Amkor Technology Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Amkor Technology de 21% y 9.8% por año respectivamente. Se prevé que el BPA crezca en un 15.7% al año. Se espera que la rentabilidad financiera sea de 12.7% en 3 años.
Información clave
21.0%
Tasa de crecimiento de los beneficios
15.74%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Semiconductor | 26.3% |
| Tasa de crecimiento de los ingresos | 9.8% |
| Rentabilidad financiera futura | 12.67% |
| Cobertura de analistas | Good |
| Última actualización | 06 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • Apr 30
Amkor Technology: Q1 Beats Across The Board, Showing Massive Room For AI Packaging Acceleration
Summary Amkor Technology (AMKR) remains a Buy with a revised price target of $100–$110, reflecting 40–55% upside as AI packaging demand accelerates. AMKR's Q4 2025 and Q1 2026 results exceeded expectations, with four consecutive earnings beats and record first-quarter revenue driven by advanced packaging. Management guides for the AI advanced packaging portfolio to triple in 2026, with new compute programs and Arizona facility ramping up in H2 as key catalysts. Despite a 36% stock gain, AMKR's forward P/S multiple remains near 2.2x, leaving significant re-rating potential if H2 AI packaging acceleration materializes. Read the full article on Seeking Alpha
Nuevo análisis • Apr 29
Amkor Technology (AMKR): The Advanced Packaging Architect Surges on AI Tides
Amkor Technology, Inc. (AMKR) , the global vanguard of Outsourced Semiconductor Assembly and Test (OSAT) services and the primary architect of the advanced packaging era, delivered a powerhouse Q1 2026 earnings report yesterday, Monday, April 27, 2026.
Actualización del análisis • Apr 24
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.
Actualización del análisis • Apr 08
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.Actualización del análisis • Mar 25
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.Actualización del análisis • Mar 10
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.Actualización del análisis • Feb 24
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.Artículo de análisis • Feb 12
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...Actualización del análisis • Feb 09
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.Actualización del análisis • Jan 26
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.Artículo de análisis • Jan 22
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...Actualización del análisis • Jan 12
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.Actualización del análisis • Dec 26
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.Actualización del análisis • Dec 12
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.Artículo de análisis • Nov 04
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...
Actualización del análisis • Oct 09
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.Actualización del análisis • Sep 11
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.Artículo de análisis • Jul 31
Amkor Technology, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Amkor Technology, Inc. ( NASDAQ:AMKR ) defied analyst predictions to release its quarterly results, which were ahead of...Artículo de análisis • Jul 16
Investors Met With Slowing Returns on Capital At Amkor Technology (NASDAQ:AMKR)
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Artículo de análisis • May 19
Amkor Technology's (NASDAQ:AMKR) Dividend Will Be $0.0827
Amkor Technology, Inc.'s ( NASDAQ:AMKR ) investors are due to receive a payment of $0.0827 per share on 25th of June...Seeking Alpha • Mar 27
Amkor Technology: Still Reeling From Apple's Setback
Summary Amkor Technology's stock has plummeted nearly 60% since July 2024 due to weak end-user markets and the temporary loss of Apple's business, expected to recover in 3Q25. The company operates in a commoditized OSAT industry, heavily reliant on smartphone and tablet manufacturers, with Apple accounting for 31% of FY24 net sales. Despite a strong balance sheet, Amkor's recent financial performance has been disappointing, with three consecutive quarters of poor outlooks and declining free cash flow. There was a substantial purchase of the stock by its major stakeholder in late February. Is that a sign of a bottom? An analysis of Amkor Technology follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Amkor Technology: Near-Term Outlook Outweighs Positive Upside From AI-Related Demand
Summary I recommend a hold rating for Amkor Technology due to uncertain near-term outlook, competitive pressures, margin headwinds, and geopolitical risks. AMKR faces significant challenges from competitors ASE Technology and TSMC, impacting gross margins and utilization rates, especially with the Vietnam facility ramp-up. Management's weak 1Q25 guidance indicates further deterioration, with revenue and gross margin expected to decline significantly, reaching the lowest levels in over a decade. Despite potential for a rebound in 2H25 driven by AI-enabled smartphones and AI-driven packaging solutions, current valuation is as good as it can get, suggesting limited upside. Read the full article on Seeking AlphaSeeking Alpha • Jan 22
Amkor Technology: Why It May Be At An Important Junction
Summary Amkor Technology stock has stabilized after a major selloff, but a look at the charts suggests it is too early to conclude AMKR is in the clear. Demand has weakened in recent quarters, but some on Wall Street are very optimistic about earnings growth in FY2025. There are a couple of reasons as to why AMKR could disappoint despite high expectations, similar to what has happened recently. The long-term trend still favors long AMKR as long as it remains, but there is definitely reason to tread with caution. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 9,210 | 794 | -40 | 1,682 | 7 |
| 12/31/2027 | 8,520 | 622 | -784 | 1,648 | 9 |
| 12/31/2026 | 7,640 | 526 | -1,492 | 1,360 | 10 |
| 3/31/2026 | 7,071 | 436 | 167 | 1,217 | N/A |
| 12/31/2025 | 6,708 | 374 | 191 | 1,096 | N/A |
| 9/30/2025 | 6,449 | 308 | 230 | 989 | N/A |
| 6/30/2025 | 6,324 | 304 | 277 | 984 | N/A |
| 3/31/2025 | 6,274 | 316 | 223 | 951 | N/A |
| 12/31/2024 | 6,318 | 354 | 345 | 1,089 | N/A |
| 9/30/2024 | 6,440 | 366 | 429 | 1,125 | N/A |
| 6/30/2024 | 6,401 | 376 | 505 | 1,235 | N/A |
| 3/31/2024 | 6,397 | 373 | 509 | 1,257 | N/A |
| 12/31/2023 | 6,503 | 360 | 521 | 1,270 | N/A |
| 9/30/2023 | 6,657 | 407 | 405 | 1,249 | N/A |
| 6/30/2023 | 6,919 | 580 | 209 | 1,059 | N/A |
| 3/31/2023 | 6,966 | 641 | 260 | 1,108 | N/A |
| 12/31/2022 | 7,092 | 766 | 190 | 1,099 | N/A |
| 9/30/2022 | 6,910 | 818 | 172 | 1,035 | N/A |
| 6/30/2022 | 6,507 | 693 | 281 | 1,127 | N/A |
| 3/31/2022 | 6,409 | 694 | 283 | 1,111 | N/A |
| 12/31/2021 | 6,138 | 643 | 342 | 1,121 | N/A |
| 9/30/2021 | 5,785 | 553 | 199 | 968 | N/A |
| 6/30/2021 | 5,458 | 464 | 292 | 984 | N/A |
| 3/31/2021 | 5,224 | 394 | 243 | 850 | N/A |
| 12/31/2020 | 5,051 | 338 | 217 | 770 | N/A |
| 9/30/2020 | 4,858 | 311 | 295 | 715 | N/A |
| 6/30/2020 | 4,588 | 273 | 304 | 637 | N/A |
| 3/31/2020 | 4,310 | 208 | 283 | 608 | N/A |
| 12/31/2019 | 4,053 | 121 | N/A | 564 | N/A |
| 9/30/2019 | 3,955 | 50 | N/A | 520 | N/A |
| 6/30/2019 | 4,016 | 53 | N/A | 626 | N/A |
| 3/31/2019 | 4,186 | 95 | N/A | 568 | N/A |
| 12/31/2018 | 4,316 | 127 | N/A | 663 | N/A |
| 9/30/2018 | 4,386 | 199 | N/A | 632 | N/A |
| 6/30/2018 | 4,390 | 201 | N/A | 625 | N/A |
| 3/31/2018 | 4,333 | 288 | N/A | 663 | N/A |
| 12/31/2017 | 4,207 | 264 | N/A | 618 | N/A |
| 9/30/2017 | 4,078 | 264 | N/A | 652 | N/A |
| 6/30/2017 | 4,015 | 265 | N/A | 656 | N/A |
| 3/31/2017 | 3,924 | 150 | N/A | 694 | N/A |
| 12/31/2016 | 3,928 | 176 | N/A | 729 | N/A |
| 9/30/2016 | 3,543 | 53 | N/A | 646 | N/A |
| 6/30/2016 | 3,191 | 21 | N/A | 630 | N/A |
| 3/31/2016 | 3,010 | 24 | N/A | 558 | N/A |
| 12/31/2015 | 2,885 | 51 | N/A | 585 | N/A |
| 9/30/2015 | 3,067 | 75 | N/A | 639 | N/A |
| 6/30/2015 | 3,146 | 94 | N/A | 607 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (21% al año) de AMKR es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (21% al año) de AMKR crezcan más rápidamente que el mercado US (16.4% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de AMKR crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (9.8% al año) de AMKR crezcan más despacio que el mercado de US (11.4% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 9.8% al año) de AMKR crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de AMKR sea baja dentro de 3 años (12.7%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/07 04:21 |
| Precio de las acciones al final del día | 2026/05/07 00:00 |
| Beneficios | 2026/03/31 |
| 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 |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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. |