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The transaction involved 10,587 shares with an estimated value of ~$550,000 based on the September 1, 2026 weighted average execution price. The trade size was ~10% of the officer's direct equity holdings prior to the filing.
Ichor Holdings (ICHR) reported earnings 30 days ago. What's next for the stock?
Ichor Holdings is benefiting from a semiconductor equipment demand recovery, driving strong revenue and margin growth. Q2 2026 revenue rose 24% YoY to $294.8M, with non-GAAP EPS reaching $0.34 and non-GAAP gross margin improving to 14.1%. Management guides for further sequential growth in Q3, forecasting $315–345M revenue and $0.40–0.50 non-GAAP EPS.
Ichor Holdings offers a compelling risk/reward profile after a sharp valuation reset, trading at $57 despite strong operational momentum. ICHR's margin expansion is structurally driven by proprietary content, internalization, and manufacturing footprint shifts, with sequential 100bps gains and a path to 20% gross margin. Management guides for 30%+ revenue growth in 2026 and is preparing for $2–3bn annual capacity, supported by a net cash balance sheet and disciplined opex.
I reiterate Ichor Holdings (ICHR) as a Strong Buy with a revised price target of $82. Q2 2026 results demonstrated 15% sequential and 23% y/y revenue growth, with non-GAAP EPS reaching a three-year high and gross margin beating guidance. Management guides for a steep H2 2026 revenue ramp, projecting at least 30% full-year revenue growth and 25% higher H2 vs. H1 revenues.
Assenagon Asset Management S.A. acquired a new position in shares of Ichor Holdings, Ltd. (NASDAQ: ICHR) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 45,998 shares of the technology company's stock, valued at approximately $5,165,000. Assenagon
On August 11, 2026, Ichor Holdings Ltd (ICHR) shares rose 4.2%, closing at $67.51. This movement comes amid a 52-week range of $14.06 to $113.58, reflecting the
Ichor (NASDAQ: ICHR) reported second-quarter revenue of $294.8 million, up 15% sequentially, as demand strengthened across semiconductor equipment markets and the company continued efforts to expand internal manufacturing and improve margins. The company said isolated part shortages late in the quarter delayed recognition of some revenue until shortly after the June 26 quarter-end. Ichor said it