Amkor Technology (AMKR) Resumen de Acciones
Amkor Technology, Inc. presta servicios externos de embalaje y ensayo de semiconductores en Estados Unidos, Japón, Europa y Asia-Pacífico. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 6/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
AMKR Community Fair Values
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Analyst Price Targets
Competidores de Amkor Technology, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$55.27 |
| Máximo en las últimas 52 semanas | US$96.68 |
| Mínimo de 52 semanas | US$22.74 |
| Beta | 2.25 |
| Cambio en 1 mes | -21.57% |
| Variación en 3 meses | -27.93% |
| Cambio de 1 año | 138.95% |
| Variación en 3 años | 110.39% |
| Variación en 5 años | 110.31% |
| Variación desde la OPV | 315.16% |
Noticias y actualizaciones recientes
AMKR: AI Packaging Partnerships Will Drive Future Upside Despite End-Market Volatility
Amkor Technology's analyst price target has been updated from $60 to $65, as analysts factor in stronger recent beats on gross margin, firmer utilization in Computing and Automotive/Industrial, and growing exposure to advanced AI packaging, while still flagging near term volatility in communications and program timing. Analyst Commentary Recent research on Amkor Technology points to a mixed setup for the stock.Amkor Technology's Valuation Lags Its Growth
Summary Amkor Technology is rated Strong Buy, with record Q2 2026 performance and robust multi-year growth drivers from AI and advanced packaging. Q2 revenue surged 26% YoY to $1.90B, gross margin improved to 16.8%, and utilization rates reached the high 70s, with several lines at full capacity. Long-term contracts with TSMC and NVIDIA enhance planning visibility, support advanced packaging growth, and underpin confidence in future capacity loading. Valuation remains below sector medians despite improved margins and visibility; key risks include execution on new facilities, utilization rates, and margin dilution. Read the full article on Seeking AlphaRecent updates
AMKR: AI Packaging Partnerships Will Drive Future Upside Despite End-Market Volatility
Amkor Technology's analyst price target has been updated from $60 to $65, as analysts factor in stronger recent beats on gross margin, firmer utilization in Computing and Automotive/Industrial, and growing exposure to advanced AI packaging, while still flagging near term volatility in communications and program timing. Analyst Commentary Recent research on Amkor Technology points to a mixed setup for the stock.Amkor Technology's Valuation Lags Its Growth
Summary Amkor Technology is rated Strong Buy, with record Q2 2026 performance and robust multi-year growth drivers from AI and advanced packaging. Q2 revenue surged 26% YoY to $1.90B, gross margin improved to 16.8%, and utilization rates reached the high 70s, with several lines at full capacity. Long-term contracts with TSMC and NVIDIA enhance planning visibility, support advanced packaging growth, and underpin confidence in future capacity loading. Valuation remains below sector medians despite improved margins and visibility; key risks include execution on new facilities, utilization rates, and margin dilution. Read the full article on Seeking Alpha
AMKR: Arizona AI Packaging Expansion Will Shape Future Earnings Power
Amkor Technology's analyst fair value estimate has been adjusted from $90 to $92. Analysts attribute this change to updated assumptions for revenue growth, profit margins, and future P/E.Amkor Technology (AMKR) Stock Could Be 26% Below Fair Value After Its Sharp Run
Amkor Technology (AMKR) has attracted fresh attention after recent share price moves, with the stock last closing at $90.46. Investors are weighing this activity in relation to its current earnings profile and valuation signals. See our latest analysis for Amkor Technology. Amkor Technology’s recent 1 month share price return of 37.27% and 3 month move of 97.47% point to strong momentum, while the 1 year total shareholder return above 300% reflects how sharply sentiment has shifted around the...AMKR: Arizona Capacity Buildout And Higher P/E Outlook Could Support Shares
Amkor Technology's latest analyst price target update, supported by multiple firms lifting their views by $5 to $25, reflects changing assumptions on discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research on Amkor Technology highlights a cluster of bullish price target revisions, with several firms lifting their views by between $5 and $25.AMKR: Arizona Expansion And Higher P E Multiple Will Support Upside Potential
Analysts have raised the implied fair value estimate for Amkor Technology to $90.00 from $65.00, citing recent price target increases and updated views on revenue growth, margins, and future P/E assumptions. Analyst Commentary Recent Street research on Amkor Technology reflects a clearly bullish tone, with several firms lifting their price targets and one research house upgrading the stock.AMKR: Higher P/E Assumptions Will Eventually Clash With Execution And Demand Risks
Amkor Technology's analyst price target has shifted from $43 to $60, reflecting updated views from multiple firms that collectively point to a higher assumed P/E multiple and modestly different expectations for growth, profitability and risk. Analyst Commentary Recent Street research on Amkor Technology points to a higher consolidated price target, but the tone is not universally bullish.AMKR: Arizona Build And Higher P E Assumptions Will Limit Longer Term Upside
Analysts have raised their price targets on Amkor Technology by as much as $17 to reflect updated assumptions around growth, profitability and P/E valuations. Recent research points to stronger revenue momentum, slightly higher margins and a modestly lower future P/E multiple in their models.AMKR: Arizona Project Free Cash Flow Drag Will Eventually Outweigh Packaging Upside
Analysts have raised their average price targets on Amkor Technology by double digit dollar amounts, pointing to expectations for steadier revenue growth, slightly firmer profit margins, and a modestly lower future P/E assumption as key drivers of their updated views. Analyst Commentary Recent Street research around Amkor Technology highlights a mix of optimism on long term growth areas and packaging technology, alongside more cautious voices pointing to execution and valuation risks.AMKR: Arizona Project Cash Burn Will Eventually Strain Free Cash Flow
Amkor Technology's analyst fair value estimate has shifted from $28 to $43, with analysts pointing to higher price targets driven by expectations around utilization recovery, margin impact from cost reductions, and revenue opportunities tied to advanced packaging and the Arizona expansion project. Analyst Commentary Recent research highlights a mix of optimism around Amkor Technology's advanced packaging opportunity and the Arizona build out, alongside a more cautious tone on valuation, cash flow and end market sensitivity.AMKR: Arizona Build And Advanced Packaging Will Shape Longer Term Upside
Amkor Technology's analyst price target has moved higher, with several firms raising their targets by amounts ranging from $5 to $19. Analysts pointed to improving utilization, margin benefits from cost actions, growing 2.5D and Chip-on-Wafer-on-Substrate exposure, and longer term Arizona investment plans.AMKR: Arizona Capacity Build And 2.5D Packaging Will Drive Future Upside
The analyst price target for Amkor Technology has moved from $62 to $65. Analysts point to expectations for higher revenue growth, a slightly lower discount rate, and a similar forward P/E multiple.Amkor Technology, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Shareholders will be ecstatic, with their stake up 27% over the past week following Amkor Technology, Inc. 's...AMKR: Arizona Cash Burn Will Drive Future Overvaluation Risk
Narrative Update: Amkor Technology The analyst price target for Amkor Technology has increased to $55. This reflects analysts' focus on utilization recovery, margin impact from cost efficiencies, and long term growth tied to 2.5D packaging and the large Arizona build out.AMKR: Arizona AI Packaging Buildout Will Drive Future Margin And Utilization Upside
Narrative Update on Amkor Technology Analysts have lifted their fair value estimate for Amkor Technology to US$62.00 from US$56.24, citing higher Street price targets, a richer assumed future P/E multiple, and updated views on growth, margins, and project spending. Analyst Commentary Recent Street research on Amkor Technology reflects a mix of optimism on long term growth drivers and caution around valuation and capital intensity.Amkor Technology, Inc. (NASDAQ:AMKR) Stocks Shoot Up 31% But Its P/E Still Looks Reasonable
Amkor Technology, Inc. ( NASDAQ:AMKR ) shares have continued their recent momentum with a 31% gain in the last month...AMKR: Overvaluation Risk Will Hinge On 2.5D Utilization Execution
We are lifting our Amkor Technology fair value estimate to $28 from $20, as analysts highlight higher targets in the mid to high $30s based on expectations for utilization recovery, cost-efficiency benefits for margins, and revenue opportunities related to 2.5D and Chip-on-Wafer-on-Substrate extending into 2026. Analyst Commentary Recent Street research on Amkor Technology has centered on how quickly utilization can recover, how durable margin improvements might be, and how meaningful 2.5D and Chip-on-Wafer-on-Substrate related demand could be for revenue into 2026.AMKR: Arizona AI Packaging Expansion Will Drive Multi Year Upside Potential
Analysts have raised their price target on Amkor Technology to $37 from $32, citing slightly better than guided revenue and EPS alongside broad-based strength in Computing and Automotive that they expect to support modestly higher growth, margins, and valuation multiples into 2026. Analyst Commentary Bullish analysts highlight the recent price target increase to $37 as a reflection of improving fundamentals and greater confidence in Amkor Technology's multi-year growth trajectory.AMKR: Arizona Expansion And AI Packaging Partnership Will Drive Multi-Year Upside Potential
Analysts have raised their fair value estimate for Amkor Technology from approximately $30 to about $56.24 per share, citing stronger than expected revenue and EPS performance across segments and improving trends in Computing and Automotive that are projected to extend into 2026. Analyst Commentary Bullish analysts have highlighted Amkor Technology's recent performance as a key driver behind higher valuation expectations, pointing to both fundamental execution and improving end-market demand as reasons for optimism.Earnings Tell The Story For Amkor Technology, Inc. (NASDAQ:AMKR) As Its Stock Soars 29%
Despite an already strong run, Amkor Technology, Inc. ( NASDAQ:AMKR ) shares have been powering on, with a gain of 29...
Advanced Packaging And AI Adoption Will Forge A Thriving Future
Amkor Technology’s analyst price target has been raised from $24.88 to $25.38. Analysts cite recent strong earnings results and improving revenue outlooks, despite ongoing margin pressures.Advanced Packaging And AI Adoption Will Forge A Thriving Future
Analysts have modestly raised Amkor Technology’s price target to $24.88, reflecting stronger revenue growth expectations and robust performance in the communications segment, partially offset by ongoing margin pressures. Analyst Commentary Bullish analysts cited Amkor's strong revenue growth and beat-and-raise quarter, indicating positive momentum in core operations.Rentabilidad de los accionistas
| AMKR | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | 10.8% | 9.7% | 4.2% |
| 1Y | 139.0% | 61.9% | 20.6% |
Rentabilidad vs. Industria: AMKR superó a la industria US Semiconductor, que obtuvo un rendimiento del 61.9% el año pasado.
Rentabilidad vs. Mercado: AMKR superó al mercado US, que obtuvo un rendimiento del 20.6% el año pasado.
Volatilidad de los precios
| AMKR volatility | |
|---|---|
| AMKR Average Weekly Movement | 14.0% |
| Semiconductor Industry Average Movement | 13.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: El precio de las acciones de AMKR ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de AMKR(14%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1968 | 30,800 | Kevin Engel | amkor.com |
Amkor Technology, Inc. presta servicios externos de embalaje y pruebas de semiconductores en Estados Unidos, Japón, Europa y Asia-Pacífico. Ofrece servicios llave en mano de empaquetado y pruebas, incluidos el bump de obleas semiconductoras, sondeo de obleas, rectificado de obleas, diseño de paquetes, empaquetado, burn-in, pruebas finales y a nivel de sistema, y servicios de envío directo; productos de paquetes a escala de flip chips para teléfonos inteligentes, tabletas y otros dispositivos electrónicos móviles de consumo; paquetes a escala de flip chips apilados que se utilizan para apilar banda base digital de memoria y como procesadores de aplicaciones en dispositivos móviles; paquetes de matriz de rejilla de bolas flip-chip para diversas aplicaciones de red, almacenamiento, informática, automoción y consumo; y productos de memoria para memoria de sistema o almacenamiento de datos de plataforma. La empresa ofrece paquetes CSP a nivel de oblea para gestión de energía, transceptores, sensores, carga inalámbrica, códecs y silicio especial; paquetes fan-out a nivel de oblea utilizados en gestión de energía, transceptores, radares y silicio especial; tecnología fan-out integrada en oblea de silicio que sustituye un sustrato laminado por una estructura más delgada; paquetes leadframe para dispositivos electrónicos y aplicaciones de señal mixta; y paquetes wirebond basados en sustrato utilizados para conectar una matriz a un sustrato.
Resumen de fundamentos de Amkor Technology, Inc.
| Estadísticas fundamentales de AMKR | |
|---|---|
| Capitalización bursátil | US$13.73b |
| Beneficios(TTM) | US$555.45m |
| Ingresos (TTM) | US$7.46b |
¿Está AMKR sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de AMKR | |
|---|---|
| Ingresos | US$7.46b |
| Coste de los ingresos | US$6.30b |
| Beneficio bruto | US$1.16b |
| Otros gastos | US$601.29m |
| Beneficios | US$555.45m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 2.24 |
| Margen bruto | 15.51% |
| Margen de beneficio neto | 7.45% |
| Ratio deuda/patrimonio | 53.0% |
¿Cómo se ha desempeñado AMKR a largo plazo?
Ver rendimiento histórico y comparativaDividendos
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/09 12:44 |
| Precio de las acciones al final del día | 2026/08/07 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Amkor Technology, Inc. está cubierta por 14 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Steven Liu | Aletheia Analyst Network Limited |
| Christopher Muse | Barclays |
| Craig Ellis | B. Riley Securities, Inc. |