Ichor (NASDAQ:ICHR) Director Sells 53,908 Shares

Ichor Holdings, Ltd. (NASDAQ:ICHR) Director Thomas Rohrs sold 53,908 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $45.48, for a total transaction of $2,451,735.84. Following the completion of the sale, the director directly owned 53,024 shares in the company, valued at $2,411,531.52. This trade represents a 50.41% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Ichor Trading Down 7.7%

Shares of Ichor stock traded down $3.66 during trading on Thursday, hitting $43.93. 1,701,350 shares of the company were exchanged, compared to its average volume of 1,220,252. Ichor Holdings, Ltd. has a fifty-two week low of $13.12 and a fifty-two week high of $48.72. The company has a current ratio of 3.16, a quick ratio of 1.33 and a debt-to-equity ratio of 0.18. The firm has a 50 day moving average price of $25.41 and a 200 day moving average price of $20.67.

Institutional Investors Weigh In On Ichor

Several institutional investors and hedge funds have recently modified their holdings of ICHR. Newbridge Financial Services Group Inc. bought a new position in Ichor in the second quarter worth about $27,000. Steward Partners Investment Advisory LLC bought a new stake in shares of Ichor in the 4th quarter worth approximately $26,000. Hantz Financial Services Inc. boosted its position in Ichor by 64.8% during the 4th quarter. Hantz Financial Services Inc. now owns 1,500 shares of the technology company’s stock valued at $28,000 after purchasing an additional 590 shares during the period. Danske Bank A S bought a new position in Ichor during the 3rd quarter worth $28,000. Finally, Nisa Investment Advisors LLC increased its position in Ichor by 1,060.9% in the second quarter. Nisa Investment Advisors LLC now owns 1,753 shares of the technology company’s stock worth $34,000 after buying an additional 1,602 shares during the period. Hedge funds and other institutional investors own 94.81% of the company’s stock.

Ichor News Summary

Here are the key news stories impacting Ichor this week:

• Positive Sentiment: Q4 results beat estimates and management issued a positive Q1/FY26 outlook, which traders cited as the primary catalyst for recent upside in the shares. Ichor Holdings stock jumps on strong Q4 results and positive Q1 outlook
• Positive Sentiment: Analyst upgrades and price-target raises have lifted sentiment — B. Riley upgraded ICHR to strong-buy and Oppenheimer raised its target to $36, both supporting higher valuations. Ichor (NASDAQ:ICHR) Raised to Buy at B. Riley Securities Ichor Holdings price target raised to $36 from $32 at Oppenheimer
• Positive Sentiment: Research/coverage pieces are bullish on a cyclical recovery and capacity expansion: management is expanding manufacturing (Mexico, Malaysia) and targeting higher gross margins as volumes scale — a longer-term positive for margins and addressable market exposure. Ichor Expanding Production In Anticipation Of The Cyclical Swing
• Neutral Sentiment: Market commentary notes a post-trough recovery narrative; useful context but less immediate than earnings and upgrades. Ichor Holdings Charts Post-Trough Recovery in 2026
• Neutral Sentiment: Reported short-interest data in the feed shows zero shares (likely a data artifact) and a 0.0 days ratio — this appears non-informative and should be treated cautiously.
• Negative Sentiment: A company director, Thomas M. Rohrs, sold 53,908 shares (~50% of his holding) in a single transaction (SEC filing), which can spook investors and add selling pressure despite the positive operational news. SEC Form 4 — Rohrs sale

Analysts Set New Price Targets

Several brokerages recently weighed in on ICHR. Craig Hallum reissued a “buy” rating and issued a $36.00 target price on shares of Ichor in a research note on Wednesday, January 14th. B. Riley Securities upgraded shares of Ichor from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $30.00 to $52.00 in a report on Tuesday. Needham & Company LLC upped their price objective on shares of Ichor from $36.00 to $48.00 and gave the company a “buy” rating in a research note on Tuesday. Zacks Research upgraded shares of Ichor from a “strong sell” rating to a “hold” rating in a research report on Friday, December 5th. Finally, Wall Street Zen downgraded Ichor from a “hold” rating to a “strong sell” rating in a report on Saturday, November 8th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Ichor currently has an average rating of “Moderate Buy” and a consensus price target of $38.38.

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.