Core Viewpoint - Qorvo will host a conference call to discuss its fiscal 2026 first quarter financial results on July 29, 2025, at 4:30 p.m. (ET) [1] Group 1: Conference Call Details - The conference call will be available via live webcast on the Company's Investor Relations website [1] - A telephone playback of the conference call will be accessible approximately two hours after the call's completion until August 5, 2025 [2] - Qorvo will distribute its fiscal 2026 first quarter financial results at approximately 4:00 p.m. (ET) on the same day [2] Group 2: Company Overview - Qorvo is a leading global provider of connectivity and power solutions, specializing in innovative semiconductor solutions [3] - The company serves various high-growth segments, including automotive, consumer, defense & aerospace, industrial & enterprise, infrastructure, and mobile [3]

Investment Rating - The report assigns a "Buy" rating for Infineon Technologies AG with a 12-month price target of €41.00, down from a previous target of €43.00 [8][6]. Core Insights - Infineon is showing initial signs of an upcycle, with year-over-year revenue growth for the first time in two years in FQ325. The company has conservatively adjusted its FY'25 guidance, which may allow for potential upgrades as the cycle improves [2][3]. - Despite tariff and currency headwinds, Infineon's idiosyncratic drivers remain strong, particularly in AI-related demand and exposure to the Chinese EV market, which is expected to offset weaknesses in Western markets [4][3]. - The company is experiencing some pricing pressure, particularly in standard power components and the industrial market, but gross margins are holding steady at around 41% [5][3]. Financial Projections - Revenue projections for FY'25 are set at €14.640 billion, reflecting a slight decline from the previous year, with expected revenues of €16.421 billion in FY'26 and €18.516 billion in FY'27 [7][20]. - The report anticipates a decrease in EPS for FY'25 to €1.40, down from a previous estimate of €1.57, with further reductions for FY'26 and FY'27 [9][14]. - Gross margin is expected to remain around 40% for FY'25, with a gradual increase to 41.3% by FY'27 [5][20]. Market Position and Valuation - Infineon is currently trading at a P/E ratio of 17x for FY'26 estimates, compared to a historical average of 19x, indicating potential value in the stock [2][6]. - The company has a market capitalization of €40.3 billion and operates with a free float of 100% [8][6]. - The report highlights a strong order intake, which remains flat quarter-over-quarter despite external pressures, suggesting resilience in demand [3][4].