Update shared on 03 Dec 2025
Analysts have nudged their price target on Himax Technologies modestly higher to approximately $8.54 per share. This reflects slightly lower perceived risk and steady expectations for revenue growth, profit margins, and future valuation multiples.
What's in the News
- Himax and Liqxtal will showcase the Liqxtal Pro-Eye vision care monitor with Himax WiseEye AI facial recognition and eye tracking at the 2025 Taiwan Healthcare+ Expo, highlighting long distance eye protection design and privacy shielding for professional users (Key Developments).
- The company reaffirmed fourth quarter 2025 guidance, expecting flat quarter over quarter net revenue and profit of 2.0 to 4.0 cents per diluted ADS, signaling a stable near term earnings outlook (Key Developments).
- WiseEye ultralow power AI sensing has been adopted in Acer's Swift Edge 14 AI notebook series, enabling human presence detection, wellness alerts, and intelligent multi screen assist while preserving long battery life (Key Developments).
- At Sectech Sweden 2025, Himax plans to demonstrate WiseEye palm vein authentication, a contactless biometric solution with sub 100 millisecond verification and on device AI processing to avoid central biometric data storage (Key Developments).
- Himax and Liqxtal are jointly presenting next generation imaging and AI sensing technologies for aerospace, defense, and automotive applications, including panoramic virtual displays, advanced drone vision, non contact biometrics, and adaptive light control systems (Key Developments).
Valuation Changes
- Fair Value: Unchanged at approximately $8.54 per share, indicating no revision to the intrinsic value estimate.
- Discount Rate: Fell slightly from 13.46 percent to about 13.34 percent, reflecting a modest reduction in perceived risk.
- Revenue Growth: Essentially unchanged, remaining near 8.37 percent, signaling stable long term top line expectations.
- Net Profit Margin: Stable at roughly 13.85 percent, with no meaningful adjustment to long term profitability assumptions.
- Future P/E: Edged down slightly from about 5.71x to 5.70x, implying a marginally lower valuation multiple applied to future earnings.
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