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HIMX: AI Sensing Expansion Will Support Steady Outlook And Fair Pricing

Update shared on 17 Dec 2025

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Analysts have modestly raised their price target on Himax Technologies to 8.54 dollars per share, up from 8.54 dollars, reflecting slightly improved assumptions around the company’s discount rate and future earnings multiple.

What's in the News

  • Himax and Liqxtal Technology will present the new Liqxtal Pro-Eye vision-care monitor, featuring Himax WiseEye AI facial recognition and eye-tracking, at the 2025 Taiwan Healthcare+ Expo. The product highlights eye strain reduction and enhanced privacy for intensive screen users (Key Developments).
  • Research on the Pro-Eye monitor to be unveiled at the expo indicates its long-distance viewing design can alleviate ciliary muscle strain and common issues such as eye fatigue and blurred vision, especially for senior and heavy digital-device users (Key Developments).
  • Himax will showcase a broad range of WiseEye ultralow power AI sensing applications at the Taiwan Healthcare+ Expo, reinforcing its positioning in tinyML visual AI and optical technologies, with thousands of patents granted and pending worldwide as of late 2025 (Key Developments).
  • The company issued fourth quarter 2025 guidance, projecting flat quarter over quarter net revenue and profit of 2.0 cents to 4.0 cents per diluted ADS. This reflects a cautiously stable near term outlook (Key Developments).
  • Himax WiseEye ultralow power AI sensing has been adopted in Acer’s Swift Edge 14 AI notebook series, enabling features such as human presence detection, health reminders, posture correction, and multi-screen assist while operating at milliwatt level power consumption (Key Developments).

Valuation Changes

  • Fair Value Estimate, unchanged at 8.54 dollars per share, indicating no revision to the intrinsic value assessment.
  • Discount Rate, down slightly from 13.34 percent to 13.22 percent, reflecting a marginally lower perceived risk profile or cost of capital.
  • Revenue Growth Assumption, effectively unchanged at about 8.37 percent, suggesting a stable view on the company’s top line trajectory.
  • Net Profit Margin, essentially flat at roughly 13.85 percent, implying no material change to long term profitability expectations.
  • Future P/E Multiple, down slightly from 5.70 times to 5.68 times, signaling a minimally more conservative view on valuation multiples.

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