Himax Technologies, Inc.

NasdaqGS:HIMX 株式レポート

時価総額：US$3.2b

Himax Technologies 将来の成長

Future 基準チェック /46

Himax Technologies利益と収益がそれぞれ年間65.7%と18.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.4% 51.3%なると予測されています。

主要情報

65.7%

収益成長率

51.27%

EPS成長率

Semiconductor 収益成長26.0%
収益成長率18.8%
将来の株主資本利益率17.37%
アナリストカバレッジ

Low

最終更新日11 May 2026

今後の成長に関する最新情報

分析記事 • Aug 09

Himax Technologies, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

It's been a mediocre week for Himax Technologies, Inc. ( NASDAQ:HIMX ) shareholders, with the stock dropping 16% to...

Recent updates

ナラティブの更新 • May 02

HIMX: Execution Risks Around AR Displays Will Pressure Future Earnings

Analysts have adjusted their price target on Himax Technologies to $8.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E after the recent downgrade highlighted in Street research. Analyst Commentary Bearish analysts have taken a more cautious stance on Himax Technologies, with the updated US$8.00 price target reflecting a tighter view on what they see as achievable returns relative to perceived risks.
新しいナラティブ • Apr 19

Himax Technologies Could Reach $17 Over the Next Five Years

Himax Technologies (HIMX) has a credible path to $17 over the next five years because it remains a leading fabless semiconductor supplier of display driver ICs and timing controllers used in TVs, monitors, laptops, smartphones, and automotive displays. Its core products sit behind everyday consumer‑electronics demand, which gives it a stable installed base and recurring design‑in opportunities.
ナラティブの更新 • Apr 17

HIMX: Downgrade And Execution Risks Will Pressure Earnings Expectations

Analysts have trimmed their price target on Himax Technologies by $0.50 to reflect updated assumptions on discount rate, revenue growth, profit margins, and future P/E, citing a recent downgrade and more cautious sentiment in fresh research commentary. Analyst Commentary Bearish analysts are highlighting that the reduced price target and recent downgrade reflect a more cautious stance on how Himax Technologies might balance growth ambitions with execution risks and valuation constraints.
ナラティブの更新 • Apr 03

HIMX: Future AI And Display Wins Will Support Post Downgrade Upside

Analysts have reset their price target on Himax Technologies to $10.00. The update is linked to changed assumptions around revenue growth, profit margins, and a future P/E of 11.38x that they now see as more appropriate for the stock following recent Street research, including a downgrade at a major brokerage.
ナラティブの更新 • Mar 19

HIMX: Execution Risks Around Revenue And Margins Will Pressure Shares

Analysts have lifted their fair value estimate for Himax Technologies from $7.00 to $8.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple, even as at least one firm recently shifted to a more cautious rating. Analyst Commentary Recent Street research reflects a more cautious tone around Himax Technologies, even as some valuation models point to higher fair value estimates.
Seeking Alpha • Mar 16

Himax Technologies: The Best Is Yet To Come

Summary Himax (HIMX) shares surged on rumors of supplying NVIDIA and Apple, tied to next-gen AI data center technology. TSMC's Coupe technology, spotlighted for reducing GPU network power consumption, is central to the investment thesis. HIMX's WiseEye may be integrated into a leading brand's smart glasses, with mass production expected in 2026. Jensen Huang's emphasis on energy efficiency in AI data centers underpins the relevance of HIMX's potential partnerships. The valuation of Himax offers an asymmetrical risk/return- ratio which will reward patient investors. Read the full article on Seeking Alpha
ナラティブの更新 • Mar 05

HIMX: AR And Silicon Photonics Progress Will Support Post Downgrade Upside

Analysts have reaffirmed their price target on Himax Technologies at $8.54 in this latest update, incorporating recent research that includes a downgrade at a major firm and a reassessment of assumptions around revenue growth, profit margins and future P/E. Analyst Commentary Recent Street research, including a downgrade at Morgan Stanley, gives a mixed read on Himax Technologies.
ナラティブの更新 • Feb 19

HIMX: AR And Silicon Photonics Progress Will Support Future Upside

Analysts have adjusted their price target on Himax Technologies to $8.54, reflecting updated views on revenue growth, profit margins, discount rate, and future P/E following recent research, including a downgrade highlighted by Morgan Stanley. Analyst Commentary Recent research around Himax Technologies centers on how sustainable the current earnings profile is and whether the revised US$8.54 price target still offers enough upside relative to execution risks.
分析記事 • Feb 05

Pinning Down Himax Technologies, Inc.'s (NASDAQ:HIMX) P/E Is Difficult Right Now

With a median price-to-earnings (or "P/E") ratio of close to 20x in the United States, you could be forgiven for...
ナラティブの更新 • Feb 04

HIMX: Future Display And AI Design Wins Will Support Upside Potential

Analysts have reduced their fair value estimate for Himax Technologies from about US$11.60 to roughly US$10.00, citing updated views on required returns, projected revenue growth, profit margins and future P/E assumptions following recent research, including the latest downgrade at a major firm. Analyst Commentary The latest research reset, including the recent downgrade at Morgan Stanley, has pushed some firms to revisit their valuation work on Himax Technologies and tighten their assumptions around required returns, revenue trajectories, margins and future P/E multiples.
ナラティブの更新 • Jan 21

HIMX: AR Glasses And Silicon Photonics Progress Will Support Steady Fair Value

Analysts have adjusted their price target for Himax Technologies to align with a fair value of US$8.54, reflecting updated assumptions around the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Himax and Vuzix introduced a new optical reference design for AR glasses that pairs Himax's HX7319FL Front-lit LCoS microdisplay with Vuzix waveguide technology, targeting lightweight, prescription-ready AR eyewear with fields of view from 30 degrees and brightness over 1,000 nits.
ナラティブの更新 • Jan 05

HIMX: AI Sensing And Optics Developments Will Support Steady Fairly Valued Outlook

Analysts have kept their price target for Himax Technologies broadly unchanged at about US$8.54. This reflects fine tuning to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions rather than a shift in their overall view.
ナラティブの更新 • Dec 17

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

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.
ナラティブの更新 • Dec 03

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

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.
ナラティブの更新 • Nov 19

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

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.
ナラティブの更新 • Nov 01

HIMX: New AI Biometrics And Automotive Displays Will Drive Steady Future Opportunity

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.
ナラティブの更新 • Oct 18

Automotive Cockpits And AR Will Expand Market Opportunities

Analysts have revised their fair value price target for Himax Technologies downward from $9.31 to $8.74. This revision reflects updated assumptions on discount rates and the future earnings multiple.
ナラティブの更新 • Aug 10

Automotive Cockpits And AR Will Expand Market Opportunities

Despite significantly higher revenue growth forecasts, a sharp drop in Himax Technologies' future P/E ratio has led analysts to lower their fair value estimate, with the consensus price target falling from $9.94 to $9.31. What's in the News Himax expects Q3 2025 net revenue to decline 12% to 17% quarter-over-quarter, projecting a loss of 2.0 to 4.0 cents per diluted ADS.
分析記事 • Aug 09

Investors Will Want Himax Technologies' (NASDAQ:HIMX) Growth In ROCE To Persist

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
分析記事 • Aug 09

Himax Technologies, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

It's been a mediocre week for Himax Technologies, Inc. ( NASDAQ:HIMX ) shareholders, with the stock dropping 16% to...
分析記事 • Jun 14

Himax Technologies (NASDAQ:HIMX) Is Increasing Its Dividend To $0.73

The board of Himax Technologies, Inc. ( NASDAQ:HIMX ) has announced that it will be paying its dividend of $0.73 on the...
分析記事 • May 29

Himax Technologies' (NASDAQ:HIMX) Upcoming Dividend Will Be Larger Than Last Year's

The board of Himax Technologies, Inc. ( NASDAQ:HIMX ) has announced that it will be paying its dividend of $0.73 on the...
分析記事 • May 09

There's Reason For Concern Over Himax Technologies, Inc.'s (NASDAQ:HIMX) Massive 29% Price Jump

Those holding Himax Technologies, Inc. ( NASDAQ:HIMX ) shares would be relieved that the share price has rebounded 29...
分析記事 • Mar 22

Some Himax Technologies, Inc. (NASDAQ:HIMX) Shareholders Look For Exit As Shares Take 26% Pounding

The Himax Technologies, Inc. ( NASDAQ:HIMX ) share price has softened a substantial 26% over the previous 30 days...
Seeking Alpha • Mar 11

Automotive Drives Solid Revenue Base For Himax Technologies

Summary Himax Technologies excels in automotive display-driver sales, which grew nearly 20% YoY in 2024, now constituting 50% of total revenues. Despite a 4.1% revenue decline, cost-cutting and high-margin automotive products improved gross margins by 260bps; a slight dividend increase is expected. HIMX is well-positioned for long-term growth in EV, AI, AR, and computer vision markets, with strong OEM relationships and innovative product lines. HIMX remains a compelling dividend stock with potential for capital appreciation, supported by strong free cash flow and a solid cash position. Read the full article on Seeking Alpha
分析記事 • Feb 01

Himax Technologies, Inc.'s (NASDAQ:HIMX) 26% Share Price Surge Not Quite Adding Up

Himax Technologies, Inc. ( NASDAQ:HIMX ) shares have continued their recent momentum with a 26% gain in the last month...
Seeking Alpha • Jan 27

Himax Technologies: The Recent Rally May Be Just The Beginning

Summary I maintain my "Buy" rating on Himax Technologies stock due to its imminent turnaround and undervalued forward valuation, despite the recent stock price rally. Recent strategic moves, including a $20 million share buyback and partnerships with Nvidia and TSMC, have significantly boosted investor confidence and stock price. Despite a 7.2% QoQ revenue decrease in Q3 FY2024, Himax exceeded internal guidance and anticipates future growth in the automotive IC and OLED sectors. Even with the pessimistic EPS consensus, HIMX's P/E ratio is expected to be only 14-15x by FY2026 end, but I doubt it'll be that low in the next 2-3 years. Risks include industry cyclicality and intense competition in the AI and automotive display sectors, but I think long-term prospects remain strong with potential for new ATHs. Read the full article on Seeking Alpha
分析記事 • Jan 04

Should You Investigate Himax Technologies, Inc. (NASDAQ:HIMX) At US$7.58?

Himax Technologies, Inc. ( NASDAQ:HIMX ), might not be a large cap stock, but it received a lot of attention from a...
分析記事 • Dec 13

Subdued Growth No Barrier To Himax Technologies, Inc. (NASDAQ:HIMX) With Shares Advancing 77%

Himax Technologies, Inc. ( NASDAQ:HIMX ) shareholders have had their patience rewarded with a 77% share price jump in...
Seeking Alpha • Dec 08

Himax Technologies: Current Headwinds Hide A Bright Future

Summary Himax Technologies, a leading Taiwanese semiconductor company, is currently struggling in the midst of an industry downturn, reporting decreasing revenues but also showing cost discipline. The company boasts a low valuation, a healthy balance sheet, and numerous growth opportunities, making it attractive for long-term investors. Recent business developments are promising and support an optimistic long-term perspective for Himax. The company's adaptability and innovative product track record position it well for future industry trends. The stock offers generous dividends, a new share buyback and its attractive valuation is a compelling pick in the semiconductor industry. Read the full article on Seeking Alpha
Seeking Alpha • Oct 08

Himax Technologies: Navigating The Down Cycle

Summary I reiterate the 'Buy' rating on Himax Technologies with a fair value of $10 per share, driven by strong automotive display solutions. Himax's automotive business, including DDIC, TDDI, TCON, LTDI, and OLED, showed significant growth, accounting for over 47% of total sales. Despite a projected 12%-17% revenue decline in Q3 FY24 due to high-interest rates, long-term growth in the automotive IC market remains promising. Key risks include heavy reliance on the Chinese market, where intensified promotional activities have not yet translated into increased sales. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:HIMX - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,415255N/AN/A2
12/31/20271,161127N/AN/A2
12/31/202693469N/AN/A2
3/31/2026816327088N/A
12/31/202583244120140N/A
9/30/202586662139159N/A
6/30/202589074133149N/A
3/31/202591487100115N/A
12/31/202490780103116N/A
9/30/202489779124149N/A
6/30/202491377143168N/A
3/31/202490948120143N/A
12/31/202394551129153N/A
9/30/2023980697990N/A
6/30/2023955665870N/A
3/31/20231,0331366677N/A
12/31/20221,2012377183N/A
9/30/20221,391337248260N/A
6/30/20221,598448313324N/A
3/31/20221,651486390400N/A
12/31/20211,547437380388N/A
9/30/20211,371329267274N/A
6/30/20211,190218241247N/A
3/31/20211,012111148152N/A
12/31/20208874797103N/A
9/30/2020786145158N/A
6/30/2020711-11149N/A
3/31/2020693-8-340N/A
12/31/2019672-14N/A8N/A
9/30/2019688-6N/A-13N/A
6/30/20197122N/A-35N/A
3/31/20197249N/A-20N/A
12/31/20187249N/A4N/A
9/30/201871424N/A10N/A
6/30/201872227N/A25N/A
3/31/201869324N/A26N/A
12/31/201768528N/A29N/A
9/30/20177089N/A68N/A
6/30/201772819N/A54N/A
3/31/201777839N/A69N/A
12/31/201680351N/A85N/A
9/30/201677753N/A63N/A
6/30/201672537N/A75N/A
3/31/201669326N/A48N/A
12/31/201569225N/A23N/A
9/30/201574135N/A35N/A
6/30/201579848N/A44N/A

アナリストによる今後の成長予測

収入対貯蓄率: HIMXの予測収益成長率 (年間65.7% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: HIMXの収益 ( 65.7% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: HIMXの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: HIMXの収益 ( 18.8% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: HIMXの収益 ( 18.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: HIMXの 自己資本利益率 は、3年後には低くなると予測されています ( 17.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/19 15:01
終値2026/05/19 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Himax Technologies, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Tristan GerraBaird
Daniel HeylerBofA Global Research
Jaywant SrivatsaChardan Capital Markets, LLC