The Motley Fool·2d ago
Amkor: 3 Key Takeaways for Long-Term InvestorsAmkor secured advance payment agreements from 12 customers to fund capacity. Computing revenue grew 25% sequentially to achieve a new record.
Amkor appears to be emerging from its 2025 trough into a genuine structural recovery, with quarterly revenue growth accelerating from -3.2% in 2025Q1 to 27.5% in 2026Q1 and gross margin expanding 640 basis points from 11.9% to 18.3%, driven by advanced Computing and Automotive & Industrial packaging mix and improved…
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Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth reversed from -3.2% in 2025Q1 to 25.6% in 2026Q2, lifting gross margin from 11.9% to 18.3% and operating margin from 2.4% to 11.3%, suggesting durable utilization and mix gains rather than cyclical pricing, though SG&A's rebound to $99.0M in 2026Q3 from $78.9M sequentially warrants monitoring.
The stock has appreciated by 86.96% since initial coverage, reflecting successful execution of the investment thesis.
Amkor Technology's expertise in advanced chip packaging is highlighted as a key competitive advantage.
Management has outlined a clear growth path, projecting revenue to increase from $6.7 billion in 2025 to $11 billion by 2030.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 26, 2026 | $0.76-2.9% vs $0.78 | $2.0B-2.3% vs $2.0B |
Q3 2026 Jul 27, 2026 | $0.70+48.9% vs $0.47 | $1.9B+4.6% vs $1.8B |
Q2 2026 Apr 27, 2026 | $0.33+43.5% vs $0.23 | $1.7B+3.3% vs $1.6B |
Q1 2026 Feb 9, 2026 | $0.69+60.5% vs $0.43 | $1.9B+2.7% vs $1.8B |
Amkor secured advance payment agreements from 12 customers to fund capacity. Computing revenue grew 25% sequentially to achieve a new record.
AMKR's AI packaging growth, improving margins and customer commitments favor a hold, even as its premium valuation, cash outflows and spending raise questions.
D.A. Davidson and CO. acquired a new stake in Amkor Technology, Inc. (NASDAQ: AMKR) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 44,322 shares of the semiconductor company's stock, valued at approximately $2,322,000. Several other hedge funds have also
Amkor Technology (AMKR) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Benchmark AMKR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Amkor Technology, Inc. (AMKR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $32.82 | $8.15B | 13.22 | 6.18% | 8.3% | 13.32% | 1.01% | |
| $31.63 | $69.55B | 30.43 | 6.78% | 9.77% | 18.98% | 1.01% | |
| $2.10 | $19.32M | -2.41 | -17.47% | — | — | — | |
| $94.94 | $7.8B | 20.32 | 31.1% | 4.21% | 14.16% | 2.66% | |
| $173.28 | $8.62B | 64.92 | 1.82% | 11.84% | 6.5% | — | |
| $30.97 | $1.08B | 336.26 | 11.61% | 0.32% | 0.46% | — |
Amkor Technology, Inc. (AMKR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Amkor Technology, Inc. (AMKR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 26, 2026·SEC
Jul 27, 2026·SEC
May 21, 2026·SEC
Feb 20, 2026·SEC
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Amkor Technology, Inc. (AMKR) stock FAQ — growth, dividends, profitability & financials explained
Amkor Technology, Inc. (AMKR) reported $7.46B in revenue over the trailing twelve months. Revenue was $6.71B in fiscal year 2025. That is 361% more than the $1.46B of fiscal year 1997.
Amkor Technology, Inc. (AMKR) grew revenue by 15.7% over the trailing twelve months, compared with the twelve months before.
Yes. Amkor Technology, Inc. (AMKR) earned $619.5M in net income over the trailing twelve months (a 8.3% net margin).
Yes. Amkor Technology, Inc. (AMKR) pays a dividend that yields 1.01% at the current price, a moderate yield.
Amkor Technology, Inc. (AMKR) had a return on equity (ROE) of 13.3% over the trailing twelve months. That is in line with the market's typical 10-15%.
Amkor Technology, Inc. (AMKR) generated $532.4M in free cash flow over the trailing twelve months.
