$ICHR

ICHOR HOLDINGS, LTD.

No enriched coverage for $ICHR in the last 7 days.

$734K
MacKenzie Iain
100%
See all $ICHR insider activity →
Low

MacKenzie Iain sold $653K of ICHR

MacKenzie Iain sold 9,933 shares of ICHOR HOLDINGS, LTD. (ICHR) at an average of $65.76 ($65.19–$68.14, $0.65M total) across 4 trades on 2026-08-18 under a Rule 10b5-1 trading plan.

Ichor Holdings, Ltd. Q2 2026 Earnings Call Summary

Ichor Holdings reported Q2 2026 revenue up 15% sequentially, with gross margin rising 130 bps to 14.1%. Management attributed a Q2 revenue shortfall to brief flow-control part shortages resolved after quarter end, shifting volume to Q3. It expects sequential revenue growth above 10% for the next two quarters and full-year 2026 revenue up at least 30% vs 2025, with gross margin gains of 100 bps per quarter. An ATM raised $195m net proceeds.

Why is Ichor Holdings stock sliding today?

Ichor Holdings (ICHR) shares fell 12.9% in after-hours after its Q2 2026 results. The company reported adjusted EPS of $0.34 on revenue of $294.8M, beating consensus, with gross margin at 14.1%. Operating cash flow was -$15.9M and it completed a $200M at-the-market offering. Q3 revenue guidance was $315M-$345M.

ICHR sentiment & insider activity

Recent ICHR coverage spans insider activity, earnings and market movers.

In the last 30 days, ICHR insiders filed 6 SEC Form 4 transactions — no purchases and 6 sales ($734K). The most active reporter was MacKenzie Iain with 4 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving ICHR

  • The insider sale may signal modest downside pressure on ICHOR stock.

    SEC EDGAR · Aug 20, 2026

  • Earnings call guidance and margin/capacity targets suggest improving fundamentals, with near-term focus on flow-control supply derisking and internal manufacturing ramp.

    yahoo.com · Aug 5, 2026

  • The article frames a sell-the-news reaction tied to negative operating cash flow and dilution risk despite earnings and margin beats.

    investing.com · Aug 3, 2026

  • The stock reaction suggests the market wanted a larger upside surprise than what was delivered.

    investing.com · Aug 3, 2026

  • Street PT uplift reinforces bullish expectations for Ichor’s semiconductor fluid delivery demand tied to memory capex.

    finance.yahoo.com · Jun 29, 2026

alphai scores every news story that mentions ICHR with an AI model for sentiment and relevance, and aggregates insider trades from ICHOR HOLDINGS, LTD.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ICHR

Score
$ICHRMedAI 8/10

Ichor Holdings, Ltd. Q2 2026 Earnings Call Summary

Ichor Holdings reported Q2 2026 revenue up 15% sequentially, with gross margin rising 130 bps to 14.1%. Management attributed a Q2 revenue shortfall to brief flow-control part shortages resolved after quarter end, shifting volume to Q3. It expects sequential revenue growth above 10% for the next two quarters and full-year 2026 revenue up at least 30% vs 2025, with gross margin gains of 100 bps per quarter. An ATM raised $195m net proceeds.

Why is Ichor Holdings stock sliding today?

Ichor Holdings (ICHR) shares fell 12.9% in after-hours after its Q2 2026 results. The company reported adjusted EPS of $0.34 on revenue of $294.8M, beating consensus, with gross margin at 14.1%. Operating cash flow was -$15.9M and it completed a $200M at-the-market offering. Q3 revenue guidance was $315M-$345M.

After-Hours Stock Movers: PLTR, SNAP, ON, ICHR, WGS, WHR

Investing.com’s after-hours movers report highlights Palantir (PLTR) up 10% after Q2 EPS of $0.41 and $1.94B revenue, with 2026 revenue guidance raised to $8.15–$8.158B. Snap (SNAP) rose 9.6% on Q2 revenue $1.6B and Q3 guidance $1.7–$1.74B. Backblaze (BLZE) gained 16% on Q2 beat and raised 2026 revenue to $172–$174M. ON (ON) +5%, ICHR -11%, WGS -7%, WHR -4%.

B. Riley Raises PT on Ichor Holdings (ICHR), Keeps a Buy Rating

On June 18, B. Riley raised its price target for Ichor Holdings (NASDAQ:ICHR) from $90 to $125 and kept a Buy rating, citing bullish expectations ahead of July. The firm pointed to support from Ichor’s major clients, including Applied Materials and Lam Research, and said DRAM and NAND expansion could drive multi-year growth.

$ICHRMedAI 9/10

Ichor Holdings, Ltd. $ICHR Shares Bought by Royce & Associates LP

Royce & Associates LP increased its Ichor Holdings (NASDAQ:ICHR) stake by 48.5% in Q4 to 1,449,082 shares, worth $26.71M, after buying 473,440 shares, according to SEC filings cited by HoldingsChannel. Other institutions also added shares. CEO Philip Ryan Sr. Barros sold 21,000 shares at $46.63. Analysts raised price targets; consensus average is $64.57.

$ICHRMed

Ichor (NASDAQ: ICHR) sets up $200M ATM share facility to cut debt

Ichor Holdings, Ltd. announced the establishment of a $200 million at-the-market (ATM) offering program. This program allows the company to sell ordinary shares through agents to repay outstanding debt under its term loan facility and fund general corporate purposes, including potential acquisitions and growth opportunities. The sales will be made on Nasdaq or other markets, with agents receiving up to a 3.0% commission on gross sales.

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