ICHR Share Price Performance
US$0
-31.10 (-100.00%)
Price US$0
Fair ValueUS$18.00
Share Pricen/a
Ichor Holdings, Ltd. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 9 Fair Values set on narratives written by author
ICHR Community Narratives
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Fair Value US$18 20.8% undervalued intrinsic discount
US Manufacturing Woes Will Constrain Semiconductor Supply Amid Cautious Recovery
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Fair Value US$34.96 59.2% undervalued intrinsic discount
Global Digitalization And Reshoring Will Unlock Advanced Semiconductor Markets
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Fair Value US$24.17 41.0% undervalued intrinsic discount
Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand
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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
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AN
US$34.96
59.2% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
8.08% p.a.
Profit Margin
1.52%
Future PE
97.29x
Share price in 2028
US$47.86
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
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AN
US$18
20.8% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
6.34% p.a.
Profit Margin
1.58%
Future PE
50.5x
Share price in 2028
US$24.66
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
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AN
US$24.17
41.0% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
6.91% p.a.
Profit Margin
1.86%
Future PE
56.86x
Share price in 2028
US$33.18
Recently Updated Narratives
AN
US Manufacturing Woes Will Constrain Semiconductor Supply Amid Cautious Recovery
Fair Value: US$18 20.8% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Global Digitalization And Reshoring Will Unlock Advanced Semiconductor Markets
Fair Value: US$34.96 59.2% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand
Fair Value: US$24.17 41.0% undervalued intrinsic discount
5 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
Sep 26, 2025
Next Reporting Earnings
n/a
- -1.19
- 11.90%
- -4.26%
- 18.3%
About ICHR
- Founded
- 1999
- Employees
- 1820
- CEO
- WebsiteView website
Ichor Holdings, Ltd. engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment in the United States and internationally. It primarily offers gas and chemical delivery systems and subsystems that are used in the manufacturing of semiconductor devices. The company’s 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 comprising chemical-mechanical planarization, electroplating, and cleaning. In addition, it manufactures precision machined components, weldments, electron beam, laser-welded components, precision vacuum and hydrogen brazing, surface treatment technologies, and other proprietary products. It primarily markets its products to equipment OEMs in the semiconductor equipment market in Japan. Ichor Holdings, Ltd. was incorporated in 1999 and is headquartered in Fremont, California.
