Ichor Holdings (ICHR)

• Market cap: $546M
• 1 day: 4.73%
• 5 days: 19.09%
• 1 month: 8.44%
• 3 months: -41.42%
• 6 months: -39.45%
• Year to date: -40.29%
• 1 year: -48.70%
• 5 years: -6.63%
• 10 years: 97.34%
• Sector: Technology
• Industry: Semiconductor Equipment & Materials

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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

47% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 55

1.34% more ownership

Funds ownership: 93.16% [Q3] → 94.51% (+1.34%) [Q4]

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

3% more capital invested

Capital invested by funds: $999M [Q3] → $1.03B (+$28.2M) [Q4]

1% less funds holding

Funds holding: 195 [Q3] → 194 (-1) [Q4]

2% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.14M

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $25 30% upside
• Avg. target: $33 69% upside
• High target: $45 133% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

DA Davidson Thomas Diffely 36% 1-year accuracy 4 / 11 met price target	133% upside $45	Buy Maintained	6 May 2025
Stifel Brian Chin 29% 1-year accuracy 8 / 28 met price target	45% upside $28	Buy Maintained	6 May 2025
Oppenheimer Edward Yang 36% 1-year accuracy 5 / 14 met price target	30% upside $25	Perform Maintained	11 Apr 2025