HIMX Himax Technologies, Inc.

$HIMX earnings estimates ignore the bonuses pay out this quarter. without them, would be 7-11% q over q, and .16-.14, from previous q .11. that is very healthy, and the drop below 200 day two days ago, points to return to 12.59 with the wise eye news, and then possibly higher...I think it's a steal here, over 50% down from the 52 week...just an opinion as always....

$HIMX Breaking out of consolidation. Not much resistance to the left. Could climb back to 23s very quick.

$HIMX Samsung news is massive. Validates the evolution, validates the importance. Taiwan would defend a potential Samsung acquisition via regulatory roadblocks, or an equity investment from a major Taiwanese partner(s), easy to speculate too. That is not off the table and could play out, but probably not option 1 at the moment. Best case, and most probable, Samsung and Wu are working a supplier deal. They are exclusive gen 1 and 2, so currently the proven game in town. If they want to compete on timeline and quality, they need an agreement with Himx. This would be massive and return the stock to $20-25 almost immediately as all the speculation becomes validated and of course eps then is without question going to surge. Alibaba news completely ignored due to macro, and if the Apple partnership becomes uncovered say goodbye sub 20.

$HIMX I don't think that potential investors understand the huge potential that obsidian has for himx in early 2027 as described in my 2 posts below. Himx has invested in obsidian and is as much a part of them as foci, probably moreso. This would include circuitry assistance provided early on and most of all a great place for wise eye sales. Obsidian can only produce 5,000 units per year but by year end 1,000,000 expected as their new packaging facility in san diego comes on line. They are limited on what they can supply the military right now, hence the phase 3 gov development contract let a couple weeks ago. The low cost of putting microbolometer on glass instead of silicon and these things can be produced using a regular display factory as well as the advanced tech will rival wu's investment in emza before long (only dif being that emza was purchased in total)The beauty of this thermal imaging is that the early emphasis was for autos but has shifted to DRONES.

$HIMX totally decimated. WTF is going on with this market? It's like an AI self fulfilling bubble burst based on no actual pullback in investment or other fundamental issues.

$HIMX It did not register when I read the nr that alibaba has already started production on the qwen n1 series glasses. Normally these things are slated to start some time in 2525-if man is still alive. Let's get it on!

$HIMX Are we going to get wash out? Rising inflation,rising rates, high energy prices other than that it's agreat day.

$HIMX 50 week moving average is 11.73. Will it hold or is it a pit stop back to single digits.

$HIMX Part of today’s rally now seems to be a gamma squeeze as the Market Makers seem to have lost the $15 options strike and needed to buy shares to cover their $15 sold calls. After all, the Market Makers are almost guaranteed to profit selling calls so long as they hold the shares when the stock price moves to, or just above, the strike price. And, this pertains to all option expiration dates and not just the upcoming one. This can work in reverse as the MM’s will not want to be holding shares if/when the stock price moves below the strike price although that is not as critical as not holding or buying shares as they move above the strike price. All of those early option buyers today are now in the money…for now. I had sold Puts several weeks ago and looks like I will only get to keep the cash but will not get Put shares at $14 and $15 in two weeks.

$HIMX come on Wu, entertain that buyout. And don’t be silent, tell us you’ve evaluated an optics spin off. We all want the value realized somehow.

$HIMX Looks like the stock is close or sitting on nearly couple weeks of support where stock stalled on the way to 25. Bottoming here or maybe 12 for the final scare.

$HIMX a double bottom? Ultimately this needs to go break 16 if it's going to establish an uptrend. Still a mess at this stage. Can HIMX bring a positive surprise during their ER finally?

$HIMX most shares traded is short volume. Most stock holders staying pat. Market makers and short sellers are supplying liquidity.

$HIMX over 1k in Oct $17 calls and over 1k in Nov $21 calls. Someone’s buying and selling out of the money calls. Trade accordingly.

$HIMX (Taiwan display-driver chipmaker) says its 5-milliwatt WiseEye AI chip is in Alibaba's Qwen Glasses N1 series, after earlier adoption by a global tech brand. It gives no revenue, units or timing; Q2 2026 sales were $227.4M; the stock was worth about $2.23B at the Oct 12, 2026 close of $12.77 a share (ADS), times 174.4 million ADS outstanding as of June 30, 2026. Other side: Alibaba is a marquee name for the glasses pitch, but chip sales from one glasses line are likely small. Next: Himax says some glasses projects enter mass production in 2027.

$HIMX · $BABAF 📝 Himax Technologies announced that its WiseEye HX6538 ultralow power AI processor has been integrated into Alibaba Group's latest Qwen Glasses N1 series to jointly power a next-generation always-on visual sensing system for extended smart glasses battery life. Selected from hundreds of headlines

$HIMX how does everyone feel about last two days? Did u guys pick some? Got to it the window I expected. Most buys around 12.50 but got some in 11. How about now retest and then go up with nice vol. Will that be in about two weeks? W earnings. Money seems to be watching himax closely. I really can't wait to see what earnings does. In the mean time it goes up and down based on macro earnings.

$HIMX Recall all want to profit and minimize losses. So, with current EPS estimates from Mgmt and analysts, who is selling here and see those estimates below; albeit from very few analysts. I suspect it is from those who want lower call option pricing and cheaper shares from a lower trading range which also means selling to yourself or cohorts when there is little other buying interest. Call option buying has increased this week on the price takedown so I suspect they are related. The takedowns and volatility are to demoralize shareholders to get them to sell and move on so big money can buy lower (shares and options). We have heard enough from Mgmt to know CPO is coming and seems to now be ahead of schedule. There is also good news from Wise Eye, Autos and lots of potential with E-ink, Smart Glasses (both with and without displays), smart locks and so much more…but that also means HIMX is not a CPO ‘pure play’ which some might want. Look at seasonality, forward EPS and P/E:

$HIMX Failed to hold the break out. Hopefully tomorrow’s brings a successful run at the 15 range again and closes at least at 15.05

$HIMX 5 NOV EPS will be epic. 12 to 14 is our base. We will see a new ATH several by Dec. The Christmas rally might be another catalyst.