ICHR Ichor Holdings, Ltd.

ICHR Ichor Holdings, Ltd.

Technology · Semiconductor Equipment & Materials

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

POC $16.13 · VWAP $54.07 · -22.1% vs 12m avg buyer

collapse vol: normalgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster CEO, COO + 1 other sold $1.3M, Aug 20–Sep 1

Coverage

3 related campaigns

Watchlists @ai-infrastructure

ICHR Price Structure

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Peers

Every watchlist ICHR belongs to, members best 30-day change first — ICHR highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@ai-infrastructure
View watchlist →
TLN+23.4% +0.3%1d -6.3%7d GNRC+10.0% -2.9%1d -14.3%7d TT+8.8% +0.3%1d -3.8%7d VST+8.3% -1.4%1d -5.9%7d ON+8.1% -2.3%1d -7.1%7d NTAP+6.4% -5.1%1d -14.1%7d SCCO+5.6% -0.6%1d -4.2%7d VMC+5.5% +2.1%1d +5.3%7d ECL+5.4% -0.7%1d +2.5%7d ERIC+5.2% -1.5%1d +10.4%7d TEL+5.2% -0.2%1d -2.6%7d CRDO+5.1% -4.9%1d -21.6%7d AMT+5.0% +2.2%1d +1.7%7d CEG+4.6% -1.3%1d -9.0%7d FFIV+4.3% -3.2%1d -7.9%7d JCI+3.6% -1.5%1d -7.6%7d APH+2.7% -2.6%1d -9.0%7d PWR+2.0% -1.6%1d -10.5%7d MLM+0.8% +2.0%1d +4.7%7d FCX+0.4% -0.7%1d -5.6%7d NEE-0.7% +1.1%1d +3.1%7d EXTR-0.7% -3.0%1d -10.2%7d SMH-1.1% -3.4%1d -10.5%7d AIQ-1.6% -3.2%1d -6.9%7d ETN-1.6% -2.8%1d -8.9%7d WOLF-1.9% -10.4%1d -24.1%7d AWK-2.0% +1.4%1d +4.7%7d EME-2.4% -1.5%1d -8.6%7d DLR-2.8% +0.9%1d -1.6%7d EQIX-3.0% -1.0%1d -3.9%7d XYL-3.0% +0.7%1d +1.3%7d TER-4.7% -5.3%1d -19.3%7d MU-5.2% -5.6%1d -14.6%7d CLS-6.2% -3.6%1d -16.1%7d CAT-6.6% -0.7%1d -8.7%7d ATEN-7.8% -3.7%1d -17.4%7d GLW-8.4% -4.6%1d -15.8%7d FIX-9.3% -2.9%1d -16.1%7d FSLR-9.7% -3.5%1d -2.9%7d NOK-9.9% -4.5%1d -11.8%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d VRT-13.8% -3.9%1d -15.0%7d MOD-17.8% -3.3%1d -18.0%7d ICHR-18.1% -9.7%1d -29.7%7d DELL-19.8% -4.6%1d -22.9%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d CRWV-26.4% -11.9%1d -25.2%7d SMR-29.8% -5.2%1d -19.0%7d OSS-30.2% -9.2%1d -23.1%7d CBRS-33.2% -10.5%1d -22.5%7d BRUN-41.4% -11.8%1d -32.5%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jul 2 pass n/a Watched, not owned -20.1% complete

Next earnings ICHR reports in 16 days Nov 2

Last report Aug 4

Reported the quarter ending 2026-06-26: revenue $295M, diluted EPS $0.03, net income $998000 (SEC filing). Across the print the stock moved -18.2% (close before → first close after).

full note →

Against street estimates

How ICHR's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Aug 3 · projection Oct 16

Result
Aug 3 0.310.34 GAAP ≠ +10.7%Beat
May 4 0.130.15 GAAP ≠ +14.1%Beat
Feb 9 -0.060.01+117.5%Beat
Nov 3 '25 0.120.07 GAAP ≠ -41.0%Miss
Aug 4 '25 0.140.03 GAAP ≠ -79.0%Miss
May 5 '25 0.260.12 GAAP ≠ -54.1%Miss
Feb 4 '25 0.110.08-28.2%Miss
Nov 4 '24 0.110.12 GAAP ≠ +12.0%Beat

Recent news

Headlines about ICHR from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 17

ICHR research tape

22 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Washout-Turn Scan — 2026-09-29 scan Washout-Turn Scan — 2026-09-28 scan Washout-Turn Scan — 2026-09-25 scan Washout-Turn Scan — 2026-09-23 brief Congress Trade Tracker — Who Actually Beats the Index
Types
Sep 29 Scan Washout Turn Scan
AAONADMAALNYCAMTCCLDPROFNGNRC +4 more
Sep 28 Scan Washout Turn Scan
AAONACLSADMAAEISALNYAMKRAOSLESI +4 more
Sep 25 Scan Washout Turn Scan
AALAAONACLSAIAIPAKAMALNYAMKR +4 more
Sep 23 Scan Washout Turn Scan
AAONAEISAIAIPAMKRAOSLAPLDBKKT +4 more
Aug 27 Article Congress Trade Tracker — Who Actually Beats the Index
NVDAGOOGLAMZNAAPLAVGOINTCVSTBE +4 more
Aug 4 Catalyst ICHR earnings
ICHR
Aug 3 Catalyst ICHR earnings
ICHR
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 11 Scan AI Infrastructure Scan
CEGVSTTLNOKLOSMRNEEFSLRVRT +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 22 Update NVDA — candidate.roundup
NVDAASMLTSMARMMRVLICHRTERCRDO +2 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Desk Move ICHR — wasserman-schultz-trades sell
ICHR
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
Apr 14 Source AI Supply Chain leadership leaderboard — top 12 +106-303% YTD + do-more-of-whats-working methodology
AAOIAXTIOPTXSNDKLWLGAEHRICHRBE#optical-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
Aug 4 '25 Desk Move ICHR — wasserman-schultz-trades buy
ICHR