
Ichor Hlds (ICHR) Stock Forecast & Price Target
Ichor Hlds (ICHR) Analyst Ratings
Bulls say
Ichor Holdings Ltd has a favorable outlook due to its strategic positioning within the semiconductor capital equipment industry, particularly as it capitalizes on a projected recovery in wafer fabrication equipment (WFE) in 2026-27, suggesting robust growth potential. The company has significantly broadened its served addressable market (SAM) across multiple segments, expanding to over $7 billion, compared to its trailing twelve months (TTM) revenue of nearly $1.3 billion, indicating substantial room for revenue growth. Additionally, ongoing improvements in vertical integration and gross margin (GM) enhancements are expected to drive meaningful margin expansion and earnings growth, which are not yet reflected in the stock's current valuation.
Bears say
The financial outlook for Ichor Holdings is negatively impacted by a projected 2% decline in revenue for the upcoming quarter, indicating a plateau in shipments following strong growth in the first half of the year. Gross margins have been adjusted down to a midpoint of 12.5-13.5%, primarily due to ongoing difficulties in ramping up internal supply of machined components, which suggests operational challenges that may hinder profitability. Additionally, staffing issues in machining operations have exacerbated these supply challenges, while a less favorable product mix and increased tax liabilities have negatively affected earnings per share, leading to concerns regarding the company’s ability to sustain its growth trajectory.
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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