Ichor Holdings Projects Strong Q1 2026 Revenue Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy ICHR?
Source: stocktwits
- Revenue Outlook Exceeds Expectations: Ichor Holdings projects Q1 2026 revenue between $240 million and $260 million, surpassing analysts' expectations of $240.1 million, indicating strong upward momentum in customer demand entering the year.
- Surprise Profit Performance: The company reported an adjusted profit of $0.01 per share, contrasting with analysts' expectations of a $0.06 loss per share, which not only boosted market confidence but also led to a 35% surge in stock price on Tuesday.
- Analyst Price Target Increases: Needham raised its price target on Ichor from $36 to $48, while Oppenheimer increased its target from $32 to $36, both maintaining “Buy” or “Outperform” ratings, reflecting analysts' optimism about the company's future performance.
- Market Sentiment Extremely Bullish: Retail sentiment around Ichor on Stocktwits trended in the “extremely bullish” territory with very high message volume, and the stock has risen 40% over the past 12 months, indicating strong investor confidence in the company's outlook.
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Analyst Views on ICHR
Wall Street analysts forecast ICHR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ICHR is 24.80 USD with a low forecast of 21.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 34.110
Low
21.00
Averages
24.80
High
30.00
Current: 34.110
Low
21.00
Averages
24.80
High
30.00
About ICHR
Ichor Holdings, Ltd. is engaged in the designing, engineering and manufacturing of critical fluid delivery subsystems and components for semiconductor capital equipment. Its product includes gas and chemical delivery systems and subsystems, collectively known as fluid delivery systems and subsystems, which are key elements of the process tools used in the manufacturing of semiconductor devices. Its gas delivery subsystems deliver, monitor, and control precise quantities of the specialized gases used in semiconductor manufacturing processes, such as etch and deposition. Its chemical delivery systems and subsystems precisely blend and dispense the reactive liquid chemistries used in semiconductor manufacturing processes, such as chemical-mechanical planarization, electroplating and cleaning. It offers precision-machined components, weldments, electron beam and laser-welded components, precision vacuum and hydrogen brazing and surface treatment technologies and other proprietary products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ichor Holdings Shares Surge 35% Following Strong Earnings Report
- Earnings Report: Ichor Holdings reported better-than-expected quarterly earnings, leading to a surge in its stock price.
- Positive Outlook: The company also provided a strong outlook for the current quarter, contributing to investor confidence.
See More
Ichor Holdings Shares Surge 35% Following Strong Earnings Report: Next Steps to Consider.
- Earnings Report: Ichor Holdings reported better-than-expected quarterly earnings, leading to a spike in its shares.
- Outlook: The company provided a robust outlook for the current quarter, indicating positive future performance.
- Analyst Reactions: Analysts have mixed opinions on the next steps for investors following the earnings report.
- Market Impact: The strong earnings and outlook have influenced market sentiment towards Ichor Holdings.
See More
Ichor Holdings Q4 2025 Earnings Call Insights
- Revenue Growth Outlook: Ichor Holdings reported Q4 2025 revenue of $223.6 million, slightly down from Q3 but above the midpoint of guidance, indicating strong demand and growth potential in the semiconductor market.
- Strategic Investment Initiatives: The company plans a global footprint realignment in 2026, including expanding machining capacity in Mexico and launching its largest manufacturing center in Malaysia, which is expected to significantly enhance margins.
- Optimistic Future Guidance: Management anticipates sequential growth throughout 2026, with Q1 revenue guidance set between $240 million and $260 million, reflecting confidence in market demand and positive performance expectations.
- Cash Flow and Cost Management: At the end of Q4, cash and equivalents totaled $98.3 million, a $6 million increase from Q3, while operating expenses were slightly lower than forecast, demonstrating effective cost control and cash flow management.
See More
Ichor Holdings Projects Strong Q1 2026 Revenue Outlook
- Revenue Outlook Exceeds Expectations: Ichor Holdings projects Q1 2026 revenue between $240 million and $260 million, surpassing analysts' expectations of $240.1 million, indicating strong upward momentum in customer demand entering the year.
- Surprise Profit Performance: The company reported an adjusted profit of $0.01 per share, contrasting with analysts' expectations of a $0.06 loss per share, which not only boosted market confidence but also led to a 35% surge in stock price on Tuesday.
- Analyst Price Target Increases: Needham raised its price target on Ichor from $36 to $48, while Oppenheimer increased its target from $32 to $36, both maintaining “Buy” or “Outperform” ratings, reflecting analysts' optimism about the company's future performance.
- Market Sentiment Extremely Bullish: Retail sentiment around Ichor on Stocktwits trended in the “extremely bullish” territory with very high message volume, and the stock has risen 40% over the past 12 months, indicating strong investor confidence in the company's outlook.
See More
Analysis of Significant Stock Movements Among Companies
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- BP Suspends Buyback: BP Plc suspended its stock buyback program to strengthen its balance sheet, resulting in a 6% drop in its ADRs in the U.S., reflecting the company's cautious approach amid market volatility.
- ZoomInfo Downgrade: ZoomInfo Technologies forecasted first-quarter earnings per share between 25 to 27 cents, below analysts' expectations of 27 cents, leading to a 10% decline in its stock price, which may affect market confidence and investor sentiment.
- Ichor Holdings Surge: Ichor Holdings' shares soared 37% to a 52-week high due to strong demand driving a fourth-quarter earnings beat, highlighting the recovery potential in the semiconductor equipment market.
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- Market Performance: The S&P 500 index rose by 0.18%, the Dow Jones Industrial Average increased by 0.46%, and the Nasdaq 100 gained 0.15%, indicating market resilience despite weak economic data, although stagnant retail sales may impact consumer spending.
- Economic Data Impact: December retail sales were unchanged, falling short of the expected 0.4%, while the Q4 employment cost index rose by 0.7% quarter-over-quarter, below the anticipated 0.8%, which could lead to a downward revision of Q4 GDP, reflecting potential economic slowdown.
- Earnings Season: More than half of S&P 500 companies have reported earnings, with 79% of the 297 companies exceeding expectations, and Q4 earnings growth is projected at 8.4%, indicating strong corporate performance that may support the stock market.
- Rate Expectations: The market is pricing in a 22% chance of a 25 basis point rate cut at the Fed's March policy meeting, reflecting cautious optimism among investors regarding future monetary policy, especially in light of the current weak economic data.
See More
Ichor Holdings Shares Surge 35% Following Strong Earnings Report
- Earnings Report: Ichor Holdings reported better-than-expected quarterly earnings, leading to a surge in its stock price.
- Positive Outlook: The company also provided a strong outlook for the current quarter, contributing to investor confidence.
See More
Ichor Holdings Shares Surge 35% Following Strong Earnings Report: Next Steps to Consider.
- Earnings Report: Ichor Holdings reported better-than-expected quarterly earnings, leading to a spike in its shares.
- Outlook: The company provided a robust outlook for the current quarter, indicating positive future performance.
- Analyst Reactions: Analysts have mixed opinions on the next steps for investors following the earnings report.
- Market Impact: The strong earnings and outlook have influenced market sentiment towards Ichor Holdings.
See More
Ichor Holdings Q4 2025 Earnings Call Insights
- Revenue Growth Outlook: Ichor Holdings reported Q4 2025 revenue of $223.6 million, slightly down from Q3 but above the midpoint of guidance, indicating strong demand and growth potential in the semiconductor market.
- Strategic Investment Initiatives: The company plans a global footprint realignment in 2026, including expanding machining capacity in Mexico and launching its largest manufacturing center in Malaysia, which is expected to significantly enhance margins.
- Optimistic Future Guidance: Management anticipates sequential growth throughout 2026, with Q1 revenue guidance set between $240 million and $260 million, reflecting confidence in market demand and positive performance expectations.
- Cash Flow and Cost Management: At the end of Q4, cash and equivalents totaled $98.3 million, a $6 million increase from Q3, while operating expenses were slightly lower than forecast, demonstrating effective cost control and cash flow management.
See More
Ichor Holdings Projects Strong Q1 2026 Revenue Outlook
- Revenue Outlook Exceeds Expectations: Ichor Holdings projects Q1 2026 revenue between $240 million and $260 million, surpassing analysts' expectations of $240.1 million, indicating strong upward momentum in customer demand entering the year.
- Surprise Profit Performance: The company reported an adjusted profit of $0.01 per share, contrasting with analysts' expectations of a $0.06 loss per share, which not only boosted market confidence but also led to a 35% surge in stock price on Tuesday.
- Analyst Price Target Increases: Needham raised its price target on Ichor from $36 to $48, while Oppenheimer increased its target from $32 to $36, both maintaining “Buy” or “Outperform” ratings, reflecting analysts' optimism about the company's future performance.
- Market Sentiment Extremely Bullish: Retail sentiment around Ichor on Stocktwits trended in the “extremely bullish” territory with very high message volume, and the stock has risen 40% over the past 12 months, indicating strong investor confidence in the company's outlook.
See More
Analysis of Significant Stock Movements Among Companies
- Amentum Holdings Decline: Amentum Holdings' stock fell approximately 12% after fiscal Q1 revenue and adjusted EBITDA missed Wall Street analysts' consensus estimates, indicating market concerns over its financial performance and potential future financing capabilities.
- BP Suspends Buyback: BP Plc suspended its stock buyback program to strengthen its balance sheet, resulting in a 6% drop in its ADRs in the U.S., reflecting the company's cautious approach amid market volatility.
- ZoomInfo Downgrade: ZoomInfo Technologies forecasted first-quarter earnings per share between 25 to 27 cents, below analysts' expectations of 27 cents, leading to a 10% decline in its stock price, which may affect market confidence and investor sentiment.
- Ichor Holdings Surge: Ichor Holdings' shares soared 37% to a 52-week high due to strong demand driving a fourth-quarter earnings beat, highlighting the recovery potential in the semiconductor equipment market.
See More
US Stocks Edge Up as Retail Sales Weaken
- Market Performance: The S&P 500 index rose by 0.18%, the Dow Jones Industrial Average increased by 0.46%, and the Nasdaq 100 gained 0.15%, indicating market resilience despite weak economic data, although stagnant retail sales may impact consumer spending.
- Economic Data Impact: December retail sales were unchanged, falling short of the expected 0.4%, while the Q4 employment cost index rose by 0.7% quarter-over-quarter, below the anticipated 0.8%, which could lead to a downward revision of Q4 GDP, reflecting potential economic slowdown.
- Earnings Season: More than half of S&P 500 companies have reported earnings, with 79% of the 297 companies exceeding expectations, and Q4 earnings growth is projected at 8.4%, indicating strong corporate performance that may support the stock market.
- Rate Expectations: The market is pricing in a 22% chance of a 25 basis point rate cut at the Fed's March policy meeting, reflecting cautious optimism among investors regarding future monetary policy, especially in light of the current weak economic data.
See More
