Himax Technologies, Inc. (HIMX) AI Stock Analysis

Himax Technologies, Inc. operates as a fabless semiconductor company specializing in display imaging processing technologies across regions including China, Taiwan, Korea, Japan, Europe, and the United States. The company operates through two segments: Driver IC and Non-Driver Products. Its offerings include display driver integrated circuits, timing controllers, touch sensor display controllers, in-cell touch solutions, LED driver ICs, and power management solutions for televisions, laptops, mobile phones, automotive displays, and virtual reality devices. It also designs liquid crystal on silicon microdisplays for augmented reality and head-up displays, as well as CMOS image sensors and wafer-level optics for 3D and ultra-low power AI sensing.

Himax saw annual revenue drop from $1.55B in FY2021 to $832.2M in FY2025, reflecting a 5-year revenue CAGR of -1.3%. Net income decreased from $436.9M in FY2021 to $43.9M in FY2025, with net margins contracting from 28.2% to 5.3% over the same span. Operating margin reached 5.3% in FY2025 after peaking at 35.2% in FY2021. For the trailing twelve months ended June 30, 2026, revenue stood at $828.6M with a profit margin of 4.3%. In the latest quarter ended June 30, 2026, quarterly revenue grew 5.9% year-over-year while quarterly earnings expanded 20.2% year-over-year.

As of June 30, 2026, Himax held $866.9M in cash and short-term investments against total debt of $593.7M, resulting in net cash of $273.2M. The company reported a current ratio of 1.55 and a debt-to-equity ratio of 0.66, supported by $899.5M in shareholders' equity. In FY2025, operating cash flow reached $140.0M and free cash flow was $119.9M. Capital allocation in FY2025 included $20.1M for capital expenditures, $4.5M in share buybacks, and $64.9M paid in dividends.

Himax carries a market capitalization of $2.03B and an enterprise value of $2.79B. Its trailing P/E of 55.5x and EV/EBITDA of 38.9x sit above the median of its US-listed Technology peers at 28.1x and 16.6x, respectively. However, its forward P/E of 9.8x is lower than the peer median of 18.8x, and its price-to-sales of 2.5x compares to 2.8x for peers. Over the past year, Himax shares gained 27.5%, outperforming the 16.8% return of the S&P 500, but its 5-year return of 62.7% trailed the S&P 500 return of 83.0%.

Himax pays an annual dividend with a forward dividend amount of $0.25, representing a dividend yield of 2.16%. The stock has maintained consecutive dividend payments for 6 years. Its payout ratio stands at 124.5%, and the most recent ex-dividend date occurred on June 30, 2026.

Wall Street analyst coverage consists of 2 Strong Buy ratings, 0 Buy ratings, and 1 Hold rating. The mean price target is $30.20, which is 159.2% above the last close of $11.65 on October 16, 2026. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $949.4M and EPS of $0.47, implying 86.5% EPS growth. Himax has beaten EPS estimates in 2 of the last 4 quarters, with its next earnings date scheduled for November 5, 2026.

This page is an AI-written research summary of Himax Technologies, Inc. (HIMX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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