Ichor Holdings 配当と自社株買い
配当金 基準チェック /06
Ichor Holdings配当金を支払った記録がありません。
主要情報
n/a
配当利回り
-0.08%
バイバック利回り
| 総株主利回り | -0.08% |
| 将来の配当利回り | n/a |
| 配当成長 | n/a |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | n/a |
最近の配当と自社株買いの更新
更新なし
Recent updates
ナラティブの更新 • 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ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...新しいナラティブ • 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.新しいナラティブ • 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.新しいナラティブ • 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.分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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決済の安定と成長
配当データの取得
安定した配当: ICHRの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。
増加する配当: ICHRの配当金が増加しているかどうかを判断するにはデータが不十分です。
配当利回り対市場
| Ichor Holdings 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (ICHR) | n/a |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.2% |
| 業界平均 (Semiconductor) | 0.5% |
| アナリスト予想 (ICHR) (最長3年) | n/a |
注目すべき配当: ICHRは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。
高配当: ICHRは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。
株主への利益配当
収益カバレッジ: ICHRの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。
株主配当金
キャッシュフローカバレッジ: ICHRが配当金を報告していないため、配当金の持続可能性を計算できません。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 09:26 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/27 |
| 年間収益 | 2025/12/26 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Ichor Holdings, Ltd. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11
| アナリスト | 機関 |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Linda Umwali | D.A. Davidson & Co. |