ICHR Share Price Performance
US$53.58
23.53 (78.30%)
14.3% overvalued intrinsic discount
US$46.86
Fair Value
Price US$53.58
AnalystConsensusTarget US$46.86
AnalystHighTarget US$30.00
AnalystLowTarget US$22.00
Fair ValueUS$46.86
Share Pricen/a
Ichor Holdings, Ltd. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 10 Fair Values set on narratives written by author
ICHR Community Narratives
AN
Fair Value US$46.86 14.3% overvalued intrinsic discount
Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
Fair Value US$30 78.6% overvalued intrinsic discount
Global Digitalization And Reshoring Will Unlock Advanced Semiconductor Markets
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value US$22 143.5% overvalued 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
Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand
Key Takeaways Secular demand growth and government incentives are expanding Ichor's market opportunity, supporting above-industry and more predictable long-term revenue growth. New proprietary product launches and vertical integration are set to boost margins and diversify revenue through higher content per tool and increased manufacturing efficiency.Read more
120
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
US$46.86
14.3% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
11.4% p.a.
Profit Margin
1.13%
Future PE
155.6x
Price in 2029
US$63.26
US Manufacturing Woes Will Constrain Semiconductor Supply Amid Cautious Recovery
Key Takeaways Persistent labor issues and delayed production capacity are limiting near-term revenue and margin improvement despite strong long-term industry drivers. High customer concentration and OEM vertical integration pose ongoing risks to recurring revenue stability and earnings consistency.Read more
27
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
US$22
143.5% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
7.22% p.a.
Profit Margin
0.14%
Future PE
633.1x
Price in 2029
US$29.95
Global Digitalization And Reshoring Will Unlock Advanced Semiconductor Markets
Key Takeaways Accelerated component qualifications and proprietary integrations position Ichor to gain substantial market share and achieve significantly higher, sustainable margins through industry adoption. Strategic benefits from localization trends, persistent demand for advanced semiconductors, and operational efficiency improvements set the stage for outsized growth and elevated profitability.Read more
19
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
US$30
78.6% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
7.57% p.a.
Profit Margin
3.8%
Future PE
32.28x
Price in 2028
US$41.06
Trending Discussion
Recently Updated Narratives
AN
ICHR: Fair Value View Weighs Clustered Upgrades Against Execution Risk
Fair Value: US$46.86 14.3% overvalued intrinsic discount
4 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
ICHR: Elevated Execution Bar Will Restrain Future Share Upside
Fair Value: US$22 143.5% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
ICHR: Order Timing Disruptions Will Set Up Future Upside Rebound
Fair Value: US$30 78.6% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Ichor Holdings, Ltd. Key Details
Last Reported Earnings
Dec 26, 2025
Next Reporting Earnings
n/a
- -1.52
- 11.86%
- -5.57%
- 18.6%
About ICHR
- Founded
- 1999
- Employees
- 1891
- CEO
- WebsiteView website
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.
