# Himax Technologies, Inc. (HIMX)

> Source: Nexqual · https://nexqual.com/HIMX · data as of 2026-10-28 20:00 UTC · cite as "Nexqual, Himax Technologies, Inc. (HIMX), nexqual.com/HIMX" · informational, not investment advice.

**Price:** USD 12.01 (+0.59% on the day) · last close of Oct 28, 2026; US market closed, not a live price. Prev close 11.94 · day 11.75–12.19 · 52w 6.85–25.09 · market cap $2.09B · NMS

## Key facts
- Analysts: Buy (mean 2.33 on a 1–5 scale) (3 analysts), mean target USD 30.2 (range 17.4–43).
- Total return with dividends: 1Y +28.4% vs S&P 500 +13.6%; 5Y +55.5% vs S&P 500 +79.8%.
- Next earnings: 2026-11-05, EPS estimate USD 0.09, revenue estimate $248M.

## Analysts
Consensus Buy (mean 2.33 on a 1–5 scale), 3 analysts; mean target USD 30.2 (low 17.4, high 43).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-29) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +28.4% | +55.5% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | +28.5% | +9.2% |
| Volatility (annualized) | 76.5% | 60.6% |
| Max drawdown | -53.3% (Jun 2026→Oct 2026) | -64.8% (Dec 2021→Sep 2022) |

## Peers (Semiconductors)
NVTS (Navitas Semiconductor Corporati) USD 9.36 +0.11% · POWI (Power Integrations, Inc.) USD 49.32 -0.02% · DIOD (Diodes Incorporated) USD 89.3 +0.82% · VSH (Vishay Intertechnology, Inc.) USD 29.92 +0.98% · SYNA (Synaptics Incorporated) USD 118.5 +0.34% · PI (Impinj, Inc.) USD 176.48 +0.96%

## More
Full page: https://nexqual.com/HIMX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in HIMX's own 20-F filed 2026-03-27 (https://www.sec.gov/Archives/edgar/data/1342338/000110465926035507/himx-20251231x20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | TSMC (TSM) | "We have obtained our foundry services from TSMC, UMC, Vanguard, Macronix, Globalfoundries Singapore, PSMC, Nexchip and SKHYSI in the past few years." |
| Supplier | United Microelectronics (UMC) | "We have obtained our foundry services from TSMC, UMC, Vanguard, Macronix, Globalfoundries Singapore, PSMC, Nexchip and SKHYSI in the past few years." |
| Partner | FOCI Fiber Optic Communications | "Himax continues to make solid progress in collaboration with our strategic partner, FOCI." |
| Partner | Obsidian Sensors | "In May 2024, we announced a strategic investment in Obsidian Sensors, Inc. ("Obsidian"), a San Diego-based thermal imaging sensor solution manufacturer." |
| Competitor | Texas Instruments (TXN) | "We also compete with alternative microdisplay technology providers such as Texas Instruments with DLP, Sony with micro OLED and JBD with micro LED." |
| Competitor | Sony (SONY) | "We also compete with alternative microdisplay technology providers such as Texas Instruments with DLP, Sony with micro OLED and JBD with micro LED." |
| Competitor | Qualcomm (QCOM) | "For WiseEye ultralow power AI sensing, the main competition is Qualcomm with its "Glance" device." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.09 | $0.05 | +80.0% | $247.8M | 1 |
| Next quarter (ends 2026-12-31) | $0.22 | $0.19 | +15.8% | $272.7M | 1 |
| Current fiscal year (ends 2026-12-31) | $0.47 | $0.40 | +17.5% | $949.4M | 1 |
| Next fiscal year (ends 2027-12-31) | $1.30 | $1.00 | +30.0% | $1.23B | 1 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-05): ±14.1%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 23 | 94.8% | ±14.1% |
| 2026-12-18 | 51 | 87.1% | ±26.1% |
| 2027-01-15 | 79 | 66.7% | ±24.8% |
| 2027-03-19 | 142 | 60.4% | ±30.0% |
| 2027-06-17 | 232 | 67.5% | ±42.6% |

## Earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $0.11 | $0.12 | Miss −8.3% | — |
| — | Quarter ended Mar 31, 2026 | $0.05 | $0.03 | Beat +$0.02 | — |
| — | Quarter ended Dec 31, 2025 | $0.04 | $0.03 | Beat +$0.01 | — |
| — | Quarter ended Sep 30, 2025 | $0.01 | $0.01 | In line | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

## Recent SEC filings (last 120 days)
| Filed | Form | What it says | Filing |
|---|---|---|---|
| 2026-08-12 | 6-K | Current report (foreign issuer) · period ended Aug 12, 2026 | https://www.sec.gov/Archives/edgar/data/1342338/000117184326005436/0001171843-26-005436-index.htm |
| 2026-08-06 | 6-K | Current report (foreign issuer) · period ended Aug 6, 2026 | https://www.sec.gov/Archives/edgar/data/1342338/000117184326005288/0001171843-26-005288-index.htm |
| 2026-07-01 | 6-K | Current report (foreign issuer) · period ended Jul 1, 2026 | https://www.sec.gov/Archives/edgar/data/1342338/000117184326004416/0001171843-26-004416-index.htm |
Source: SEC EDGAR. Quotes are the opening words of each item as filed.