Amkor Technology (AMKR) 주식 개요
는 미국, 일본, 유럽 및 아시아 태평양 지역에서 반도체 패키징 및 테스트 아웃소싱 서비스를 제공합니다. 자세히 보기
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Analyst Price Targets
Amkor Technology, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$55.27 |
| 52주 최고가 | US$96.68 |
| 52주 최저가 | US$22.74 |
| 베타 | 2.25 |
| 1개월 변동 | -21.57% |
| 3개월 변동 | -24.75% |
| 1년 변동 | 138.75% |
| 3년 변동 | 109.99% |
| 5년 변동 | 112.58% |
| IPO 이후 변동 | 315.16% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Aug 07
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.Seeking Alpha • Aug 06
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
내러티브 업데이트 • Aug 07
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.Seeking Alpha • Aug 06
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
내러티브 업데이트 • Jul 23
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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.주주 수익률
| AMKR | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | 8.7% | 7.9% | 2.7% |
| 1Y | 138.7% | 62.2% | 20.9% |
수익률 대 산업: AMKR은 지난 1년 동안 62.2%의 수익을 기록한 US Semiconductor 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: AMKR은 지난 1년 동안 20.9%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| 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% |
안정적인 주가: AMKR의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: AMKR의 주간 변동성(14%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1968 | 30,800 | Kevin Engel | amkor.com |
는 미국, 일본, 유럽 및 아시아 태평양 지역에서 반도체 패키징 및 테스트 아웃소싱 서비스를 제공합니다. 반도체 웨이퍼 범프, 웨이퍼 프로브, 웨이퍼 백그라인드, 패키지 설계, 패키징, 번인, 시스템 레벨 및 최종 테스트, 드롭 배송 서비스를 포함한 턴키 패키징 및 테스트 서비스와 스마트폰, 태블릿 및 기타 모바일 소비자 전자 기기용 플립 칩 스케일 패키지 제품, 메모리 디지털 베이스밴드 스택 및 모바일 기기의 애플리케이션 프로세서로 사용되는 플립 칩 스택 칩 스케일 패키지, 다양한 네트워킹, 스토리지, 컴퓨팅, 자동차 및 소비자 애플리케이션용 플립 칩 볼 그리드 배열 패키지, 시스템 메모리 또는 플랫폼 데이터 스토리지용 메모리 제품 등을 제공합니다. 전력 관리, 트랜시버, 센서, 무선 충전, 코덱 및 특수 실리콘에 사용되는 웨이퍼 레벨 CSP 패키지, 전력 관리, 트랜시버, 레이더 및 특수 실리콘에 사용되는 웨이퍼 레벨 팬아웃 패키지, 더 얇은 구조로 적층 기판을 대체하는 실리콘 웨이퍼 통합 팬아웃 기술, 전자 장치 및 혼합 신호 애플리케이션용 리드 프레임 패키지, 다이를 기판에 연결하는 데 사용되는 기판 기반 와이어본드 패키지 등을 제공합니다.
Amkor Technology, Inc. 기초 지표 요약
| AMKR 기초 통계 | |
|---|---|
| 시가총액 | US$13.73b |
| 순이익 (TTM) | US$555.45m |
| 매출 (TTM) | US$7.46b |
24.7x
주가수익비율(P/E)1.8x
주가매출비율(P/S)AMKR는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| AMKR 손익계산서 (TTM) | |
|---|---|
| 매출 | US$7.46b |
| 매출원가 | US$6.30b |
| 총이익 | US$1.16b |
| 기타 비용 | US$601.29m |
| 순이익 | US$555.45m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 2.24 |
| 총이익률 | 15.51% |
| 순이익률 | 7.45% |
| 부채/자본 비율 | 53.0% |
AMKR의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.6%
현재 배당 수익률15%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/10 12:10 |
| 종가 | 2026/08/07 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Amkor Technology, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Steven Liu | Aletheia Analyst Network Limited |
| Christopher Muse | Barclays |
| Craig Ellis | B. Riley Securities, Inc. |