Added to YB: 2026-04-28
Pitch date: 2026-04-24
AMKR [neutral]
Amkor Technology, Inc.
-4.56%
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
$19.4B
Pitch Price
$79.23
Price Target
N/A
Dividend
0.43%
EV/EBITDA
16.51
P/E
52.07
EV/Sales
2.84
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Earnings Edge for Monday: Setup for Amkor Technology, Inc.
AMKR (earnings): AI packaging bottleneck play w/ 2.5D & HDFO platforms to nearly triple volume in 2026; computing rev +20% YoY. $2.5-3B capex incl Arizona facility. 30% incremental flow-through target. Q1 trough: rev $1.60-1.70B, GM 12.5-13.5%, EPS $0.18-0.28. Risks: front-loaded capex, customer concentration (Apple/NVDA/QCOM/AMD/INTC), execution on H2 ramp. Needham PT $65.
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