
Ichor Hlds (ICHR) Stock Forecast & Price Target
Ichor Hlds (ICHR) Analyst Ratings
Bulls say
Ichor Holdings Ltd is positioned for a favorable outlook due to its strategic expansion into a served addressable market (SAM) exceeding $7 billion, far surpassing its trailing twelve months revenue of around $1.3 billion. The company is benefitting from a plateau in semiconductor capital equipment shipments, granting it the opportunity to enhance its operational processes and vertical integration strategy, which are expected to facilitate significant margin and earnings growth. Anticipated recovery in wafer fabrication equipment (WFE) demand by 2026-2027 further reinforces the potential for Ichor's earnings expansion to positively impact its financial performance.
Bears say
Ichor Holdings has issued a revenue guidance midpoint that reflects a 2% quarter-over-quarter decline, aligning with industry expectations of plateauing shipments following strong first-half performance. Gross margins are projected between 12.5% and 13.5%, falling short of previous estimates due to difficulties in ramping internal supply of machined components, which is expected to hinder margin improvement. Additionally, challenges in hiring and retaining staff for machining operations, coupled with higher tax liabilities contributing to an earnings per share miss, further exacerbate concerns regarding the company's operational efficiency and product mix.
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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