
Ichor Hlds (ICHR) Stock Forecast & Price Target
Ichor Hlds (ICHR) Analyst Ratings
Bulls say
Ichor Holdings Ltd is positioned favorably due to its strategic opportunity to enhance manufacturing processes during a plateau in semiconductor capital equipment (semicap) industry shipment momentum. The company's expanded served addressable market (SAM) exceeds $7 billion, significantly outpacing its trailing twelve months (TTM) revenue of approximately $1.3 billion, suggesting substantial growth potential. Furthermore, positive indicators regarding margin improvement and earnings expansion align with expectations for a recovery in wafer fabrication equipment (WFE) by 2026-2027, signaling a likely upward shift in financial performance and stock value.
Bears say
Ichor Holdings Ltd's revenue guidance for the mid-point is projected to decrease by 2% quarter-over-quarter, reflecting a plateau in shipments after a strong first half, despite a year-over-year revenue growth of 20% during that period. The company's gross margins are forecasted to decline to between 12.5% and 13.5%, which is lower than previous estimates, primarily due to difficulties in ramping the internal supply of machined components and challenges related to workforce stability in machining operations. Additionally, an increase in tax liabilities has negatively impacted earnings per share, suggesting further strain on the company's financial performance and highlighting ongoing issues with product mix and margin pressure.
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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