Added to YB: 2025-11-12
Pitch date: 2025-10-29
AMKR [bullish]
Amkor Technology, Inc.
+37.02%
current return
Author Info
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Company Info
Amkor Technology, Inc. provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.
Market Cap
$7.8B
Pitch Price
$32.34
Price Target
43.37 (-2%)
Dividend
1.05%
EV/EBITDA
7.23
P/E
25.35
EV/Sales
1.20
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Actionable Stock Set-up 10: Amkor Technology (AMKR)
AMKR: World's largest outsourced semiconductor packaging/test provider. Arizona facility backed by Apple/NVIDIA/TSMC brings advanced packaging to US for first time. Bull case: AI/automotive growth, SiC expertise, 30-40% Apple revenue. Bear case: cyclical margins (8% operating vs 15% historical), execution risk on $2B facility, customer concentration, negative FCF. 26.8x PE, 7.7x EV/EBITDA.
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