Amkor Technology (AMKR) Aktievy
Amkor Technology, Inc. tillhandahåller outsourcade förpacknings- och testtjänster för halvledare i USA, Japan, Europa och Asien/Stillahavsområdet. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 4/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
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AMKR Community Fair Values
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Analyst Price Targets
Amkor Technology, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$76.69 |
| 52 veckors högsta | US$79.23 |
| 52 veckors lägsta | US$17.79 |
| Beta | 2.31 |
| 1 månads förändring | 32.32% |
| 3 månaders förändring | 43.45% |
| 1 års förändring | 290.68% |
| 3 års förändring | 250.98% |
| 5 års förändring | 297.15% |
| Förändring sedan börsintroduktionen | 476.05% |
Senaste nyheter och uppdateringar
Seeking Alpha • 2h
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
Analysuppdatering • 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.Recent updates
Seeking Alpha • 2h
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 AlphaAnalysuppdatering • 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.
Ny analys • 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.
Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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...Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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...Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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...
Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaAktieägarnas avkastning
| AMKR | US Semiconductor | US Marknad | |
|---|---|---|---|
| 7D | 8.1% | 13.1% | 2.6% |
| 1Y | 290.7% | 117.4% | 26.2% |
Avkastning vs industri: AMKR översteg US Semiconductor branschen som gav 117.4 % under det senaste året.
Avkastning vs Marknaden: AMKR översteg US marknaden som gav 26.2 % under det senaste året.
Prisvolatilitet
| AMKR volatility | |
|---|---|
| AMKR Average Weekly Movement | 10.3% |
| Semiconductor Industry Average Movement | 10.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: AMKR har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: AMKR s veckovolatilitet ( 10% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1968 | 30,800 | Kevin Engel | amkor.com |
Amkor Technology, Inc. tillhandahåller outsourcade förpacknings- och testtjänster för halvledare i USA, Japan, Europa och Asien och Stillahavsområdet. Företaget erbjuder nyckelfärdiga paketerings- och testtjänster, inklusive wafer bump, wafer probe, wafer back-grind, paketdesign, paketering, burn-in, systemnivå- och sluttest samt drop shipment-tjänster; flip chip scale package-produkter för smartphones, surfplattor och andra mobila konsumentelektroniska enheter; flip chip stacked chip scale-paket som används för att stapla minne, digitalt basband och som applikationsprocessorer i mobila enheter; flip chip ball grid array-paket för olika nätverks-, lagrings-, dator-, fordons- och konsumentapplikationer; och minnesprodukter för systemminne eller plattformsdatalagring. Företaget erbjuder CSP-paket på wafernivå för strömförsörjning, transceivrar, sensorer, trådlös laddning, codecs och specialkisel; fan-out-paket på wafernivå som används för strömförsörjning, transceivrar, radar och specialkisel; integrerad fan-out-teknik för kiselskivor som ersätter ett laminatsubstrat med en tunnare struktur; leadframe-paket för elektroniska enheter och applikationer med blandade signaler; och substratbaserade wirebond-paket som används för att ansluta en die till ett substrat.
Amkor Technology, Inc. Sammanfattning av grunderna
| AMKR grundläggande statistik | |
|---|---|
| Börsvärde | US$18.99b |
| Vinst(TTM) | US$436.12m |
| Intäkter(TTM) | US$7.07b |
43.6x
P/E-förhållande2.7x
P/S-förhållandeÄr AMKR övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| AMKR resultaträkning (TTM) | |
|---|---|
| Intäkter | US$7.07b |
| Kostnad för intäkter | US$6.05b |
| Bruttovinst | US$1.02b |
| Övriga kostnader | US$583.93m |
| Intäkter | US$436.12m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 1.76 |
| Bruttomarginal | 14.43% |
| Nettovinstmarginal | 6.17% |
| Skuld/egenkapitalförhållande | 31.0% |
Hur har AMKR utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.4%
Aktuell utdelningsavkastning19%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/11 10:42 |
| Aktiekurs vid dagens slut | 2026/05/11 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Amkor Technology, Inc. bevakas av 14 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Steven Liu | Aletheia Analyst Network Limited |
| Christopher Muse | Barclays |
| Craig Ellis | B. Riley Securities, Inc. |