Ichor: A Cyclical Play On Semiconductor Capex, Not A Structural Compounder [Seeking Alpha]
Ichor Holdings - Ordinary Shares (ICHR)
Last ichor holdings - ordinary shares earnings: 2/5 04:05 pm
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US:NASDAQ Investor Relations:
ichorsystems.com/investor-relations
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Source: Seeking Alpha
Ichor's niche in fluid delivery subsystems benefits from secular semiconductor trends, yet its margins and returns lag peers due to sticky costs and limited pricing power. Despite improved balance sheet strength, Ichor's long-term value creation and operational performance remain weak compared to competitors, with growth tied to cyclical OEM capex. With no margin of safety at current prices and no evidence of margin expansion, Ichor is not a compelling long-term value investment opportunity. PhonlamaiPhoto/iStock via Getty Images Semiconductor capital equipment is notorious for its booms and busts. Few suppliers feel those swings more acutely than Ichor Holdings, Ltd. ( NASDAQ: ICHR ), a niche subsystem maker that has grown rapidly through acquisitions but still This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.
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News
- An Intrinsic Calculation For Ichor Holdings, Ltd. (NASDAQ:ICHR) Suggests It's 24% Undervalued [Yahoo! Finance]Yahoo! Finance
- Ichor (NASDAQ:ICHR) had its "sell (d-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Ichor (NASDAQ:ICHR) was upgraded by analysts at Oppenheimer Holdings, Inc. from a "market perform" rating to an "outperform" rating. They now have a $25.00 price target on the stock.MarketBeat
- Ichor (NASDAQ:ICHR) was downgraded by analysts at Zacks Research from a "hold" rating to a "strong sell" rating.MarketBeat
- Ichor (ICHR) Q3 2025 Earnings Call Transcript [Yahoo! Finance]Yahoo! Finance
ICHR
Earnings
- 11/3/25 - Beat
ICHR
Sec Filings
- 12/3/25 - Form 4/A
- 12/3/25 - Form 4
- 11/17/25 - Form 4
- ICHR's page on the SEC website