Ichor Holdings, Ltd.

NasdaqGS:ICHR Rapport sur les actions

Capitalisation boursière : US$2.3b

Ichor Holdings Dividendes et rachats

Dividende contrôle des critères 0/6

Ichor Holdings n'a pas d'antécédents de versement de dividendes.

Informations clés

n/a

Rendement du dividende

-0.08%

Rendement des rachats

Rendement total pour l'actionnaire-0.08%
Rendement futur des dividendesn/a
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Pas de mise à jour

Recent updates

Mise à jour du récit May 07

ICHR: Up Cycle Margin Hopes Will Eventually Pressure Share Returns

The updated fair value estimate for Ichor Holdings has shifted from $36.00 to $53.00 as analysts react to a series of higher price targets, citing expectations for revenue growth, improving profit margins, and a higher future P/E multiple. Analyst Commentary Recent Street research around Ichor Holdings centers on a wave of higher price targets and upgrades, with several firms resetting their expectations for the stock.
Seeking Alpha Apr 28

Ichor's Margin Inflection Is Taking Shape Ahead Of Q1

Summary I am rating Ichor Holdings a Strong Buy rating based on its position in the semiconductor supply chain and rapid earnings inflection potential. ICHR benefits from AI-driven demand for advanced logic, HBM, and advanced packaging, aligning its product set with key industry growth drivers. 2025 earnings were distorted by restructuring and under-absorption, but margin tailwinds are expected as restructuring noise fades by mid-2026. Management guides for sequential revenue growth in every quarter of 2026, with margin normalization and scale from Mexico and Malaysia operations. Read the full article on Seeking Alpha
Mise à jour du récit Apr 20

ICHR: Margin Up Cycle Optimism Will Constrain Future Share Returns

The analyst fair value estimate for Ichor Holdings has shifted from $22.00 to $36.00, reflecting updated Street price targets and analyst views that cyclically improving conditions and a potential up-cycle in gross margins justify revisiting key inputs in the valuation framework. Analyst Commentary Recent Street research around Ichor Holdings has centered on where the company sits in the current margin cycle and how much optimism is already reflected in the share price.
Mise à jour du récit Apr 06

ICHR: Fair Value View Weighs Margin Upswing Against Cyclical Execution Risk

The analyst price target for Ichor Holdings has increased to $50.43 from $46.86, as analysts point to an improved gross margin outlook and a strengthening cyclical backdrop for the business. Analyst Commentary Recent research updates show a clear shift in sentiment around Ichor Holdings, with several firms adjusting ratings and targets as they reassess the company’s margin profile and exposure to the current cycle.
Mise à jour du récit Mar 23

ICHR: Up Cycle Sweet Spot Will Set Up Future Upside Rebound

The analyst fair value estimate for Ichor Holdings has moved from $30 to $55, as analysts point to a strengthening cyclical backdrop and improving gross margin trajectory entering what they describe as an up-cycle sweet spot. Analyst Commentary Recent Street research on Ichor Holdings points to a cluster of bullish reassessments, with several bullish analysts revisiting their models and valuation frameworks in light of what they view as a more supportive cyclical setup and improving profitability profile.
Mise à jour du récit Mar 09

ICHR: Fair Value View Will Test Clustered Upgrades Against Execution Risk

The updated analyst price target for Ichor Holdings has remained unchanged, with analysts citing adjustments to the discount rate and P/E assumptions, along with a steady fair value estimate, as the main factors behind the revision. Analyst Commentary Street research around Ichor Holdings has been active, with several firms adjusting price targets and one firm shifting its rating stance.
Mise à jour du récit Feb 23

ICHR: Fair Value View Weighs Clustered Upgrades Against Execution Risk

The analyst fair value estimate for Ichor Holdings has shifted from $29.86 to $46.86, with analysts pointing to updated assumptions on revenue growth, margins and discount rates, alongside a series of recent price target increases and an upgrade in Street research. Analyst Commentary Recent Street research on Ichor Holdings has been active, with several price target revisions and one rating change grouped closely together in time.
Mise à jour du récit Feb 08

ICHR: Elevated Execution Bar Will Restrain Future Share Upside

Analysts have lifted their fair value estimate for Ichor Holdings from US$19.00 to US$22.00, reflecting updated assumptions on discount rates, revenue growth, profit margins, and a very large future P/E multiple, informed by recent Street research that includes both higher price targets and a valuation caution around limited margin for error. Analyst Commentary Street research around Ichor Holdings has been mixed, with several firms lifting price targets while at least one bearish analyst has shifted to a more cautious stance.
Mise à jour du récit Jan 25

ICHR: Fair Value View Balances CEO Transition And Customer Demand Uncertainty

Analysts have raised their average fair value estimate for Ichor Holdings from about US$24.17 to roughly US$29.86. This change reflects recent price target revisions and updated assumptions regarding discount rates, revenue growth, profit margins, and future P/E expectations.
Article d’analyse Jan 14

Ichor Holdings, Ltd. (NASDAQ:ICHR) Shares Fly 47% But Investors Aren't Buying For Growth

Ichor Holdings, Ltd. ( NASDAQ:ICHR ) shares have had a really impressive month, gaining 47% after a shaky period...
Mise à jour du récit Jan 11

ICHR: Weak Q4 Outlook And Margin Pressures Will Restrain Share Upside

Analysts have lifted their fair value estimate for Ichor Holdings by US$1.00 to US$19.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple after recent Q4 guidance pressures and a reduced US$30 price target from prior US$35 in Street research. Analyst Commentary Bearish analysts are highlighting several pressure points around Ichor Holdings, linking recent guidance and order trends to risks for valuation, execution, and future growth expectations.
Mise à jour du récit Dec 26

ICHR: Order Timing Disruptions Will Set Up Future Upside Rebound

Analysts have trimmed their 12 month price target for Ichor Holdings to $30.00 from $35.00, reflecting weaker near term guidance tied to order pull ins from major customers, softness among secondary customers, and push outs in higher margin segments. Analyst Commentary Bullish analysts acknowledge that the reduced price target reflects near term execution risk, but they continue to see meaningful upside from current trading levels.
Mise à jour du récit Dec 12

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.
Article d’analyse Nov 30

Benign Growth For Ichor Holdings, Ltd. (NASDAQ:ICHR) Underpins Stock's 26% Plummet

Ichor Holdings, Ltd. ( NASDAQ:ICHR ) shareholders won't be pleased to see that the share price has had a very rough...
Article d’analyse Oct 16

Ichor Holdings, Ltd. (NASDAQ:ICHR) Shares Fly 36% But Investors Aren't Buying For Growth

Ichor Holdings, Ltd. ( NASDAQ:ICHR ) shares have had a really impressive month, gaining 36% after a shaky period...
Article d’analyse Aug 21

Why Investors Shouldn't Be Surprised By Ichor Holdings, Ltd.'s (NASDAQ:ICHR) 25% Share Price Plunge

NasdaqGS:ICHR 1 Year Share Price vs Fair Value Explore Ichor Holdings's Fair Values from the Community and select yours...
Mise à jour du récit Aug 08

Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand

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.
Mise à jour du récit Aug 08

Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand

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.
Mise à jour du récit Aug 08

Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand

Analysts maintain a stable price target of $24.17 for Ichor Holdings, citing improving demand visibility, expectations of a cyclical semiconductor recovery, and anticipated margin expansion as key drivers of their confidence. Analyst Commentary Bullish analysts are optimistic due to improving demand signals for NAND and enterprise solid-state drives heading into the second half of 2025.
Article d’analyse Jul 02

Ichor Holdings, Ltd.'s (NASDAQ:ICHR) Share Price Boosted 34% But Its Business Prospects Need A Lift Too

Ichor Holdings, Ltd. ( NASDAQ:ICHR ) shareholders are no doubt pleased to see that the share price has bounced 34% in...
Article d’analyse Jun 25

Here's Why Ichor Holdings (NASDAQ:ICHR) Can Afford Some Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Nouveau récit May 29

AI And Cloud Computing Trends Will Redefine Semiconductor Manufacturing

Proprietary component integration and manufacturing expansion are set to increase margins, improve earnings, and enhance resilience against market and tariff risks.
User avatar
Nouveau récit May 29

AI And Cloud Computing Trends Will Redefine Semiconductor Manufacturing

Proprietary component integration and manufacturing expansion are set to increase margins, improve earnings, and enhance resilience against market and tariff risks.
User avatar
Nouveau récit May 29

AI And Cloud Computing Trends Will Redefine Semiconductor Manufacturing

Proprietary component integration and manufacturing expansion are set to increase margins, improve earnings, and enhance resilience against market and tariff risks.
Article d’analyse Mar 29

Ichor Holdings, Ltd. (NASDAQ:ICHR) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough

The Ichor Holdings, Ltd. ( NASDAQ:ICHR ) share price has fared very poorly over the last month, falling by a...
Article d’analyse Mar 27

Ichor Holdings (NASDAQ:ICHR) Is Making Moderate Use Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Jan 15

Ichor Holdings: A Recovery In The Making

Summary Ichor Holdings has grown significantly since its IPO, leveraging M&A and organic growth to double revenues and diversify its business. After a painful down-cycle in 2023 and 2024, the company sees momentum improve heading into 2025, as the balance sheet is strong again. I remain a patient long-term holder, seeing fair to compelling value in Ichor's strategic positioning, with room for shares to outperform this year. Read the full article on Seeking Alpha
Article d’analyse Jan 04

Revenues Working Against Ichor Holdings, Ltd.'s (NASDAQ:ICHR) Share Price

With a price-to-sales (or "P/S") ratio of 1.4x Ichor Holdings, Ltd. ( NASDAQ:ICHR ) may be sending very bullish signals...
Article d’analyse Dec 04

Here's Why Ichor Holdings (NASDAQ:ICHR) Can Afford Some Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Seeking Alpha Sep 27

Ichor Holdings: Trade Restrictions Overshadow Positives Elsewhere

Summary ICHR is seeing early signs of a rebound in demand, but any lift the stock could have gotten was negated by headwinds elsewhere. The stock had broken out, but the rally was snuffed out when it became apparent the U.S. government was looking to introduce trade restrictions on China. Trade restrictions could adversely impact ICHR, but they could also benefit ICHR short term, in part because the details are needed. The stock is caught in a holding pattern close to potential support and waiting for a catalyst, which may come as soon as next month. Read the full article on Seeking Alpha
Article d’analyse Sep 04

Here's Why Ichor Holdings (NASDAQ:ICHR) Can Afford Some Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Jul 18

There's No Escaping Ichor Holdings, Ltd.'s (NASDAQ:ICHR) Muted Revenues

With a price-to-sales (or "P/S") ratio of 1.6x Ichor Holdings, Ltd. ( NASDAQ:ICHR ) may be sending very bullish signals...
Seeking Alpha Jul 10

Ichor Holdings: Goes For Another Attempt At Breaking Out

Summary The stock has made it above a resistance level that has given ICHR problems in the past 2.5 years, an encouraging sign for the bulls. The rally seems to be happening in anticipation of a rebound in demand in 2025 as called for by the outlook, but the outlook could be off. ICHR seems to be doing much worse than its customers, and there may be different reasons causing this, some okay and some not so okay. The breakout in the charts could be for real this time, but it will probably need more supporting arguments than it has now if it is to happen. Read the full article on Seeking Alpha

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de ICHR ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de ICHR ont augmenté.


Rendement des dividendes par rapport au marché

Ichor Holdings Rendement des dividendes par rapport au marché
Comment le rendement du dividende de ICHR se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (ICHR)n/a
25% du marché (US)1.4%
25% du marché (US)4.3%
Moyenne du secteur (Semiconductor)0.3%
Analyste prévisionnel (ICHR) (jusqu'à 3 ans)n/a

Dividende notable: Impossible d'évaluer le rendement des dividendes de ICHR par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de ICHR par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.


Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de ICHR afin de déterminer si les dividendes versés sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car ICHR n'a signalé aucun versement.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 19:05
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/27
Revenus annuels2025/12/26

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Ichor Holdings, Ltd. est couverte par 11 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Craig EllisB. Riley Securities, Inc.
Christian SchwabCraig-Hallum Capital Group LLC
Linda UmwaliD.A. Davidson & Co.