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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.
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.
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Himax Technologies, Inc. (HIMX) Q2 2026 Earnings Call Transcript
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.
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
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.
On July 10, 2026, Himax Technologies Inc (HIMX) shares fell 3.1% to a current price of $15.23. The stock has had a volatile year, with a 52-week range of $6.85
SEC filings for HIMX aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.