Himax Technologies Toekomstige groei
Future criteriumcontroles 6/6
Himax Technologies zal naar verwachting groeien in winst en omzet met respectievelijk 70.2% en 24.7% per jaar. De winst per aandeel zal naar verwachting groeien met 57.8% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 20.3% zijn.
Belangrijke informatie
70.2%
Groei van de winst
57.79%
Groei van de winst per aandeel
| Semiconductor winstgroei | 30.5% |
| Inkomstengroei | 24.7% |
| Toekomstig rendement op eigen vermogen | 20.27% |
| Dekking van analisten | Low |
| Laatst bijgewerkt | 08 Sep 2026 |
Recente toekomstige groei-updates
Recent updates
Seeking Alpha • Aug 28
Himax Technologies: Upgrading To Buy On Automotive Rebound
Summary Himax Technologies (HIMX) is upgraded to Buy, driven by a rebound and strong momentum in its core automotive IC segment. HIMX delivered improved Q2 2026 results: revenue up 14.2% sequentially and 5.9% Y/Y, with gross margin at 33.1%, exceeding guidance. Management guides for Q3 2026 revenue growth of 7–11% QoQ, gross margin expansion, and double-digit full-year auto IC sales growth. New growth drivers like WiseEye AI and smart glasses diversify HIMX beyond automotive, with robust design-win traction and promising market outlook. Read the full article on Seeking Alpha
Narratiefupdate • Aug 23
HIMX: Future Biometric And 3D Sensing Wins Will Drive Upside
Analysts have increased their fair value estimate for Himax Technologies from $30.00 to $43.00, citing higher modeled revenue growth and expectations for a richer future P/E multiple, partly offset by a slightly higher discount rate and slightly lower profit margin assumptions. What’s in the News for Himax Technologies Himax WiseEye palm vein biometric authentication is integrated into the WAFERLOCK L322 palm vein smart lock, which is commercially available and targets secure, contactless access for homes and smart buildings.
Narratiefupdate • Aug 09
HIMX: AI Vision And 3D Sensing Adoption Will Drive Future Upside
Analysts have raised their price target for Himax Technologies from $23.70 to $30.20, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple as key drivers of the revised valuation framework. What’s in the News for Himax Technologies Himax Technologies issued earnings guidance for the third quarter of 2026, expecting net revenue to be between 7% and 11% quarter over quarter, with profit in a range of 8.6 cents to 10.3 cents per diluted ADS.Narratiefupdate • Jun 22
HIMX: Future Display And AR Microdisplay Wins Will Drive Upside
Analysts have lifted their fair value estimate for Himax Technologies from $10.00 to $30.00, citing updated assumptions for revenue growth, profit margins, and future P/E that support a higher long term price target. What’s in the News for Himax Technologies Himax Technologies reported that its T2000 Color ePaper Timing Controller has been adopted in E Ink’s latest large format color ePaper controller architecture, including the 75 inch Kaleido signage platform planned for showcase at COMPUTEX 2026 in Taipei.Narratiefupdate • Jun 06
HIMX: AR And AI Sensing Advances Will Support Further Upside
Analysts have lifted their price target for Himax Technologies to $23.70 per share from $8.54, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E estimates. What's in the News Himax reported Q1 2026 revenue of US$199 million, slightly down year over year but ahead of analyst expectations, with EPS of US$0.05 per diluted ADS and gross margin near the high end of guidance.
Narratiefupdate • May 22
HIMX: AR Display Execution And Rich Multiple Will Pressure Returns
Analysts have lifted their price target for Himax Technologies from $8.00 to $17.40, citing updated assumptions for revenue growth, profit margins and future P/E that point to a different risk and reward profile for the stock. What's in the News Himax issued earnings guidance for the second quarter of 2026, projecting net revenue to move 10% to 13% higher quarter over quarter and profit of US$0.086 to US$0.103 per diluted ADS (Key Developments).Narratiefupdate • 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.
Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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 AlphaWinst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 1,612 | 255 | N/A | N/A | 2 |
| 12/31/2027 | 1,231 | 127 | N/A | N/A | 2 |
| 12/31/2026 | 949 | 69 | N/A | N/A | 2 |
| 6/30/2026 | 829 | 35 | 27 | 45 | N/A |
| 3/31/2026 | 816 | 32 | 70 | 88 | N/A |
| 12/31/2025 | 832 | 44 | 120 | 140 | N/A |
| 9/30/2025 | 866 | 62 | 139 | 159 | N/A |
| 6/30/2025 | 890 | 74 | 133 | 149 | N/A |
| 3/31/2025 | 914 | 87 | 100 | 115 | N/A |
| 12/31/2024 | 907 | 80 | 103 | 116 | N/A |
| 9/30/2024 | 897 | 79 | 124 | 149 | N/A |
| 6/30/2024 | 913 | 77 | 143 | 168 | N/A |
| 3/31/2024 | 909 | 48 | 120 | 143 | N/A |
| 12/31/2023 | 945 | 51 | 129 | 153 | N/A |
| 9/30/2023 | 980 | 69 | 79 | 90 | N/A |
| 6/30/2023 | 955 | 66 | 58 | 70 | N/A |
| 3/31/2023 | 1,033 | 136 | 66 | 77 | N/A |
| 12/31/2022 | 1,201 | 237 | 71 | 83 | N/A |
| 9/30/2022 | 1,391 | 337 | 248 | 260 | N/A |
| 6/30/2022 | 1,598 | 448 | 313 | 324 | N/A |
| 3/31/2022 | 1,651 | 486 | 390 | 400 | N/A |
| 12/31/2021 | 1,547 | 437 | 380 | 388 | N/A |
| 9/30/2021 | 1,371 | 329 | 267 | 274 | N/A |
| 6/30/2021 | 1,190 | 218 | 241 | 247 | N/A |
| 3/31/2021 | 1,012 | 111 | 148 | 152 | N/A |
| 12/31/2020 | 887 | 47 | 97 | 103 | N/A |
| 9/30/2020 | 786 | 14 | 51 | 58 | N/A |
| 6/30/2020 | 711 | -1 | 11 | 49 | N/A |
| 3/31/2020 | 693 | -8 | N/A | 40 | N/A |
| 12/31/2019 | 672 | -14 | N/A | 8 | N/A |
| 9/30/2019 | 688 | -6 | N/A | -13 | N/A |
| 6/30/2019 | 712 | 2 | N/A | -35 | N/A |
| 3/31/2019 | 724 | 9 | N/A | -20 | N/A |
| 12/31/2018 | 724 | 9 | N/A | 4 | N/A |
| 9/30/2018 | 714 | 24 | N/A | 10 | N/A |
| 6/30/2018 | 722 | 27 | N/A | 25 | N/A |
| 3/31/2018 | 693 | 24 | N/A | 26 | N/A |
| 12/31/2017 | 685 | 28 | N/A | 29 | N/A |
| 9/30/2017 | 708 | 9 | N/A | 68 | N/A |
| 6/30/2017 | 728 | 19 | N/A | 54 | N/A |
| 3/31/2017 | 778 | 39 | N/A | 69 | N/A |
| 12/31/2016 | 803 | 51 | N/A | 85 | N/A |
| 9/30/2016 | 777 | 53 | N/A | 63 | N/A |
| 6/30/2016 | 725 | 37 | N/A | 75 | N/A |
| 3/31/2016 | 693 | 26 | N/A | 48 | N/A |
| 12/31/2015 | 692 | 25 | N/A | 23 | N/A |
| 9/30/2015 | 741 | 35 | N/A | 35 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei HIMX ( 70.2% per jaar) ligt boven de spaarquote ( 3.7% ).
Winst versus markt: De winst van HIMX ( 70.2% per jaar) zal naar verwachting sneller groeien dan de US markt ( 17.2% per jaar).
Hoge groeiwinsten: De winst van HIMX zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van HIMX ( 24.7% per jaar) zal naar verwachting sneller groeien dan de markt US ( 13.4% per jaar).
Hoge groei-inkomsten: De omzet van HIMX ( 24.7% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen HIMX zal naar verwachting over 3 jaar hoog zijn ( 20.3 %)
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/13 09:55 |
| Aandelenkoers aan het einde van de dag | 2026/09/11 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Himax Technologies, Inc. wordt gevolgd door 15 analisten. 2 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Tristan Gerra | Baird |
| Daniel Heyler | BofA Global Research |
| Jaywant Srivatsa | Chardan Capital Markets, LLC |