Update shared on08 Aug 2025
Analysts maintained Ichor Holdings’ price target at $24.17, citing optimism over improving semiconductor demand, memory market recovery, and anticipated revenue growth.
Analyst Commentary
- Encouragement from improving NAND and enterprise solid-state drive demand signals heading into the second half of 2025.
- Raised expectation for Ichor Holdings' revenue growth due to strengthening semiconductor industry trends.
- Anticipation of a recovery in memory market cycles benefiting the company's core business.
- Increased confidence in the company’s ability to capitalize on sector tailwinds.
- Bullish analysts see potential for margin expansion as demand recovers.
What's in the News
- Ichor Holdings announced a CEO transition plan; Jeff Andreson will remain CEO until a successor is found and then serve as Executive Advisor through August 2026.
- The company issued third quarter 2025 guidance, expecting revenue between $225 million and $245 million and GAAP diluted EPS in the range of $0.12 to $0.18.
- Ichor Holdings was dropped from multiple Russell growth indices, including the Russell 2000, 2500, 3000, Microcap, and Small Cap Comp Growth indices.
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
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