Ichor HoldingsICHR
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, Singapore, Europe, and Others, of which a majority of the revenue is generated from Singapore.
Employees: 2,380
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1.56% more ownership
Funds ownership: 94.51% [Q4 2024] → 96.06% (+1.56%) [Q1 2025]
5% less funds holding
Funds holding: 194 [Q4 2024] → 185 (-9) [Q1 2025]
13% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 68
21% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 33
28% less capital invested
Capital invested by funds: $1.03B [Q4 2024] → $738M (-$289M) [Q1 2025]
29% less call options, than puts
Call options by funds: $1.12M | Put options by funds: $1.58M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
DA Davidson Thomas Diffely | 156%upside $45 | Buy Maintained | 6 May 2025 |
Stifel Brian Chin | 59%upside $28 | Buy Maintained | 6 May 2025 |
Oppenheimer Edward Yang | 42%upside $25 | Perform Maintained | 11 Apr 2025 |
Financial journalist opinion
Based on 13 articles about ICHR published over the past 30 days
