Amkor Technology, Inc.

NasdaqGS:AMKR Stok Raporu

Piyasa değeri: US$19.1b

Amkor Technology Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 4/6

Amkor Technology şirketinin kazançları yıllık ortalama -13.3% oranında azalırken, Semiconductor sektörünün kazançları yıllık 5.3% oranında artan oldu. Gelirler yıllık ortalama 2.3% oranında artan oldu. Amkor Technology şirketinin öz sermaye getirisi 9.6% olup, net marjı 6.2% dir.

Anahtar bilgiler

-13.26%

Kazanç büyüme oranı

-13.59%

EPS büyüme oranı

Semiconductor Sektör Büyümesi27.66%
Gelir büyüme oranı2.35%
Özkaynak getirisi9.59%
Net Marj6.17%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

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

Gelir ve Gider Dağılımı

Amkor Technology nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NasdaqGS:AMKR Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 267,071436321163
31 Dec 256,708374305167
30 Sep 256,449308281173
30 Jun 256,324304278173
31 Mar 256,274316322170
31 Dec 246,318354332163
30 Sep 246,440366341162
30 Jun 246,401376334162
31 Mar 246,397373308169
31 Dec 236,503360296177
30 Sep 236,657407287175
30 Jun 236,919580281166
31 Mar 236,966641285158
31 Dec 227,092766283149
30 Sep 226,910818283147
30 Jun 226,507693287154
31 Mar 226,409694293160
31 Dec 216,138643296166
30 Sep 215,785553293170
30 Jun 215,458464292165
31 Mar 215,224394290153
31 Dec 205,051338284141
30 Sep 204,858311286132
30 Jun 204,588273283129
31 Mar 204,310208276134
31 Dec 194,053121277138
30 Sep 193,95550275143
30 Jun 194,01653276147
31 Mar 194,18695285152
31 Dec 184,316127294157
30 Sep 184,386199352109
30 Jun 184,390201357115
31 Mar 184,333288350118
31 Dec 174,207264297167
30 Sep 174,078264331118
30 Jun 174,015265328102
31 Mar 173,92415033188
31 Dec 163,92817632873
30 Sep 163,5435330083
30 Jun 163,1912128277
31 Mar 163,0102426867
31 Dec 152,8855125758
30 Sep 153,0677526548
30 Jun 153,1469427243

Kaliteli Kazançlar: AMKR yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: AMKR 'nin mevcut net kar marjları (6.2%) geçen yılın (5%) sinden daha yüksektir.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: AMKR şirketinin kazançları son 5 yılda yılda 13.3% oranında azaldı.

Büyüme Hızlandırma: AMKR 'un son bir yıldaki kazanç büyümesi ( 37.9% ) 5 yıllık ortalamasını (yıllık -13.3% ) aşıyor.

Kazançlar vs. Sektör: AMKR geçen yılki kazanç büyümesi ( 37.9% ) Semiconductor sektörünün 10.3% değerini aştı.

Özkaynak Getirisi

Yüksek ROE: AMKR 'nin Özsermaye Getirisi ( 9.6% ) düşük olarak değerlendiriliyor.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 06:33
Gün Sonu Hisse Fiyatı2026/05/07 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.