Amkor shares, at $36.81, have fallen 51.18% over six months after a Q3 miss: EPS of $0.76 came in below the $0.7766 consensus, and revenue of $1.99 billion missed roughly $2.04 billion expected. Revenue growth slowed to 0.18% year over year, the Communications share of revenue fell to 37% from 51%, and Q4 EPS guidance of $0.65 to $0.75 sits below the $0.7774 consensus. Two analysts, Needham's Charles Shi and UBS's Randy Abrams, carry $90 targets set before the miss, implying about 144% upside from current levels, while the $74.50 consensus target implies about 102%. The article cites AI packaging demand and Q3 gross margin expansion to 18.3% from 14.3%, but notes roughly $2.5 billion in full-year capex. The stock is down 6.3% year to date, while the S&P 500 is up 12.24%.
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