For the third quarter of 2026, analysts expect Amkor Technology to report revenue of $2.02 billion and EPS of $0.79, with the current stock price of $39.54 trading significantly below the average analyst price target of $75.00.
Investors are primarily focused on the company’s strategic transition toward AI-driven advanced packaging, specifically the execution of high-performance computing capacity expansions for partners like NVIDIA.
While traditional communications revenue is expected to decline counter-seasonally, record-high demand in the computing segment is projected to bolster utilization and overall gross margins. Recent multi-year agreements totaling $3 billion with NVIDIA have further solidified Amkor's role as a critical provider in the global AI hardware supply chain.