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HIHIMX

Himax Technologies, Inc.

$HIMX·$2.7B·Semiconductors·Technology
$15.23-3.1%YTD+84.2%1Y+64.1%
Mentions · last 7 days
2026-07-03: 9 posts2026-07-04: 14 posts2026-07-05: 38 posts2026-07-06: 54 posts2026-07-07: 16 posts2026-07-08: 22 posts2026-07-09: 39 posts192+9%
Price updated 1d ago·X counts updated 2d ago
HIHIMX
$HIMXHimax Technologies, Inc.
$15.23-3.12%192 posts+9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 numbersEvent coming upAI verdict · as of 2026-07-11

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Display-driver-to-AI-vision-chip pivot with a WiseEye platform and an $80M acquisition catalyst.

Himax Technologies is a Taiwanese fabless semiconductor company that has historically made display driver ICs and is now pivoting into ultra-low-power AI vision (WiseEye) and 3D sensing. The current chapter is a real business-model shift with a specific monetization catalyst.

  • The equity-method investee acquisition is the specific catalyst: an $80M cash acquisition of a startup Himax owns 31% of directly monetizes a portion of the balance sheet, and reflects the sort of strategic-clarity signal a pivoting business needs.
  • The 3D sensing product-line expansion is real: the new iToF depth-decoder ICs for robotics and intelligent-vision applications broaden Himax's product mix into higher-growth end-markets — legitimate operational progress beyond display drivers.
  • Fundamentals still show the transition: revenue was down 7% year-over-year last quarter to $200M at a 30% gross margin — the display-driver business is soft, and the WiseEye/AI-vision ramp has to actually offset that mix.
  • The valuation is high on trailing but reasonable on forward: 110x TTM earnings compresses to 30x forward on the FY26 $0.40 EPS estimate and 15x on FY27 $0.86 — the forward ramp is where the multi-year story lives, and the pivot has to convert.

The August 6 earnings is the fulcrum. Firm forward guidance with visible AI-vision revenue disclosure and a specific WiseEye customer-attach update keeps the pivot narrative intact. A soft display-driver quarter without matching AI-vision progress turns event-ahead into a longer consolidation — Himax needs the pivot to actually show up in the mix for the multiple to compound.

Agrees with X sentimentThe thin (5-post) X read on the $80M equity-method investee acquisition, the WiseEye platform positioning, and the display-driver-to-AI transformation framing is substantively correct. Our nuance is on the trailing softness: the -7% revenue quarter shows the pivot has to actually convert for the multiple to compound.

What to watch: August 6 earnings — firm forward guidance with visible AI-vision revenue disclosure and specific WiseEye customer-attach updates keeps the pivot narrative intact; a soft display-driver quarter without matching AI-vision progress turns event-ahead into a longer consolidation, and Himax needs the pivot in the mix.

On the calendar: 2026-08-06 — Q2 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 2026-07-07

Himax Technologies chatter is thin but constructive with an equity-method investee agreeing to be acquired for $80M cash (HIMX owns ~31% of the startup). Posters frame HIMX's WiseEye platform as an ultra-low-power AI interface layer and the transformation from display driver chips as underrated. A bullish Fair Value Gap test could mark the start of a reversal.

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

SMH -4.5% today on profit rotation after a 60% YTD run — 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

Direct beneficiary — Himax Technologies, Inc.

Top industry ETF

$SMHVanEck Semiconductor ETF
+65.6%YTD
+112.5%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
Q1 2026May 7, 2026$0.05$0.04+11.1%
Q4 2025Feb 12, 2026$0.04$0.040.0%
Q3 2025Nov 6, 2025$0.01$0.03-66.7%
Q2 2025Aug 7, 2025$0.10$0.100.0%
Next earningsThu, Aug 6·consensus EPS $0.10

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$927.4M – $939.7M$0.40$0.40 – $0.401
FY27$1.2B$1.2B – $1.2B$0.86$0.85 – $0.871
FY28$1.4B$1.4B – $1.4B$1.48$1.46 – $1.502
FY29$1.6B$1.6B – $1.7B$2.25$2.23 – $2.271

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.0.3×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.46%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.-12.7%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.+41.1%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 today0.6% 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.β2.315-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.

+ 7 other (5 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 Inc (HIMX) Stock Down 3.1% but Still Overvalued -- GF Score: 68/100gurufocus.com·2d agoHimax Technologies, Inc. Schedules Second Quarter 2026 Financial Results Conference Call on Thursday, August 6, 2026 at 8:00 AM EDTglobenewswire.com·6d agoHimax Technologies, Inc. Announces Proposed Disposal of Investment in Equity-Method Investeeglobenewswire.com·11d agoHimax Strengthens 3D Sensing Portfolio with Launch of New iToF Depth Decoder ICs for Robotics and Intelligent Vision Applicationsglobenewswire.com·12d agoHimax Shares More Than Double, Founding Brothers Reach $1 Billiongurufocus.com·20d ago

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Voices on X · top 1 · 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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