Himax Technologies (NASDAQ:HIMX) Posts Earnings Results, Meets Estimates

Himax Technologies (NASDAQ:HIMX) released its earnings results on Thursday. The semiconductor company reported $0.04 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.04, FiscalAI reports. The business had revenue of $203.08 million for the quarter, compared to the consensus estimate of $199.16 million. Himax Technologies had a return on equity of 6.98% and a net margin of 7.18%.The firm’s revenue for the quarter was down 14.4% compared to the same quarter last year. During the same period last year, the business earned $0.14 earnings per share. Himax Technologies updated its Q1 2026 guidance to 0.020-0.040 EPS.

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

• Q4 results: $203.1M revenue (+2% sequential), 30.4% gross margin, and $0.036 diluted ADS profit at the high end of guidance.
• Strong product momentum in automotive and non-driver segments — automotive driver sales rose ~10% QoQ, T-CON now contributes >10% of sales with leadership in automotive T‑CON, and automotive OLED on‑cell touch IC entered mass production.
• Strategic CPO partnership with FOCI targeting a Gen‑2 >6.4T solution for AI data centers; 2026 limited to validation/sample shipments but management expects potentially meaningful revenue (hundreds of millions) starting around 2027, subject to customer timing.
• Near-term outlook is cautious: Q1 2026 guidance calls for revenue down 2–6% sequentially, gross margin flat to slightly down, EPS of $0.02–$0.04, and expected double‑digit QoQ decline in automotive driver ICs due to seasonality and subsidy tapering.
• Liquidity picture: $286.2M cash and financial assets with Q4 operating cash inflow of $16.8M, but inventories rose to $152.7M and DSO remains elevated at 88 days.

Himax Technologies Price Performance

Shares of NASDAQ HIMX traded down $0.55 during mid-day trading on Thursday, hitting $7.71. 2,131,668 shares of the stock were exchanged, compared to its average volume of 1,066,187. Himax Technologies has a twelve month low of $5.66 and a twelve month high of $11.80. The stock’s fifty day simple moving average is $8.36 and its two-hundred day simple moving average is $8.34. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.42 and a current ratio of 1.60. The company has a market cap of $1.35 billion, a P/E ratio of 21.26 and a beta of 1.86.

Institutional Trading of Himax Technologies

Large investors have recently made changes to their positions in the business. Natixis Advisors LLC increased its stake in shares of Himax Technologies by 5.6% in the third quarter. Natixis Advisors LLC now owns 27,132 shares of the semiconductor company’s stock valued at $240,000 after buying an additional 1,432 shares in the last quarter. Geode Capital Management LLC increased its position in Himax Technologies by 2.2% in the 4th quarter. Geode Capital Management LLC now owns 102,534 shares of the semiconductor company’s stock valued at $840,000 after acquiring an additional 2,183 shares in the last quarter. Raymond James Financial Inc. increased its position in Himax Technologies by 18.2% in the 3rd quarter. Raymond James Financial Inc. now owns 16,242 shares of the semiconductor company’s stock valued at $143,000 after acquiring an additional 2,504 shares in the last quarter. Triumph Capital Management bought a new position in shares of Himax Technologies in the third quarter worth about $28,000. Finally, EverSource Wealth Advisors LLC increased its holdings in shares of Himax Technologies by 109.8% in 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 in the last quarter. Institutional investors own 69.81% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Morgan Stanley restated an “equal weight” rating and issued a $8.00 target price on shares of Himax Technologies in a research note on Wednesday, February 4th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Himax Technologies in a report on Thursday, January 22nd. Finally, Zacks Research raised shares of Himax Technologies to a “hold” rating in a research report on Wednesday, November 12th. Three investment analysts have rated the stock with a Hold rating, According to MarketBeat, the stock has a consensus rating of “Hold” and an average price target 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.