Himax Technologies (NASDAQ:HIMX) Issues Q3 2026 Earnings Guidance

Himax Technologies (NASDAQ:HIMX) issued an update on its third quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 0.080-0.100 for the period, compared to the consensus EPS estimate of 0.090. The company issued revenue guidance of $243.3 million-$252.4 million, compared to the consensus revenue estimate of $238.7 million.

Himax Technologies Price Performance

Shares of HIMX traded up $0.41 during trading hours on Thursday, reaching $13.76. 2,485,982 shares of the company’s stock traded hands, compared to its average volume of 1,556,080. Himax Technologies has a 12 month low of $6.85 and a 12 month high of $25.09. The firm’s 50 day simple moving average is $15.74 and its 200-day simple moving average is $12.50. The stock has a market cap of $2.40 billion, a PE ratio of 70.21 and a beta of 2.30. The company has a current ratio of 1.62, a quick ratio of 1.42 and a debt-to-equity ratio of 0.02.

Himax Technologies (NASDAQ:HIMX) last released its earnings results on Thursday, August 6th. The semiconductor company reported $0.11 EPS for the quarter, beating analysts’ consensus estimates of $0.10 by $0.01. The business had revenue of $227.37 million for the quarter, compared to analysts’ expectations of $222.99 million. Himax Technologies had a return on equity of 3.57% and a net margin of 3.91%.The firm’s revenue was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.10 earnings per share. Himax Technologies has set its Q3 2026 guidance at 0.080-0.100 EPS. Equities analysts expect that Himax Technologies will post 0.4 EPS for the current year.

Key Himax Technologies News

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

• Positive Sentiment: Q2 results exceeded company guidance: Revenue rose 14.2% sequentially to $227.4 million, ahead of the $223.0 million consensus estimate, while diluted EPS of $0.11 topped expectations of $0.10. Revenue increased 5.9% year over year. Himax Q2 Earnings Snapshot
• Positive Sentiment: Profitability improved: Gross margin reached 33.1%, above the approximately 32% target, helped by a favorable mix of higher-margin automotive products. After-tax profit increased to $19.9 million from $8.0 million in Q1 and $16.5 million a year earlier. Himax Second Quarter Results
• Positive Sentiment: Q3 outlook was stronger on revenue: Himax expects revenue to increase 7% to 11% sequentially to approximately $243.3 million-$252.4 million, above the $238.7 million analyst consensus. Gross margin is projected at about 34%. Himax Q2 Results and Q3 Guidance
• Positive Sentiment: Automotive momentum remains the key growth driver: Automotive IC sales grew at a double-digit sequential rate, represented more than half of Q2 revenue, and are expected to grow by double digits for full-year 2026. Investors also received longer-term catalysts from smart-glasses products using WiseEye technology and Co-Packaged Optics projects expected to contribute meaningfully beginning in 2027.

Hedge Funds Weigh In On Himax Technologies

Institutional investors and hedge funds have recently made changes to their positions in the business. Royal Bank of Canada lifted its stake in Himax Technologies by 3.7% in the first quarter. Royal Bank of Canada now owns 106,503 shares of the semiconductor company’s stock worth $782,000 after purchasing an additional 3,811 shares during the last quarter. Goldman Sachs Group Inc. grew its stake in shares of Himax Technologies by 127.6% during the first quarter. Goldman Sachs Group Inc. now owns 240,411 shares of the semiconductor company’s stock valued at $1,767,000 after buying an additional 134,799 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Himax Technologies by 6.0% during the second quarter. Geode Capital Management LLC now owns 130,607 shares of the semiconductor company’s stock valued at $1,166,000 after buying an additional 7,434 shares during the last quarter. Cetera Investment Advisers purchased a new position in shares of Himax Technologies in the second quarter worth about $90,000. Finally, Franklin Resources Inc. purchased a new position in shares of Himax Technologies in the second quarter worth about $134,000. Institutional investors own 69.81% of the company’s stock.

Himax Technologies Company Profile

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.