Amkor Technology Inkomsten in het verleden
Verleden criteriumcontroles 4/6
De winst van Amkor Technology is gedaald met een gemiddeld jaarlijks percentage van -13.3%, terwijl de winst van de Semiconductor -industrie jaarlijks groeide met 1.3%. De inkomsten zijn groeide met een gemiddeld percentage van 2.3% per jaar. Het rendement op het eigen vermogen Amkor Technology bedraagt 9.6% en de nettomarge bedraagt 6.2%.
Belangrijke informatie
-13.26%
Groei van de winst
-13.59%
Groei van de winst per aandeel
| Semiconductor Groei van de industrie | 27.66% |
| Inkomstengroei | 2.35% |
| Rendement op eigen vermogen | 9.59% |
| Nettomarge | 6.17% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Seeking Alpha • May 12
Amkor Technology: The Arizona Re-Rating Has More Room To Run
Summary Amkor Technology is rated a Buy with a 12-24 month timeline, reflecting a mispriced capex risk and undervalued US advanced packaging scarcity. Arizona Phase 1 is uniquely de-risked by Apple and Nvidia commitments, CHIPS Act support, and strategic US location, reducing equity dilution risk. Current valuation does not reflect Amkor's structural US supply chain advantage and its ability to capture constrained advanced packaging demand by 2028. Key risks include customer concentration, funding execution, and margin trajectory, but a clean Q1 2026 print and Nvidia contract conversion could drive a re-rating. Read the full article on Seeking Alpha
Narratiefupdate • 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.
Nieuw narratief • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...
Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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 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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Amkor Technology geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 7,071 | 436 | 321 | 163 |
| 31 Dec 25 | 6,708 | 374 | 305 | 167 |
| 30 Sep 25 | 6,449 | 308 | 281 | 173 |
| 30 Jun 25 | 6,324 | 304 | 278 | 173 |
| 31 Mar 25 | 6,274 | 316 | 322 | 170 |
| 31 Dec 24 | 6,318 | 354 | 332 | 163 |
| 30 Sep 24 | 6,440 | 366 | 341 | 162 |
| 30 Jun 24 | 6,401 | 376 | 334 | 162 |
| 31 Mar 24 | 6,397 | 373 | 308 | 169 |
| 31 Dec 23 | 6,503 | 360 | 296 | 177 |
| 30 Sep 23 | 6,657 | 407 | 287 | 175 |
| 30 Jun 23 | 6,919 | 580 | 281 | 166 |
| 31 Mar 23 | 6,966 | 641 | 285 | 158 |
| 31 Dec 22 | 7,092 | 766 | 283 | 149 |
| 30 Sep 22 | 6,910 | 818 | 283 | 147 |
| 30 Jun 22 | 6,507 | 693 | 287 | 154 |
| 31 Mar 22 | 6,409 | 694 | 293 | 160 |
| 31 Dec 21 | 6,138 | 643 | 296 | 166 |
| 30 Sep 21 | 5,785 | 553 | 293 | 170 |
| 30 Jun 21 | 5,458 | 464 | 292 | 165 |
| 31 Mar 21 | 5,224 | 394 | 290 | 153 |
| 31 Dec 20 | 5,051 | 338 | 284 | 141 |
| 30 Sep 20 | 4,858 | 311 | 286 | 132 |
| 30 Jun 20 | 4,588 | 273 | 283 | 129 |
| 31 Mar 20 | 4,310 | 208 | 276 | 134 |
| 31 Dec 19 | 4,053 | 121 | 277 | 138 |
| 30 Sep 19 | 3,955 | 50 | 275 | 143 |
| 30 Jun 19 | 4,016 | 53 | 276 | 147 |
| 31 Mar 19 | 4,186 | 95 | 285 | 152 |
| 31 Dec 18 | 4,316 | 127 | 294 | 157 |
| 30 Sep 18 | 4,386 | 199 | 352 | 109 |
| 30 Jun 18 | 4,390 | 201 | 357 | 115 |
| 31 Mar 18 | 4,333 | 288 | 350 | 118 |
| 31 Dec 17 | 4,207 | 264 | 297 | 167 |
| 30 Sep 17 | 4,078 | 264 | 331 | 118 |
| 30 Jun 17 | 4,015 | 265 | 328 | 102 |
| 31 Mar 17 | 3,924 | 150 | 331 | 88 |
| 31 Dec 16 | 3,928 | 176 | 328 | 73 |
| 30 Sep 16 | 3,543 | 53 | 300 | 83 |
| 30 Jun 16 | 3,191 | 21 | 282 | 77 |
| 31 Mar 16 | 3,010 | 24 | 268 | 67 |
| 31 Dec 15 | 2,885 | 51 | 257 | 58 |
| 30 Sep 15 | 3,067 | 75 | 265 | 48 |
| 30 Jun 15 | 3,146 | 94 | 272 | 43 |
Kwaliteitswinsten: AMKR heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (6.2%) AMKR } zijn hoger dan vorig jaar (5%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van AMKR is de afgelopen 5 jaar met 13.3% per jaar gedaald.
Versnelling van de groei: De winstgroei van AMKR over het afgelopen jaar ( 37.9% ) overtreft het 5-jarig gemiddelde ( -13.3% per jaar).
Winst versus industrie: De winstgroei AMKR over het afgelopen jaar ( 37.9% ) overtrof de Semiconductor -sector 15.4%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 9.6% ) van AMKR wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/25 18:54 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Amkor Technology, Inc. wordt gevolgd door 14 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Steven Liu | Aletheia Analyst Network Limited |
| Christopher Muse | Barclays |
| Craig Ellis | B. Riley Securities, Inc. |