Wall Street Zen Upgrades Himax Technologies (NASDAQ:HIMX) to Buy

Posted by George Bondi on Aug 10th, 2026

Himax Technologies (NASDAQ:HIMX – Get Free Report) was upgraded by Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Saturday.

Himax Technologies Stock Performance

Shares of NASDAQ HIMX opened at $14.61 on Friday. Himax Technologies has a 12 month low of $6.85 and a 12 month high of $25.09. The company has a market cap of $2.55 billion, a price-to-earnings ratio of 70.92 and a beta of 2.30. The company has a quick ratio of 1.36, a current ratio of 1.55 and a debt-to-equity ratio of 0.02. The business has a fifty day simple moving average of $15.62 and a 200-day simple moving average of $12.54.

Himax Technologies (NASDAQ:HIMX – Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $0.11 earnings per share for the quarter, beating analysts’ consensus estimates of $0.10 by $0.01. The business had revenue of $227.37 million during the quarter, compared to analyst estimates of $222.99 million. Himax Technologies had a return on equity of 3.90% and a net margin of 4.26%.Himax Technologies’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter last year, the company posted $0.10 EPS. Himax Technologies has set its Q3 2026 guidance at 0.080-0.100 EPS. Sell-side analysts predict that Himax Technologies will post 0.4 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in HIMX. Triumph Capital Management purchased a new stake in shares of Himax Technologies in the 3rd quarter valued at approximately $28,000. Advisory Services Network LLC acquired a new position in Himax Technologies in the 3rd quarter worth approximately $28,000. Police & Firemen s Retirement System of New Jersey purchased a new position in Himax Technologies during the 4th quarter worth approximately $41,000. EFG International AG purchased a new position in Himax Technologies during the 4th quarter worth approximately $41,000. Finally, Rockefeller Capital Management L.P. raised its stake in Himax Technologies by 976.6% during the 4th quarter. Rockefeller Capital Management L.P. now owns 5,340 shares of the semiconductor company’s stock valued at $44,000 after purchasing an additional 4,844 shares during the period. 69.81% of the stock is owned by hedge funds and other institutional investors.

More Himax Technologies News

Here are the key news stories impacting Himax Technologies this week:

Positive Sentiment: Q2 results exceeded guidance: Revenue rose 14.2% sequentially to $227.4 million, above the company’s forecast, while gross margin reached 33.1% versus guidance of approximately 32%. Profit was $19.9 million, or $0.114 per diluted ADS, ahead of the guided range. Revenue also increased 5.9% year over year. Himax Q2 2026 Financial Results
Positive Sentiment: Q3 outlook topped revenue expectations: Himax projects third-quarter revenue growth of 7% to 11% sequentially, implying roughly $243.3 million to $252.4 million versus analyst expectations near $238.7 million. Gross margin is expected to improve to approximately 34%, with EPS guidance of $0.08 to $0.10 broadly centered around consensus. Himax Q2 Results and Q3 Guidance
Positive Sentiment: Automotive demand remains the key growth driver: Automotive IC sales increased sharply in Q2 and represented more than half of revenue. Management expects double-digit automotive IC growth for full-year 2026, supported by larger and more sophisticated vehicle displays, new design wins and expanding LTDI, OLED and Tcon adoption. Smart glasses powered by WiseEye and Co-Packaged Optics products also offer longer-term growth potential, with more meaningful CPO revenue expected from 2027. Himax Growth Outlook
Neutral Sentiment: Broader U.S.-traded Asian equities were higher on Friday, providing a supportive market backdrop for HIMX and other Asian ADRs. Asian ADRs Friday Trading
Negative Sentiment: Risks remain in supply and weaker display-driver categories: Capacity constraints are raising manufacturing costs and extending lead times. Large-display-driver revenue fell 21% sequentially, while tablet shipments may be limited by capacity. Himax also expects cash to decline after dividend and employee-bonus payments, and the higher Q3 bonus expense could pressure reported profitability.

About Himax Technologies

(Get Free Report)

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.