Amkor Technology, Inc. (AMKR)

We are raising our 2026E EPS for Amkor Technology (AMKR; $52.52; E/W) from $1.43 to $1.85 (vs. $1.50 in 2025, $1.43 in 2024, and a prior peak of $3.11 back in 2023). We note a…

Amkor Technology (AMKR; $52.52; E/W) reported Q4 EPS of $0.69, which was well ahead of our $0.43 and the Street’s $0.44 on sales of $1,888mm (vs. our $1,830mm and the Street’s $1,839mm), albeit including a…

We are adjusting our 2025/2026E EPS for Amkor Technology (AMKR; $33.18; E/W) from $1.15/$1.60 to $1.24/$1.43 after the company produced a “clean” Q3 EPS beat, albeit with some Q4E guidance disappointments, mainly on the margin…

Amkor Technology (AMKR; $33.18; E/W) reported Q3 EPS of $0.51, which was comfortably ahead of our $0.42 and the Street’s $0.43 on sales of $1,987mm (vs. our $1,925mm and the Street’s $1,932mm). Recall, AMKR’s Q3…

Last night, Amkor Technology (AMKR; $30.57; E/W) announced that it plans to invest an additional $5B+ in coming years to build out a new semiconductor advanced packaging and test campus in Peoria, AZ, which brings…

The shares of Amkor Technology (AMKR; $25.08; E/W) surged 18% after the company produced Q2 results and Q3E guidance on Monday night (7/28) that the Street seemed to interpret as a sign that its visibility…

We stick with our below consensus 2025/2026E EPS for Amkor Technology (AMKR; $20.92; E/W) ahead of the company’s Q2 results and outlook, which are scheduled for Monday, July 28th (after market). We are mainly concerned…

We are reducing our 2025/2026E EPS for Amkor Technology (AMKR; $17.48; E/W) from $1.35/$2.20 to $1.00/$1.40. Admittedly, this is after the company produced Q1 results in line with our and Street thinking while offering up…

Amkor Technology (AMKR; $17.48; E/W) reported Q1 EPS of $0.09, which was in line with our consensus matching $0.09 on sales of $1,322mm that exceed our and the Street’s $1,275mm). Recall, AMKR’s Q1 guidance called…

We are reducing our 2025E EPS for Amkor Technology (AMKR; $24.36; E/W) from $1.85 to $1.35 after its Q4 profits more than lived up to expectations, albeit on weaker than expected sales trends that management…

Amkor Technology (AMKR; $24.36; E/W) reported Q4 EPS of $0.43, which were ahead of our $0.40 and the Street’s $0.38 despite sales of $1,629mm that missed our $1,679mm and the Street’s $1,663mm). Recall, AMKR’s Q4…

We expect no major changes to our 2025E EPS for Amkor Technology (AMKR; $24.12; E/W) after its Q4 results and outlook next Monday (2/10 after market). We think EPS season so far added more signs…

Amkor Technology (AMKR; $26.54; E/W) recently announced a strategic partnership with privately held Lightmatter, a photonic chips supplier, to develop a 3D-packaged chip complex that integrates more silicon in a single package. The partnership will…

We are reducing our 2024/2025E EPS for Amkor Technology (AMKR; $29.53; EW) from $1.55/$2.25 to $1.40/$1.85 after Q4 guidance disappointed the Street due predominantly to lower than seasonal sales to communications markets (50% of total),…

Amkor Technology (AMKR; $29.53; E/W) reported Q3 EPS of $0.49, which compared to our $0.49 and the Street’s $0.50 on sales of $1,862mm (vs. our $1,838mm and the Street’s $1,840mm). Recall, AMKR’s Q3 guidance called…