US · Technology · Semiconductors
EPS came in at 0.11 against a street estimate of 0.10 — a beat of 10.0%.
Analysts rate Himax Technologies Inc a buy (4 buy, 1 hold, 0 sell out of 5) with an average price target of $30.20.
CONFIDENT Q2 beat guidance on automotive IC strength and favorable mix; Q3 expected to grow 7–11% sequentially with 34% gross margin. CPO and smart glasses positioned as meaningful 2027 growth drivers amid persistent supply constraints. Q2 2026 Management mentions China, Korea, Japan, Singapore, Malaysia, Europe, North America in supply chain context but no regional revenue breakdown provided. Analysts pressed CPO competitive positioning, ecosystem bottlenecks, and smart glasses revenue timing. Management deflected competition commentary, emphasized focus on validation rather than quantification, and deferred revenue calls to future quarters as customer plans firm. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Lazard Asset Management LLC | 3.81% |
| Acadian Asset Management LLC | 3.68% |
| Robeco Institutional Asset Management BV | 2.04% |
| Two Sigma Investments LLC | 1.30% |
| D. E. Shaw & Co LP | 0.95% |
| State Street Corp | 0.92% |
| Allianz Asset Management AG | 0.73% |
| Jane Street Group LLC | 0.48% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.25 / share ex-date Jun 30, 2026 · pay Jul 10, 2026 | 2026-06-30 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Himax Technologies Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.