
Ichor Hlds (ICHR) Stock Forecast & Price Target
Ichor Hlds (ICHR) Analyst Ratings
Bulls say
Ichor Holdings Ltd possesses a strong outlook due to its expansion into a total addressable market exceeding $7 billion, significantly larger than its trailing twelve-month revenue of nearly $1.3 billion. The company is positioned to capitalize on the anticipated recovery in wafer fabrication equipment (WFE) in 2026-2027, during which meaningful margin and earnings expansion is expected as a result of successful execution of its vertical integration strategy and improvements in gross margins. Additionally, the current plateau in semiconductor capital equipment shipment momentum provides Ichor with the opportunity to refine its processes, further enhancing its operational efficiency and competitiveness in the market.
Bears say
Ichor Holdings is experiencing a downturn, with its revenue guidance declining by 2% quarter-over-quarter, indicating a plateau in shipments following robust growth in the first half of the year. Challenges in ramping internal supply of machined components and hiring difficulties are negatively impacting the company's gross margins, which are now projected between 12.5-13.5%, below previous estimates. Additionally, an unfavorable product mix due to higher-margin gas delivery shipments has contributed to a significant earnings per share miss, underscoring ongoing operational challenges.
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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