Himax Technologies (NASDAQ:HIMX) Releases Quarterly Earnings Results, Beats Expectations By $0.02 EPS

Himax Technologies (NASDAQ:HIMX) announced its earnings results on Thursday. The semiconductor company reported $0.05 EPS for the quarter, beating the consensus estimate of $0.03 by $0.02, Briefing.com reports. The business had revenue of $199.01 million for the quarter, compared to the consensus estimate of $195.01 million. Himax Technologies had a return on equity of 3.57% and a net margin of 3.91%.The company’s revenue was down 7.5% on a year-over-year basis. During the same period last year, the business posted $0.11 EPS. Himax Technologies updated its Q2 2026 guidance to 0.086-0.103 EPS.

Here are the key takeaways from Himax Technologies’ conference call:

• Q1 results beat guidance with $199.0M revenue, a 30.4% gross margin and $0.046 per ADS diluted profit, all at or above the high end of prior guidance.
• Management guided Q2 revenue to rise 10%–13% sequentially with gross margin around ~32% and EPS of $0.086–$0.103 per ADS, signalling a planned recovery from the Q1 trough.
• Himax highlights a deep automotive pipeline — “hundreds” of design wins across DDIC, TDDI and T?Con — and expects automotive content and sequential vehicle-related sales to ramp through H2 2026, aiming to outperform the broader auto market.
• CPO progress with partner FOCI: Gen1/Gen2 products are in validation with small shipments expected H2 2026 and a target volume ramp in 2027; Himax holds a 5.36% stake in FOCI
• Management flagged cost pressure from memory-driven foundry/pack/test tightness and rising gold prices, and is negotiating customer price increases — a headwind that could strain margins if cost inflation persists.

Himax Technologies Stock Up 16.1%

Shares of Himax Technologies stock opened at $20.65 on Tuesday. The company has a current ratio of 1.62, a quick ratio of 1.42 and a debt-to-equity ratio of 0.02. The business’s 50 day simple moving average is $9.92 and its 200-day simple moving average is $8.80. The stock has a market capitalization of $3.60 billion, a price-to-earnings ratio of 105.36 and a beta of 2.03. Himax Technologies has a twelve month low of $6.85 and a twelve month high of $21.80.

Institutional Investors Weigh In On Himax Technologies

Hedge funds have recently added to or reduced their stakes in the stock. Lazard Asset Management LLC grew its position in shares of 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 worth $46,836,000 after acquiring an additional 489,903 shares during the last quarter. State Street Corp grew its position in Himax Technologies by 9.6% in the 4th quarter. State Street Corp now owns 1,600,126 shares of the semiconductor company’s stock worth $13,105,000 after purchasing an additional 139,703 shares during the last quarter. Wells Fargo & Company MN grew its position in Himax Technologies by 16.6% in the 4th quarter. Wells Fargo & Company MN now owns 441,980 shares of the semiconductor company’s stock worth $3,620,000 after purchasing an additional 62,949 shares during the last quarter. Jump Financial LLC acquired a new stake in shares of Himax Technologies in the second quarter valued at approximately $3,194,000. Finally, Sei Investments Co. raised its holdings in shares of 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 buying an additional 206,001 shares during the last quarter. 69.81% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms recently commented on HIMX. Weiss Ratings reiterated a “hold (c)” rating on shares of Himax Technologies in a research note on Thursday, January 22nd. Wall Street Zen raised Himax Technologies from a “sell” rating to a “hold” rating in a report 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 report on Wednesday, February 4th. Three research analysts have rated the stock with a Hold rating, According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $8.00.

About Himax Technologies

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.

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