Amkor Technology, Inc.

Report azionario NasdaqGS:AMKR

Capitalizzazione di mercato: US$19.0b

Amkor Technology Crescita futura

Criteri Future verificati 3/6

Amkor Technology prevede che gli utili e i ricavi cresceranno rispettivamente di 21% e 9.8% all'anno. Si prevede che l'EPS crescerà di 15.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 12.7% in 3 anni.

Informazioni chiave

21.0%

Tasso di crescita degli utili

15.74%

Tasso di crescita dell'EPS

Semiconductor crescita degli utili26.3%
Tasso di crescita dei ricavi9.8%
Rendimento futuro del capitale proprio12.67%
Copertura analitica

Good

Ultimo aggiornamento06 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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...

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
Nuova analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:AMKR - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20289,210794-401,6827
12/31/20278,520622-7841,6489
12/31/20267,640526-1,4921,36010
3/31/20267,0714361671,217N/A
12/31/20256,7083741911,096N/A
9/30/20256,449308230989N/A
6/30/20256,324304277984N/A
3/31/20256,274316223951N/A
12/31/20246,3183543451,089N/A
9/30/20246,4403664291,125N/A
6/30/20246,4013765051,235N/A
3/31/20246,3973735091,257N/A
12/31/20236,5033605211,270N/A
9/30/20236,6574074051,249N/A
6/30/20236,9195802091,059N/A
3/31/20236,9666412601,108N/A
12/31/20227,0927661901,099N/A
9/30/20226,9108181721,035N/A
6/30/20226,5076932811,127N/A
3/31/20226,4096942831,111N/A
12/31/20216,1386433421,121N/A
9/30/20215,785553199968N/A
6/30/20215,458464292984N/A
3/31/20215,224394243850N/A
12/31/20205,051338217770N/A
9/30/20204,858311295715N/A
6/30/20204,588273304637N/A
3/31/20204,310208283608N/A
12/31/20194,053121N/A564N/A
9/30/20193,95550N/A520N/A
6/30/20194,01653N/A626N/A
3/31/20194,18695N/A568N/A
12/31/20184,316127N/A663N/A
9/30/20184,386199N/A632N/A
6/30/20184,390201N/A625N/A
3/31/20184,333288N/A663N/A
12/31/20174,207264N/A618N/A
9/30/20174,078264N/A652N/A
6/30/20174,015265N/A656N/A
3/31/20173,924150N/A694N/A
12/31/20163,928176N/A729N/A
9/30/20163,54353N/A646N/A
6/30/20163,19121N/A630N/A
3/31/20163,01024N/A558N/A
12/31/20152,88551N/A585N/A
9/30/20153,06775N/A639N/A
6/30/20153,14694N/A607N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di AMKR ( 21% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di AMKR ( 21% all'anno) cresceranno più rapidamente del mercato US ( 16.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di AMKR cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di AMKR ( 9.8% all'anno) crescerà più lentamente rispetto al mercato US ( 11.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di AMKR ( 9.8% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di AMKR sarà basso tra 3 anni ( 12.7 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 07:33
Prezzo dell'azione a fine giornata2026/05/06 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Amkor Technology, Inc. è coperta da 14 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Steven LiuAletheia Analyst Network Limited
Christopher MuseBarclays
Craig EllisB. Riley Securities, Inc.