Himax Technologies Inc. (HIMX)
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: Still Depends On Core Products, But CPO Looks Very Promising
Himax Technologies, Inc. reported weak Q1 results but issued strong Q2 guidance, sparking a 56% share price rally. HIMX expects Q2 revenues to rise 10–13% and gross margins to expand by 160bps, signaling a likely operational turnaround. Automotive Tcon and local-dimming Tcon ramp-up, plus resumed auto demand, are key drivers for sequential improvement.
Himax Technologies, Inc. (HIMX) Q1 2026 Earnings Call Transcript
Himax Technologies, Inc. (HIMX) Q1 2026 Earnings Call Transcript
Himax Technologies: The Best Is Yet To Come
Himax (HIMX) shares surged on rumors of supplying NVIDIA and Apple, tied to next-gen AI data center technology. TSMC's Coupe technology, spotlighted for reducing GPU network power consumption, is central to the investment thesis. HIMX's WiseEye may be integrated into a leading brand's smart glasses, with mass production expected in 2026.
Himax Technologies, Inc. (HIMX) Q4 2025 Earnings Call Transcript
Himax Technologies, Inc. (HIMX) Q4 2025 Earnings Call Transcript
Himax Technologies, Inc. (HIMX) Q3 2025 Earnings Call Transcript
Himax Technologies, Inc. ( HIMX ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Karen Tiao - Head of IR/PR & Spokesperson Jordan Wu - Co-Founder, President, CEO & Director Conference Call Participants Donnie Teng - Nomura Securities Co. Ltd., Research Division Presentation Operator Hello, ladies and gentlemen.
Himax Technologies, Inc. (HIMX) Q2 2025 Earnings Call Transcript
Himax Technologies, Inc. (NASDAQ:HIMX ) Q2 2025 Earnings Call August 7, 2025 8:00 AM ET Company Participants Jordan Wu - Co-Founder, President, CEO & Director Karen Tiao - Head of IR/PR & Spokesperson Operator Hello, ladies and gentlemen, welcome to Himax Technologies, Incorporation Second Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded.
Himax: Valuation Shows It's Time To Buy
I rate HIMX a Buy due to its strong monetization of automotive cockpit digitization, ultralow power edge AI, and next-gen optical interconnects, coupled with attractive valuation. HIMX's automotive display ICs now contribute over 50% of revenues, growing 20% y/y, highlighting its dominant market share and robust design pipeline. The new alliance with Tata Electronics and PSMC enhances HIMX's display and AI sensing capabilities within India's expanding semiconductor ecosystem.
Himax Technologies, Inc. (HIMX) Q1 2025 Earnings Call Transcript
Himax Technologies, Inc. (NASDAQ:HIMX ) Q1 2025 - Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Jordan Wu - President and CEO Karen Tiao - Head IR/PR Conference Call Participants Operator Hello, ladies and gentlemen. Welcome to the Himax Technologies, Inc. First Quarter 2025 Earnings Conference Call.
Himax Technologies: A Stock On Sale Despite Many Catalysts
Himax Technologies, trading at $6.32, presents a strong buy opportunity with a P/E of 13, P/B of 1.2, and nearly 5% dividend yield. Positive collaborations with NVIDIA, TSMC, and FOCI, and potential revenue growth from COUPE technology, significantly enhance Himax's long-term market position. Despite recent stock decline, Himax's financial health and improved economic outlook suggest a fair value of $15-$18, with potential upside to $23-$35.
