ICHR Ichor Holdings Loading... : Bullish and Bearish Analyst Opinions
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04:31
Aug 14
Aug 14
Research note analyzing China's 28nm capex recovery and NAND upgrade cycle as read-throughs.
Research note analyzing China's 28nm capex recovery and NAND upgrade cycle as read-throughs for equipment, foundries, and analog suppliers, with directional impacts framed as fundamental risks rather than explicit positions.
04:31
Aug 14
Aug 14
Applied capacity expansion carries material overbuild risk.
Watch semicap component suppliers as Applied's capacity expansion plan is a high-beta positive but carries overbuild risks.
MED
17:38
Aug 05
Aug 05
Watch ICHR AI ramp margin dilution risk.
Watch Ichor Holdings for the same near-term margin pressure from AI-driven order ramps. High book-to-bill may not translate into immediate margins due to labor/material costs and backlog pricing.
MED
13:06
Aug 04
Aug 04
A news wire reports a broad list of price target increases from multiple analysts across dozens.
A news wire reports a broad list of price target increases from multiple analysts across dozens of stocks, with no directional commentary from the account itself.
23:08
Aug 03
Aug 03
Watch ICHR for working-capital cash flow risk
Watch ICHR for a negative free-cash-flow read-through as an inventory-intensive subsystem supplier; strong order cycles may consume cash before converting to receipts.
MED
14:09
Jul 29
Jul 29
Seeking Alpha article highlights Ichor Holdings as an AI capex supply chain beneficiary.
Seeking Alpha article highlights Ichor Holdings as an AI capex supply chain beneficiary with real fundamentals, but the tweet is a research summary without an explicit author position.
17:55
Jun 21
Jun 21
Co-mentioned in thematic hyperscaler capex doubling basket as a semiconductor subsystems.
Co-mentioned in thematic hyperscaler capex doubling basket as a semiconductor subsystems provider for AI GPU packaging and chip production ramp.
MED
17:53
Jun 21
Jun 21
Co-mentioned in semiconductor equipment basket; subsystems supplier cited as direct beneficiary.
Co-mentioned in semiconductor equipment basket; subsystems supplier cited as direct beneficiary of higher chip volumes needed for hyperscaler clusters.
MED
00:27
Jun 15
Jun 15
Author discloses a small current position in ICHR as part of a broader semicap allocation (~30%.
Author discloses a small current position in ICHR as part of a broader semicap allocation (~30% of portfolio); no specific catalyst beyond general semicap capex expansion thesis.
MED
04:53
Jun 12
Jun 12
Author endorses parent's picks and confirms they hold STM, UCTT, and ICHR as well.
Author endorses parent's picks and confirms they hold STM, UCTT, and ICHR as well, indicating a long position in all three.
00:05
May 15
May 15
Long critical subsuppliers benefiting from WFE OEM constraints, stronger backlogs.
Long critical subsuppliers benefiting from WFE OEM constraints, stronger backlogs, and improved pricing terms as the supply chain becomes the gating factor.
HIGH
13:32
Apr 30
Apr 30
Long subsystem suppliers as wafer-fab tool scaling drives demand for vacuum, gas.
Long subsystem suppliers as wafer-fab tool scaling drives demand for vacuum, gas, and process-control components, capturing bottleneck value.
HIGH
00:15
Feb 13
Feb 13
Watch suppliers on cleanroom bottleneck backlog
Watch AMAT and upstream suppliers as cleanroom bottlenecks cause near-term lumpiness but build 2027 backlog.
MED
15:35
Feb 11
Feb 11
Watch ICHR on cyclical recovery analysis.
Watch ICHR based on cyclical recovery and strategic margin reset analysis.
MED
22:49
Feb 10
Feb 10
Watch ICHR on Q4 trough, Q1 rebound
Watch ICHR; Q4 was a trough quarter beat and Q1 guidance implies a sharp rebound, but the post is research, not an author-owned position.
MED
About ICHR Analyst Coverage
Buzzberg tracks ICHR (Ichor Holdings) across 5 sources. 1 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (7%). 15 total trade ideas tracked. Latest voices: TheValueist, DeItaone, SeekingAlpha.