Ichor Holdings

Ichor Holdings shares fell about 12.9% in after-hours trading, even though the company reported Q2 results that beat consensus on revenue (USD 294.8m vs. 268.2m) and adjusted EPS (USD 0.34 vs. 0.31). Gross margin and EBITDA improved, but operating cash flow remained negative at -USD 15.9m as inventories were built to meet demand. Ichor completed a USD 200m at-the-market offering (cash balance USD 256.5m), stoking dilution fears; the Q3 outlook of USD 315–345m in revenue and adjusted EPS of USD 0.40–0.50 was not enough to convince investors of sustainable free cash flow. » Mere på de.investing.com

Ichor Holdings shares rose to a record high of $78.27, sitting just below the 52-week high; market capitalization is around $2.65 billion. Over the past year the stock climbed 292.63%. For Q1 2026 the company reported revenue of $256.1 million and EPS of $0.15, both well above expectations. Needham raised its price target from $48 to $72 and reaffirmed its buy rating, while an InvestingPro analysis currently considers the stock overvalued. At the annual meeting all nominated directors for 2026 were confirmed. » Mere på de.investing.com

Ichor saw a morning gain of 14.2% to $76.24, near its 52-week high, after Q1 results that beat consensus on revenue ($256.1M) and adjusted EPS ($0.15). Management forecasts Q2 revenue of $290–310M, well above the prior consensus of about $268M. Several analysts raised their price targets (e.g., B. Riley to $82, TD Cowen to $80), supporting the rise and re-rating of the stock. The market views the development as an early-stage sign of a sustainable upswing in the semiconductor equipment segment. » Mere på de.investing.com