Himax Technologies, Inc.

NasdaqGS:HIMX 주식 리포트

시가총액: US$3.4b

Himax Technologies 대차대조표 건전성

재무 건전성 기준 점검 4/6

Himax Technologies 의 총 주주 지분은 $922.9M 이고 총 부채는 $595.2M, 이는 부채 대 자기자본 비율을 64.5% 로 가져옵니다. 총자산과 총부채는 각각 $1.7B 및 $805.9M 입니다. Himax Technologies 의 EBIT는 $34.5M 이며 이자보상배율은 -5.6 입니다. $287.6M 의 현금 및 단기 투자금을 보유하고 있습니다.

핵심 정보

64.49%

부채/자본 비율

US$595.20m

부채

이자보상배율-5.6x
현금US$287.61m
자본US$922.94m
총부채US$805.94m
총자산US$1.73b

최근 재무 건전성 업데이트

업데이트 없음

Recent updates

Seeking Alpha 4h

Himax Technologies: Still Depends On Core Products, But CPO Looks Very Promising

Summary Himax Technologies, Inc. reported weak Q1 results but issued strong Q2 guidance, sparking a 56% share price rally. HIMX expects Q2 revenues to rise 10–13% and gross margins to expand by 160bps, signaling a likely operational turnaround. Automotive Tcon and local-dimming Tcon ramp-up, plus resumed auto demand, are key drivers for sequential improvement. Long-term upside hinges on co-packaged optics and wafer-level optics, but operational impact remains unproven; holding is favored over buying HIMX stock at current levels. Read the full article on Seeking Alpha
내러티브 업데이트 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.
새로운 내러티브 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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

재무 상태 분석

단기부채: HIMX 의 단기 자산 ( $1.3B )이 단기 부채( $775.7M ).

장기 부채: HIMX의 단기 자산($1.3B)이 장기 부채($30.3M)를 초과합니다.


부채/자본 비율 추이 및 분석

부채 수준: HIMX 의 순부채 대 자기자본 비율( 33.3% )은 satisfactory로 간주됩니다.

부채 감소: HIMX의 부채 대비 자본 비율은 지난 5년 동안 29.2%에서 64.5%로 증가했습니다.

부채 범위: HIMX 의 부채는 영업 현금 흐름 ( 14.8% )에 의해 잘 갚지 않음입니다.

이자 보장: HIMX 지불하는 것보다 더 많은 이자를 벌기 때문에 이자 지불 보장은 문제가 되지 않습니다.


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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 00:00
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Himax Technologies, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tristan GerraBaird
Daniel HeylerBofA Global Research
Jaywant SrivatsaChardan Capital Markets, LLC