Himax Technologies Inc. (HIMX)
Summary
Himax Technologies: Upgrading To Buy On Automotive Rebound
Himax Technologies (HIMX) is upgraded to Buy, driven by a rebound and strong momentum in its core automotive IC segment. HIMX delivered improved Q2 2026 results: revenue up 14.2% sequentially and 5.9% Y/Y, with gross margin at 33.1%, exceeding guidance. Management guides for Q3 2026 revenue growth of 7–11% QoQ, gross margin expansion, and double-digit full-year auto IC sales growth.
Himax: The Quiet Automotive Chip Leader Wall Street Keeps Underestimating
Himax Technologies is rated Buy as its automotive-led mix shift is driving sustainably higher margins and earnings power. HIMX exceeded Q2 2026 revenue, margin, and earnings guidance, with automotive silicon now over half of group sales and gross margin rebounding to 33.1%. Valuation remains attractive, with forward earnings in the mid-teens and optionality in smart glasses, co-packaged optics, and OLED notebook projects.
Himax Technologies Q2 Earnings Call Highlights
Himax Technologies NASDAQ: HIMX reported second-quarter 2026 results that exceeded its prior guidance, as stronger-than-expected automotive integrated-circuit sales lifted revenue, gross margin and profit.
Himax Technologies Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 220 | $3,205.4 | $2,758.8 | -$446.6 | -13.93% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 13,366 | $194,742.62 | $195,277.26 | $534.64 | 0.27% |
| NA Nizar Araji National Bank Of Canada /FI/ | 700 | $5,236 | $10,241 | $5,005 | 95.59% |
| MRF Malcolm R. Fobes III BERKSHIRE CAPITAL HOLDINGS Inc. | 10 | $145.7 | $152.3 | $6.6 | 4.53% |
| RR rosemary richard WCG Wealth Advisors LLC | 17,864 | $260,278.48 | $272,068.72 | $11,790.24 | 4.53% |
Himax Technologies Inc. (HIMX) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Himax Technologies Inc. ever had a stock split?
Himax Technologies Inc. Profile
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Jordan Wu CEO | NASDAQ (NGS) Exchange | 43289P106 CUSIP |
| TW Country | 2,200 Employees | 10 Jul 2026 Last Dividend | - Last Split | 31 Mar 2006 IPO Date |
Overview
Himax Technologies, Inc. stands as a prominent fabless semiconductor company, pioneering in the provision of display imaging processing technologies across a significant global footprint that includes regions like China, Taiwan, the Philippines, Korea, Japan, Europe, and the United States. With its inception in 2001 and headquarters in Tainan City, Taiwan, the company operates through two main segments: Driver IC and Non-Driver Products, catering to a wide range of applications such as televisions, PC monitors, laptops, mobile phones, tablets, automotive displays, ePaper devices, industrial displays, and other products. Himax Technologies is dedicated to innovation in the field of visual technology, striving to enhance the interaction between humans and electronic devices through superior display solutions.
Products and Services
- Display Driver Integrated Circuits (ICs) and Timing Controllers: These are crucial components used across a variety of devices including televisions, PC monitors, laptops, mobile phones, tablets, and automotive as well as in ePaper devices and industrial displays. They are key in managing the display's visuals and synchronization.
- Automotive IC Solutions: This offering includes traditional driver ICs, advanced in-cell touch and display driver integration, large touch and display driver integration, and local dimming timing controllers - all designed to enhance the visual experience in automotive applications.
- AMOLED Solutions: The company provides a comprehensive range of active matrix organic light-emitting diode (AMOLED) solutions including AMOLED drivers, timing controllers, and touch controller ICs, catering to the growing demand for high-quality display technologies.
- Application Specific IC Services: Himax Technologies offers services tailored to specific applications, ensuring clients receive the most efficient and effective semiconductor solutions for their particular needs.
- Liquid Crystal on Silicon (LCoS) and Micro-Electro Mechanical System (MEMS) Products: These products find applications in projection and other display technologies, offering versatility and innovation in display solutions.
- Power ICs: Power management is critical in electronic devices, and Himax Technologies provides Power IC solutions that ensure efficient energy consumption and management for a variety of applications.
- Complementary Metal Oxide Semiconductor (CMOS) Image Sensor Products: These sensors are key in capturing images in a wide range of electronic devices, signaling the company's foray into the imaging technology sector.
- Wafer Level Optics Products: This technology is crucial for developing miniaturized optical systems that are essential in today's compact electronic devices.
- 3D Sensing Products: These products play a pivotal role in the development of devices capable of perceiving depth, enhancing interactive technologies and applications in security and mobile devices.
- Ultralow Power WiseEye Smart Image Sensing Products: Representing the cutting edge in power-efficient technology, these products are designed for smart applications where power consumption is critical, such as in IoT (Internet of Things) devices.
