Ichor (NASDAQ:ICHR) Releases Q4 2026 Earnings Guidance

Ichor (NASDAQ:ICHR) updated its fourth quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.650-0.750 for the period, compared to the consensus earnings per share estimate of 0.600. The company issued revenue guidance of $345.0 million-$365.0 million, compared to the consensus revenue estimate of $364.4 million.

Ichor Price Performance

Ichor stock opened at $36.53 on Wednesday. The company has a current ratio of 3.70, a quick ratio of 2.07 and a debt-to-equity ratio of 0.13. The company has a 50-day moving average price of $52.20 and a 200 day moving average price of $60.57. Ichor has a 12-month low of $14.06 and a 12-month high of $113.58. The stock has a market cap of $1.37 billion, a P/E ratio of 730.75 and a beta of 1.88.

Ichor (NASDAQ:ICHR) last posted its earnings results on Monday, November 2nd. The technology company reported $0.63 earnings per share for the quarter, beating the consensus estimate of $0.45 by $0.18. Ichor had a net margin of 0.32% and a return on equity of 3.73%. The company had revenue of $328.70 million for the quarter, compared to analyst estimates of $330.15 million. During the same period in the previous year, the business posted $0.07 EPS. Ichor’s revenue was up 37.4% on a year-over-year basis. Sell-side analysts anticipate that Ichor will post 1.13 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts have recently commented on ICHR shares. DA Davidson raised shares of Ichor to a “strong-buy” rating in a research report on Monday, October 5th. UBS Group set a $82.00 price objective on Ichor in a research report on Thursday, October 8th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Ichor in a research report on Monday, September 21st. Wall Street Zen raised Ichor from a “hold” rating to a “buy” rating in a research note on Saturday, October 17th. Finally, Oppenheimer lifted their target price on Ichor from $60.00 to $80.00 and gave the company a “market perform” rating in a research report on Tuesday, August 4th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $70.89.

Insider Activity at Ichor

In other Ichor news, COO Bruce Ragsdale sold 10,587 shares of Ichor stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $51.93, for a total transaction of $549,782.91. Following the completion of the sale, the chief operating officer directly owned 92,324 shares in the company, valued at $4,794,385.32. This trade represents a 10.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Philip Barros, Jr. sold 1,314 shares of the business’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $61.88, for a total transaction of $81,310.32. Following the completion of the sale, the chief executive officer directly owned 161,562 shares in the company, valued at $9,997,456.56. This trade represents a 0.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 46,740 shares of company stock worth $2,602,960. 1.70% of the stock is owned by corporate insiders.

Key Headlines Impacting Ichor

Here are the key news stories impacting Ichor this week:

• Positive Sentiment: Third-quarter EPS of $0.63 topped the $0.45 consensus estimate, while revenue rose 37% year over year to $328.7 million. Gross margin expanded to 16%, supported by proprietary component sales and efficiency gains. Ichor Q3 2026 Financial Results
• Positive Sentiment: Fourth-quarter EPS guidance of $0.65–$0.75 is above the $0.60 consensus estimate. Q3 Earnings Call Highlights
• Negative Sentiment: Analysts lowered their price targets after the results: TD Cowen cut its target from $100 to $55, and B. Riley reduced its target from $85 to $70. Both firms kept Buy ratings, but the reductions may signal more cautious expectations. Analysts Slash Their Forecasts
• Negative Sentiment: Fourth-quarter revenue guidance of $345 million–$365 million has a midpoint below the $364.4 million consensus, and the company said supply shortages persist. Third-quarter revenue also narrowly missed estimates. Q3 Earnings Call Highlights

Ichor Company Profile

Ichor Holdings, Ltd. (NASDAQ: ICHR) is a supplier to the semiconductor equipment industry. The company designs, engineers and manufactures critical fluid-delivery subsystems used in semiconductor fabrication equipment, including systems that deliver and control gases and chemicals during the wafer-manufacturing process.

Ichor’s products and services include gas and chemical delivery systems, precision-machined components, weldments, fluid-management assemblies and related engineering and manufacturing services.