Zacks Investment Research·1d ago
Is ASE Technology (ASX) Stock Outpacing Its Computer and Technology Peers This Year?Here is how ASE Technology Hldg (ASX) and Advanced Micro Devices (AMD) have performed compared to their sector so far this year.
ASE's quarterly revenue has re-accelerated from $140.9B in 2024Q2 to $244.0B in 2026Q3, with the latest quarter up 44.8% year over year and diluted EPS reaching 11.84, suggesting demand for advanced packaging is strengthening.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rose to $244.0B in 2026Q3 with gross margin expanding from 15.5% to 22.1% and operating margin climbing to 13.6%, though net income growth of roughly 146% year over year may partly reflect non-operating factors.
ASE Technology is strategically positioned at the center of the AI revolution, providing critical advanced packaging solutions for high-performance computing.
Surging demand for ATM services has driven a massive earnings rebound, as highlighted in the Q1 2026 earnings review.
ASE Technology is the world's largest provider of outsourced semiconductor assembly and test (OSAT) services, offering complete turnkey solutions.
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 29, 2026 | $0.37+8.8% vs $0.34 | $7.5B+2.7% vs $7.3B |
Q3 2026 Jul 30, 2026 | $0.29+26.1% vs $0.23 | $5.9B-1.2% vs $6.0B |
Q2 2026 Apr 29, 2026 | $0.20+17.4% vs $0.17 | $5.5B+3.5% vs $5.3B |
Q1 2026 Feb 5, 2026 | $0.21+5.0% vs $0.20 | $5.6B+0.0% vs $5.6B |
Here is how ASE Technology Hldg (ASX) and Advanced Micro Devices (AMD) have performed compared to their sector so far this year.
ASE Technology raises its 2026 LEAP revenue outlook above $4B as strong demand drives growth, while capacity constraints and higher spending shape 2027 plans.
ASE Technology Hldg (ASX) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.16 per share a year ago.
ASE Technology Holding Co., Ltd. (ASX) Q3 2026 Earnings Call Transcript
Benchmark ASX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for ASE Technology Holding Co., Ltd. (ASX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $31.63 | $69.55B | 30.43 | 6.78% | 9.77% | 18.98% | 1.01% | |
| $32.82 | $8.15B | 13.22 | 6.18% | 8.3% | 13.32% | 1.01% | |
| $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% | — | |
| $38.49 | $1.82B | -92.66 | 12.74% | -3.97% | -2.9% | — |
ASE Technology Holding Co., Ltd. (ASX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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ASE Technology Holding Co., Ltd. (ASX) stock FAQ — growth, dividends, profitability & financials explained
ASE Technology Holding Co., Ltd. (ASX) reported $790.14B in revenue over the trailing twelve months. Revenue was $648.92B in fiscal year 2025. That is 1855% more than the $33.19B of fiscal year 1999.
ASE Technology Holding Co., Ltd. (ASX) grew revenue by 26.4% over the trailing twelve months, compared with the twelve months before.
Yes. ASE Technology Holding Co., Ltd. (ASX) earned $77.20B in net income over the trailing twelve months (a 9.8% net margin).
Yes. ASE Technology Holding Co., Ltd. (ASX) pays a dividend that yields 1.01% at the current price, a moderate yield.
ASE Technology Holding Co., Ltd. (ASX) had a return on equity (ROE) of 19.0% over the trailing twelve months. That is above the market's typical 10-15%.
ASE Technology Holding Co., Ltd. (ASX) had negative free cash flow of $111.73B over the trailing twelve months.
