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Amkor Technology (AMKR) Q4 Earnings: Is a Surprise in Store?

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Amkor Technology, Inc. (AMKR - Free Report) is expected to report fourth-quarter 2016 results on Feb 13. Last quarter, the company posted a positive earnings surprise of 25%.

Over the past one year, shares of Amkor Technology underperformed the Zacks categorized Electronics Semiconductors industry. While the industry gave a positive return of 86.90%, the stock gained only 80.79%.

Let us see how things are shaping up for this announcement.

Factors to Consider

Amkor’s third-quarter results were above management expectations driven by strong smartphone demand across multiple tiers.

Amkor made noticeable progress in some of its key areas.  The company’s System-in-Package (SiP) business grew significantly. Also, automotive sales increased.

Recently, Amkor agreed to acquire Portugal-based Nanium S.A. to strengthen its foothold in the fast-growing market of wafer-level packaging for smartphones, tablets and other applications. The deal is expected to close in the first quarter of 2017 and likely to add to its top line.

While end market demand is expected to remain stable with particular strength in China, where the company is picking up market share, uncertainties surrounding smartphone demand and currency fluctuations could impact the upcoming results.

The company expects fourth-quarter revenues of approximately $990 million to $1.07 billion, down 1% to 9% sequentially but up 54% year over year due to strong demand across all end markets. Earnings per share are expected in the range 19 cents to 34 cents.

Earnings Whispers

Our proven model does not conclusively show that Amkor will beat on earnings this quarter. This is because a stock needs to have both a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) for this to happen. That is not the case here as you will see below.

Zacks ESP: Both the Most Accurate estimate and the Zacks Consensus Estimate stand at 27 cents. Hence, the difference is 0.00%.Please check our Earnings ESP Filter that enables you to find stocks that are expected to come out with earnings surprises.

Zacks Rank: Amkor carries a Zacks Rank #3, which increases the predictive power of ESP. But the company’s 0.00% ESP makes surprise prediction difficult.

We caution against stocks with a Zacks Rank #4 or 5 (Sell rated) going into the earnings announcement, especially when the company is seeing negative estimate revisions.

Amkor Technology, Inc. Price and EPS Surprise

 

Amkor Technology, Inc. Price and EPS Surprise | Amkor Technology, Inc. Quote

Stocks to Consider

Here are some stocks which you may consider instead, as our model shows that they have the right combination of elements to post an earnings beat this quarter:

Applied Optoelectronics (AAOI - Free Report) with an Earnings ESP of +15.87% and a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.

MAXIMUS, Inc. (MMS - Free Report) with an Earnings ESP of +6.45% and a Zacks Rank #3.

ACI Worldwide (ACIW - Free Report) with an Earnings ESP of +1.89% and a Zacks Rank #3.

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