HIMX Himax Technologies, Inc.

MIXED Impact: 6/10 6-K
Horizon weeks Filed May 7, 2026 Processed 1mo ago SEC 0001171843-26-003108
Notable filing: 6-K
Latest settled — T+20d ⚠ clustered
HIMX ▲ +50.90% at T+20d
NEUTRAL call ✓ call won +50.90% · α vs SPY +47.77% · entry $16.03 → $24.19
Next anchor: T+60d in 7w
Last close $17.70 (close Jun 12) · +10.42% from $16.03 entry
Entry anchored
May 7, 2026
via day open
T+1d
+10.98%
call +10.98% · α +10.15%
$17.79
settled 5w ago
T+5d
+28.45%
call +28.45% · α +26.94%
$20.59
settled 5w ago
T+20d
+50.90%
call +50.90% · α +47.77%
$24.19
settled 10d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Himax reported Q1 2026 revenue of $199.0M (down 2% QoQ, down 7.5% YoY) and EPS of $0.046, beating guidance. Q2 guidance calls for 10-13% QoQ revenue growth and EPS of $0.086-$0.103. Despite the beat, YoY declines in revenue and profit are material, while the outlook points to a recovery.

Actionable Insight

Q1 results beat expectations but YoY declines are clear. Q2 guidance implies a strong sequential recovery, driven by automotive and non-driver ICs. Watch Q2 execution for confirmation of turnaround; cost pressures from memory and gold remain risks.

Key Facts

  • Q1 2026 revenue $199.0M, at high end of guidance (down 2-6% QoQ); actual down 2% QoQ
  • Q1 EPS $0.046, above guidance range of $0.02-$0.04
  • Q1 net profit $8.0M, down from $20.0M YoY (60% decline)
  • Q2 2026 guidance: revenue up 10-13% QoQ, gross margin ~32%, EPS $0.086-$0.103
  • Annual cash dividend of $0.252 per ADS ($44M total) declared
  • FOCI investment valued at $156M as of May 7, 2026; accounted at FVOCI with no P&L impact
  • Non-driver revenues (Tcon, WiseEye) growing focus; Q1 non-driver sales $39.0M, down 7.7% QoQ

Financial Impact

Q1 2026 revenue $199.0M (down 7.5% YoY), net profit $8.0M (down 60% YoY), EPS $0.046 vs $0.114 YoY

revenueepsoperatingIncomegrossMargin

Risk Factors

  • Memory chip supply tightness and rising gold prices pressuring costs
  • Geopolitical tensions and limited visibility on H2 demand
  • Dependence on automotive and consumer electronics cycles

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
73% bullish (11 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001171843-26-003108
Document: f6k_050726.htm0001171843-26-003108
Document: 0001171843-26-003108-index-headers.html0001171843-26-003108
Document: 0001171843-26-003108-index.html0001171843-26-003108
Document: 0001171843-26-003108.txt0001171843-26-003108
7 reports for HIMX
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for HIMX — sortable, filterable
Type Now
Jun 12, 2026
2d ago
6-K
NEUTRAL ★ 3/10
$17.69 awaiting T+20awaiting T+20$17.70 (+0.06%)
Jun 12, 2026
3d ago
Institutional Cluster
MIXED ★ 4/10
$17.69 awaiting T+20awaiting T+20$17.70 (+0.06%)
May 7, 2026
5w ago
6-K
MIXED ★ 6/10
$16.03 $24.19▲ +50.90%▲ +47.77%$17.70 (+10.42%)
May 7, 2026
5w ago
Press Release
BULLISH ★ 7/10
$16.03 $24.19▲ +50.90%▲ +47.77%$17.70 (+10.42%)
May 7, 2026
5w ago
6-K
NEUTRAL ★ 3/10
$16.03 $24.19▲ +50.90%▲ +47.77%$17.70 (+10.42%)
May 7, 2026
5w ago
Press Release
NEUTRAL ★ 2/10
$16.03 $24.19▲ +50.90%▲ +47.77%$17.70 (+10.42%)
Apr 7, 2026
9w ago
Press Release
BULLISH ★ 7/10
$8.73 $11.56▲ +32.42%▲ +22.64%$17.70 (+102.75%)
Showing 7 of 7

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