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ICHR logo

Ichor Holdings, Ltd. Stock Price

NasdaqGS:ICHR Community·US$2.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 43 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ICHR Share Price Performance

US$57.35
40.28 (235.97%)
​
US$92.29
Fair Value
US$57.35
40.28 (235.97%)
37.9% undervalued intrinsic discount
US$92.29
Fair Value
Price US$57.35
AnalystConsensusTarget US$92.29
AnalystLowTarget US$80.00
AnalystHighTarget US$119.49
Tue, 21 Jul 26
Fair ValueUS$92.29
Share Pricen/a

ICHR Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$92.29 37.9% undervalued intrinsic discount

Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand

0users have liked this narrative
0users have commented on this narrative
17users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$80 28.3% undervalued intrinsic discount

US Manufacturing Woes Will Constrain Semiconductor Supply Amid Cautious Recovery

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$119.49 52.0% undervalued intrinsic discount

Global Digitalization And Reshoring Will Unlock Advanced Semiconductor Markets

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
ICHR logo
Ichor Holdings
37.9% undervalued intrinsic discount

Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 Jul
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ICHR logo
Ichor Holdings
28.3% undervalued intrinsic discount

US Manufacturing Woes Will Constrain Semiconductor Supply Amid Cautious Recovery

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 5 Aug
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ICHR logo
Ichor Holdings
52.0% undervalued intrinsic discount

Global Digitalization And Reshoring Will Unlock Advanced Semiconductor Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 23 Jun
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
ICHR logo

ICHR: Up Cycle Margin Hopes Will Rely On Structural Changes

Fair Value: US$80 28.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
ICHR logo

ICHR: AI And Memory Upswing Will Later Test Fair Valuation

Fair Value: US$92.29 37.9% undervalued intrinsic discount
17 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ICHR logo

ICHR: Memory Expansion Cycle Will Set Up Future Upside Rebound

Fair Value: US$119.49 52.0% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Good value with reasonable growth potential.

1 Risk
3 Rewards
View Full Analysis

Ichor Holdings, Ltd. Key Details

US$1.0b

Revenue

US$885.3m

Cost of Revenue

US$128.4m

Gross Profit

US$168.7m

Other Expenses

-US$40.3m

Earnings

Last Reported Earnings
Jun 26, 2026
Next Reporting Earnings
n/a
-1.08
12.67%
-3.97%
13.9%
View Full Analysis

About ICHR

Founded
1999
Employees
1891
CEO
Philip Barros
WebsiteView website
www.ichorsystems.com

Ichor Holdings, Ltd. engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment in Singapore, the United States, Europe, and internationally. The company offers gas and chemical delivery subsystems used in the manufacturing of semiconductor devices. Its gas delivery subsystems deliver, monitor, and control gases used in semiconductor manufacturing processes, such as etch and deposition; and chemical delivery subsystems blend and dispense the reactive liquid chemistries used in semiconductor manufacturing processes, including chemical-mechanical planarization, electroplating, and cleaning. In addition, the company provides precision-machined components, weldments, e-beam and laser welded components, precision vacuum and hydrogen brazing, surface treatment technologies, and other proprietary products. It sells and markets its products to equipment OEMs in the semiconductor equipment market. Ichor Holdings, Ltd. was incorporated in 1999 and is headquartered in Fremont, California.

Recent ICHR News & 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

Recent updates

No updates

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