Amkor Technology, Inc.

NasdaqGS:AMKR Stok Raporu

Piyasa değeri: US$19.0b

Amkor Technology Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Amkor Technology kazanç ve gelirin sırasıyla yıllık 21% ve 9.8% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 15.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 12.7% olacağı tahmin edilmektedir.

Anahtar bilgiler

21.0%

Kazanç büyüme oranı

15.74%

EPS büyüme oranı

Semiconductor kazanç büyümesi26.3%
Gelir büyüme oranı9.8%
Gelecekteki özkaynak getirisi12.67%
Analist kapsamı

Good

Son güncelleme06 May 2026

Gelecekteki son büyüme güncellemeleri

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...

Recent updates

Seeking Alpha • Apr 30

Amkor Technology: Q1 Beats Across The Board, Showing Massive Room For AI Packaging Acceleration

Summary Amkor Technology (AMKR) remains a Buy with a revised price target of $100–$110, reflecting 40–55% upside as AI packaging demand accelerates. AMKR's Q4 2025 and Q1 2026 results exceeded expectations, with four consecutive earnings beats and record first-quarter revenue driven by advanced packaging. Management guides for the AI advanced packaging portfolio to triple in 2026, with new compute programs and Arizona facility ramping up in H2 as key catalysts. Despite a 36% stock gain, AMKR's forward P/S multiple remains near 2.2x, leaving significant re-rating potential if H2 AI packaging acceleration materializes. Read the full article on Seeking Alpha
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:AMKR - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20289,210794-401,6827
12/31/20278,520622-7841,6489
12/31/20267,640526-1,4921,36010
3/31/20267,0714361671,217N/A
12/31/20256,7083741911,096N/A
9/30/20256,449308230989N/A
6/30/20256,324304277984N/A
3/31/20256,274316223951N/A
12/31/20246,3183543451,089N/A
9/30/20246,4403664291,125N/A
6/30/20246,4013765051,235N/A
3/31/20246,3973735091,257N/A
12/31/20236,5033605211,270N/A
9/30/20236,6574074051,249N/A
6/30/20236,9195802091,059N/A
3/31/20236,9666412601,108N/A
12/31/20227,0927661901,099N/A
9/30/20226,9108181721,035N/A
6/30/20226,5076932811,127N/A
3/31/20226,4096942831,111N/A
12/31/20216,1386433421,121N/A
9/30/20215,785553199968N/A
6/30/20215,458464292984N/A
3/31/20215,224394243850N/A
12/31/20205,051338217770N/A
9/30/20204,858311295715N/A
6/30/20204,588273304637N/A
3/31/20204,310208283608N/A
12/31/20194,053121N/A564N/A
9/30/20193,95550N/A520N/A
6/30/20194,01653N/A626N/A
3/31/20194,18695N/A568N/A
12/31/20184,316127N/A663N/A
9/30/20184,386199N/A632N/A
6/30/20184,390201N/A625N/A
3/31/20184,333288N/A663N/A
12/31/20174,207264N/A618N/A
9/30/20174,078264N/A652N/A
6/30/20174,015265N/A656N/A
3/31/20173,924150N/A694N/A
12/31/20163,928176N/A729N/A
9/30/20163,54353N/A646N/A
6/30/20163,19121N/A630N/A
3/31/20163,01024N/A558N/A
12/31/20152,88551N/A585N/A
9/30/20153,06775N/A639N/A
6/30/20153,14694N/A607N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: AMKR 'nin tahmini kazanç büyümesi (yıllık 21% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: AMKR şirketinin kazançlarının (yıllık 21% ) US pazarından (yıllık 16.4% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: AMKR şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: AMKR şirketinin gelirinin (yıllık 9.8% ) US pazarından (yıllık 11.4% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: AMKR şirketinin gelirinin (yıllık 9.8% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: AMKR 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 12.7 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/06 22:28
Gün Sonu Hisse Fiyatı2026/05/06 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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.

AnalistKurum
Steven LiuAletheia Analyst Network Limited
Christopher MuseBarclays
Craig EllisB. Riley Securities, Inc.