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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.

Himax Technologies is rated Buy as its automotive-led mix shift is driving sustainably higher margins and earnings power. HIMX exceeded Q2 2026 revenue, margin, and earnings guidance, with automotive silicon now over half of group sales and gross margin rebounding to 33.1%. Valuation remains attractive, with forward earnings in the mid-teens and optionality in smart glasses, co-packaged optics, and OLED notebook…

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Himax Technologies, Inc. (HIMX) Q2 2026 Earnings Call Transcript

Himax Technologies NASDAQ: HIMX reported second-quarter 2026 results that exceeded its prior guidance, as stronger-than-expected automotive integrated-circuit sales lifted revenue, gross margin and profit.