Ichor Holdings CEO Philip Barros Sr. sells $81,306 in shares By Investing.com
Ichor Holdings CEO Philip Barros Sr. recently sold 1,314 ordinary shares totaling $81,306 under a Rule 10b5-1 trading plan, alongside having 2,202 shares withheld for tax obligations valued at $152,073. These transactions follow significant volatility in Ichor's stock, which saw a 248% return over the past year despite a recent 17% decline. The company also reported strong Q2 2026 earnings, surpassing analyst estimates, with several firms raising their price targets while maintaining a Buy rating.
Ichor Holdings director Iain MacKenzie sells $653,176 in shares By Investing.com
Ichor Holdings director Iain MacKenzie sold 9,933 shares totaling $653,176 on August 18, 2026, executed under a Rule 10b5-1 trading plan. This sale occurred while the stock was trading below his average sale price, though InvestingPro analysis indicates it remains undervalued. The company recently reported strong Q2 2026 revenue and adjusted EPS, with analysts like DA Davidson and Needham raising price targets and maintaining a Buy rating.
Ichor (NASDAQ: ICHR) COO's RSU vesting triggers 1,926-share tax withholding
Ichor Holdings, LTD. (ICHR) Chief Operating Officer Bruce Ragsdale had 1,926 shares withheld for tax obligations on August 14, 15, and 18, 2026, due to the vesting of restricted stock units. These transactions, coded F, were not open-market sales but rather automatic withholdings to cover taxes at prices between $66.08 and $71.05 per share. Following these transactions, Ragsdale directly owns 102,911 ordinary shares.
Ichor Holdings (ICHR) CEO sells 1,314 shares in August plan
Ichor Holdings (ICHR) CEO Philip Ryan Barros Sr. sold 1,314 ordinary shares on August 19, 2026, as part of a Rule 10b5-1 Trading Plan adopted in March 2026. Additionally, 2,202 shares were disposed of between August 14-18, 2026, to cover tax withholding obligations from vested restricted stock units. The Form 4 filing does not specify Mr. Barros' total holdings after these transactions.
Ichor Holdings (ICHR) director sells 9,933 shares in August trades
Ichor Holdings (ICHR) director Iain MacKenzie sold 9,933 ordinary shares in open-market transactions on August 18, 2026, under a Rule 10b5-1 Trading Plan. The sales occurred in four separate transactions with weighted average prices ranging from $65.19 to $68.14 per share, totaling approximately $653,000. Following these transactions, MacKenzie directly holds 122,427 ordinary shares.
Ichor Holdings (ICHR) insider plans new sale after $962K trades
Ichor Holdings (ICHR) insider Philip Barros plans to sell 1,314 shares of common stock, valued at approximately $86,829, through Morgan Stanley Smith Barney. These shares were acquired from restricted stock units that vested between August 14 and August 18, 2026. This proposed sale follows previous sales totaling 13,705 shares for about $961,938 over the last three months under a 10b5-1 plan.
Ichor Holdings Drops 6.8% Amid Sector-Wide Selling
Ichor Holdings experienced a 6.8% decline on Tuesday, closing at $66.99, as a broad sell-off swept across the semiconductor equipment sector. This synchronized selling pressure, which affected several peers, suggests investors are repositioning their exposure to chip manufacturers, rather than reacting to company-specific news. Investors are advised to monitor the persistence of this sector weakness and any upcoming commentary from major chip manufacturers regarding capital equipment spending.
Capital International Investors Buys Ichor Holdings Ltd (ICHR) -- Shares Look 93% Overvalued on GF Value
Capital International Investors recently acquired over 2 million shares of Ichor Holdings Ltd (ICHR) at $112.28 per share, establishing a new position despite the stock's current "Significantly Overvalued" status according to GuruFocus. The semiconductor capital equipment supplier has since seen its stock price drop to $66.01, yet strong market momentum persists, creating a complex investment scenario. While Capital International Investors sees potential, other gurus have been trimming their positions, highlighting divergent views on the company's future.
Ichor Holdings (ICHR) insider lines up $714K stock sale
Iain MacKenzie, an insider at Ichor Holdings (ICHR), has filed a Form 144 notice to sell up to 9,933 common shares, valued at approximately $713,884.71. The shares were acquired through the vesting of restricted stock units between May 2021 and May 2026, with the earliest proposed sale date being August 18, 2026, handled by Morgan Stanley Smith Barney LLC. This filing indicates a planned insider stock sale under Rule 144 regulations.
Ichor Holdings Drops 6.8% Amid Sector-Wide Selling
Ichor Holdings (ICHR) saw its shares tumble 6.8% to $66.99 on Tuesday, as a broad sell-off impacted semiconductor equipment stocks. This decline was part of a coordinated sector-wide retreat, with several peers also experiencing significant losses, indicating a recalibration of investor exposure to companies serving chip manufacturers. The absence of company-specific news suggests the downturn was driven by broader market sentiment rather than internal factors.
Renaissance Technologies LLC Has $736,000 Stock Position in Ichor Holdings, Ltd. $ICHR
Renaissance Technologies LLC significantly reduced its stake in Ichor Holdings, Ltd. (ICHR) by 92.5% in the first quarter, now holding 15,800 shares valued at $736,000. Despite this, institutional investors and hedge funds still own 94.81% of the company. Ichor exceeded Q1 earnings expectations with $0.34 EPS, though it reported a negative net margin, and analysts maintain a "Moderate Buy" rating with a consensus price target of $87.00.
Ichor Holdings Jumps 5.5% Amid Sector-Wide Rally
Ichor Holdings (ICHR) surged 5.5% on August 13, 2026, closing at $73.00, as part of a broad rally across semiconductor equipment stocks. This sector-wide movement, also seen in UCTT and COHU, indicates renewed investor confidence in the semiconductor manufacturing infrastructure due to improving industry sentiment or favorable data. Ichor's significant gain suggests either a leveraged business model benefiting from better conditions or company-specific factors enhancing the sector's tailwind.
Ichor Holdings Jumps 5.5% Amid Sector-Wide Rally
Ichor Holdings, Ltd. saw a 5.5% increase in its stock price, closing at $73.00 on August 13, 2026, as part of a broader rally in semiconductor equipment stocks. This surge, which outperformed peers like UCTT and COHU, suggests improving investor sentiment regarding chip equipment demand and favorable industry data. Investors should monitor upcoming industry reports and potential capital expenditure announcements from chip manufacturers to gauge the sustainability of this momentum.
Assenagon Asset Management S.A. Acquires New Shares in Ichor Holdings, Ltd. $ICHR
Assenagon Asset Management S.A. has acquired 45,998 shares of Ichor Holdings, Ltd. (NASDAQ:ICHR) worth approximately $5.2 million during the second quarter, increasing institutional ownership to 94.81%. This comes as Ichor reported Q2 EPS of $0.34, beating estimates, and revenue of $294.78 million, while analysts maintain a "Moderate Buy" rating with an average price target of $87.00 despite recent insider share sales.
Barrow Hanley reports 3.4% Ichor Holdings (ICHR) stake in ownership filing
Barrow Hanley Global Investors has reported a 3.4% beneficial ownership stake in Ichor Holdings, Ltd. (ICHR) through a Schedule 13G SEC filing. The firm holds 1,185,806 shares, over which it has sole voting and dispositive power. This filing indicates Barrow Hanley is an institutional holder below the 5% threshold, with the acquisition made in the ordinary course of business without intent to influence control.
Is Ichor Holdings (ICHR) Still A Bargain Or Largely Fully Priced?
Ichor Holdings (ICHR) has seen a significant 288.4% return over the past year, but its current valuation presents a mixed picture. While the stock screens as undervalued on its Price/Sales (P/S) multiple compared to industry and peer averages, broader valuation checks are mixed. The market's perception is divided, with some investors focusing on AI and CHIPS Act tailwinds, and others on execution and customer risks, leading to a central question about whether current margins and cash generation will justify the discount or if existing risks warrant the current pricing.
Ichor Holdings (ICHR): Capital International Investors discloses 5.9% ownership stake
Capital International Investors has filed a Schedule 13G, disclosing a passive ownership stake of 5.9% in Ichor Holdings, Ltd. This represents 2,043,596 shares of Ichor's common stock, out of an estimated 34,750,310 shares outstanding. Capital International Investors holds sole voting and dispositive power over these shares, with SMALLCAP World Fund, Inc. identified in connection with ownership on behalf of another person.
Why Ichor Holdings (ICHR) Is Down 5.3% After Returning To Quarterly Profit And Raising Guidance – And What's Next
Ichor Holdings (ICHR) reported a return to quarterly profit in Q2 2026 with sales of US$294.78 million and net income of US$0.998 million, and raised its Q3 revenue guidance to US$315 million to US$345 million. Despite these positive results and an estimated fair value of $92.29, the stock dropped 5.3%, likely due to concerns over thin margins, reliance on a few major OEM customers, and analysts' cautious outlook. The article emphasizes that investors should look beyond current performance and consider the company's long-term profitability and customer concentration risks.
Why Ichor Holdings (ICHR) Is Down 5.3% After Returning To Quarterly Profit And Raising Guidance – And What's Next
Ichor Holdings reported a return to quarterly profit in Q2 2026 with sales of US$294.78 million and net income of US$0.998 million, and raised its Q3 guidance to US$315-US$345 million in revenue and US$0.25-US$0.35 GAAP diluted EPS. Despite these positive financial indicators, the stock dropped 5.3%, possibly due to lingering concerns over thin margins, high customer concentration risks, and the need for consistent profitability beyond a single quarter. The article suggests investors examine the full narrative to understand the long-term projections and potential fair value.
Why Ichor Holdings (ICHR) Is Down 5.3% After Returning To Quarterly Profit And Raising Guidance – And What's Next
Ichor Holdings (ICHR) reported a return to quarterly profit in Q2 2026 with sales of US$294.78 million and net income of US$0.998 million, and issued optimistic Q3 revenue guidance. Despite these positive results and an improved earnings trajectory, the stock saw a 5.3% decline. The article suggests that investor concerns about thin margins and high customer concentration may still be weighing on the company's valuation, even with projected revenue growth and fair value estimates indicating a significant upside.
ICHR Technical Analysis & Stock Price Forecast
The article provides a technical analysis and stock price forecast for Ichor Holdings, Ltd. (ICHR), indicating an overall "Sell" consensus based on various technical indicators. It details momentum indicators like RSI and MACD, along with support and resistance levels, and moving averages to explain the stock's current technical sentiment. The analysis highlights that while ICHR is above its long-term moving averages, short-term indicators suggest a bearish outlook.
Ichor Holdings, Ltd. (NASDAQ:ICHR) Receives Average Rating of "Moderate Buy" from Brokerages
Ichor Holdings, Ltd. (NASDAQ:ICHR) has received an average rating of "Moderate Buy" from brokerages, with an average 12-month price target of $87.00. The company recently reported quarterly results that exceeded expectations, with adjusted earnings of $0.34 per share against a $0.31 consensus estimate, and revenue up 22.7% year-over-year. Despite positive analyst sentiment and strong institutional ownership, company insiders have sold shares totaling approximately $4.96 million over the past 90 days.
Ichor Holdings Ltd (4IH.DU) stock price, news, quote and history
This article provides a detailed financial overview of Ichor Holdings Ltd (4IH.DU), including its current stock price, historical performance, key statistics, and recent news. It shows the company's stock trading at 56.98 EUR with a 0.46% increase, and highlights significant year-to-date and one-year returns, outperforming the S&P 500. The page also presents valuation measures and financial highlights, despite some data points being unavailable.
Ichor Holdings (ICHR) Returns To Profit As Fair Value Stays In Focus
Ichor Holdings (ICHR) returned to a small net profit in Q2 2026 and issued positive Q3 guidance, leading to significant year-to-date share price gains despite a recent cool-down. Analysts see the stock as 26% undervalued with a fair value of $92.29, driven by expected margin improvements from vertical integration. However, the company faces risks including thin gross margins and customer concentration.
Ichor Holdings Ltd (ICHR) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Ichor Holdings Ltd (ICHR), detailing its current price momentum score, support and resistance levels, and indicator readings. It shows that ICHR has a momentum score of 5.46 and is currently trading in a range suitable for swing trading. The analysis includes a breakdown of various technical indicators like MACD, RSI, and moving averages, offering insights into potential buy, sell, or neutral signals.
Sei Investments Co. Purchases 43,320 Shares of Ichor Holdings, Ltd. $ICHR
Sei Investments Co. increased its stake in Ichor Holdings, Ltd. by 61.7% in the first quarter, acquiring an additional 43,320 shares, bringing its total to 113,531 shares valued at $5.3 million. Despite positive Q2 adjusted EPS and optimistic Q3 guidance, Ichor's stock recently dropped 11.2%, and company insiders sold a significant number of shares. The company has a "Moderate Buy" analyst consensus, although its revenue missed consensus estimates in Q2.
Ichor Holdings (ICHR) Is Up 17.8% After Return To Quarterly Profitability And Stronger Q2 Sales – Has The Bull Case Changed?
Ichor Holdings (ICHR) has returned to quarterly profitability in Q2 2026, with sales rising to US$294.78 million and net income improving to US$0.998 million. The company's sales grew to US$550.85 million in the first half of 2026, narrowing its net loss. This shift toward profitability, coupled with management's guidance for significant future revenue growth, suggests a potentially changed investment narrative for ICHR.
Ichor Holdings (ICHR) Stock Sinks As Margin Recovery Fails To Impress
Ichor Holdings (ICHR) saw its stock drop 11% despite reporting margin recovery and improved Q2 2026 earnings, with revenue up 23% and net income returning to positive territory. The market reaction suggests that investor expectations for the semiconductor recovery play were too high, overshadowing operational milestones like increased proprietary manufacturing and reinforced balance sheet. Concerns about fragile margins, capital intensity, and dilution due to an equity raise seem to have outweighed the positive earnings report.
Is Ichor Holdings Ltd (ICHR) Overvalued After Q2 Earnings Miss? EPS at $0.03, Revenue of $294.8M; GF Score: 60/100
Ichor Holdings Ltd (ICHR) reported robust Q2 2026 results, surpassing analyst expectations with $294.8 million in revenue and diluted EPS of $0.03 (GAAP) and $0.34 (non-GAAP). The company, specializing in semiconductor capital equipment, saw significant sequential and year-over-year growth, strengthening its balance sheet with a $200 million equity offering. However, GuruFocus indicates that ICHR is currently overvalued at $80.23 against a GF Value of $32.05, despite its strong financial performance and a GF Score of 60/100, and notes recent insider selling.
ICHOR HOLDINGS, LTD. 2Q 2026: Revenue $294.78M, EPS $0.03— 10-Q Summary
ICHOR HOLDINGS, LTD. reported strong second-quarter 2026 results, returning to profitability with diluted EPS of $0.03 compared to a loss the previous year. The company's revenue rose 22.7% year-over-year to $294.78 million, driven by increased etch and deposition demand and OEM outsourcing. Strategic geographic footprint rationalization and improved factory overhead leverage also contributed to better gross margins.
Ichor Holdings, Ltd. Announces Second Quarter 2026 Financial Results
Ichor Holdings, Ltd. reported strong financial results for the second quarter of 2026, with revenue up 15% sequentially to $294.8 million and GAAP diluted EPS of $0.03. The company also saw significant improvements in gross margin and non-GAAP earnings per share, reaching $0.34. Ichor raised its third-quarter 2026 financial outlook, projecting continued sequential growth in revenues and earnings, supported by a strengthened balance sheet and increased customer demand visibility extending into 2027.
Press Release: Ichor Holdings, Ltd. Announces Second Quarter 2026 Financial Results
Ichor Holdings, Ltd. has announced its financial results for the second quarter of 2026. This press release provides a detailed overview of the company's performance during this period.
B. Riley Adjusts Price Target on Ichor Holdings to $105 From $125, Maintains Buy Rating
B. Riley has adjusted its price target for Ichor Holdings (ICHR) from $125 to $105, while retaining a "Buy" rating on the stock. This update comes shortly after Oppenheimer also modified its price target for Ichor. The article also provides recent news headlines related to Ichor Holdings, including their Q2 2026 earnings call and revenue guidance.
ICHOR HOLDINGS, LTD : B. RILEY CUTS TARGET PRICE TO $105 FROM $125
B. Riley has cut its target price for ICHOR Holdings, Ltd. (ICHR.O) to $105 from $125. The article, published by Reuters, explicitly states that the content reflects the author's opinion and should not be used as investment advice.
Ichor Holdings Ltd (ICHR) (Q2 2026) Earnings Call Highlights: Revenue Surges 15% Sequentially, EPS Doubles to $0.34
Ichor Holdings Ltd (ICHR) reported robust Q2 2026 results, with revenue increasing 15% sequentially to $294.8 million and EPS doubling to $0.34. The company highlighted strengthening demand visibility, guiding for 12% sequential revenue growth in Q3 and projecting a clear path to 20% gross margins. Despite some supply chain constraints and increased inventory investments, Ichor is expanding its manufacturing capacity and confidently anticipating significant growth into 2027.
ICHOR HOLDINGS, LTD : TD COWEN CUTS TARGET PRICE TO $100 FROM $115
TD Cowen has reduced its target price for ICHOR HOLDINGS, LTD (ICHR.O) from $115 to $100. This update was reported by Reuters on August 4, 2026. The article reiterates that the content reflects only the author's opinion and should not be used as investment advice.
Ichor Holdings (ICHR) Is Up 17.8% After Return To Quarterly Profitability And Stronger Q2 Sales – Has The Bull Case Changed?
Ichor Holdings (ICHR) has returned to quarterly profitability with increased Q2 2026 sales and an improved net income, converting a prior loss into a US$0.03 basic EPS. This performance, along with management's strong revenue growth guidance for the full year 2026 and improved gross margin, suggests a potential shift in the investment narrative towards sustained profitability. However, thin margins and share volatility still present execution risks, and analysts have varying forecasts for the company's long-term revenue growth and earnings.
Ichor expects Q3 revenue of $315M-$345M after Q2 results
Ichor Holdings, Ltd. announced strong second-quarter 2026 financial results, with revenue reaching $294.8 million, a 24% increase from Q2 2025, and diluted EPS of $0.03 on a GAAP basis and $0.34 non-GAAP. The company also provided a positive outlook for the third quarter of 2026, forecasting revenue between $315 million and $345 million and non-GAAP diluted EPS of $0.40-$0.50, driven by strategic execution and strengthening demand in the semiconductor industry. Ichor significantly increased its cash and cash equivalents to $256 million after a $200 million at-the-market equity offering.
Ichor Holdings (NASDAQ:ICHR) Shares Drop 12.8% as Q2 Revenue Miss Overshadows EPS Beat and Strong Guidance
Ichor Holdings (NASDAQ:ICHR) saw its shares drop 12.8% after reporting mixed Q2 2026 results, where revenue missed analyst expectations despite an earnings per share beat. The market reaction focused on the revenue shortfall and cash flow, even though the company provided strong guidance for Q3, projecting continued sequential growth into 2027. This suggests investors prioritized top-line execution over the earnings beat and optimistic future outlook.
Ichor Holdings (ICHR) Is Up 17.8% After Return To Quarterly Profitability And Stronger Q2 Sales – Has The Bull Case Changed?
Ichor Holdings (ICHR) reported a return to quarterly profitability and stronger Q2 2026 sales, with net income of US$0.998 million, up from a net loss, and sales rising to US$294.78 million. The company's guidance projects significant revenue growth for the rest of 2026 and improved gross margins. This positive performance has led to a stock increase of 17.8%, prompting a re-evaluation of its investment narrative and outlook, particularly concerning its ability to sustain profitability and improve margins.
Ichor Holdings, Ltd. Announces Second Quarter 2026 Financial Results
Ichor Holdings, Ltd. reported strong second-quarter 2026 financial results, with revenue reaching $294.8 million, a 15% increase from Q1 2026 and 24% from Q2 2025. The company's CEO, Phil Barros, highlighted improved earnings leverage and a strengthening demand environment, projecting continued sequential growth in revenue, gross margin, and EPS for the remainder of 2026. Ichor also strengthened its balance sheet through a $200 million at-the-market equity offering.
Is Ichor Holdings (ICHR) Still A Bargain Or Largely Fully Priced?
Ichor Holdings (ICHR) has seen a significant 288.4% return over the last year, yet its current valuation of US$75.27 presents a mixed picture, appearing undervalued on some metrics and expensive on others. Despite a P/S ratio of 2.7x, which is a discount compared to industry averages, the stock's overall assessment is balanced, with community opinions divided between AI/CHIPS Act tailwinds and risks like customer concentration. The central question for investors is whether its margins and cash generation will justify this discount or if existing risks will maintain its current valuation.
Is Ichor Holdings (ICHR) A Bargain As Analysts See More Upside?
Ichor Holdings (ICHR) has experienced recent share price fluctuations, with a significant short-term pullback despite strong long-term gains. Analysts view the stock as 18.4% undervalued with a consensus price target of $92.29, but Simply Wall St's DCF model suggests a much lower fair value of $7.14 per share, highlighting a disparity in valuation approaches. The article encourages investors to review underlying data and consider various investment ideas beyond ICHR.
ICHR Looks 135.4% Overvalued on GF Value™
Ichor Holdings Ltd (ICHR) is set to release its Q2 earnings on August 3rd, with the stock appearing significantly overvalued based on its Price-to-Sales ratio and GuruFocus's GF Value™ metric. Despite a strong financial strength score, the company faces profitability and growth challenges, compounded by recent insider selling and mixed institutional guru activity. Investors are cautioned to weigh potential future growth against current financial risks.
Vanguard Portfolio Management (ICHR) discloses 2.1M-share, 6.06% position in Ichor
Vanguard Portfolio Management LLC has reported a beneficial ownership of 2,107,844 shares, or 6.06%, of Ichor Holdings Ltd common stock as of June 30, 2026. The filing, an amended Schedule 13G, indicates that Vanguard holds sole voting power over 38,676 shares and sole dispositive power over all 2,107,844 shares. This disclosure highlights Vanguard's significant stake in Ichor Holdings, with rights to dividends and sale proceeds distributed among Vanguard-managed funds and accounts.
Vanguard Capital Management (ICHR) discloses 5.01% beneficial stake in Ichor
Vanguard Capital Management has reported a beneficial ownership of 5.01% in Ichor Holdings Ltd, holding 1,742,262 shares. This disclosure, made via a SCHEDULE 13G SEC filing, indicates that Vanguard has sole voting power over 261,260 shares and sole dispositive power over all 1,742,262 shares. The holdings are aggregated across various Vanguard entities and are for investment purposes rather than seeking control.
Ichor Holdings, Ltd. (ICHR) latest stock news and headlines
This page from Yahoo Finance aggregates the latest news and headlines for Ichor Holdings, Ltd. (ICHR), a semiconductor equipment company. It highlights recent articles discussing ICHR's upcoming Q2 earnings report, its performance driven by AI chip spending, analyst ratings, and its stock valuation, showing significant year-to-date returns. The content also provides real-time stock data and performance comparisons against the S&P 500.
ICHR Set to Report Q2 Earnings: What's in Store for the Stock?
Ichor Holdings, Ltd. (ICHR) is scheduled to report its second-quarter 2026 results on August 3, 2026. The company anticipates strong revenue and earnings growth, driven by demand from wafer fabrication equipment customers and rising AI infrastructure investments. However, continued reliance on external suppliers and supply chain constraints may impact performance, and Zacks' model does not conclusively predict an earnings beat for ICHR this quarter.
Ichor Holdings Ltd (ICHR) Financial Health: Profitability & Balance Sheet Analysis
This article analyzes the financial health of Ichor Holdings Ltd (ICHR), noting its stable financial status and average operating efficiency. ICHR's latest quarterly revenue increased by 4.75% year-over-year to $256.07M, with net profit rising by 45.84%. The company's financial score is 7.14, ranking it 68 out of 105 in the Semiconductors & Semiconductor Equipment industry.
Ichor Holdings Surges 18.3% Amid Sector-Wide Rally
Ichor Holdings (ICHR) surged 18.3% as part of a broad rally in semiconductor equipment stocks, with shares closing at $73.63. Other sector peers like AXTI and UCTT also saw significant gains, indicating a rotation back into the sector by investors. This rally, which was not attributed to any specific catalyst, saw increased trading volume for ICHR and positions the company as a mid-cap player in its industry.
