Needham analyst Charles Shi maintains $Amkor Technology (AMKR.US)$ with a buy rating, and adjusts the target price from $45 to $34.
According to TipRanks data, the analyst has a success rate of 40.7% and a total average return of 6.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Amkor Technology (AMKR.US)$'s main analysts recently are as follows:
The firm entered the quarter with a cautious stance rather than an optimistic one, and Amkor Technology's guidance for the December quarter was notably below both the firm's and Street's estimates. The reported weakness was attributed to a mix of seasonal factors and a device transition, which is speculated to possibly be related to a potential share loss at a major tech company. Consequently, the firm substantially revised their estimates downward.
Amkor Technology displayed a modest outperformance in its September quarter results, buoyed by a seasonal surge in smartphone demand and sustained momentum in artificial intelligence packaging. However, the demand trends in the automotive and industrial sectors have not been as robust. Looking ahead, a gradual uptrend is anticipated to emerge by 2025, despite a downward revision in the forward estimates.
The company delivered robust results for Q3, yet significantly revised its Q4 forecasts downward, suggesting an anticipated 11% sequential dip in overall revenue and a 23% sequential fall in Communications revenue, which exceeds the usual single-digit downturns observed in a typical Q4. The primary contributor to the subdued outlook for Amkor may be a decreased demand for premium smartphones and a lesser allocation of orders for the 2024 models. Nonetheless, it's expected that the strength in Computing revenue will persist into Q4.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Needham分析師Charles Shi維持$艾馬克技術 (AMKR.US)$買入評級，並將目標價從45美元下調至34美元。
根據TipRanks數據顯示，該分析師近一年總勝率為40.7%，總平均回報率為6.3%。
此外，綜合報道，$艾馬克技術 (AMKR.US)$近期主要分析師觀點如下：
該公司進入本季度時採取了謹慎的立場，而不是樂觀的立場，而Amkor Technology對12月季度的預期明顯低於該公司和華爾街的預期。報告的疲軟歸因於季節性因素和設備過渡，據推測，這可能與一家大型科技公司的潛在股票虧損有關。因此，該公司大幅下調了估計。
受智能手機需求季節性激增和人工智能封裝持續勢頭的推動，Amkor Technology在9月份的季度業績中表現略有跑贏大盤。但是，汽車和工業領域的需求趨勢並不那麼強勁。展望未來，儘管前瞻性估計向下修正，但預計到2025年將出現逐漸上升的趨勢。
該公司在第三季度取得了強勁的業績，但大幅下調了第四季度的預測，這表明預計總收入將連續下降11％，通信收入將連續下降23％，超過了第四季度通常出現的個位數下降。Amkor前景疲軟的主要原因可能是對高端智能手機的需求減少以及2024年機型的訂單分配減少。儘管如此，預計計算收入的強勁表現將持續到第四季度。
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