
Ichor Hlds (ICHR) Stock Forecast & Price Target
Ichor Hlds (ICHR) Analyst Ratings
Bulls say
Ichor Holdings Ltd is poised for potential growth, particularly with its expanded served addressable market exceeding $7 billion, significantly larger than its trailing twelve-month revenue of approximately $1.3 billion. The company's strategic focus on vertical integration and improvements in gross margins indicates a promising capacity for margin and earnings expansion during the anticipated recovery in wafer fabrication equipment (WFE) in 2026-27. Additionally, the current plateau in semiconductor capital equipment industry shipments presents an opportunity for Ichor to enhance its process efficiency, further solidifying its competitive position in the market.
Bears say
Ichor Holdings’s revenue guidance for the upcoming quarter indicates a 2% decline quarter-over-quarter, reflecting a stagnation in shipments following a strong first half, which raises concerns about the company's growth prospects. Additionally, gross margins are projected lower than previously anticipated at 12.5-13.5%, attributed to challenges in ramping up the internal supply of machined components, which adversely affects profitability. Staffing difficulties in machining operations and higher tax liabilities further compound the company's operational challenges, contributing to a less favorable product mix and an earnings miss.
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
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