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HIMX: New AI Applications Will Drive Momentum Despite Higher Discount Rate

Update shared on 19 Nov 2025

Fair value Decreased 2.29%
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AnalystConsensusTarget's Fair Value
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1Y
32.3%
7D
-6.1%

Analysts have slightly lowered their price target for Himax Technologies from $8.74 to $8.54. They cite adjusted expectations for future earnings and risk factors, despite improved revenue growth and profit margins.

What's in the News

  • Himax Technologies provided earnings guidance for the fourth quarter of 2025, anticipating flat quarter-over-quarter net revenue and profit of 2.0 cents to 4.0 cents per diluted ADS (Corporate Guidance).
  • WiseEye ultralow power AI technology with palm vein authentication will be showcased at Sectech Sweden 2025. This highlights rapid and hygienic biometric user verification with a privacy-first architecture (Product Announcement).
  • Himax's WiseEye AI sensing solution was adopted in Acer's Swift Edge 14 AI series notebook. This delivers advanced human detection, interactive features, health and posture alerts, and powers always-on intelligent sensing for enhanced battery efficiency (Client Announcement).
  • Collaboration with Liqxtal Technology debuts next-generation imaging integration solutions for aerospace and defense, including virtual panoramic displays, AI-powered biometric solutions, and smart adaptive light transmittance systems (Product Announcement).
  • Launched the HX8882-F13 timing controller for automotive heads-up displays. This product features industry-first full-area selectable dewarping and enhanced image quality for improved road safety (Product Announcement).

Valuation Changes

  • Fair Value: Lowered slightly from $8.74 to $8.54 per share.
  • Discount Rate: Increased moderately from 12.4% to 13.46%.
  • Revenue Growth: Increased modestly from 7.35% to 8.37%.
  • Net Profit Margin: Improved from 12.66% to 13.85%.
  • Future P/E: Dropped significantly from 15.41x to 5.71x, which indicates lower future earnings multiples.

Disclaimer

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