Amkor Technology (AMKR) Hisse Özeti
Amkor Technology, Inc. Amerika Birleşik Devletleri, Japonya, Avrupa ve Asya Pasifik'te dış kaynaklı yarı iletken paketleme ve test hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
AMKR Community Fair Values
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Analyst Price Targets
Amkor Technology, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$76.69 |
| 52 Haftanın En Yüksek Seviyesi | US$79.23 |
| 52 Haftanın En Düşük Seviyesi | US$17.79 |
| Beta | 2.31 |
| 1 Aylık Değişim | 32.32% |
| 3 Aylık Değişim | 43.45% |
| 1 Yıllık Değişim | 290.68% |
| 3 Yıllık Değişim | 250.98% |
| 5 Yıllık Değişim | 297.15% |
| Halka arzdan bu yana değişim | 476.05% |
Son Haberler & Güncellemeler
Seeking Alpha • 3h
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
Analiz Güncellemesi • 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 • 3h
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 AlphaAnaliz Güncellemesi • 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.
Yeni Analiz • 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.
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaHissedar Getirileri
| AMKR | US Semiconductor | US Pazar | |
|---|---|---|---|
| 7D | 8.1% | 13.1% | 2.6% |
| 1Y | 290.7% | 117.4% | 26.2% |
Getiri vs. Endüstri: AMKR geçen yıl % 117.4 oranında getiri sağlayan US Semiconductor sektörünü aştı.
Getiri vs Piyasa: AMKR geçen yıl % 26.2 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| 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% |
İstikrarlı Hisse Senedi Fiyatı: AMKR son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: AMKR 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1968 | 30,800 | Kevin Engel | amkor.com |
Amkor Technology, Inc. Amerika Birleşik Devletleri, Japonya, Avrupa ve Asya Pasifik'te dış kaynaklı yarı iletken paketleme ve test hizmetleri sunmaktadır. Yarı iletken wafer bump, wafer probe, wafer back-grind, paket tasarımı, paketleme, burn-in, sistem düzeyinde ve son test ve drop shipment hizmetleri dahil olmak üzere anahtar teslim paketleme ve test hizmetleri; akıllı telefonlar, tabletler ve diğer mobil tüketici elektroniği cihazları için flip chip ölçekli paket ürünleri; bellek dijital ana bandı istiflemek için ve mobil cihazlarda uygulama işlemcileri olarak kullanılan flip chip yığılmış çip ölçekli paketler; çeşitli ağ, depolama, bilgi işlem, otomotiv ve tüketici uygulamaları için flip-chip ball grid array paketleri; ve sistem belleği veya platform veri depolama için bellek ürünleri sunmaktadır. Şirket, güç yönetimi, alıcı-vericiler, sensörler, kablosuz şarj, kodekler ve özel silikon için gofret seviyesinde CSP paketleri; güç yönetimi, alıcı-vericiler, radar ve özel silikonda kullanılan gofret seviyesinde fan-out paketleri; laminat bir alt tabakayı daha ince bir yapıyla değiştiren silikon gofret entegre fan-out teknolojisi; elektronik cihazlar ve karışık sinyal uygulamaları için kurşun çerçeve paketleri ve bir kalıbı bir alt tabakaya bağlamak için kullanılan alt tabaka tabanlı tel bağ paketleri sağlar.
Amkor Technology, Inc. Temel Bilgiler Özeti
| AMKR temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$18.99b |
| Kazançlar(TTM) | US$436.12m |
| Gelir(TTM) | US$7.07b |
43.6x
F/K Oranı2.7x
P/S OranıAMKR aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| AMKR gelir tablosu (TTM) | |
|---|---|
| Gelir | US$7.07b |
| Gelir Maliyeti | US$6.05b |
| Brüt Kâr | US$1.02b |
| Diğer Giderler | US$583.93m |
| Kazançlar | US$436.12m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 1.76 |
| Brüt Marj | 14.43% |
| Net Kâr Marjı | 6.17% |
| Borç/Özkaynak Oranı | 31.0% |
AMKR uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.4%
Mevcut Temettü Verimi19%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/11 11:20 |
| Gün Sonu Hisse Fiyatı | 2026/05/11 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Amkor Technology, Inc. 14 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Steven Liu | Aletheia Analyst Network Limited |
| Christopher Muse | Barclays |
| Craig Ellis | B. Riley Securities, Inc. |