Ichor Holdings, Ltd.

ICHR · NASDAQ

Market closed$82.87$-0.870000 (-1.04%)After hours $82.50 · -0.45%

Key statistics

Previous close$83.74
Open$79.00
Day high$84.75
Day low$77.32
52-week high$113.58
52-week low$13.12
Market cap2.89B
Volume1.52M
Average volume1.18M
P/E ratio414.35
Forward P/E
EPS0.20
Dividend yield0.00%

Market context

Why it moved

ICHR shares pulled back modestly as the stock underwent a natural cooling-off period following an extraordinary surge, with investors booking profits after the semiconductor fluid delivery supplier's year-to-date gains exceeded 300% and the stock fell roughly 17% over the prior week amid broader reassessment of its valuation.

What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026Ichor Holdings closed modestly lower as a broad semiconductor sector sell-off weighed on the fluid delivery subsystems maker, with the PHLX Semiconductor Index down sharply on the week and peers like Applied Materials and Lam Research each falling over 4%. The sector-wide correction, now approaching bear market territory from late-June highs, reflects investor concerns over stretched AI valuations, TSMC's higher-than-expected capex guidance, and geopolitical uncertainty tied to U.S.-Iran tensions. Separately, an insider Form 144 filing disclosed a planned sale of ~12,346 shares by the Thomas M. Rohrs and Marion Rohrs Revocable Trust, continuing a pattern of equity compensation-related disposals seen over recent months.

-1.0389

July 17, 2026Ichor Holdings plunged over 10% as a broad semiconductor sector selloff swept through Wall Street, with the Philadelphia Semiconductor Index falling more than 4% on the session. The decline was driven by a sector-wide de-rating triggered by TSMC's elevated capex guidance and margin warnings, which shifted investor focus from AI demand strength to cash generation concerns—even as TSMC reported a 77% jump in quarterly profit. As a maker of fluid delivery subsystems for chip equipment, Ichor is closely tied to semiconductor capex cycles, making it particularly vulnerable to this repricing. The company is scheduled to report Q2 2026 earnings on August 3rd, and investors are in wait-and-see mode ahead of results.

-10.1213

July 16, 2026Ichor Holdings closed down nearly 2% amid a volatile session for semiconductor equipment stocks, despite a broader sector recovery attempt fueled by ASML's strong Q2 earnings beat and an upward revenue forecast revision. The Philadelphia Semiconductor Index had been under pressure, down over 11% from June record highs, as investors weigh AI spending durability ahead of Big Tech Q2 earnings. Attention is turning to Ichor's own Q2 report scheduled for August 3rd, with B. Riley having raised its price target to $125 in June while the stock trades near its 52-week high following a ~480% one-year gain.

-1.7712

July 15, 2026Ichor Holdings surged nearly 5% as a cooler-than-expected June CPI print — headline inflation falling to 3.5% — lifted semiconductor equipment stocks broadly, while analysts at Stifel Nicolaus and TD Cowen both maintained Buy ratings with $115 price targets. Adding to momentum, Ichor announced its Q2 2026 earnings date for August 3rd, keeping investor focus on its margin recovery story as the company guides for sequential revenue growth throughout 2026.

4.911

July 14, 2026Ichor Holdings tumbled nearly 10% as a broad semiconductor selloff — triggered by renewed U.S.-Iran military tensions, surging oil prices, and a steep drop in SK Hynix shares — weighed heavily on chip-related stocks. The decline came despite constructive analyst sentiment, with Stifel and TD Cowen both maintaining Buy ratings with $115 price targets, and the company announcing it will report Q2 2026 results on August 3rd. The selloff reflects sector-wide caution ahead of a critical earnings season, with the Philadelphia Semiconductor Index down over 11% from its June record high.

-9.8604

July 11, 2026Ichor Holdings gained ~4% to close at $100.30, with shares hitting a new 52-week high intraday, as both Stifel and TD Cowen raised their price targets to $115 — from $76 and $80, respectively — while maintaining Buy ratings, citing a prolonged wafer fab equipment upcycle fueled by agentic AI demand. The dual analyst upgrades come just days after a sector-wide selloff triggered by Samsung's earnings, which has since reversed sharply, with ICHR also benefiting from its recent migration into Russell Growth indices and strong institutional positioning ahead of what analysts view as a multi-year semiconductor equipment spending cycle.

4.0025

July 10, 2026Ichor Holdings surged after TD Cowen raised its price target from $80 to $115 while maintaining a Buy rating, providing a fresh analyst catalyst for the fluid delivery subsystem maker. The rally came as semiconductor equipment peers rebounded following sector-wide selling pressure earlier in the week, and was further supported by Ichor's recent inclusion in several Russell growth indices — a reclassification that has attracted institutional and index-linked buying. Despite the strong session, shares are slipping modestly in after-hours trading, and some analysts caution the stock may be overvalued near current levels given its near-vertical YTD run.

8.5914

July 9, 2026Ichor Holdings surged over 4% on above-average volume, reclaiming ground lost during Tuesday's broader semiconductor selloff, which saw the company drop over 12% alongside peers like Ultra Clean Holdings amid AI spending concerns triggered by Samsung's earnings and DeepSeek chip reports. The rebound comes as investors reassess the pullback as potentially overdone, with Ichor well-positioned as a fluid delivery subsystems supplier for wafer fabrication equipment tied to AI-driven semiconductor capital expenditure growth. After-hours buying pushed shares further to ~$92, suggesting continued momentum as the semiconductor equipment narrative remains intact despite near-term macro headwinds from renewed Middle East tensions.

4.4701

Business Wire · July 13, 2026Ichor to Announce Second Quarter 2026 Financial Results on August 3rdBusiness Wire · May 6, 2026Ichor Announces Participation in Upcoming Investor ConferencesBusiness Wire · April 13, 2026Ichor to Announce First Quarter 2026 Financial Results on May 4thStock Titan · February 24, 2026Semiconductor equipment components maker Ichor joins Stifel NYC tech 1x1 event
Benzinga · July 10, 2026Stifel Maintains Buy on Ichor Holdings, Raises Price Target to $115
Benzinga · July 9, 2026TD Cowen Maintains Buy on Ichor Holdings, Raises Price Target to $115
Benzinga · June 18, 2026B. Riley Securities Maintains Buy on Ichor Holdings, Raises Price Target to $125
Mt Newswire · June 18, 2026B. Riley Adjusts Ichor Price Target to $125 From $90, Maintains Buy Rating
Mt Newswire · June 9, 2026Ichor Holdings Insider Sold Shares Worth $455,644, According to a Recent SEC Filing
Mt Newswire · May 29, 2026Ichor Holdings Insider Sold Shares Worth $1,384,598, According to a Recent SEC Filing
Benzinga · May 18, 2026Ichor Files Prospectus For Offering Mixed Shelf; Terms Undisclosed
Mt Newswire · May 13, 2026Ichor Holdings Insider Sold Shares Worth $403,637, According to a Recent SEC Filing

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