Ichor HoldingsICHR
Market Cap: 1.13B
About: Ichor Holdings Ltd is engaged in the design, engineering, and manufacturing of critical fluid delivery subsystems and components for semiconductor capital equipment. The product offerings include gas and chemical delivery subsystems, collectively known as fluid delivery subsystems, which are key elements of the process tools used in the manufacturing of semiconductor devices. The company also manufactures machined components, weldments, and proprietary products for use in fluid delivery systems. Geographically, the company operates in the United States, the United Kingdom, Singapore, Malaysia, Korea, and Mexico, of which a majority of the revenue is generated from Singapore.
Employees: 2,245
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
196% more call options, than puts
Call options by funds: $4.77M | Put options by funds: $1.61M
163% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 16
100% more funds holding in top 10
Funds holding in top 10: 0 [Q4 2023] → 1 (+1) [Q1 2024]
38% more capital invested
Capital invested by funds: $888M [Q4 2023] → $1.23B (+$337M) [Q1 2024]
16% more funds holding
Funds holding: 162 [Q4 2023] → 188 (+26) [Q1 2024]
6.39% more ownership
Funds ownership: 89.9% [Q4 2023] → 96.29% (+6.39%) [Q1 2024]
2% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 55
Research analyst outlook
9 Wall Street Analysts provided 1 year price forecasts over the past 6 months
9 analyst ratings
TD Cowen Krish Sankar | 42%upside $48 | Buy Maintained | 8 May 2024 |
Craig-Hallum Christian Schwab | 48%upside $50 | Buy Maintained | 8 May 2024 |
Needham Charles Shi | 24%upside $42 | Hold Reiterated | 8 May 2024 |
B. Riley Securities Craig Ellis | 42%upside $48 | Buy Upgraded | 19 Apr 2024 |
Stifel Brian Chin | 33%upside $45 | Buy Maintained | 16 Apr 2024 |