Ichor Holdings

Global Digitalization And Reshoring Will Unlock Advanced Semiconductor Markets

AnalystHighTarget

Not Invested

Community Contributor

Published

04 Sep 25

Updated

12 Dec 25

Views

n/a

AnalystHighTarget's Fair Value

n/a

-44.7%

-2.2%

-44.7%

-2.2%

You can edit this narrative until Dec 13 11:05 AM. Then, changes will post as Updates.

Author's Valuation

US$3041.5% undervalued

AnalystHighTarget Fair Value

Narrative

Updates1

Shared on 12 Dec 25

Fair value Decreased 14%

ICHR: Pull Ins And Project Delays Will Set Up Rebound Opportunity

Analysts have trimmed their price target on Ichor Holdings to $30.00 from $35.00, citing weaker Q4 guidance tied to earlier Q3 pull ins from key customers, expected softness at mid tier accounts, and project push outs in its highest margin segment. Analyst Commentary Bullish analysts acknowledge the near term pressure on Ichor Holdings, but emphasize that the revised price target still implies meaningful upside from current trading levels.

AnalystHighTarget Fair Value

US$30

41.5% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

7.66%

Semiconductors revenue growth rate

1.01%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

11.64%

Calculation

US$44.25m

Earnings '28

32.91x

PE Ratio '28

US$1.46b

Market Cap '28

US$1.46b

Market Cap '28

35.55m

No. shares '28

US$40.97

Share Price '28

US$40.97 Share Price '28

Discounted to 2025 @ 11.52% p.a.

US$29.53

Fair Value '25