Price movement over the last 24 hours
Amcor PLC vs VanEck Semiconductor ETF — how do they compare? Amcor PLC trades at $43.01 (market cap $19.96B), while VanEck Semiconductor ETF trades at $599.99. The key difference: Amcor PLC pays a 6.02% dividend while VanEck Semiconductor ETF pays none, and VanEck Semiconductor ETF is trading nearer its 52-week high, Amcor PLC nearer its low. Which is the better fit depends on your goals.
| AMCR | SMH | |
|---|---|---|
Market Cap | $19.96B | — |
Sector | Basic Materials | — |
52-Week High | $50.58 | $668.91 |
52-Week Low | $36.69 | $283.95 |
Enterprise Value | $35.08B | — |
Dividend Yield | 6.02% | — |
Signals from Pluang's Aura AI — not financial advice
AMCR trades at $43.18, up 1.12% today, with a bullish technical outlook and strong analyst consensus. The stock shows consistent earnings beats in recent quarters, with Q2 2026 EPS expected at $1.19. Revenue grew to $15.01B in 2025, though net income margin declined to 3.06%. Recent news highlights expansion in China and sustainable packaging partnerships, supporting growth prospects amid investor optimism.
The outlook for AMCR is positive, driven by earnings momentum and strategic initiatives, but risks include margin pressure and integration challenges from the Berry acquisition. With a consensus price target of $45.75, upside potential exists, though investors should monitor debt levels and competitive pressures in the packaging sector.
SMH trades at $611.40, up 0.6% with a neutral technical signal. Recent news highlights strong 2026 performance, including a 64% YTD gain and 113% over 12 months, driven by semiconductor sector trends and AI infrastructure demand. However, the ETF faced a 13% pullback from recent highs amid broader chip stock volatility, with key support at $602 and resistance at $616.
Outlook remains positive due to AI-driven semiconductor demand, but risks include sector concentration, geopolitical tensions, and potential rotation away from chip stocks. JPMorgan recommends buying the dip, while Morgan Stanley notes a possible shift to hyperscalers, indicating cautious optimism amid near-term volatility.
Trailing returns across standard periods
Latest headlines on both assets
Amcor is a global plastics packaging behemoth, with global sales of USD 14.5 billion in fiscal 2022 following the acquisition of Bemis in 2019. Amcor's operations span over 40 countries globally and include significant emerging-market exposure equating to circa 20% of sales. Amcor's capabilities span flexible and rigid plastic packaging, which sell into defensive food, beverage, healthcare, household, and personal-care end markets.
Read more on AMCR →The fund normally invests at least 80% of its total assets in securities that comprise the target index. The index includes common stocks and depositary receipts of US exchange-listed companies in the semiconductor industry. Such companies may include medium-capitalization companies and foreign companies that are listed on a US exchange. The fund is non-diversified.
Read more on SMH →