Himax Technologies (NASDAQ:HIMX) Issues Q3 2026 Earnings Guidance

Himax Technologies (NASDAQ:HIMX) issued an update on its third quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.080-0.100 for the period, compared to the consensus earnings per share estimate of 0.090. The company issued revenue guidance of $243.3 million-$252.4 million, compared to the consensus revenue estimate of $238.7 million.

Himax Technologies Price Performance

Shares of Himax Technologies stock traded up $0.85 during trading on Friday, reaching $14.61. The company’s stock had a trading volume of 2,074,068 shares, compared to its average volume of 1,533,434. Himax Technologies has a 12-month low of $6.85 and a 12-month high of $25.09. The company has a quick ratio of 1.42, a current ratio of 1.62 and a debt-to-equity ratio of 0.02. The business has a 50 day moving average price of $15.62 and a 200-day moving average price of $12.51. The company has a market capitalization of $2.55 billion, a P/E ratio of 70.92 and a beta of 2.30.

Himax Technologies (NASDAQ:HIMX) last posted its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $0.11 earnings per share for the quarter, topping analysts’ consensus estimates of $0.10 by $0.01. The business had revenue of $227.37 million for the quarter, compared to analysts’ expectations of $222.99 million. Himax Technologies had a net margin of 4.26% and a return on equity of 3.91%. The business’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same period in the prior year, the company posted $0.10 EPS. Himax Technologies has set its Q3 2026 guidance at 0.080-0.100 EPS. As a group, sell-side analysts anticipate that Himax Technologies will post 0.4 EPS for the current year.

Analysts Set New Price Targets

Separately, Wall Street Zen raised Himax Technologies from a “hold” rating to a “buy” rating in a report on Saturday. Three investment analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, Himax Technologies presently has an average rating of “Hold” and an average target price of $8.00.

Key Himax Technologies News

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

• Positive Sentiment: Q2 results exceeded guidance: Revenue rose 14.2% sequentially to $227.4 million, above the company’s forecast, while gross margin reached 33.1% versus guidance of approximately 32%. Profit was $19.9 million, or $0.114 per diluted ADS, ahead of the guided range. Revenue also increased 5.9% year over year. Himax Q2 2026 Financial Results
• Positive Sentiment: Q3 outlook topped revenue expectations: Himax projects third-quarter revenue growth of 7% to 11% sequentially, implying roughly $243.3 million to $252.4 million versus analyst expectations near $238.7 million. Gross margin is expected to improve to approximately 34%, with EPS guidance of $0.08 to $0.10 broadly centered around consensus. Himax Q2 Results and Q3 Guidance
• Positive Sentiment: Automotive demand remains the key growth driver: Automotive IC sales increased sharply in Q2 and represented more than half of revenue. Management expects double-digit automotive IC growth for full-year 2026, supported by larger and more sophisticated vehicle displays, new design wins and expanding LTDI, OLED and Tcon adoption. Smart glasses powered by WiseEye and Co-Packaged Optics products also offer longer-term growth potential, with more meaningful CPO revenue expected from 2027. Himax Growth Outlook
• Neutral Sentiment: Broader U.S.-traded Asian equities were higher on Friday, providing a supportive market backdrop for HIMX and other Asian ADRs. Asian ADRs Friday Trading
• Negative Sentiment: Risks remain in supply and weaker display-driver categories: Capacity constraints are raising manufacturing costs and extending lead times. Large-display-driver revenue fell 21% sequentially, while tablet shipments may be limited by capacity. Himax also expects cash to decline after dividend and employee-bonus payments, and the higher Q3 bonus expense could pressure reported profitability.

Institutional Investors Weigh In On Himax Technologies

A number of institutional investors have recently bought and sold shares of HIMX. Triumph Capital Management purchased a new position in shares of Himax Technologies in the 3rd quarter worth about $28,000. Advisory Services Network LLC purchased a new position in Himax Technologies in the 3rd quarter worth approximately $28,000. Police & Firemen s Retirement System of New Jersey acquired a new stake in Himax Technologies in the fourth quarter valued at approximately $41,000. EFG International AG acquired a new stake in Himax Technologies in the fourth quarter valued at approximately $41,000. Finally, EverSource Wealth Advisors LLC raised its stake in shares of Himax Technologies by 109.8% during the second quarter. EverSource Wealth Advisors LLC now owns 6,056 shares of the semiconductor company’s stock valued at $54,000 after purchasing an additional 3,169 shares during the period. 69.81% of the stock is currently 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.