Análisis Argos
HIMX
HIMXBarata · ojo al riesgo
Himax Technologies, Inc. · Technology
US$ 11.98
precio al 2026-07-28
Valor justo Argos*
US$ 12–14
vs. su valor justo
8% por debajo
Score Argos
58/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 0.9% al año — menos de lo que viene demostrando (1.2%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO3/6PASADO2/6SALUD5/6DIVIDENDO3/6
El Iris de calidad
VALOR4/6FUTURO3/6PASADO2/6SALUD5/6DIVIDENDO3/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos58de 100Barata · ojo al riesgo
Ingresos9%
US$ 0.8 B
Margen operativo29%
5.3%
Flujo de caja libre20%
US$ 0.1 B
Deuda neta
US$ -0.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.1B
P/E47.6x
EV/EBITDA27.9x
FCF yield5.7%
ROIC5.5%
Margen operativo5.3%
Crecim. ingresos-8.2%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

gurufocus.com · 10 jul
Himax Technologies Inc (HIMX) Stock Down 3.1% but Still Overvalued -- GF Score: 68/100
On July 10, 2026, Himax Technologies Inc (HIMX) shares fell 3.1% to a current price of $15.23. The stock has had a volatile year, with a 52-week range of $6.85
globenewswire.com · 6 jul
Himax Technologies, Inc. Schedules Second Quarter 2026 Financial Results Conference Call on Thursday, August 6, 2026 at 8:00 AM EDT
TAINAN, Taiwan, July 06, 2026 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or the “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced that it will hold a conference call with investors and analysts on Thursday, August 6, 2026 at 8:00 a.m. US Eastern Daylight Time and 8:00 p.m. Taiwan Time to discuss the Company's second quarter 2026 financial results.
globenewswire.com · 1 jul
Himax Technologies, Inc. Announces Proposed Disposal of Investment in Equity-Method Investee
TAINAN, Taiwan, July 01, 2026 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or the “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced that one of its equity-method investees, a technology startup company, had entered into a definitive agreement under which all of its equity interests will be acquired by an independent third-party semiconductor technology company for a total purchase price of US$80 million in cash, subject to adjustments based on net working capital and net cash at closing.
globenewswire.com · 30 jun
Himax Strengthens 3D Sensing Portfolio with Launch of New iToF Depth Decoder ICs for Robotics and Intelligent Vision Applications
TAINAN, Taiwan, June 30, 2026 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced the launch of its new HE Series indirect Time-of-Flight (iToF) Depth Decoder ICs, further expanding Himax's portfolio in 3D sensing and machine vision applications. Leveraging a high-performance hardware-based depth processing architecture, advanced image enhancement technologies, and a comprehensive hardware and software development platform, the new iToF decoder IC delivers high-frame-rate and high-precision 3D sensing capabilities, providing a complete, easy-to-integrate 3D sensing solution for robotics, industrial automation, and a broad range of AI vision applications.
gurufocus.com · 22 jun
Himax Shares More Than Double, Founding Brothers Reach $1 Billion
Himax Technologies (HIMX) has become one of this year's quieter semiconductor winners, with its US-listed shares more than doubling and turning founding brother
globenewswire.com · 12 jun
Himax Technologies, Inc. to Hold Annual General Meeting on August 12, 2026
TAINAN, Taiwan, June 12, 2026 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced that the Company will hold its Annual General Meeting (“AGM”) in Taiwan on August 12, 2026.
globenewswire.com · 12 jun
Himax Technologies, Inc. to Hold Annual General Meeting on August 12, 2026
TAINAN, Taiwan, June 12, 2026 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) ("Himax" or "Company"), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced that the Company will hold its Annual General Meeting ("AGM") in Taiwan on August 12, 2026.
globenewswire.com · 1 jun
Himax Latest T2000 Tcon to Power the Evolution of E Ink Next-Generation Color ePaper into Dynamic Content Applications
TAINAN, Taiwan, June 01, 2026 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced that its new T2000 Color ePaper Timing Controller (Color ePaper Tcon) has been successfully adopted into the latest ePaper controller architecture launched by E Ink, the global leader in ePaper technology. For large-format color ePaper signage, the T2000 Tcon delivers significantly enhanced dynamic content display performance, enabling support for dynamic advertising content and accelerating the transition from traditional static displays to a new generation of dynamic applications. The T2000 Tcon is now powering E Ink's 75-inch Kaleido™ large-format color ePaper signage platform, which will be showcased this week at COMPUTEX 2026 in Taipei.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.