Latest News on ICHR

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Form 144 ICHOR HOLDINGS For: 2 October By Investing.com

https://ng.investing.com/news/stock-market-news/form-144-ichor-holdings-for-2-october-93CH-2720468
The article reports on a Form 144 filing for ICHOR HOLDINGS related to October 2nd. It provides minimal details beyond the filing announcement and mentions the company's stock symbol ICHR. The content also includes various market data, trending stocks, and unrelated news headlines from Investing.com.

Form 144 ICHOR HOLDINGS For: 2 October By Investing.com

https://ca.investing.com/news/stock-market-news/form-144-ichor-holdings-for-2-october-93CH-4864592
This article from Investing.com reports the filing of Form 144 for ICHOR HOLDINGS, dated October 2. The brief announcement indicates a regulatory filing related to the company. The article includes the stock symbol ICHR and its current performance.

A 689-share sale is proposed by Ichor Holdings (NASDAQ: ICHR) officer Greg Swyt.

https://www.stocktitan.net/sec-filings/ICHR/144-ichor-holdings-ltd-sec-filing-2552cc631801.html
Ichor Holdings officer Greg Swyt has proposed selling 689 common shares valued at approximately $43,048.72. The shares were acquired through restricted stock unit vesting between August 14 and September 1, 2026, with an approximate sale date of October 2, 2026. This proposed sale follows prior 10b5-1 sales on September 8, 2026, totaling 2,068 shares for over $120,000.

Officer Bruce Ragsdale proposes selling 2,149 Ichor Holdings (ICHR) shares.

https://www.stocktitan.net/sec-filings/ICHR/144-ichor-holdings-ltd-sec-filing-88e5ac470d2d.html
Ichor Holdings officer Bruce Ragsdale has filed a notice to sell 2,149 common shares of ICHR, valued at $134,269.52. These shares were acquired as restricted stock units on October 1, 2026. The filing also revealed prior sales of 10,587 common shares for $549,789.47 on September 1, 2026, through 10b5-1 sales.

3 US Stocks Building The AI Data Center Boom Investors Are Watching

https://simplywall.st/stocks/us/semiconductors/nasdaq-ichr/ichor-holdings/news/3-us-stocks-building-the-ai-data-center-boom-investors-are-w/amp
This article identifies three U.S. stocks benefiting from the AI data center construction boom: Ichor Holdings (ICHR), MasTec (MTZ), and Silicon Motion Technology (SIMO). These companies are involved in providing essential components like fluid delivery subsystems for chip manufacturing, physical infrastructure for data centers, and NAND flash controllers for storage, respectively. The piece highlights their exposure to the growing demand for AI infrastructure and discusses key factors influencing their performance.
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Ichor Holdings, Ltd. (ICHR) Stock Price, News, Quote & History

https://ca.finance.yahoo.com/quote/ICHR/
This Yahoo Finance page provides a detailed overview of Ichor Holdings, Ltd. (ICHR) stock, including its current price, after-hours trading, and key financial statistics. It offers various data points such as historical data, market capitalization, daily range, and 52-week range, alongside links to news, charts, and community discussions. The page is designed for investors to track ICHR's performance and access related financial information.

Return on assets % of Ichor Holdings, Ltd. – HAN:4IH

https://www.tradingview.com/symbols/HAN-4IH/financials-statistics-and-ratios/return-on-assets/
This article provides financial information for Ichor Holdings, Ltd. (HAN:4IH) on TradingView, specifically focusing on its Return on Assets percentage. It is a brief data point from the company's financial overview on the platform.

Eleven company management teams will host a San Francisco investor event

https://www.stocktitan.net/news/ICHR/ichor-announces-participation-in-18th-annual-ceo-investor-su87aj04t02r.html
Ichor Holdings (ICHR) announced its participation in the 18th Annual CEO Investor Summit, held on October 13, 2026, in San Francisco. The event, co-hosted by eleven companies including ACM Research, Aehr Test Systems, and Ichor Systems, features a "round-robin" format for small group meetings with management teams. The summit is by invitation only for accredited investors and publishing research analysts, with registration closing on October 2, 2026.

Ichor Announces Participation in 18th Annual CEO Investor Summit

https://finance.yahoo.com/markets/stocks/articles/ichor-announces-participation-18th-annual-130000893.html
Ichor Holdings, Ltd. will participate in the 18th Annual CEO Investor Summit on October 13, 2026, in San Francisco. The summit, held concurrently with SEMICON West, features a round-robin format for investors and analysts to meet with management teams from 11 companies in the semiconductor capital equipment industry. B Riley Securities, Jefferies, and Stifel are sponsoring the invitation-only event.

Is Ichor Holdings (ICHR) Undervalued Following Its Lower P/S Ratio Debate?

https://simplywall.st/stocks/us/semiconductors/nasdaq-ichr/ichor-holdings/news/is-ichor-holdings-ichr-undervalued-following-its-lower-ps-ra
Ichor Holdings (ICHR) has experienced a significant share price run this year but now trades with a P/S ratio below many of its semiconductor equipment peers, prompting questions about its valuation. Despite a recent pullback, analysts suggest the stock is 38% undervalued with a fair value of $92.29, driven by expected gross margin enhancements from vertical integration and manufacturing capacity ramps. However, the valuation depends heavily on AI and memory spending, and potential weaknesses in customer capex or delayed product adoption could impact these assumptions.
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Is Ichor Holdings Ltd (ICHR) Overvalued After 3.5% Rally? GF Value Says Overvalued

https://www.gurufocus.com/news/9088862/is-ichor-holdings-ltd-ichr-overvalued-after-35-rally-gf-value-says-overvalued
Ichor Holdings Ltd (ICHR) shares recently rose 3.5% to $54.84, but GuruFocus' GF Value™ indicates the stock is significantly overvalued at $35.14. Despite a 197.3% year-to-date gain, the company faces concerns regarding its unprofitable status, negative cash flow, and significant insider selling, suggesting caution for investors. The GF Score™ of 68/100 points to solid financial strength and profitability but weak valuation and momentum.

Stifel Maintains Ichor Holdings(ICHR.US) With Buy Rating, Maintains Target Price $115

https://www.moomoo.com/news/post/76532799/stifel-maintains-ichor-holdings-ichrus-with-buy-rating-maintains-target
Stifel has reiterated its Buy rating for Ichor Holdings (ICHR.US) and maintained its target price at $115. This suggests a continued positive outlook from the firm regarding the company's stock performance.

Stifel reiterates Ichor Holdings stock rating on margin expansion By Investing.com

https://ca.investing.com/news/stock-market-news/stifel-reiterates-ichor-holdings-stock-rating-on-margin-expansion-93CH-4846492
Stifel reiterated a Buy rating and $115.00 price target for Ichor Holdings (NASDAQ:ICHR) following investor meetings, citing confidence in the company's margin expansion initiatives and strong growth projections. Despite current supply chain challenges, Ichor's customer order visibility extends 2-3 quarters, and analysts have revised earnings upwards, expecting profitability this year. The company's recent Q2 2026 revenue and adjusted EPS surpassed expectations, leading DA Davidson and Needham to raise their price targets.

Have Ichor Holdings Insiders Been Selling Stock?

https://www.webull.com/news/15598826368484352
Ichor Holdings (NASDAQ:ICHR) has seen significant insider selling over the past year, particularly from Independent Chairman Iain MacKenzie and Independent Director Laura Black. While insiders still own a modest 1.9% of the company, the overall trend of selling without substantial buying raises caution for potential investors. Simply Wall St suggests investors consider these transactions carefully and review their analysis for potential warning signs before buying shares.

Director sells 20,000 Ichor Holdings (ICHR) shares under preset trading plan

https://www.stocktitan.net/sec-filings/ICHR/form-4-ichor-holdings-ltd-insider-trading-activity-4b6e61835b34.html
Iain MacKenzie, a director at Ichor Holdings, Ltd. (ICHR), sold 20,000 ordinary shares on September 15, 2026. These sales were executed under a pre-arranged Rule 10b5-1 trading plan, adopted on May 19, 2026, primarily to cover anticipated tax obligations resulting from the vesting of shares. The shares vested upon the conclusion of MacKenzie's Advisory Agreement with the company.
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Ichor Holdings Director Iain MacKenzie Executes Sale of 20,000 Shares Under 10b5-1 Plan

https://kalkinemedia.com/us/news/announcements/ichor-holdings-director-iain-mackenzie-executes-sale-of-20000-shares-under-10b5-1-plan
Iain MacKenzie, a director at Ichor Holdings, Ltd. (NASDAQ:ICHR), sold 20,000 ordinary shares on September 15, 2026, under a pre-approved Rule 10b5-1 trading plan. The shares were sold in two batches at weighted average prices of $50.52 and $51.59, leaving MacKenzie with 102,427 shares. The sales were partly intended to generate liquidity for anticipated tax liabilities from share vesting following the termination of his Advisory Agreement.

Is Ichor Holdings (ICHR) Outperforming Other Computer and Technology Stocks This Year?

https://finance.yahoo.com/markets/stocks/articles/ichor-holdings-ichr-outperforming-other-134003912.html
Ichor Holdings (ICHR) has significantly outperformed the Computer and Technology sector this year, with a 202.6% return compared to the sector average of 17%. The company holds a Zacks Rank of #1 (Strong Buy) and has seen a 16.8% increase in its full-year earnings consensus estimate. Another strong performer mentioned is Monolithic Power (MPWR), which is up 30.9% year-to-date and also holds a Zacks Rank #1.

Ichor Holdings CFO Swyt sells $119,985 in stock By Investing.com

https://za.investing.com/news/stock-market-news/ichor-holdings-cfo-swyt-sells-119985-in-stock-93CH-4457238
Ichor Holdings CFO Greg Swyt sold 2,068 ordinary shares worth $119,985 on September 8, 2026, under a pre-arranged trading plan. This transaction occurred after the company's stock surged 254% over the past year, though InvestingPro analysis suggests the stock might be overvalued. Ichor Holdings recently reported strong Q2 2026 results, exceeding analyst EPS expectations, and received raised price targets from Needham and DA Davidson.

Ichor Holdings CFO Swyt sells $119,985 in stock By Investing.com

https://ng.investing.com/news/stock-market-news/ichor-holdings-cfo-swyt-sells-119985-in-stock-93CH-2688511
Ichor Holdings CFO Greg Swyt sold 2,068 shares of the company's stock for $119,985 on September 8, 2026, through a Rule 10b5-1 trading plan. This transaction occurred after Ichor shares surged 254% over the past year, though InvestingPro analysis suggests the stock is overvalued. The company recently reported strong Q2 2026 results, exceeding analyst expectations, and received raised price targets from Needham and DA Davidson.

Ichor Holdings (ICHR) CFO sells stock under preset plan

https://www.stocktitan.net/sec-filings/ICHR/form-4-ichor-holdings-ltd-insider-trading-activity-6af8b489c12f.html
Ichor Holdings' CFO, Greg Swyt, sold 2,068 ordinary shares at $58.02 per share on September 8, 2026, under a pre-arranged Rule 10b5-1 trading plan. Following this transaction, Swyt directly holds 47,832 shares. This sale, valued at approximately $120,000, was executed in the open market.
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Ichor Holdings COO Bruce Ragsdale Sells 10,587 Shares

https://www.fool.com/coverage/filings/2026/09/03/ichor-holdings-coo-bruce-ragsdale-sells-10-587-shares/
Ichor Holdings COO Bruce Ragsdale sold 10,587 shares of the company's stock for approximately $550,000. This transaction was conducted under a pre-established Rule 10b5-1 trading plan for routine portfolio management and represents a small percentage of his holdings. The company, which specializes in fluid-delivery systems for semiconductor manufacturing, has seen significant share price appreciation and is positioned for strong earnings growth.

Ichor Holdings COO Bruce Ragsdale sells $549,802 in shares By Investing.com

https://za.investing.com/news/stock-market-news/ichor-holdings-coo-bruce-ragsdale-sells-549802-in-shares-93CH-4451046
Ichor Holdings COO Bruce Ragsdale sold ordinary shares worth $549,802 on September 1, 2026, through a pre-arranged trading plan. Despite the sale, ICHR stock is up over 214% in the past year and is considered undervalued by InvestingPro. The company recently reported strong Q2 2026 earnings, beating analyst estimates, and received raised price targets from analysts like DA Davidson and Needham.

Applied Materials Stock And The Factory Buildout Investors May Be Missing

https://simplywall.st/stocks/us/semiconductors/nasdaq-ichr/ichor-holdings/news/applied-materials-stock-and-the-factory-buildout-investors-m/amp
This article examines how increased Korean investment in U.S. manufacturing, particularly in chip, EV, and shipyard projects, is creating opportunities across the infrastructure supply chain. It highlights three U.S. stocks—Ichor Holdings (ICHR), Comfort Systems USA (FIX), and Applied Materials (AMAT)—that are positioned to benefit from this trend. The piece analyzes each company's role, financial situation, and potential risks, offering insights for investors looking to capitalize on the reindustrialization efforts.

Ichor Holdings Drops 6.1% Amid Sector-Wide Selling

https://news.alphastreet.com/ichor-holdings-drops-6-1-amid-sector-wide-selling-2/
Ichor Holdings (ICHR) saw its shares drop by 6.1% due to a broad sector-wide selloff impacting semiconductor equipment stocks. This decline was not company-specific, as several peers also experienced significant drops, suggesting broader market concerns or profit-taking within the sector. Investors are advised to monitor whether this sector weakness continues or if major semiconductor manufacturers provide updates on capital equipment spending.

Ichor Holdings Ltd (HAM:4IH) Valuation: Significantly Overvalued

https://www.gurufocus.com/stock/HAM:4IH/valuation
GuruFocus.com has assessed Ichor Holdings Ltd (HAM:4IH) and determined its stock to be significantly overvalued, with a current share price of €49.62 against a GF Value of €28.27. The GF Value is derived from historical multiples, future growth projections, and past returns. A correlation analysis revealed no significant link between Ichor's stock price and key financial metrics like revenue per share, book value per share, EPS without NRI, or operating cash flow per share.
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Ichor (NASDAQ: ICHR) CFO sees 2,089 RSU shares withheld for taxes

https://www.stocktitan.net/sec-filings/ICHR/form-4-ichor-holdings-ltd-insider-trading-activity-5bf05d9c1496.html
Ichor Holdings, Ltd. (ICHR) CFO Greg Swyt had 2,089 Ordinary Shares withheld across three transactions on August 14, 15, and 18, 2026. These "code F" transactions are not open-market sales but represent shares automatically withheld to satisfy tax withholding obligations related to a restricted stock unit award vesting. After these transactions, Swyt directly holds 50,981 Ordinary Shares.

Director Iain Mackenzie Sells 9,933 Shares of Ichor Holdings Ltd (ICHR)

https://www.gurufocus.com/news/9047529/director-iain-mackenzie-sells-9933-shares-of-ichor-holdings-ltd-ichr
Director Iain Mackenzie recently sold 9,933 shares of Ichor Holdings Ltd (ICHR) for approximately $653,000, bringing his total ownership to 122,427 shares. This sale contributes to a pattern of insider selling, with 14 sells against 2 buys over the past year, while the stock is trading at $65.76, significantly above its estimated intrinsic GF Value of $34.25, indicating it is "Significantly Overvalued." The article suggests caution for investors due to the insider activity and high valuation.

Ichor Holdings Insider Sold Shares Worth $653,176, According to a Recent SEC Filing

https://www.moomoo.com/news/post/75024309/ichor-holdings-insider-sold-shares-worth-653176-according-to-a
An insider at Ichor Holdings recently sold shares valued at $653,176. This information comes from a recent SEC filing, indicating a significant insider transaction for the company.

Ichor Holdings CEO Philip Barros Sr. sells $81,306 in shares

https://m.investing.com/news/insider-trading-news/ichor-holdings-ceo-philip-barros-sr-sells-81306-in-shares-93CH-4870611?ampMode=1
Ichor Holdings CEO Philip Barros Sr. sold $81,306 worth of company shares between August 14 and August 19, 2026, under a Rule 10b5-1 trading plan. These sales occurred despite the company's stock experiencing volatility and a recent 248% return over the past year. Concurrently, Ichor Holdings reported strong Q2 2026 earnings, surpassing analyst expectations, with several firms raising their price targets and maintaining a Buy rating.

Ichor Holdings CEO Philip Barros Sr. sells $81,306 in shares

https://www.investing.com/news/insider-trading-news/ichor-holdings-ceo-philip-barros-sr-sells-81306-in-shares-93CH-4870611
Ichor Holdings CEO Philip Barros Sr. sold $81,306 worth of company shares through a Rule 10b5-1 trading plan between August 14 and August 19, 2026. Additionally, shares valued at $152,073 were withheld to cover tax obligations from vested restricted stock units. These transactions occurred amidst significant stock volatility for Ichor Holdings, even as the company reported better-than-expected Q2 2026 earnings and received increased price targets from analysts.
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Ichor Holdings CEO Philip Barros Sr. sells $81,306 in shares By Investing.com

https://m.za.investing.com/news/stock-market-news/ichor-holdings-ceo-philip-barros-sr-sells-81306-in-shares-93CH-4438528?ampMode=1
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

https://ca.investing.com/news/stock-market-news/ichor-holdings-director-iain-mackenzie-sells-653176-in-shares-93CH-4811245
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

https://www.stocktitan.net/sec-filings/ICHR/form-4-ichor-holdings-ltd-insider-trading-activity-e1f0505e1aba.html
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

https://www.stocktitan.net/sec-filings/ICHR/form-4-ichor-holdings-ltd-insider-trading-activity-1d21f6b40bce.html
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

https://www.stocktitan.net/sec-filings/ICHR/form-4-ichor-holdings-ltd-insider-trading-activity-ebe282d214b1.html
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.
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Ichor Holdings (ICHR) insider plans new sale after $962K trades

https://www.stocktitan.net/sec-filings/ICHR/144-ichor-holdings-ltd-sec-filing-5a84350c854b.html
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 (ICHR) insider lines up $714K stock sale

https://www.stocktitan.net/sec-filings/ICHR/144-ichor-holdings-ltd-sec-filing-f725a49219f8.html
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

https://news.alphastreet.com/ichor-holdings-drops-6-8-amid-sector-wide-selling/amp/
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

https://www.gurufocus.com/news/9042089/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 Drops 6.8% Amid Sector-Wide Selling

https://news.alphastreet.com/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.
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Renaissance Technologies LLC Has $736,000 Stock Position in Ichor Holdings, Ltd. $ICHR

https://www.marketbeat.com/instant-alerts/filing-renaissance-technologies-llc-has-736000-stock-position-in-ichor-holdings-ltd-ichr-2026-08-16/
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

https://news.alphastreet.com/ichor-holdings-jumps-5-5-amid-sector-wide-rally/amp/
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

https://news.alphastreet.com/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

https://www.marketbeat.com/instant-alerts/filing-assenagon-asset-management-sa-acquires-new-shares-in-ichor-holdings-ltd-ichr-2026-08-13/
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

https://www.stocktitan.net/sec-filings/ICHR/schedule-13g-ichor-holdings-ltd-passive-investment-disclosure-5-b7f554561c22.html
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.
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Is Ichor Holdings (ICHR) Still A Bargain Or Largely Fully Priced?

https://www.sahmcapital.com/news/content/is-ichor-holdings-ichr-still-a-bargain-or-largely-fully-priced-2026-08-02
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

https://www.stocktitan.net/sec-filings/ICHR/schedule-13g-ichor-holdings-ltd-passive-investment-disclosure-5-4a9348d8dee4.html
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

https://www.webull.com/news/15386332506563584
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

https://simplywall.st/stocks/us/semiconductors/nasdaq-ichr/ichor-holdings/news/why-ichor-holdings-ichr-is-down-53-after-returning-to-quarte
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

https://simplywall.st/stocks/us/semiconductors/nasdaq-ichr/ichor-holdings/news/why-ichor-holdings-ichr-is-down-53-after-returning-to-quarte/amp
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.
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