Amkor Technology (AMKR) Rose on AI Centered Re-Rating

1 hour ago 1

Soumya Eswaran

Tue, March 10, 2026 astatine 7:13 AM CDT 3 min read

iMGP Global Partner, an concern absorption company, released its 4th fourth 2025 capitalist missive for the "iMGP Small Company Fund”. A transcript of the missive tin beryllium downloaded here. The Fund returned 1.33% successful the 4th fourth compared to the Russell 2000 Index’s 2.19% return. The Fund’s returns were level astatine 0.01% successful 2025, compared to a 12.81 instrumentality for the Index. In galore respects, the marketplace concern returned to mean successful the 4th quarter. The Fund's mediocre show successful the 4th fourth was caused by the biotech businesses' awesome performance, which accrued by much than 25%. The Fund mostly avoids biotech stocks owed to their highly binary character. The bulk of the year's underperformance happened successful the 3rd 4th owed to style-related factors. Moving guardant to 2026, the Fund hoped to proceed to refine its process and amended its show with a committedness to put successful high-quality, increasing firms. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, iMGP Small Company Fund highlighted stocks similar Amkor Technology, Inc. (NASDAQ:AMKR). Amkor Technology, Inc. (NASDAQ:AMKR) is simply a starring semiconductor packaging and trial services provider. On March 09, 2026, Amkor Technology, Inc. (NASDAQ:AMKR) banal closed astatine $43.22 per share. One-month instrumentality of Amkor Technology, Inc. (NASDAQ:AMKR) was -19.15%, and its shares gained 124.75% implicit the past 52 weeks. Amkor Technology, Inc. (NASDAQ:AMKR) has a marketplace capitalization of $10.689 billion.

iMGP Small Company Fund stated the pursuing regarding Amkor Technology, Inc. (NASDAQ:AMKR) successful its 4th fourth 2025 capitalist letter:

"Amkor Technology, Inc. (NASDAQ:AMKR) was the apical performer. AMKR saw a re-rating that centered astir AI/Advanced Packaging excitement, which is being driven by important request for AI compute. This was bolstered successful November erstwhile NVIDIA Corp. (NVDA) cited AMKR has an Advanced Packing spouse arsenic portion of a broader concern rhythm we are seeing to reshore and grow spot accumulation capableness successful the U.S."

Among Mid-Cap Stocks Insiders Were Buying successful Q1 2025

Amkor Technology, Inc. (NASDAQ:AMKR) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 48 hedge money portfolios held Amkor Technology, Inc. (NASDAQ:AMKR) astatine the extremity of the 4th quarter, up from 35 successful the erstwhile quarter. While we admit the imaginable of Amkor Technology, Inc. (NASDAQ:AMKR) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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