Himax Technologies' stock surged 9.45% during pre-market trading on Thursday, following the release of its fourth quarter and full year 2025 financial results.
The semiconductor company reported Q4 2025 revenue of $203.1 million, representing a sequential increase of 2.0% and beating its guidance of flat quarter-over-quarter performance. Profit per diluted ADS came in at 3.6 cents, at the high end of its guidance range. Key drivers included a 14.2% quarter-over-quarter increase in large display driver revenue, fueled by rush orders from panel makers, and a 10% rise in automotive driver sales.
Management provided an optimistic outlook, stating that while Q1 2026 is expected to be the earnings trough with revenues projected to decline 2.0% to 6.0% sequentially, sales are anticipated to rebound in the second quarter with continued improvement into the second half of the year. The company highlighted strong growth potential in its non-driver businesses, particularly its WiseEye AI solutions and automotive display technologies, citing exciting upside from recent AI advancements and a solid design-win pipeline in the automotive sector.