Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$3.3B
35M shares
52-week range
$13.12 – $105.60
100% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
Borrow rate
0.28%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $823.6M | $620.8M | $914.2M | $1.10B | $1.28B | $811.1M | $849.0M | $947.7M |
| Cost of revenue | $687.5M | $534.5M | $789.3M | $919.4M | $1.07B | $707.7M | $745.7M | $859.9M |
| Gross profit | $136.1M | $86.4M | $124.9M | $177.5M | $211.9M | $103.4M | $103.3M | $87.8M |
| Gross margin | 16.5% | 13.9% | 13.7% | 16.2% | 16.6% | 12.7% | 12.2% | 9.3% |
| R&D | $9.4M | $11.1M | $13.4M | $15.7M | $19.6M | $20.2M | $23.0M | $23.1M |
| Operating income | $64.0M | $15.0M | $41.6M | $81.0M | $85.8M | −$10.9M | −$7.6M | −$39.3M |
| EBITDA | $87.3M | $36.8M | $65.3M | $106.2M | $121.5M | $22.9M | $22.0M | −$7.4M |
| Net income | $57.9M | $10.7M | $33.3M | $70.9M | $72.8M | −$43.0M | −$20.8M | −$52.8M |
| Net margin | 7.0% | 1.7% | 3.6% | 6.5% | 5.7% | -5.3% | -2.5% | -5.6% |
| EPS (diluted) | 2.30 | 0.47 | 1.42 | 2.45 | 2.51 | -1.47 | -0.64 | -1.54 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $1.2B | $1.38 | $1.34–$1.42 | 5 |
| 2027 | $1.4B | $2.70 | $2.33–$3.04 | 5 |
| 2028 | $1.4B | $1.08 | $1.06–$1.12 | 1 |
| 2029 | $1.7B | $2.87 | $2.82–$2.99 | 1 |
Forward consensus · source: Financial Modeling Prep
Ichor Holdings Ltd designs, engineers, and manufactures critical fluid delivery subsystems and components mainly for semiconductor capital equipment, along with solutions for defense/aerospace and medical industries. Its product portfolio includes gas and chemical delivery subsystems that enable precise delivery, monitoring, and control of specialized gases and reactive liquid chemistries used in semiconductor manufacturing processes such as etch, electroplating, and cleaning. The company also provides precision-machined components, weldments, e-beam and laser-welded components, as well as precision vacuum and hydrogen brazing. Geographically, the company operates across the United States, Singapore, Europe, and other regions, with Singapore contributing the majority of revenue.
www.ichorsystems.comNo one on the platform currently holds ICHR.
No tracked institution reports a position in ICHR as of their last filing.
No one on the platform has traded ICHR yet.
| $2.0B |
| — |
| LAESSEALSQ Corp | $3.21 | +2.88% | $458M | — |
| OWLSOBOOK Holdings Inc. | $5.65 | -0.53% | $468M | — |
Source: Financial Modeling Prep · peers by sector/industry
$ICHR crazy that nobody has talked about this during this entire run-up. I have not seen it mentioned it all on Twitter besides the time that DWS bought it. And it’s up 500% since then.
View on StockTwits ↗$ICHR anyone shorting or hedged. Getting toppy certainly
View on StockTwits ↗$ICHR $3B market cap. Any ideas of fair market valuation if EPS is positive?
View on StockTwits ↗Wall St is expecting 0.31 EPS for $ICHR Q2 [Reporting 08/11 AMC] http://www.estimize.com/intro/ichr?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗Focus on the leading stocks: Next-Gen Leaders $MXL $AAOI $ICHR $UCTT $VSH This "Next-Gen Leaders" cohort is an absolute masterclass in tactical allocation—targeting the most high-beta, explosive micro-clusters: semiconductor sub-assemblies and high-density optical networking. Connectivity pioneers $MXL and $AAOI extend their blistering technical runs, directly capturing high-margin corporate backlogs for 1.6T optical transceivers and hyperscale edge-networking. Critical fluid/gas delivery subsystem monopolies $ICHR and $UCTT, alongside electronic component giant $VSH, effectively absorb immense structural valuation premiums from upstream equipment titans like ASML and Applied Materials scaling capacity. As the AI trade broadens from logic chips into raw manufacturing equipment pipelines and physical fiber density, where are you chasing the premium alpha? Are you riding the ferocious momentum of optical connectivity king $AAOI, or accumulating high-conviction subsystem suppliers like $UCTT?
View on StockTwits ↗$ICHR another sexy chart 👄 This one is leaning right on its recent high, and the momentum behind it is building. When a name keeps pressing the ceiling, it usually means buyers refuse to back off. Watch how it handles that level. 🎯
View on StockTwits ↗$ICHR this might turn into a runner if it keeps this up
View on StockTwits ↗$ICHR makes u wonder when they have to report earnings what will happen there isn’t a revenue increase to justify the stock price obviously. Just interesting bc this one never behave like a meme stock before but at 100 it basically is
View on StockTwits ↗$ICHR I am not complaining since I have been trading this stock since $40. Sold some and bought some more. Why is the price going up?
View on StockTwits ↗$ONTO and $ICHR Great stocks that nobody talks about
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Trading at 4.0× sales vs its 1.1× historical median P/S.
Fair value ≈ $29.96 · price $105.46 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.