
Ichor Hlds (ICHR) Stock Forecast & Price Target
Ichor Hlds (ICHR) Analyst Ratings
Bulls say
Ichor Holdings Ltd is positioned favorably within the semiconductor capital equipment sector, with a potential served addressable market exceeding $7 billion, significantly higher than its trailing twelve months (TTM) revenue of nearly $1.3 billion. The company is expected to benefit from a recovery in wafer fabrication equipment (WFE) in 2026-2027, particularly as it implements its vertical integration and gross margin improvement strategies. Additionally, the qualification and internalization of components promise a considerable enhancement to the company's gross margin structure in the mid-term, contributing to a positive financial outlook.
Bears say
Ichor Holdings Ltd. has faced significant operational challenges, evidenced by a 2% quarter-over-quarter decline in its revenue guidance, which points to a plateau in shipments after a strong first half of the year. Additionally, gross margins are expected to be below previous estimates due to ongoing difficulties in ramping internal supply of machined components, while management has indicated issues with hiring and maintaining staff that further impede operational efficiency. The company's struggles are exacerbated by a less favorable product mix resulting from a higher proportion of lower-margin gas delivery shipments, alongside a notable earnings per share miss attributed to increased tax liabilities.
This aggregate rating is based on analysts' research of Ichor Hlds and is not a guaranteed prediction by Public.com or investment advice.
Ichor Hlds (ICHR) Analyst Forecast & Price Prediction
Start investing in Ichor Hlds (ICHR)
Order type
Buy in
Order amount
Est. shares
0 shares