Amkor Technology, Inc.

NasdaqGS:AMKR 株式レポート

時価総額：US$17.3b

Amkor Technology 過去の業績

過去 基準チェック /46

Amkor Technologyの収益は年間平均-13.3%の割合で減少していますが、 Semiconductor業界の収益は年間 増加しています。収益は年間3.6% 2.3%割合で 増加しています。 Amkor Technologyの自己資本利益率は9.6%であり、純利益率は6.2%です。

主要情報

-13.26%

収益成長率

-13.59%

EPS成長率

Semiconductor 業界の成長27.66%
収益成長率2.35%
株主資本利益率9.59%
ネット・マージン6.17%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

Seeking Alpha • Jul 06

Amkor Continues Its Bullish Momentum As Demand Is Fueled By AI And Tech

Summary Amkor gets upgraded to a buy, from my prior hold rating in 2025, driven by a strong growth thesis, low D/E, and global supply chain. AMKR has seen earnings improvement, growth of a new facility in Arizona, and demand across multiple business segments. Although Fitch rated it just below investment grade, it has a low D/E among peers. Valuation seems fair for this type of company and sector, in relation to fundamentals and future upside potential. Read the full article on Seeking Alpha
分析記事 • Jun 20

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...
ナラティブの更新 • Jun 16

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.
ナラティブの更新 • Jun 02

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.
ナラティブの更新 • May 08

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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
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

収支内訳

Amkor Technology の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:AMKR 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 267,071436321163
31 Dec 256,708374305167
30 Sep 256,449308281173
30 Jun 256,324304278173
31 Mar 256,274316322170
31 Dec 246,318354332163
30 Sep 246,440366341162
30 Jun 246,401376334162
31 Mar 246,397373308169
31 Dec 236,503360296177
30 Sep 236,657407287175
30 Jun 236,919580281166
31 Mar 236,966641285158
31 Dec 227,092766283149
30 Sep 226,910818283147
30 Jun 226,507693287154
31 Mar 226,409694293160
31 Dec 216,138643296166
30 Sep 215,785553293170
30 Jun 215,458464292165
31 Mar 215,224394290153
31 Dec 205,051338284141
30 Sep 204,858311286132
30 Jun 204,588273283129
31 Mar 204,310208276134
31 Dec 194,053121277138
30 Sep 193,95550275143
30 Jun 194,01653276147
31 Mar 194,18695285152
31 Dec 184,316127294157
30 Sep 184,386199352109
30 Jun 184,390201357115
31 Mar 184,333288350118
31 Dec 174,207264297167
30 Sep 174,078264331118
30 Jun 174,015265328102
31 Mar 173,92415033188
31 Dec 163,92817632873
30 Sep 163,5435330083
30 Jun 163,1912128277
31 Mar 163,0102426867
31 Dec 152,8855125758
30 Sep 153,0677526548

質の高い収益: AMKRは 高品質の収益 を持っています。

利益率の向上: AMKRの現在の純利益率 (6.2%)は、昨年(5%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: AMKRの収益は過去 5 年間で年間13.3%減少しました。

成長の加速: AMKRの過去 1 年間の収益成長率 ( 37.9% ) は、5 年間の平均 ( 年間-13.3%を上回っています。

収益対業界: AMKRの過去 1 年間の収益成長率 ( 37.9% ) はSemiconductor業界22.6%を上回りました。

株主資本利益率

高いROE: AMKRの 自己資本利益率 ( 9.6% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/06 06:32
終値2026/07/06 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Amkor Technology, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14

アナリスト機関
Steven LiuAletheia Analyst Network Limited
Christopher MuseBarclays
Craig EllisB. Riley Securities, Inc.