Ichor (NASDAQ:ICHR) Stock Price Expected to Rise, TD Cowen Analyst Says

Key Points

• TD Cowen raised its price target to $80 (from $55) and kept a buy rating on Ichor, implying roughly 22% upside, while several other analysts have also increased targets leaving a consensus of "Moderate Buy."
• Ichor beat Q1 estimates (EPS $0.15 vs. $0.13; revenue ~$256.1M) and raised Q2 guidance to EPS $0.25–$0.35 and revenue $290M–$310M, signaling firmer demand in its semiconductor subsystems business.
• Despite the beat, profitability remains weak (net margin ~-5.6% and negative ROE), the stock fell about 6.1% on heavy volume, and insider selling occurred, highlighting short-term volatility and execution risk.

Ichor (NASDAQ:ICHR - Get Free Report) had its target price increased by equities researchers at TD Cowen from $55.00 to $80.00 in a report released on Tuesday,Benzinga reports. The firm currently has a "buy" rating on the technology company's stock. TD Cowen's price objective points to a potential upside of 22.16% from the company's current price.

Several other equities analysts have also recently weighed in on the company. Stifel Nicolaus set a $76.00 price target on Ichor in a report on Friday. DA Davidson increased their price target on Ichor from $30.00 to $53.00 and gave the stock a "buy" rating in a research note on Wednesday, February 11th. Craig Hallum reiterated a "buy" rating and issued a $36.00 price target on shares of Ichor in a research note on Wednesday, January 14th. B. Riley Financial reissued a "buy" rating on shares of Ichor in a report on Monday, April 20th. Finally, Oppenheimer increased their price target on shares of Ichor from $32.00 to $36.00 and gave the company a "market perform" rating in a report on Tuesday, February 10th. Six equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $61.14.

Ichor Stock Down 6.1%

ICHR stock traded down $4.23 during midday trading on Tuesday, hitting $65.49. The company's stock had a trading volume of 1,883,065 shares, compared to its average volume of 962,939. The company has a market cap of $2.28 billion, a PE ratio of -42.52 and a beta of 1.87. Ichor has a 12 month low of $13.12 and a 12 month high of $72.87. The company has a current ratio of 3.16, a quick ratio of 1.38 and a debt-to-equity ratio of 0.18. The firm's 50-day moving average is $52.61 and its 200-day moving average is $33.91.

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 (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.02. The business had revenue of $256.07 million for the quarter, compared to analysts' expectations of $251.32 million. Ichor had a negative return on equity of 1.28% and a negative net margin of 5.57%.The firm's quarterly revenue was up 4.7% on a year-over-year basis. During the same period in the prior year, the firm posted $0.12 EPS. Ichor has set its Q2 2026 guidance at 0.250-0.350 EPS. On average, equities research analysts forecast that Ichor will post 0.73 earnings per share for the current fiscal year.

Insider Activity at Ichor

In related news, CFO Greg Swyt sold 3,000 shares of Ichor stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $51.20, for a total transaction of $153,600.00. Following the transaction, the chief financial officer directly owned 78,679 shares of the company's stock, valued at $4,028,364.80. This trade represents a 3.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Marc Haugen sold 19,875 shares of Ichor stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $49.71, for a total transaction of $987,986.25. Following the transaction, 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 SEC filing for this sale provides additional information. Insiders sold a total of 120,259 shares of company stock valued at $5,689,250 over the last quarter. 1.70% of the stock is owned by insiders.

Institutional Investors Weigh In On Ichor

Several institutional investors have recently bought and sold shares of ICHR. Steward Partners Investment Advisory LLC purchased a new stake in shares of Ichor during the fourth quarter valued at $26,000. Newbridge Financial Services Group Inc. acquired a new position in Ichor during the second quarter valued at $27,000. Hantz Financial Services Inc. raised its position in shares of Ichor by 64.8% in the fourth quarter. Hantz Financial Services Inc. now owns 1,500 shares of the technology company's stock worth $28,000 after acquiring an additional 590 shares during the period. Danske Bank A S acquired a new position in shares of Ichor in the third quarter worth about $28,000. Finally, AdvisorNet Financial Inc acquired a new position in shares of Ichor in the first quarter worth about $37,000. 94.81% of the stock is currently owned by institutional investors and hedge funds.

Key Ichor News

Here are the key news stories impacting Ichor this week:

• Positive Sentiment: Ichor beat Q1 estimates: reported EPS $0.15 vs. $0.13 consensus and revenue of ~$256.1M, above estimates. This confirms demand continuity in its semiconductor equipment business. Ichor Holdings, Ltd. Announces First Quarter 2026 Financial Results
• Positive Sentiment: Company raised Q2 FY2026 guidance: EPS guide $0.25–$0.35 (consensus ~$0.20) and revenue guide $290M–$310M (vs. consensus ~$267M) — a materially firmer outlook that should support further earnings revisions. Ichor Holdings, Ltd. Announces First Quarter 2026 Financial Results
• Positive Sentiment: Analyst upgrade: Needham raised its price target to $72 and reiterated a Buy rating, signaling more bullish sell-side sentiment and potential upside. Benzinga
• Neutral Sentiment: Earnings call transcripts and detailed commentary are available (call transcripts published across Seeking Alpha, InsiderMonkey and others), useful for nuance on backlog, book-to-bill and customer cadence but not changing the immediate headline. Ichor Holdings, Ltd. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Profitability metrics remain weak: Ichor reported a negative net margin (~-5.6%) and negative return on equity, reflecting continued margin pressure despite revenue growth — a risk for investors focused on sustainable profitability. MarketBeat Q1 Coverage
• Negative Sentiment: High short-term volatility / profit-taking risk: shares have run up toward their 12‑month high and traded with elevated volume today, so some investors are likely trimming positions despite the beat. MarketBeat ICHR Quote & Stats

About Ichor

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.