Ichor Holdings Croissance future
Future contrôle des critères 4/6
Ichor Holdings devrait augmenter ses bénéfices et son chiffre d'affaires de 50.6% et de 17.8% par an respectivement. Le BPA devrait croître de de 52.2% par an. Le rendement des capitaux propres devrait être 11.4% dans 3 ans.
Informations clés
50.6%
Taux de croissance des bénéfices
52.16%
Taux de croissance du BPA
| Semiconductor croissance des bénéfices | 30.5% |
| Taux de croissance des recettes | 17.8% |
| Rendement futur des capitaux propres | 11.39% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 04 Aug 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • Aug 27
Ichor: Moving Up The Value Curve As Demand Accelerates
Summary Ichor is positioned to benefit from rising wafer fabrication intensity driven by complex chip designs and advanced nodes. ICHR's proprietary content expansion and capacity investments in Malaysia and Mexico support margin growth and enable $500 million in quarterly sales. Secular AI and node technology tailwinds are accelerating demand, evidenced by atypically long customer order lead times and robust order intake. ICHR's exposure to key WFE customers like Lam Research and Applied Materials strengthens its growth outlook amid industry-wide equipment demand expansion. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 05
ICHR: Up Cycle Margin Hopes Will Rely On Structural Changes
Analysts have reset the fair value estimate for Ichor Holdings to $80 from $60, highlighting recent shifts in price targets alongside mixed quarterly results, expectations for low double digit quarter over quarter growth, and ongoing structural changes at the company. Analyst Commentary Recent Street research on Ichor Holdings shows a more cautious tone even as some targets remain well above current trading levels.
Mise à jour du récit • Jul 21
ICHR: AI And Memory Upswing Will Later Test Fair Valuation
Analyst price targets for Ichor Holdings have moved higher, with the updated fair value estimate rising from $81.71 to $92.29 as analysts factor in higher projected revenue growth, a slightly adjusted discount rate, and ongoing sector commentary around AI related demand and capacity expansion. Analyst Commentary Recent Street research on Ichor Holdings points to a cluster of higher price targets and a generally constructive tone around the company, with analysts tying their views to AI related equipment demand, expectations around memory spending, and updated financial models ahead of earnings.Mise à jour du récit • Jul 07
ICHR: Memory Capacity Cycle Optimism Will Later Expose Overvaluation Risk
The analyst price target for Ichor Holdings has been raised by $5.00 to $81.71, as analysts point to updated fair value assumptions and expectations for demand tied to leading edge foundry investment and a multi year DRAM and NAND capacity expansion cycle at key customers. Analyst Commentary Recent Street research on Ichor Holdings points to a more optimistic stance on the stock, with several bullish analysts lifting their price targets and framing the updated fair value around potential demand from leading edge foundry and memory investments at major customers.
Mise à jour du récit • Jun 23
ICHR: Memory Expansion Cycle Will Set Up Future Upside Rebound
The analyst price target for Ichor Holdings has been revised higher from $55.00 to about $119.49. Analysts point to improved assumptions for revenue growth, profit margins, and future P/E multiples that are supported by anticipated demand from key semiconductor equipment customers and memory-sector expansion.Article d’analyse • Jun 21
Ichor Holdings (ICHR) Stock Could Be 28.5% Overvalued After Sector Rally And Fund Buying
Ichor Holdings (ICHR) has been drawing extra attention as institutional investors increased their positions and semiconductor equipment stocks rallied, even though the company itself has not released major new announcements recently. See our latest analysis for Ichor Holdings. Recent trading has been strong for Ichor Holdings, with a 1 day share price return of 10.24%, a 30 day share price return of 43.00%, and a 90 day share price return of 102.19%. The 1 year total shareholder return stands...Mise à jour du récit • Jun 08
ICHR: Up Cycle Margin Hopes Will Face Execution And Cyclical Risks
Analysts have increased the fair value estimate for Ichor Holdings from $53.00 to $60.00, citing recent price target changes across several firms and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research has pointed to a more constructive view on Ichor Holdings, with several firms updating fair value frameworks as they revisit assumptions for revenue growth, gross margins, and achievable P/E multiples.Mise à jour du récit • May 25
ICHR: Up Cycle Margin Tailwind Will Drive Re Rated Earnings Power
Narrative Update on Ichor Holdings Ichor Holdings' updated fair value estimate has moved from $50.43 to $76.71 as analysts factor in recent price target increases across the Street and cite improving gross margin trajectory, a stronger cyclical backdrop, and a lower assumed future P/E multiple in their models. Analyst Commentary Recent Street research on Ichor Holdings centers on a series of price target revisions and an earlier rating upgrade, with analysts referencing gross margin trends and the current cyclical setup for the business.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.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...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...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 1,790 | 101 | -3 | 32 | 4 |
| 12/31/2027 | 1,657 | 97 | -21 | 56 | 7 |
| 12/31/2026 | 1,246 | 27 | -10 | -18 | 7 |
| 6/26/2026 | 1,014 | -40 | -26 | 0 | N/A |
| 3/27/2026 | 959 | -51 | -17 | 8 | N/A |
| 12/26/2025 | 948 | -53 | -6 | 30 | N/A |
| 9/26/2025 | 957 | -41 | -19 | 18 | N/A |
| 6/27/2025 | 929 | -21 | -19 | 17 | N/A |
| 3/28/2025 | 892 | -16 | 10 | 42 | N/A |
| 12/27/2024 | 849 | -21 | 10 | 28 | N/A |
| 9/27/2024 | 819 | -29 | 52 | 68 | N/A |
| 6/28/2024 | 805 | -36 | 52 | 64 | N/A |
| 3/29/2024 | 787 | -52 | 60 | 73 | N/A |
| 12/29/2023 | 811 | -43 | 42 | 58 | N/A |
| 9/29/2023 | 909 | -17 | 39 | 59 | N/A |
| 6/30/2023 | 1,068 | 23 | 49 | 74 | N/A |
| 3/31/2023 | 1,213 | 65 | 24 | 57 | N/A |
| 12/30/2022 | 1,280 | 73 | 2 | 31 | N/A |
| 9/30/2022 | 1,266 | 73 | -41 | -16 | N/A |
| 7/1/2022 | 1,173 | 63 | -70 | -51 | N/A |
| 4/1/2022 | 1,125 | 64 | -66 | -47 | N/A |
| 12/31/2021 | 1,097 | 71 | -6 | 15 | N/A |
| 9/24/2021 | 1,055 | 69 | 44 | 65 | N/A |
| 6/25/2021 | 1,020 | 61 | 82 | 102 | N/A |
| 3/26/2021 | 959 | 45 | 72 | 85 | N/A |
| 12/25/2020 | 914 | 33 | 28 | 38 | N/A |
| 9/25/2020 | 859 | 29 | 18 | 30 | N/A |
| 6/26/2020 | 785 | 19 | -1 | 11 | N/A |
| 3/27/2020 | 703 | 13 | N/A | 37 | N/A |
| 12/27/2019 | 621 | 11 | N/A | 57 | N/A |
| 9/27/2019 | 573 | 6 | N/A | 58 | N/A |
| 6/28/2019 | 594 | 15 | N/A | 51 | N/A |
| 3/29/2019 | 703 | 43 | N/A | 61 | N/A |
| 12/28/2018 | 824 | 58 | N/A | 60 | N/A |
| 9/28/2018 | 865 | 74 | N/A | 65 | N/A |
| 6/29/2018 | 854 | 78 | N/A | 61 | N/A |
| 3/30/2018 | 765 | 61 | N/A | 50 | N/A |
| 12/29/2017 | 656 | 57 | N/A | 39 | N/A |
| 9/29/2017 | 604 | 39 | N/A | 25 | N/A |
| 6/30/2017 | 546 | 25 | N/A | 31 | N/A |
| 3/31/2017 | 481 | 17 | N/A | 22 | N/A |
| 12/30/2016 | 406 | 5 | N/A | 28 | N/A |
| 9/23/2016 | 339 | -5 | N/A | 20 | N/A |
| 6/24/2016 | 308 | -2 | N/A | 21 | N/A |
| 3/25/2016 | 289 | -8 | N/A | 16 | N/A |
| 12/25/2015 | 291 | -9 | N/A | 27 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: ICHR devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.7% ).
Bénéfices vs marché: ICHR devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.
Croissance élevée des bénéfices: ICHR devrait devenir rentable dans les 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de ICHR ( 17.8% par an) devrait croître plus rapidement que le marché US ( 13.4% par an).
Croissance élevée des revenus: Le chiffre d'affaires de ICHR ( 17.8% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de ICHR devrait être faible dans 3 ans ( 11.4 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/14 11:33 |
| Cours de l'action en fin de journée | 2026/09/14 00:00 |
| Les revenus | 2026/06/26 |
| Revenus annuels | 2025/12/26 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' 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.
| Analyste | Institution |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Linda Umwali | D.A. Davidson & Co. |