Himax Technologies (HIMX) Valuation Check After New AR Glasses Reference Design With Vuzix

Simply Wall St.01-21

Himax Technologies (HIMX) is back in focus after unveiling a new optical component reference design for augmented reality glasses with Vuzix. The design pairs its HX7319FL LCoS microdisplay with Vuzix...

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The design pairs its HX7319FL LCoS microdisplay with Vuzix...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-himx/himax-technologies/news/himax-technologies-himx-valuation-check-after-new-ar-glasses\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Himax Technologies (HIMX) Valuation Check After New AR Glasses Reference Design With Vuzix</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHimax Technologies (HIMX) Valuation Check After New AR Glasses Reference Design With Vuzix\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-21 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-himx/himax-technologies/news/himax-technologies-himx-valuation-check-after-new-ar-glasses><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Himax Technologies (HIMX) is back in focus after unveiling a new optical component reference design for augmented reality glasses with Vuzix. The design pairs its HX7319FL LCoS microdisplay with Vuzix...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-himx/himax-technologies/news/himax-technologies-himx-valuation-check-after-new-ar-glasses\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4078","symbol_name":"消费电子产品","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-himx/himax-technologies/news/himax-technologies-himx-valuation-check-after-new-ar-glasses","article_id":"2605271301","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8212000-choice2-main-header/1585186783100"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-himx/himax-technologies/news/himax-technologies-himx-valuation-check-after-new-ar-glasses","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2605271301","pubTimestamp":1768962773,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Himax Technologies (HIMX) is back in focus after unveiling a new optical component reference design for augmented reality glasses with Vuzix. The design pairs its HX7319FL LCoS microdisplay with Vuzix waveguide technology.\nSee our latest analysis for Himax Technologies.\nThe new AR reference design is landing after a softer patch for Himax, with the share price at US$8.17 and a 1 year total shareholder return of 11.15% decline. The 3 year total shareholder return of 22.60% points to longer...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4078":"消费电子产品","BK4213":"石油与天然气的勘探与生产","VUZI":"Vuzix","BK4526":"热门中概股","BK4157":"电子设备和仪器","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4141":"半导体产品","HIMX":"奇景光电","AR":"Antero Resources Corp","BK4554":"元宇宙及AR概念"},"translate_title":"奇景科技(HIMX)采用Vuzix进行新型AR眼镜参考设计后的估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VUZI":1.5,"DCF":1,"HIMX":1.5,"AR":1.5},"content_text":"Himax Technologies (HIMX) is back in focus after unveiling a new optical component reference design for augmented reality glasses with Vuzix. The design pairs its HX7319FL LCoS microdisplay with Vuzix waveguide technology. See our latest analysis for Himax Technologies. The new AR reference design is landing after a softer patch for Himax, with the share price at US$8.17 and a 1 year total shareholder return of 11.15% decline. The 3 year total shareholder return of 22.60% points to longer term gains, suggesting recent momentum has cooled even as interest in its display and sensing technology, including the CES showcase and its Needham conference appearance, keeps the story in focus. If this kind of AR and display tech story interests you, it may be worth widening your watchlist with other high growth tech and AI stocks that are shaping the next wave of computing. With Himax shares trading at US$8.17, showing a 1-year total return decline of 11.15% and a 3-year gain of 22.60%, investors may be considering whether the recent weakness presents an opportunity or whether the market has already accounted for future growth in the current price. AdvertisementMost Popular Narrative: 4.3% Undervalued Himax Technologies' most followed narrative puts fair value at US$8.54 per share, slightly above the last close of US$8.17. This keeps the focus on the earnings path and required return assumptions behind that gap.  The company's deepening engagement and design wins in emerging smart glasses/AR markets, underpinned by unique proprietary technologies in ultra-low power sensing (WiseEye), microdisplay, and nano-optics, create opportunities to capitalize on the rising demand for next-generation wearables, providing a new long-term revenue stream that will positively impact both top-line growth and margins.  Read the complete narrative. Curious how this AR and sensing pipeline feeds into that fair value line? Revenue traction, margin uplift and a future earnings multiple sit at the center of the story, and the full narrative spells out how those moving parts line up over the next few years. Result: Fair Value of $8.54 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still watchpoints, including trade tensions and sector specific demand swings that could easily derail the current fair value narrative. Find out about the key risks to this Himax Technologies narrative. Another View: SWS DCF Model Flags Overvaluation There is a very different read across when you switch from the narrative fair value to the SWS DCF model. On that approach, Himax is priced well above an estimated fair value of US$1.88 per share, so the current US$8.17 price screens as overvalued. If both methods are using reasonable inputs, which one do you trust more? Look into how the SWS DCF model arrives at its fair value. HIMX Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Himax Technologies for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 872 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Himax Technologies Narrative If parts of this framework do not sit right with you, or you would rather weigh the numbers yourself, you can spin up a tailored view in just a few minutes: Do it your way. A great starting point for your Himax Technologies research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Ready to uncover more opportunities? If Himax has your attention, do not stop here; the same time you spend reading this could surface the next idea that fits your style even better.  Spot potential high risk, high reward ideas early by scanning these 3528 penny stocks with strong financials that already show solid financial underpinnings. Target the next wave of automation and data growth by zeroing in on these 24 AI penny stocks shaping how software, chips, and services use AI. Focus your research on these 872 undervalued stocks based on cash flows where prices look modest compared to cash flow potential and may warrant a closer look.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Himax Technologies might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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