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分析师Charles Shi维持$艾马克技术 (AMKR.US)$买入评级，并将目标价从45美元下调至34美元。
根据TipRanks数据显示，该分析师近一年总胜率为40.7%，总平均回报率为6.3%。
此外，综合报道，$艾马克技术 (AMKR.US)$近期主要分析师观点如下：
该公司进入本季度时采取了谨慎的立场，而不是乐观的立场，而Amkor Technology对12月季度的预期明显低于该公司和华尔街的预期。报告的疲软归因于季节性因素和设备过渡，据推测，这可能与一家大型科技公司的潜在股票亏损有关。因此，该公司大幅下调了估计。
受智能手机需求季节性激增和人工智能封装持续势头的推动，Amkor Technology在9月份的季度业绩中表现略有跑赢大盘。但是，汽车和工业领域的需求趋势并不那么强劲。展望未来，尽管前瞻性估计向下修正，但预计到2025年将出现逐渐上升的趋势。
该公司在第三季度取得了强劲的业绩，但大幅下调了第四季度的预测，这表明预计总收入将连续下降11％，通信收入将连续下降23％，超过了第四季度通常出现的个位数下降。Amkor前景疲软的主要原因可能是对高端智能手机的需求减少以及2024年机型的订单分配减少。尽管如此，预计计算收入的强劲表现将持续到第四季度。
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