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.

Seeking Alpha • Aug 28, 2026

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.

Seeking Alpha • Aug 20, 2026

Himax WiseEye Palm Vein Biometric Authentication Technology Powers WAFERLOCK L322 Smart Lock

Advancing Next-Generation Smart Access Solutions with Contactless Authentication, Enhanced Security, and Privacy Protection Advancing Next-Generation Smart Access Solutions with Contactless Authentication, Enhanced Security, and Privacy Protection

GlobeNewsWire • Aug 18, 2026

Himax Technologies, Inc. (HIMX) Q2 2026 Earnings Call Transcript

Himax Technologies, Inc. (HIMX) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 8, 2026

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.

MarketBeat • Aug 6, 2026

Himax Technologies, Inc. Reports Second Quarter 2026 Financial Results; Provides Third Quarter 2026 Guidance

Q2 2026 Revenue, GM and EPS All Exceeded the Guidance Issued on May 7, 2026 Company Q3 2026 Guidance: Revenues to Increase 7% to 11% QoQ, Gross Margin is Expected to be around 34%. Profit per Diluted ADS to be 8.0 Cents to 10.0 Cents

GlobeNewsWire • Aug 6, 2026

Himax Technologies: The Pullback Makes CPO Worth The Risk

Himax Technologies is rated a cautious Buy after a 45% pullback, improving risk/reward despite weak current earnings. HIMX's recovery thesis hinges on automotive demand, non-driver products, and especially co-packaged optics (CPO) ramping to meaningful revenue in 2027. CPO offers credible upside, but volume production, customer validation, and firm order visibility remain key uncertainties for the 2027–2028 earnings inflection.

Seeking Alpha • Jul 24, 2026

Himax Technologies, Inc. Schedules Second Quarter 2026 Financial Results Conference Call on Thursday, August 6, 2026 at 8:00 AM EDT

TAINAN, Taiwan, July 06, 2026 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or the “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced that it will hold a conference call with investors and analysts on Thursday, August 6, 2026 at 8:00 a.m. US Eastern Daylight Time and 8:00 p.m. Taiwan Time to discuss the Company's second quarter 2026 financial results.

GlobeNewsWire • Jul 6, 2026

Himax Technologies, Inc. Announces Proposed Disposal of Investment in Equity-Method Investee

TAINAN, Taiwan, July 01, 2026 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or the “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced that one of its equity-method investees, a technology startup company, had entered into a definitive agreement under which all of its equity interests will be acquired by an independent third-party semiconductor technology company for a total purchase price of US$80 million in cash, subject to adjustments based on net working capital and net cash at closing.

GlobeNewsWire • Jul 1, 2026

Himax Strengthens 3D Sensing Portfolio with Launch of New iToF Depth Decoder ICs for Robotics and Intelligent Vision Applications

TAINAN, Taiwan, June 30, 2026 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced the launch of its new HE Series indirect Time-of-Flight (iToF) Depth Decoder ICs, further expanding Himax's portfolio in 3D sensing and machine vision applications. Leveraging a high-performance hardware-based depth processing architecture, advanced image enhancement technologies, and a comprehensive hardware and software development platform, the new iToF decoder IC delivers high-frame-rate and high-precision 3D sensing capabilities, providing a complete, easy-to-integrate 3D sensing solution for robotics, industrial automation, and a broad range of AI vision applications.

GlobeNewsWire • Jun 30, 2026