$ICHR

ICHOR HOLDINGS, LTD.

1
0
2

No SEC Form 4 filings for $ICHR in the last 30 days.

Med

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%.

ICHR sentiment & insider activity

Over the past 7 days, alphai's AI scored 3 news stories mentioning ICHR (ICHOR HOLDINGS, LTD.). Coverage has skewed bearish: 1 bullish, 0 neutral, and 2 bearish.

Recent ICHR coverage spans insider activity, financial news and earnings.

What's driving ICHR

  • 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

  • Insider selling is disclosed but tied to a pre-arranged 10b5-1 plan, reducing signal strength versus discretionary sales.

    SEC EDGAR · Jun 5, 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.

B. Riley Adjusts Price Target on Ichor Holdings to $90 From $82, Maintains Buy Rating

B. Riley has adjusted its price target for Ichor Holdings (ICHR) from $82 to $90, while reiterating a Buy rating on the stock. This adjustment comes shortly after Oppenheimer also modified its price target for Ichor Holdings to $60 from $36, maintaining a Perform rating. The company recently reported its Q1 2026 earnings, with adjusted EPS and revenue rising, and provided Q2 guidance.

Related tickers