Update shared on 01 Nov 2025
Narrative Update on Himax Technologies Analyst Price Target
Analysts have maintained their fair value estimate for Himax Technologies at $8.74. This reflects steady expectations despite only marginal shifts in discount rate and future P/E assumptions.
What's in the News
- Himax Technologies will showcase its WiseEye ultralow power AI technology featuring palm vein authentication at Sectech Sweden 2025. The presentation will highlight rapid, hygienic identity verification with on-device AI privacy (Product-Related Announcement).
- The WiseEye AI sensing solution has been adopted in Acer's Swift Edge 14 AI notebook series, enabling advanced human detection, posture reminders, and intuitive multi-screen features at ultra-low power consumption (Client Announcement).
- Himax, in partnership with Liqxtal Technology Inc., unveiled next-generation imaging and biometric solutions for aerospace and defense at TADTE 2025. This introduction emphasizes immersive display, drone vision, and secure biometric sensing (Product-Related Announcement).
- The company announced the launch of the HX8882-F13 timing controller for automotive head-up displays. This new product delivers industry-first local dewarping and enhanced image clarity for safer, distortion-free visual information (Product-Related Announcement).
- Issued Q3 2025 earnings guidance, projecting a 12% to 17% quarterly revenue decrease and a loss of 2.0 to 4.0 cents per diluted ADS (Corporate Guidance).
Valuation Changes
- Fair Value: Unchanged at $8.74 per share
- Discount Rate: Increased slightly from 12.35% to 12.40%
- Revenue Growth: Remained essentially stable at 7.35%
- Net Profit Margin: Steady at 12.66%
- Future P/E: Increased marginally from 15.38x to 15.41x
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.