Himax Technologies (NASDAQ:HIMX) Releases Q2 2026 Earnings Guidance

Himax Technologies (NASDAQ:HIMX) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.086-0.103 for the period, compared to the consensus estimate of 0.060. The company issued revenue guidance of $236.3 million-$242.7 million, compared to the consensus revenue estimate of $207.5 million.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Himax Technologies in a research note on Thursday, January 22nd. Wall Street Zen upgraded shares of Himax Technologies from a “sell” rating to a “hold” rating in a research note on Saturday, March 7th. Finally, Morgan Stanley reiterated an “equal weight” rating and issued a $8.00 target price on shares of Himax Technologies in a research note on Wednesday, February 4th. Three investment analysts have rated the stock with a Hold rating, According to data from MarketBeat, Himax Technologies has a consensus rating of “Hold” and a consensus price target of $8.00.

Himax Technologies Stock Performance

Shares of NASDAQ:HIMX traded up $1.76 during midday trading on Friday, reaching $17.79. The company had a trading volume of 13,363,126 shares, compared to its average volume of 4,013,734. The company’s 50 day moving average price is $9.45 and its 200 day moving average price is $8.66. The company has a current ratio of 1.58, a quick ratio of 1.39 and a debt-to-equity ratio of 0.02. The stock has a market cap of $3.10 billion, a P/E ratio of 90.77 and a beta of 2.03. Himax Technologies has a 52-week low of $6.85 and a 52-week high of $19.30.

Himax Technologies (NASDAQ:HIMX) last issued its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $0.05 earnings per share for the quarter, topping analysts’ consensus estimates of $0.03 by $0.02. The company had revenue of $199.01 million for the quarter, compared to the consensus estimate of $195.01 million. Himax Technologies had a net margin of 3.91% and a return on equity of 3.61%. The firm’s quarterly revenue was down 7.5% on a year-over-year basis. During the same period in the previous year, the firm earned $0.11 EPS. Himax Technologies has set its Q2 2026 guidance at 0.086-0.103 EPS.

Key Himax Technologies News

Here are the key news stories impacting Himax Technologies this week:

• Positive Sentiment: Himax reported Q1 2026 EPS of $0.05, topping expectations, while revenue of $199.0 million also came in above consensus and near the high end of its own guidance range. Himax Technologies, Inc. Reports First Quarter 2026 Financial Results; Provides Second Quarter 2026 Guidance
• Positive Sentiment: The company’s Q2 outlook was stronger than analysts expected, with revenue guidance pointing to 10% to 13% sequential growth and gross margin expected around 32%, suggesting improving momentum in the business. Himax Technologies, Inc. Reports First Quarter 2026 Financial Results; Provides Second Quarter 2026 Guidance
• Positive Sentiment: Management highlighted growth opportunities in automotive chips, non-driver ICs, WiseEye AI, smart glasses, and photonics-related wearables, which is helping fuel the stock’s rally. 5 Stocks Boasting High Double-Digit Gains

Institutional Investors Weigh In On Himax Technologies

Several institutional investors have recently added to or reduced their stakes in HIMX. Lazard Asset Management LLC lifted its holdings in Himax Technologies by 9.4% during the fourth quarter. Lazard Asset Management LLC now owns 5,718,698 shares of the semiconductor company’s stock valued at $46,836,000 after purchasing an additional 489,903 shares during the last quarter. Jump Financial LLC purchased a new stake in Himax Technologies during the second quarter valued at about $3,194,000. First Trust Advisors LP purchased a new stake in Himax Technologies during the third quarter valued at about $2,154,000. Sei Investments Co. lifted its holdings in Himax Technologies by 287.6% during the second quarter. Sei Investments Co. now owns 277,632 shares of the semiconductor company’s stock valued at $2,479,000 after purchasing an additional 206,001 shares during the last quarter. Finally, Millennium Management LLC lifted its holdings in Himax Technologies by 634.9% during the fourth quarter. Millennium Management LLC now owns 190,701 shares of the semiconductor company’s stock valued at $1,562,000 after purchasing an additional 164,753 shares during the last quarter. 69.81% of the stock is owned by hedge funds and other institutional investors.

Himax Technologies Company Profile

Himax Technologies, Inc (NASDAQ: HIMX) is a fabless semiconductor company specializing in display imaging technologies. The company designs and develops a comprehensive portfolio of display driver integrated circuits (DDICs), timing controllers, and other high-speed interface chips that enable high-resolution panels for a wide array of electronic devices. Himax’s solutions are tailored to support both LCD and OLED displays, ensuring compatibility with television sets, desktop monitors, laptops, tablets, smartphones and wearable devices.

In addition to core display driver products, Himax offers wafer-level optics and liquid crystal on silicon (LCOS) microdisplay solutions for applications in augmented reality (AR) and virtual reality (VR) headsets.