last report is slightly below the prior estimated upside of 13% [1] Analyst Background - The analysis is provided by an aerospace, defense, and airline analyst with a background in aerospace engineering, focusing on investment opportunities in these sectors [1]