Amkor Technology (NASDAQ:AMKR) Issues Q3 2026 Earnings Guidance

Amkor Technology (NASDAQ:AMKR) updated its third quarter 2026 earnings guidance on Monday. The company provided EPS guidance of 0.720-0.820 for the period, compared to the consensus EPS estimate of 0.620. The company issued revenue guidance of $2.0 billion-$2.1 billion, compared to the consensus revenue estimate of $2.1 billion.

Amkor Technology Stock Performance

Shares of AMKR opened at $45.69 on Wednesday. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.01 and a quick ratio of 1.74. Amkor Technology has a 12-month low of $21.57 and a 12-month high of $96.68. The stock has a market capitalization of $11.33 billion, a P/E ratio of 20.49 and a beta of 2.20. The firm’s 50 day moving average is $72.86 and its 200-day moving average is $60.77.

Amkor Technology (NASDAQ:AMKR) last released its earnings results on Monday, July 27th. The semiconductor company reported $0.70 earnings per share for the quarter, topping the consensus estimate of $0.47 by $0.23. Amkor Technology had a net margin of 7.45% and a return on equity of 12.42%. The business had revenue of $1.90 billion for the quarter, compared to the consensus estimate of $1.81 billion. During the same period last year, the firm posted $0.22 earnings per share. The firm’s quarterly revenue was up 25.6% compared to the same quarter last year. Amkor Technology has set its Q3 2026 guidance at 0.720-0.820 EPS. Equities research analysts anticipate that Amkor Technology will post 2.08 EPS for the current fiscal year.

Amkor Technology Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Wednesday, June 3rd were given a $0.0835 dividend. The ex-dividend date of this dividend was Wednesday, June 3rd. This represents a $0.33 dividend on an annualized basis and a dividend yield of 0.7%. Amkor Technology’s dividend payout ratio (DPR) is currently 14.80%.

Analyst Ratings Changes

AMKR has been the subject of several research reports. Needham & Company LLC reiterated a “buy” rating and issued a $90.00 target price on shares of Amkor Technology in a research note on Tuesday. Zacks Research raised Amkor Technology from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. B. Riley Financial cut their target price on Amkor Technology from $75.00 to $65.00 and set a “neutral” rating for the company in a research note on Tuesday. UBS Group upgraded shares of Amkor Technology from a “neutral” rating to a “buy” rating and increased their price objective for the company from $80.00 to $90.00 in a research note on Friday, July 24th. Finally, The Goldman Sachs Group lifted their target price on shares of Amkor Technology from $43.00 to $65.00 and gave the company a “neutral” rating in a research report on Tuesday, April 28th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, Amkor Technology currently has a consensus rating of “Moderate Buy” and an average target price of $68.12.

Insider Activity at Amkor Technology

In related news, EVP Mark N. Rogers sold 5,000 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $86.21, for a total value of $431,050.00. Following the transaction, the executive vice president owned 38,904 shares in the company, valued at $3,353,913.84. This trade represents a 11.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Winston J. Churchill sold 5,000 shares of the business’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $78.20, for a total value of $391,000.00. Following the sale, the director directly owned 28,781 shares of the company’s stock, valued at $2,250,674.20. This represents a 14.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 114,000 shares of company stock valued at $8,631,450 over the last quarter. 26.40% of the stock is currently owned by corporate insiders.

Key Amkor Technology News

Here are the key news stories impacting Amkor Technology this week:

• Positive Sentiment: Amkor reported record second-quarter revenue of $1.90 billion, up 25.6% year over year, while adjusted EPS of $0.70 exceeded the $0.47 consensus estimate. Growth was driven by computing, automotive and industrial markets, with expanding advanced-packaging activity. Amkor Technology Reports Financial Results for the Second Quarter 2026
• Positive Sentiment: Management highlighted strong AI data-center demand, margin gains and capacity expansion. Its Nvidia relationship, including reported prepayments of approximately $1.5 billion, supports the longer-term outlook for advanced packaging and could provide a significant growth catalyst. Amkor has a fresh catalyst with a new Nvidia deal
• Positive Sentiment: Several analysts remain constructive: Needham reaffirmed a Buy rating with a $90 price target, while the average analyst target was reported at $68, suggesting potential upside if Amkor converts its AI-related investments into sustained earnings growth. Analyst ratings and price targets
• Neutral Sentiment: Amkor forecast third-quarter EPS of $0.72–$0.82, above the $0.62 consensus, but revenue guidance of $2.0–$2.1 billion was roughly at or below expectations. This mixed outlook has shifted attention from the earnings beat to the pace of near-term sales growth. Amkor Tech’s Revenue Outlook Disappoints Investors
• Negative Sentiment: Amkor disclosed risks tied to its 2031 convertible notes and capped-call transactions. Depending on settlement choices and share-price performance, the notes could increase equity dilution and amplify volatility. Amkor’s 2031 Notes and Capped Calls
• Negative Sentiment: B. Riley lowered its price target to $65 from $75 and assigned a Neutral rating, reflecting concern about the softer revenue outlook and the stock’s elevated volatility following the earnings release. B. Riley analyst action

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. O Shaughnessy Asset Management LLC increased its holdings in Amkor Technology by 2.1% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 9,799 shares of the semiconductor company’s stock valued at $387,000 after purchasing an additional 202 shares during the last quarter. Vanguard Personalized Indexing Management LLC grew its position in shares of Amkor Technology by 0.6% during the 4th quarter. Vanguard Personalized Indexing Management LLC now owns 36,221 shares of the semiconductor company’s stock worth $1,430,000 after buying an additional 218 shares during the period. Meeder Advisory Services Inc. increased its stake in shares of Amkor Technology by 2.1% in the 4th quarter. Meeder Advisory Services Inc. now owns 14,522 shares of the semiconductor company’s stock valued at $573,000 after acquiring an additional 302 shares during the last quarter. Vident Advisory LLC increased its stake in shares of Amkor Technology by 2.9% in the 4th quarter. Vident Advisory LLC now owns 10,878 shares of the semiconductor company’s stock valued at $429,000 after acquiring an additional 307 shares during the last quarter. Finally, Smartleaf Asset Management LLC raised its position in shares of Amkor Technology by 180.3% in the 4th quarter. Smartleaf Asset Management LLC now owns 684 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 440 shares during the period. 42.76% of the stock is currently owned by institutional investors.

About Amkor Technology

Amkor Technology, Inc (NASDAQ:AMKR) is a leading provider of outsourced semiconductor packaging and test (OSAT) services, supporting integrated device manufacturers and semiconductor foundries worldwide. The company offers a broad range of advanced packaging solutions, including wafer bumping, flip chip, system-in-package and ball grid array technologies, designed to meet the performance, power and form-factor demands of applications across consumer electronics, automotive, communications and industrial markets.

In addition to packaging, Amkor delivers comprehensive test services such as wafer probing, final test, system-level test and digital, analog and mixed-signal testing, enabling customers to accelerate time-to-market and reduce total costs.