Added to YB: 2026-03-16
Pitch date: 2026-03-13
HIMX [neutral]
Himax Technologies, Inc.
Author Info
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Company Info
Himax Technologies, Inc., a fabless semiconductor company, provides display imaging processing technologies in China, Taiwan, Korea, Japan, the United States, and internationally.
Market Cap
$1.6B
Pitch Price
N/A
Price Target
N/A
Dividend
4.04%
EV/EBITDA
30.24
P/E
36.34
EV/Sales
2.31
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Himax Technologies Inc. - $HIMX
HIMX (pass): Join report by Citron/Hunterbrook drives hype on potential TSM/NVDA supply chain ties, but same story floated Jan 2025. 80% rev from declining display drivers (down 30% over 3yrs), 20% from 'emerging' AI/CPO tech stuck flat despite design wins. META pricing pressure evident. Morgan Stanley recently cut rating/PT despite bullish rev projections. Opportunity likely overblown vs fundamentals.
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