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Update shared on08 Aug 2025

AnalystConsensusTarget's Fair Value
US$24.17
25.7% undervalued intrinsic discount
15 Aug
US$17.95
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1Y
-43.3%
7D
2.9%

Despite encouraging demand signals for NAND and enterprise solid-state drives entering the second half of 2025, the consensus analyst price target for Ichor Holdings remained unchanged at $24.17.


Analyst Commentary


  • Encouraging demand signals for NAND and enterprise solid-state drives entering the second half of 2025.

What's in the News


  • CEO Jeff Andreson and the Board have agreed on a transition plan; a search for his successor will begin, with Andreson remaining as Executive Advisor through August 2026.
  • Issued Q3 2025 earnings guidance: revenue expected between $225 million and $245 million with GAAP diluted EPS between $0.12 and $0.18.
  • Ichor Holdings was removed from multiple Russell indices, including the Russell 2000, 2500, 3000, Microcap, and Small Cap Growth benchmarks.

Valuation Changes


Summary of Valuation Changes for Ichor Holdings

  • The Consensus Analyst Price Target remained effectively unchanged, at $24.17.
  • The Net Profit Margin for Ichor Holdings remained effectively unchanged, at 1.86%.
  • The Consensus Revenue Growth forecasts for Ichor Holdings remained effectively unchanged, at 6.9% per annum.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.