The strong Q1 beat and bullish Q2 guidance suggest the cyclical downturn is bottoming. Monitor automotive Tcon and WiseEye AI adoption as key growth drivers for 2H26. The stock may re-rate higher as guidance implies a sharp sequential recovery.
Price Chart
Executive Summary
Himax reported Q1 2026 EPS of $0.046, beating consensus of $0.03 by 53%, and revenue of $199.0M slightly above the $195.0M estimate. Q2 guidance calls for revenue growth of 10-13% QoQ and EPS of $0.086-$0.103, signaling a strong recovery driven by automotive and non-driver IC segments. Despite YoY declines in revenue (-7.5%) and EPS (-60%), the beat and robust near-term outlook are likely to drive positive momentum.
Key Financial Metrics
Key Facts
- Q1 2026 EPS of $0.046 exceeded the upper end of guidance ($0.02-$0.04) and consensus of $0.03.
- Q1 revenue of $199.0M was at the high end of guidance, down 2% sequentially.
- Q2 2026 guidance: revenue up 10-13% QoQ, gross margin ~32%, EPS $0.086-$0.103.
- Automotive Tcon and WiseEye AI are key growth areas, with hundreds of design-wins secured.
Financial Impact
Q1 EPS beat by $0.016 (53%); Q2 guidance implies EPS recovery to ~$0.095, up ~107% QoQ.
Risk Factors
- Memory chip supply tightness and rising gold prices are pressuring costs, potentially impacting margins.
- Geopolitical tensions and limited visibility in consumer electronics and automotive for 2H26.
- YoY declines in revenue (-7.5%) and EPS (-60%) could weigh on valuation if recovery disappoints.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3289738 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 22d ago | Press Release | $14.71 | awaiting T+60 | — | $11.50 (−21.82%) |
Aug 6, 2026 11w ago | Press Release | $13.76 | awaiting T+60 | — | $11.50 (−16.42%) |
Jul 6, 2026 16w ago | Press Release | $14.31 $14.10 | ▼ −1.47% | ▼ −3.19% | $11.50 (−19.64%) |
Jul 1, 2026 16w ago | 6-K | $14.24 $14.12 | ▼ −0.84% | ▼ −3.80% | $11.50 (−19.24%) |
Jul 1, 2026 16w ago | Press Release | $14.24 $14.12 | ▼ −0.84% | ▼ −3.80% | $11.50 (−19.24%) |
Jun 12, 2026 19w ago | 6-K | $17.70 $14.12 | ▼ −20.23% | ▼ −23.49% | $11.50 (−35.03%) |
Jun 12, 2026 19w ago | Institutional Cluster | $17.70 $14.12 | ▼ −20.23% | ▼ −23.49% | $11.50 (−35.03%) |
May 7, 2026 24w ago | 6-K | $16.03 $12.78 | ▼ −20.27% | ▼ −24.11% | $11.50 (−28.26%) |
May 7, 2026 24w ago | Press Release | $16.03 $12.78 | ▼ −20.27% | ▼ −24.11% | $11.50 (−28.26%) |
May 7, 2026 24w ago | 6-K | $16.03 $12.78 | ▼ −20.27% | ▼ −24.11% | $11.50 (−28.26%) |
US Market Status
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