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Ichor Holdings (GB:0Z0F)
LSE:0Z0F

Ichor Holdings (0Z0F) Price & Analysis

0 Followers

0Z0F Stock Chart & Stats

$57.63
-$6.73(-8.97%)
At close: 4:00 PM EDT
$57.63
-$6.73(-8.97%)

Bulls Say, Bears Say

Bulls Say
Strong Forward Growth And Margin OutlookManagement’s outlook indicates improving demand, rising production volumes and expanding margins. If delivered, this can restore earnings power and improve operating leverage over the next several quarters.
Liquidity And Low LeverageSubstantial liquidity and very low leverage provide financial flexibility to fund capacity, absorb semiconductor-cycle volatility and support customer ramps without excessive balance-sheet strain.
Proprietary Content And Capacity ExpansionGreater proprietary content can strengthen differentiation and margins, while scalable internal capacity supports future customer growth. Together, these initiatives may improve mix and increase long-term revenue capture.
Bears Say
Profitability Remains WeakCurrent losses show that revenue recovery has not yet restored prior earnings power. Sustained margin improvement is necessary before growth can translate consistently into profits and shareholder returns.
Negative Cash Generation And Inventory BuildCash burn reduces financial flexibility and raises execution risk while the company funds growth. Elevated inventory must convert into shipments and collections for expansion to become self-financing.
Supplier And Semiconductor-Cycle ExposureDependence on critical suppliers and cyclical semiconductor capital-equipment demand can constrain shipments or amplify downturns. This creates structural volatility in revenue, utilization and margins.

Ichor Holdings News

0Z0F FAQ

What was Ichor Holdings’s price range in the past 12 months?
Ichor Holdings lowest share price was $14.08 and its highest was $116.11 in the past 12 months.
    What is Ichor Holdings’s market cap?
    Ichor Holdings’s market cap is $2.16B.
      When is Ichor Holdings’s upcoming earnings report date?
      Ichor Holdings’s upcoming earnings report date is Nov 09, 2026 which is in 73 days.
        How were Ichor Holdings’s earnings last quarter?
        Ichor Holdings released its earnings results on Aug 03, 2026. The company reported $0.34 earnings per share for the quarter, beating the consensus estimate of $0.307 by $0.033.
          Is Ichor Holdings overvalued?
          According to Wall Street analysts Ichor Holdings’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Ichor Holdings pay dividends?
            Ichor Holdings pays a Notavailable dividend of $0.285 which represents an annual dividend yield of N/A. See more information on Ichor Holdings dividends here
              What is Ichor Holdings’s EPS estimate?
              Ichor Holdings’s EPS estimate is 0.45.
                How many shares outstanding does Ichor Holdings have?
                Ichor Holdings has 37,454,227 shares outstanding.
                  What happened to Ichor Holdings’s price movement after its last earnings report?
                  Ichor Holdings reported an EPS of $0.34 in its last earnings report, beating expectations of $0.307. Following the earnings report the stock price went down -13.441%.
                    Which hedge fund is a major shareholder of Ichor Holdings?
                    Currently, no hedge funds are holding shares in GB:0Z0F
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Ichor Holdings

                      Ichor Holdings, Ltd. specializes in the conception, development, and production of fluid delivery subsystems and their constituent components, tailored for capital equipment used in semiconductor manufacturing. The company's primary focus is on gas and chemical handling systems, which are integral to the fabrication of semiconductor devices. Their gas delivery units are engineered to precisely supply, monitor, and regulate gases for critical processes like etching and deposition. Complementarily, their chemical delivery subsystems accurately blend and dispense reactive liquid chemistries indispensable for operations such as chemical-mechanical planarization (CMP), electroplating, and various cleaning stages in chip production. Furthermore, Ichor manufactures a diverse array of other specialized items for fluid management, encompassing precision machined components, various welded assemblies (including electron beam and laser-welded types), high-precision vacuum and hydrogen brazed elements, advanced surface treatment technologies, and other proprietary solutions. Ichor distributes its offerings both directly and through resellers to original equipment manufacturers (OEMs) operating within the semiconductor equipment market. Its operational footprint spans the United States, the United Kingdom, Singapore, Malaysia, Korea, Mexico, and other international regions. Founded in 1999, the company's corporate headquarters are located in Fremont, California.

                      Ichor Holdings (0Z0F) Earnings & Revenues

                      0Z0F Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveys a strongly positive operational and financial momentum: sequential revenue and margin expansion, record quarterly earnings in three years, robust guidance for Q3 and full-year growth aligned with the high end of industry WFE expectations, strengthened liquidity from a completed $200M ATM, and a clear plan to ramp internal proprietary content and factory capacity (Malaysia qualifications and capacity targets up to ~$3B annually). Near-term headwinds are manageable and largely executional: an isolated parts shortage delayed recognition of some Q2 revenue by days, short-term negative operating cash flow from inventory build to support growth, ongoing supplier exposure (notably flow control), and dilution from the equity raise. Overall, positives materially outweigh the negatives and the tone is confident about sustaining stronger growth and margin expansion into 2H2026 and 2027.View all GB:0Z0F earnings summaries

                      0Z0F Stock 12 Month Forecast

                      Average Price Target

                      $95.86
                      ▲(66.33% Upside)
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6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":18.69,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":31.28,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n       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