Ichor Holdings

ICHR

Market cap $1.64B

FREMONT, Calif.--(BUSINESS WIRE)--Ichor Holdings, Ltd. (NASDAQ: ICHR), a leader in the design, engineering, and manufacturing of critical fluid delivery subsystems and components for semiconductor capital equipment, today announced management's participation in the upcoming Stifel NYC Technology 1x1 Conference, taking place at the Conrad New York Downtown on Tuesday, March 10, 2026. The presentation material utilized during the conference will be made accessible on the investor page of the comp.

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Ichor Holdings is rated a buy with a $60/share price target, reflecting management's robust FY26 growth outlook and vertical integration strategy. ICHR is expanding manufacturing in Mexico and Malaysia, aiming for a 15% gross margin by 2H26 and 20% long-term as operations scale. Management targets new market share in advanced semi-cap equipment, with additional TAM from in-house gas panel components and exposure to HBM and EUV cycles.

Ichor's fourth-quarter report arrived with sales and earnings that were better than Wall Street expected. The company expects sales will grow in a sequential basis in each quarter this year.

Ichor Holdings (ICHR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Ichor Holdings reported better-than-expected quarterly results and issued an upbeat outlook, sending shares of the chip-equipment supplier sharply higher.

Ichor Holdings (ICHR) came out with quarterly earnings of $0.01 per share, beating the Zacks Consensus Estimate of a loss of $0.06 per share. This compares to earnings of $0.08 per share a year ago.

Ichor Holdings, Ltd. (ICHR) Q4 2025 Earnings Call Transcript

FREMONT, Calif.--(BUSINESS WIRE)--Ichor Holdings, Ltd. (NASDAQ: ICHR), a leader in the design, engineering, and manufacturing of critical fluid delivery subsystems and components for semiconductor capital equipment, today announced fourth quarter and fiscal year 2025 financial results. Fourth quarter 2025 highlights: Revenue of $223.6 million, above the mid-point of our guidance range communicated in November; Gross margin of 9.4% on a GAAP basis and 11.7% on a non-GAAP basis; and Earnings (los.