Amkor climbs as advanced-packaging expansion narrative stays in focus amid broader chip strength

Amkor Technology (AMKR) is up 6.2% today. Here is some analysis on what might have caused this price movement.

Analysis: AMKR’s move appears tied to a mix of ongoing investor optimism around advanced packaging demand and company-specific momentum from recent disclosures about expanding its Arizona footprint and deepening work with large chip customers. The rally may also be getting an extra push from a broader semiconductor upswing following strong results elsewhere in the chip supply chain.

Details:

Amkor recently said it secured an additional 67 acres next to its planned Arizona campus, positioning the site for future capacity expansion to meet rising demand for advanced packaging and test.

At a late-May investor event, management discussed moving “up the value chain” in advanced packaging and highlighted work with a major CPU/GPU designer on packaging, reinforcing the AI/data center packaging theme.

The company’s latest quarterly update included Q2 2026 guidance ranges for sales and profitability and reiterated elevated 2026 capital spending plans tied to capacity and technology investments.

Separately, a large U.S. chip-equipment vendor posted a notable quarterly beat on June 2, which likely improved sentiment across the semiconductor complex and helped lift related names.

Sources:

Amkor Investor Relations, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$AMKR Insider Trading Activity

$AMKR insiders have traded $AMKR stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.

Here’s a breakdown of recent trading of $AMKR stock by insiders over the last 6 months:

JOHN T KIM sold 10,000,000 shares for an estimated $484,900,000
INVESTMENTS, LP 915 sold 10,000,000 shares for an estimated $484,900,000
MARK N ROGERS (EVP & General Counsel) has made 0 purchases and 6 sales selling 45,000 shares for an estimated $2,218,000.
GIL C. TILY has made 0 purchases and 2 sales selling 35,000 shares for an estimated $2,088,300.
GUILLAUME MARIE JEAN RUTTEN has made 0 purchases and 3 sales selling 40,000 shares for an estimated $1,955,400.
ROGER ANTHONY CAROLIN sold 20,000 shares for an estimated $1,524,800
KEVIN K. ENGEL (President and CEO) has made 0 purchases and 3 sales selling 28,816 shares for an estimated $1,362,380.
MARYFRANCES MCCOURT sold 20,000 shares for an estimated $920,400
FARSHAD HAGHIGHI (Executive Vice President) sold 15,624 shares for an estimated $789,012
WINSTON J CHURCHILL has made 0 purchases and 2 sales selling 12,000 shares for an estimated $756,600.
DOUGLAS A ALEXANDER has made 0 purchases and 2 sales selling 5,000 shares for an estimated $382,900.
MEGAN FAUST (CFO) sold 1,000 shares for an estimated $64,599

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$AMKR Hedge Fund Activity

We have seen 315 institutional investors add shares of $AMKR stock to their portfolio, and 227 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

DISCOVERY CAPITAL MANAGEMENT, LLC / CT removed 2,614,934 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $117,750,478
JANE STREET GROUP, LLC added 2,266,477 shares (+3578.1%) to their portfolio in Q1 2026, for an estimated $102,059,459
DIMENSIONAL FUND ADVISORS LP removed 1,781,422 shares (-13.9%) from their portfolio in Q1 2026, for an estimated $80,217,432
LSV ASSET MANAGEMENT removed 1,509,562 shares (-53.5%) from their portfolio in Q1 2026, for an estimated $67,975,576
SW INVESTMENT MANAGEMENT LLC removed 1,250,000 shares (-47.2%) from their portfolio in Q4 2025, for an estimated $49,349,999
TREXQUANT INVESTMENT LP added 1,066,184 shares (+inf%) to their portfolio in Q1 2026, for an estimated $48,010,265
VOLORIDGE INVESTMENT MANAGEMENT, LLC added 1,061,839 shares (+inf%) to their portfolio in Q1 2026, for an estimated $47,814,610

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$AMKR Congressional Stock Trading

Members of Congress have traded $AMKR stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $AMKR stock by members of Congress over the last 6 months:

SENATOR MARKWAYNE MULLIN has traded it 3 times. They made 3 purchases worth up to $150,000 on 02/04, 01/05 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$AMKR Price Targets

Multiple analysts have issued price targets for $AMKR recently. We have seen 6 analysts offer price targets for $AMKR in the last 6 months, with a median target of $67.0.

Here are some recent targets:

Charles Shi from Needham set a target price of $90.0 on 04/28/2026
Joseph Moore from Morgan Stanley set a target price of $69.0 on 04/28/2026
James Schneider from Goldman Sachs set a target price of $65.0 on 04/28/2026
Craig Ellis from B. Riley Securities set a target price of $70.0 on 04/28/2026
Peter Peng from JP Morgan set a target price of $65.0 on 02/10/2026
Randy Abrams from UBS set a target price of $55.0 on 01/12/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.