Analyst Consensus ?
ConsensusHold13 ratings
Bullish753.8%
Neutral538.5%
Bearish17.7%
1 unmapped firm rating excluded from the percentages.
Amkor Technology, Inc. · AMKR · FY2026 Q1 · Calendar Q2 2026
Amkor sees advanced-packaging demand, but capex raises execution risks
Amkor's near-term growth case is supported by communications demand, advanced packaging, improving utilization and an HDFO data-center CPU ramp. The counterweight is a large investment cycle and the risk that new-facility costs pressure margins before capacity contributes meaningfully.
Reported After market closeNASDAQTechnology
$9.79B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.33
Consensus $0.23
EPS surprise
+43.5%
Reported versus consensus
Reported revenue
$1.68B
Consensus $1.63B
Revenue surprise
+3.3%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-5.6%
Event window
SPY move
-0.5%
Same window
Abnormal move
-5.1%
Stock minus SPY
Volume
2.0×
Versus trailing sessions
Subsequent drift
+1.2%
Up to 20 sessions
AMKRSPY benchmark
Ask FN2 about AMKR FY2026 Q1
Transcript, numbers and history already loaded
Why did AMKR fall 5.6% after beating EPS estimates in FY2026 Q1?What changed in AMKR's guidance and outlook in FY2026 Q1?Give me the bull and bear case for AMKR after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management described record Q1 revenue growth, maintained its guidance outlook, and outlined a $2.5-$3 billion capex program focused on Arizona and Korea. It also highlighted a new HDFO data-center CPU program expected to begin ramping in Q3 2026.
Guidance delta
Guidance sentiment was maintained. Management expects Q2 revenue of $1.75-$1.85 billion and gross margins in the mid-to-high teens in the second half, according to the supplied transcript analysis.
Key takeaways
- Demand was strongest in communications and advanced packaging, with additional growth from automotive and industrial applications.
- Pricing actions, higher utilization and mix shift supported margin improvement despite material-cost pressure.
- The investment cycle is substantial, with Arizona and Korea expansion intended to increase advanced-packaging capacity.
Management priorities
- Ramp the HDFO data-center CPU program beginning in Q3 2026.
- Expand advanced-packaging and test capacity in Arizona and Korea, including the Arizona campus and a new Korea test building.
- Use pricing, utilization and mix improvements to support margins while managing the investment cycle.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$39.5Current
$30Low
$57.31Average
$90High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 1, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Needham | Buy | Buy | Maintain | Oct 27, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Oct 27, 2026 |
| B. Riley Securities | Neutral | Neutral | Maintain | Oct 27, 2026 |
| UBS | Buy | Neutral | Upgrade | Jul 24, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Apr 28, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Feb 10, 2026 |
| DA Davidson | Buy | Buy | Maintain | Oct 28, 2025 |
| Keybanc | Overweight | Downgrade | Apr 17, 2025 | |
| Credit Suisse | Neutral | Outperform | Downgrade | Oct 12, 2021 |
| Citigroup | Sell | Sell | Maintain | Apr 29, 2020 |
| Sidoti & Co. | Buy | Buy | Maintain | Apr 28, 2020 |
| Deutsche Bank | Hold | Hold | Maintain | Apr 28, 2020 |
| Topeka Capital | Buy | Buy | Maintain | Apr 29, 2014 |
| Topeka | Buy | Buy | Maintain | Apr 29, 2014 |
Named analyst price targets
Upside is calculated against the persisted current price $39.5. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Needham | Charles Shi | $55 | $36.81 | +39.2% | Oct 27, 2026 |
| Goldman Sachs | Analyst unavailable | $56 | $36.81 | +41.8% | Oct 27, 2026 |
| Morgan Stanley | Analyst unavailable | $63 | $36.81 | +59.5% | Oct 27, 2026 |
| Morgan Stanley | Analyst unavailable | $70 | $60.71 | +77.2% | Jul 28, 2026 |
| UBS | Analyst unavailable | $90 | $65.69 | +127.8% | Jul 24, 2026 |
| UBS | Randy Abrams | $80 | $73.31 | +102.5% | May 26, 2026 |
| Morgan Stanley | Joseph Moore | $69 | $72.8 | +74.7% | Apr 28, 2026 |
| Needham | Analyst unavailable | $90 | $75.62 | +127.8% | Apr 28, 2026 |
| Goldman Sachs | James Schneider | $65 | $75.62 | +64.6% | Apr 28, 2026 |
| Needham | Charles Shi | $65 | $50.69 | +64.6% | Feb 10, 2026 |
| Morgan Stanley | Analyst unavailable | $45 | $53.14 | +13.9% | Feb 10, 2026 |
| UBS | Analyst unavailable | $43 | $52.52 | +8.9% | Feb 10, 2026 |
| UBS | Analyst unavailable | $55 | $52.29 | +39.2% | Jan 12, 2026 |
| UBS | Analyst unavailable | $38 | $51 | -3.8% | Jan 9, 2026 |
| UBS | Analyst unavailable | $50 | $42.92 | +26.6% | Jan 5, 2026 |
| Needham | Charles Shi | $50 | $42.92 | +26.6% | Jan 5, 2026 |
| Needham | Charles Shi | $37 | $29.98 | -6.3% | Oct 28, 2025 |
| Goldman Sachs | Analyst unavailable | $29 | $31.66 | -26.6% | Oct 28, 2025 |
| Morgan Stanley | Joseph Moore | $20 | $25.08 | -49.4% | Jul 29, 2025 |
| D.A. Davidson | Tom Diffely | $36 | $26.45 | -8.9% | Oct 29, 2024 |
| Needham | Charles Shi | $34 | $29.53 | -13.9% | Oct 29, 2024 |
| KeyBanc | Steve Barger | $34 | $29.53 | -13.9% | Oct 29, 2024 |
| Goldman Sachs | Toshiya Hari | $32 | $29.53 | -19.0% | Oct 29, 2024 |
| KeyBanc | Steve Barger | $38 | $31.65 | -3.8% | Sep 20, 2024 |
| Needham | Charles Shi | $45 | $32.85 | +13.9% | Jul 30, 2024 |
| Morgan Stanley | Joseph Moore | $38 | $40.41 | -3.8% | Jul 2, 2024 |
| B.Riley Financial | Craig Ellis | $45 | $32.35 | +13.9% | Apr 30, 2024 |
| D.A. Davidson | Tom Diffely | $40 | $31.47 | +1.3% | Apr 30, 2024 |
| Needham | Charles Shi | $40 | $31.34 | +1.3% | Apr 9, 2024 |
| D.A. Davidson | Thomas Diffely | $30 | $16.76 | -24.1% | Jun 29, 2022 |
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Start freeCompany context
Snapshot as of publicationAmkor Technology, Inc. operates internationally, delivering external semiconductor packaging and testing solutions across North America, Japan, Europe, the Middle East, Africa, and the broader Asia Pacific region. Their comprehensive, end-to-end offerings encompass a range of processes, including semiconductor wafer bumping, probing, back-grinding, package conceptualization, final packaging, testing, and direct shipment services. The company's product portfolio features flip-chip scale packages, critical for devices like smartphones, tablets, and other portable consumer electronics. They also provide flip-chip stacked chip-scale packages, designed for layering memory atop digital basebands and as application processors in mobile units. Flip-chip ball grid array packages cater to diverse applications in networking, data storage, computing, and general consumer products.…
Historical context
All AMKR earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| INTC Intel Corp. | FY2026 Q3 · Calendar Q4 2026 | +27.9% | -28.6% | Intel: AI Server Demand Offsets PC Weakness, CapEx Rises |
| GDDY GoDaddy Inc. | FY2026 Q3 · Calendar Q4 2026 | +9.5% | +10.7% | GoDaddy: Airo accelerates while guidance is maintained |
| MPWR Monolithic Power Systems, Inc. | FY2026 Q3 · Calendar Q4 2026 | +5.1% | +1.1% | MPWR tops $1 billion in revenue as data-center demand accelerates |
| TWLO Twilio Inc. | FY2026 Q3 · Calendar Q4 2026 | +12.2% | -15.2% | Twilio raises growth outlook as AI and software adoption expand |
| SNDK Sandisk Corporation | FY2027 Q1 · Calendar Q4 2026 | +6.1% | -13.5% | SNDK: AI-driven NAND demand remains strong, but execution risks persist |
| RBLX Roblox Corporation | FY2026 Q3 · Calendar Q4 2026 | +26.2% | -18.1% | Roblox pairs strong engagement with lower Q4 bookings guidance |
Latest beats and misses
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Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
Get the AMKR recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-01T06:50:39.578859+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-01T06:50:39.576072+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-01. For educational purposes only; not investment advice.