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HIHIMX

Himax Technologies, Inc.

Rising onWhy it's trendingX chatter picking upPrice and volume picking upBullish-leaning chatter
$HIMX·$2.5B·Semiconductors·Technology
$13.64-3.0%YTD+51.6%1Y+57.9%
Mentions · last 7 days
2026-08-20: 3 posts2026-08-21: 7 posts2026-08-22: 3 posts25+14%
Price updated 1d ago·X counts updated 7d ago
HIHIMX
$HIMXHimax Technologies, Inc.
$13.64-3.02%25 posts+14%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $HIMX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-20

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Taiwan display-driver chip designer with automotive share gains and CPO optionality — pricing power showing up in the margin line.

Himax Technologies is a Taiwan-based fabless chip designer — best known for display driver ICs for TVs, monitors, automotive displays, and increasingly for AI-optimized WiseEye sensors used in smart glasses and low-power vision applications. The story is a mix-shift from mature large-display drivers into higher-margin automotive-display and AI-vision products.

  • The margin story is the actual signal: gross margin jumped 270 basis points quarter-on-quarter to 33.1% in Q2 with management guiding ~34% for Q3 — that's pricing power showing through despite rising TSMC foundry costs, which is what actually validates the mix-shift thesis.
  • Revenue is still below year-ago but the mix is right: Q1 revenue was down 7% year-on-year, but automotive is now 50%+ of revenue with LTDI and OLED design-wins queued — the base business is contracting while the growth mix is expanding faster, which lifts through-cycle margins as it scales.
  • The CPO optionality is the free call: Himax has a co-packaged-optics related development effort tied to the AI-datacenter photonics theme — small revenue contributor today, but a meaningful multiple-expander if any real CPO revenue shows up in the next 12-18 months.

Trajectory is coiling at 39% of the 52-week range with the pullback treating the pricing-power story as unpriced; the Nov 5 Q3 print needs the guided 34% gross margin to hold plus automotive-mix commentary to keep the setup going — a large-display-driver weakness continuation or a Q3 gross-margin miss breaks the setup.

Agrees with X sentimentX's read on the 270-bp gross-margin jump to 33%, the ~34% Q3 guide, automotive mix above 50%, and the CPO/WiseEye/smart-glasses optionality is on the fundamentals. The unpriced caution on large-display down 21% quarter-on-quarter is the real bear-side risk if that segment worsens rather than stabilizes.

What to watch: Nov 5 Q3 earnings — guided 34% gross margin holding plus automotive-mix commentary continues to lift the multiple; a large-display-driver segment weakness continuation or a Q3 gross-margin miss breaks the mix-shift setup.

On the calendar: 2026-11-05 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-12

Himax posted a Q2 beat with revenue $227.4M vs $223M est and adj EPS $0.11 matching, but the story is pricing power - gross margin jumped 270 bps QoQ to 33.1% and guides to ~34% in Q3 despite rising foundry costs. Automotive is >50% of revenue with LTDI and OLED wins, and CPO/WiseEye/smart-glasses give optionality. Only large-display -21% QoQ and Q3 EPS bonus-accounting drag are cautions.

Read the AI verdict + X sentiment for $HIMX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Taiwanese fabless chip maker specializing in display driver ICs and timing controllers for panels, AR glasses, and automotive displays.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $HIMX.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $HIMX

Neutral — Taiwanese fabless chip maker specializing in display driver ICs and timing controllers for panels, AR glasses, and automotive displays; limited read-through from semiconductors macro dynamics to this specific revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+85.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
109.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.11$0.10+10.0%
Q1 2026May 7, 2026$0.05$0.06-23.3%
Q4 2025Feb 12, 2026$0.04$0.040.0%
Q3 2025Nov 6, 2025$0.01$0.01+100.0%
Next earningsThu, Nov 5·consensus EPS $0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$199.6M-7.2%30.4%5.1%$0.05$1.2M
Q4 FY25$203.1M-14.4%30.4%3.4%$0.04$12.7M
Q3 FY25$196.7M-11.6%30.2%-0.3%$0.01$55K
Q2 FY25$214.8M-10.4%31.2%8.4%$0.10$55.9M

Forward consensus

4-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$933.6M$919.4M – $947.7M$0.40$0.39 – $0.411
FY27$1.2B$1.1B – $1.2B$0.86$0.84 – $0.881
FY28$1.4B$1.4B – $1.5B$1.48$1.46 – $1.502
FY29$1.6B$1.6B – $1.7B$2.25$2.21 – $2.291

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.37%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+17.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 174.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for HIMX on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for HIMX on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for HIMX on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for HIMX on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for HIMX on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for HIMX on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for HIMX on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 8 other (6 6-Ks · 1 SD · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Himax Technologies: Upgrading To Buy On Automotive Reboundseekingalpha.com·2d agoHimax: The Quiet Automotive Chip Leader Wall Street Keeps Underestimatingseekingalpha.com·10d agoHimax WiseEye Palm Vein Biometric Authentication Technology Powers WAFERLOCK L322 Smart Lockglobenewswire.com·12d agoHimax Technologies, Inc. (HIMX) Q2 2026 Earnings Call Transcriptseekingalpha.com·22d agoHimax Technologies Q2 Earnings Call Highlightsmarketbeat.com·24d ago

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Voices on X · last 7 days

No standout posts about $HIMX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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