Added to YB: 2026-09-16
Pitch date: 2026-09-14
AMKR [bullish]
Amkor Technology, Inc.
Author Info
No bio for this author
Company Info
Amkor Technology, Inc. provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.
Market Cap
$12.9B
Pitch Price
N/A
Price Target
69.00 (+33%)
Dividend
0.65%
EV/EBITDA
9.55
P/E
23.22
EV/Sales
1.75
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Amkor Beats Every Quarter. The Market Keeps Punishing It Anyway.
AMKR: Amkor, the No. 2 global OSAT provider, is valued at $69 over 12-18 months, 34% above its roughly $51 price, based on $3.15 of FY2027 EPS at 22x. Five consecutive earnings beats and 10-year TSMC and multi-year Nvidia agreements support the AI-packaging case, while the selloff reflects FY2026 capex of $2.5-$3.0B and negative free cash flow. The thesis-breaking risk is Apple’s 29.8% share of 2025 net sales during the Arizona ramp.
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