Ichor (NASDAQ:ICHR) Releases Q2 2026 Earnings Guidance

Key Points

• Q2 2026 guidance: Ichor set Q2 EPS guidance of $0.25–$0.35 and revenue guidance of $290–$310 million, both above consensus estimates of $0.20 EPS and $267.4 million revenue.
• Market reaction and valuation: Shares jumped to $69.72 mid‑day on the update (up $5.30), valuing the company at about $2.42 billion and trading near its 52‑week high despite an average sell‑side price target of roughly $49.43.
• Insider and institutional positioning: Insiders sold about 120,259 shares (~$5.69M) in the past 90 days and now own 1.7% of the stock, while institutional/hedge fund ownership is reported at approximately 94.8%.

Ichor (NASDAQ:ICHR - Get Free Report) updated its second quarter 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 0.250-0.350 for the period, compared to the consensus estimate of 0.200. The company issued revenue guidance of $290.0 million-$310.0 million, compared to the consensus revenue estimate of $267.4 million.

Wall Street Analyst Weigh In

Several research firms have issued reports on ICHR. DA Davidson boosted their price target on Ichor from $30.00 to $53.00 and gave the company a "buy" rating in a report on Wednesday, February 11th. Wall Street Zen raised Ichor from a "strong sell" rating to a "hold" rating in a research note on Sunday, February 15th. B. Riley Financial reaffirmed a "buy" rating on shares of Ichor in a research note on Monday, April 20th. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Ichor in a research note on Friday, March 27th. Finally, Craig Hallum reaffirmed a "buy" rating and issued a $36.00 price objective on shares of Ichor in a research note on Wednesday, January 14th. Six investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $49.43.

Ichor Price Performance

Shares of NASDAQ ICHR traded up $5.30 during mid-day trading on Monday, reaching $69.72. The company's stock had a trading volume of 2,332,847 shares, compared to its average volume of 949,446. The firm has a market capitalization of $2.42 billion, a PE ratio of -45.27 and a beta of 1.87. The company has a debt-to-equity ratio of 0.18, a current ratio of 3.16 and a quick ratio of 1.38. The stock has a fifty day moving average of $52.61 and a two-hundred day moving average of $33.91. Ichor has a 52 week low of $13.12 and a 52 week high of $72.87.

Ichor (NASDAQ:ICHR - Get Free Report) last released its quarterly earnings data on Monday, May 4th. The technology company reported $0.15 earnings per share for the quarter, topping analysts' consensus estimates of $0.13 by $0.02. The firm had revenue of $256.07 million during the quarter, compared to analyst estimates of $251.32 million. Ichor had a negative return on equity of 1.28% and a negative net margin of 5.57%.Ichor has set its Q2 2026 guidance at 0.250-0.350 EPS. As a group, sell-side analysts anticipate that Ichor will post 0.73 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Marc Haugen sold 19,875 shares of the business's stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $49.71, for a total value of $987,986.25. Following the sale, the director directly owned 26,085 shares in the company, valued at approximately $1,296,685.35. The trade was a 43.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Greg Swyt sold 3,000 shares of the business's stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $51.20, for a total value of $153,600.00. Following the completion of the sale, the chief financial officer owned 78,679 shares in the company, valued at $4,028,364.80. This represents a 3.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 120,259 shares of company stock valued at $5,689,250 in the last ninety days. Company insiders own 1.70% of the company's stock.

Institutional Investors Weigh In On Ichor

A number of hedge funds have recently made changes to their positions in the company. The Manufacturers Life Insurance Company lifted its position in shares of Ichor by 5.7% in the second quarter. The Manufacturers Life Insurance Company now owns 12,447 shares of the technology company's stock worth $244,000 after buying an additional 666 shares in the last quarter. AQR Capital Management LLC lifted its position in shares of Ichor by 0.6% in the fourth quarter. AQR Capital Management LLC now owns 134,194 shares of the technology company's stock worth $2,473,000 after buying an additional 817 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Ichor by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,645 shares of the technology company's stock worth $444,000 after buying an additional 865 shares in the last quarter. Natixis Advisors LLC lifted its position in shares of Ichor by 2.0% in the third quarter. Natixis Advisors LLC now owns 52,158 shares of the technology company's stock worth $914,000 after buying an additional 1,017 shares in the last quarter. Finally, Aquatic Capital Management LLC raised its position in Ichor by 9.8% during the third quarter. Aquatic Capital Management LLC now owns 11,902 shares of the technology company's stock valued at $209,000 after purchasing an additional 1,058 shares during the period. 94.81% of the stock is currently owned by hedge funds and other institutional investors.

Ichor Company Profile

Ichor Holdings Ltd. is a global supplier of critical subsystems used in the fabrication of semiconductor devices. The company specializes in the design, engineering and manufacturing of gas delivery systems, vacuum pumps and abatement solutions that manage process gases and by-products in wafer-processing tools. Its modular subsystems are designed to integrate with lithography, etch, deposition and cleaning equipment, helping to ensure precise control of gas flow, pressure and purity throughout the chip-manufacturing cycle.

Founded in the mid-1980s and headquartered in Fremont, California, Ichor has expanded its footprint across Asia, Europe and North America.

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