Ichor HoldingsICHR
About: Ichor Holdings Ltd is engaged in the design, engineering, and manufacturing of critical fluid delivery subsystems and components for semiconductor capital equipment. The product offerings include gas and chemical delivery subsystems, collectively known as fluid delivery subsystems, which are key elements of the process tools used in the manufacturing of semiconductor devices. The company also manufactures machined components, weldments, and proprietary products for use in fluid delivery systems. Geographically, the company operates in the United States, the United Kingdom, Singapore, Malaysia, Korea, and Mexico, of which a majority of the revenue is generated from Singapore.
Employees: 2,245
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
159% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 34
86% more call options, than puts
Call options by funds: $4.1M | Put options by funds: $2.2M
1% more capital invested
Capital invested by funds: $1.24B [Q1] → $1.25B (+$16M) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
0.06% less ownership
Funds ownership: 97.29% [Q1] → 97.23% (-0.06%) [Q2]
4% less funds holding
Funds holding: 190 [Q1] → 183 (-7) [Q2]
23% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 31
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
DA Davidson Thomas Diffely 0% 1-year accuracy 0 / 4 met price target | 75%upside $50 | Buy Initiated | 26 Sept 2024 |
Oppenheimer Edward Yang 100% 1-year accuracy 2 / 2 met price target | 23%upside $35 | Perform Initiated | 25 Sept 2024 |
TD Cowen Krish Sankar 41% 1-year accuracy 9 / 22 met price target | 23%upside $35 | Buy Maintained | 7 Aug 2024 |
Needham Charles Shi 36% 1-year accuracy 14 / 39 met price target | 40%upside $40 | Buy Maintained | 7 Aug 2024 |