Himax Technologies Stock Performance Draws Attention
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy HIMX?
Source: Yahoo Finance
- Stock Price Momentum: Himax Technologies has seen its stock price increase by 16.1% over the past week and 1.5% in the last day, indicating strong market momentum that may attract further investor scrutiny of its fundamentals.
- Valuation Insights: With a current stock price of $9.21, slightly above the widely accepted fair value of $8.54, indicating a 7.9% overvaluation, the company's P/E ratio of 36.6x is below the industry average of 39.8x, suggesting potential for a re-rating.
- Technological Breakthroughs: Himax's advancements in co-package optics (CPO) and anticipated mass production in 2026 could lead to significant revenue contributions and margin expansion in the high-performance computing and AI markets, enhancing its competitive position.
- Risks and Opportunities: While facing risks such as trade tensions and rising operating costs, Himax's penetration into data centers and rapid scaling of new technologies may provide long-term growth opportunities, necessitating investor attention to these dynamics for informed decision-making.
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Analyst Views on HIMX
Wall Street analysts forecast HIMX stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 9.070
Low
10.00
Averages
10.00
High
10.00
Current: 9.070
Low
10.00
Averages
10.00
High
10.00
About HIMX
Himax Technologies Inc is mainly engaged in the fabless semiconductor solution. The Company offers comprehensive automotive integrated circuit (IC) solutions, including traditional driver ICs, in-cell touch and display driver integration, large touch and display driver integration and local dimming timing controllers. The Company's principal product lines include display drivers and timing controllers, touch controller ICs, thin film transistor liquid crystal display (TFT-LCD) television and monitor semiconductor solutions, intellectual property (IP) and application specific integrated circuit (ASIC) service, liquid crystal on silicon (LCOS) and micro-electro mechanical systems (MEMS) products, power ICs, complementary metal-oxide-semiconductor (CMOS) image sensor product, and wafer level optics products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Himax Technologies Stock Performance Draws Attention
- Stock Price Momentum: Himax Technologies has seen its stock price increase by 16.1% over the past week and 1.5% in the last day, indicating strong market momentum that may attract further investor scrutiny of its fundamentals.
- Valuation Insights: With a current stock price of $9.21, slightly above the widely accepted fair value of $8.54, indicating a 7.9% overvaluation, the company's P/E ratio of 36.6x is below the industry average of 39.8x, suggesting potential for a re-rating.
- Technological Breakthroughs: Himax's advancements in co-package optics (CPO) and anticipated mass production in 2026 could lead to significant revenue contributions and margin expansion in the high-performance computing and AI markets, enhancing its competitive position.
- Risks and Opportunities: While facing risks such as trade tensions and rising operating costs, Himax's penetration into data centers and rapid scaling of new technologies may provide long-term growth opportunities, necessitating investor attention to these dynamics for informed decision-making.
See More
Himax Technologies to Hold Q1 2026 Earnings Call
- Earnings Call Announcement: Himax Technologies will hold a conference call on May 7, 2026, at 8:00 a.m. EDT and 8:00 p.m. Taiwan Time to discuss its Q1 financial results, which is expected to have a neutral impact on the company's stock price.
- Live Webcast and Replay: The meeting will be available via live webcast, and a replay will be accessible two hours after the call on Himax's website, ensuring that investors who cannot attend in real-time can still access critical information, thereby enhancing transparency.
- Company Background: Founded in 2001 and headquartered in Tainan, Taiwan, Himax focuses on display imaging processing technologies and holds 2,564 granted patents and 331 pending patents, showcasing its technological strength and market leadership in the semiconductor industry.
- Wide Market Applications: Himax's display driver ICs and timing controllers are widely used across various industries, including TVs and mobile phones, particularly leading the global market in automotive display technology, highlighting its significance in the rapidly evolving tech market.
See More
El Pollo Loco Surges After Strong Q4 Earnings Beat Estimates
- Strong Earnings Report: El Pollo Loco reported Q4 earnings of $0.25 per share, surpassing analyst expectations of $0.20, indicating robust profitability that boosts investor confidence.
- Sales Exceed Expectations: The company achieved quarterly sales of $123.515 million, exceeding the analyst consensus of $122.783 million, demonstrating sustained strong market demand that drives overall performance.
- Stock Rating Upgrade: Benchmark upgraded El Pollo Loco's stock from Hold to Buy, reflecting a positive outlook on the company's future growth potential, which may attract more investor interest.
- Significant Stock Price Increase: Following the earnings report, El Pollo Loco's stock surged 17.6% to $12.79, indicating a strong market reaction to its financial performance and further solidifying its competitive position in the fast-food industry.
See More
Himax Emerges as Key Supplier for Nvidia and Apple
- Stock Surge: Himax's shares jumped nearly 11% following the report, surpassing the $10 mark for the first time in over a year, indicating strong market confidence in its role as a supplier for Nvidia and Apple, reflecting optimistic investor expectations for future growth.
- Critical Technology Supply: Himax is confirmed as the 'sole microlens array supplier' for Nvidia's next-generation Co-Packaged Optics platform, utilizing its nanoimprint lithography process to manufacture essential optical components that significantly reduce energy consumption in AI data centers, enhancing the company's strategic position in high-performance computing.
- Apple Smart Glasses Collaboration: The report suggests Himax may be a primary supplier for Apple's upcoming smart glasses, expected to provide LCoS microdisplays and waveguide optics, further solidifying its influence in the consumer electronics market, particularly in the AR/VR sector.
- Market Sentiment Shift: Himax's sentiment on Stocktwits surged to 99/100, reflecting retail investors' immense confidence in its future performance, with trading volume spiking to about 30 times the daily average, indicating a significant increase in market attention towards its photonic technology.
See More
Himax Technologies Stock Rises on AI Infrastructure Potential
- AI Infrastructure Potential: Himax Technologies' stock surged 19.67% to $10.95, nearing a new 52-week high, following a Hunterbrook Media report highlighting its potential role in next-generation AI infrastructure, reflecting market optimism about future growth prospects.
- Link to Nvidia: The report connects Himax to Nvidia's AI data center optics supply chain through patent filings, manufacturing processes, and management comments, labeling Himax as a potential 'stealth supplier,' which could lead to future orders despite the lack of confirmed relationships.
- Exposure to Apple Smart Glasses: Himax may have ties to Apple's upcoming smart glasses, as management mentioned a major brand entering production, although this connection remains unconfirmed, it adds speculative interest and could attract more investor attention.
- Rising RSI: Himax's relative strength index (RSI) has mostly fluctuated within neutral ranges over the past year, but recently surged above 70 due to the stock's rally, indicating it may be entering overbought territory, prompting investors to monitor subsequent price movements.
See More
Himax Technologies Showcases Innovations at Embedded World 2026
- Technology Showcase: Himax will highlight its WiseEye ultralow power AI technology at Embedded World 2026, covering applications in smart homes, surveillance, and smart glasses, reinforcing its leadership position in the market.
- WiseGuard Solution: This platform accurately detects and tracks multiple individuals even in low-light environments, with a battery life of up to five years, significantly enhancing the efficiency and reliability of security applications to meet market demands for high-performance safety technologies.
- Automotive Display Technology: Himax will present its industry-leading automotive display IC solutions, particularly Tcon solutions for information-rich cockpit displays, addressing the growing market demand and enhancing user experience.
- Optical Technology Innovation: Himax's subsidiary Liqxtal will showcase a long-range dual-channel electro-optical camera module that supports 20× optical zoom, suitable for drone applications, improving target detection capabilities under various weather conditions and meeting stringent requirements for industrial and security surveillance.
See More
Himax Technologies Stock Performance Draws Attention
- Stock Price Momentum: Himax Technologies has seen its stock price increase by 16.1% over the past week and 1.5% in the last day, indicating strong market momentum that may attract further investor scrutiny of its fundamentals.
- Valuation Insights: With a current stock price of $9.21, slightly above the widely accepted fair value of $8.54, indicating a 7.9% overvaluation, the company's P/E ratio of 36.6x is below the industry average of 39.8x, suggesting potential for a re-rating.
- Technological Breakthroughs: Himax's advancements in co-package optics (CPO) and anticipated mass production in 2026 could lead to significant revenue contributions and margin expansion in the high-performance computing and AI markets, enhancing its competitive position.
- Risks and Opportunities: While facing risks such as trade tensions and rising operating costs, Himax's penetration into data centers and rapid scaling of new technologies may provide long-term growth opportunities, necessitating investor attention to these dynamics for informed decision-making.
See More
Himax Technologies to Hold Q1 2026 Earnings Call
- Earnings Call Announcement: Himax Technologies will hold a conference call on May 7, 2026, at 8:00 a.m. EDT and 8:00 p.m. Taiwan Time to discuss its Q1 financial results, which is expected to have a neutral impact on the company's stock price.
- Live Webcast and Replay: The meeting will be available via live webcast, and a replay will be accessible two hours after the call on Himax's website, ensuring that investors who cannot attend in real-time can still access critical information, thereby enhancing transparency.
- Company Background: Founded in 2001 and headquartered in Tainan, Taiwan, Himax focuses on display imaging processing technologies and holds 2,564 granted patents and 331 pending patents, showcasing its technological strength and market leadership in the semiconductor industry.
- Wide Market Applications: Himax's display driver ICs and timing controllers are widely used across various industries, including TVs and mobile phones, particularly leading the global market in automotive display technology, highlighting its significance in the rapidly evolving tech market.
See More
El Pollo Loco Surges After Strong Q4 Earnings Beat Estimates
- Strong Earnings Report: El Pollo Loco reported Q4 earnings of $0.25 per share, surpassing analyst expectations of $0.20, indicating robust profitability that boosts investor confidence.
- Sales Exceed Expectations: The company achieved quarterly sales of $123.515 million, exceeding the analyst consensus of $122.783 million, demonstrating sustained strong market demand that drives overall performance.
- Stock Rating Upgrade: Benchmark upgraded El Pollo Loco's stock from Hold to Buy, reflecting a positive outlook on the company's future growth potential, which may attract more investor interest.
- Significant Stock Price Increase: Following the earnings report, El Pollo Loco's stock surged 17.6% to $12.79, indicating a strong market reaction to its financial performance and further solidifying its competitive position in the fast-food industry.
See More
Himax Emerges as Key Supplier for Nvidia and Apple
- Stock Surge: Himax's shares jumped nearly 11% following the report, surpassing the $10 mark for the first time in over a year, indicating strong market confidence in its role as a supplier for Nvidia and Apple, reflecting optimistic investor expectations for future growth.
- Critical Technology Supply: Himax is confirmed as the 'sole microlens array supplier' for Nvidia's next-generation Co-Packaged Optics platform, utilizing its nanoimprint lithography process to manufacture essential optical components that significantly reduce energy consumption in AI data centers, enhancing the company's strategic position in high-performance computing.
- Apple Smart Glasses Collaboration: The report suggests Himax may be a primary supplier for Apple's upcoming smart glasses, expected to provide LCoS microdisplays and waveguide optics, further solidifying its influence in the consumer electronics market, particularly in the AR/VR sector.
- Market Sentiment Shift: Himax's sentiment on Stocktwits surged to 99/100, reflecting retail investors' immense confidence in its future performance, with trading volume spiking to about 30 times the daily average, indicating a significant increase in market attention towards its photonic technology.
See More
Himax Technologies Stock Rises on AI Infrastructure Potential
- AI Infrastructure Potential: Himax Technologies' stock surged 19.67% to $10.95, nearing a new 52-week high, following a Hunterbrook Media report highlighting its potential role in next-generation AI infrastructure, reflecting market optimism about future growth prospects.
- Link to Nvidia: The report connects Himax to Nvidia's AI data center optics supply chain through patent filings, manufacturing processes, and management comments, labeling Himax as a potential 'stealth supplier,' which could lead to future orders despite the lack of confirmed relationships.
- Exposure to Apple Smart Glasses: Himax may have ties to Apple's upcoming smart glasses, as management mentioned a major brand entering production, although this connection remains unconfirmed, it adds speculative interest and could attract more investor attention.
- Rising RSI: Himax's relative strength index (RSI) has mostly fluctuated within neutral ranges over the past year, but recently surged above 70 due to the stock's rally, indicating it may be entering overbought territory, prompting investors to monitor subsequent price movements.
See More
Himax Technologies Showcases Innovations at Embedded World 2026
- Technology Showcase: Himax will highlight its WiseEye ultralow power AI technology at Embedded World 2026, covering applications in smart homes, surveillance, and smart glasses, reinforcing its leadership position in the market.
- WiseGuard Solution: This platform accurately detects and tracks multiple individuals even in low-light environments, with a battery life of up to five years, significantly enhancing the efficiency and reliability of security applications to meet market demands for high-performance safety technologies.
- Automotive Display Technology: Himax will present its industry-leading automotive display IC solutions, particularly Tcon solutions for information-rich cockpit displays, addressing the growing market demand and enhancing user experience.
- Optical Technology Innovation: Himax's subsidiary Liqxtal will showcase a long-range dual-channel electro-optical camera module that supports 20× optical zoom, suitable for drone applications, improving target detection capabilities under various weather conditions and meeting stringent requirements for industrial and security surveillance.
See More
