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 $54.31 · -30.1% 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 →
AMT+10.7% +4.1%1d +2.0%7d NTAP+9.8% +1.4%1d +5.7%7d ERIC+9.6% +2.7%1d +1.0%7d TLN+9.2% -1.1%1d -7.6%7d AWK+7.3% -0.3%1d +5.8%7d VMC+7.1% -2.6%1d +1.6%7d NEE+6.6% +0.2%1d +2.9%7d ECL+4.3% -1.3%1d -0.1%7d MLM+3.4% -2.0%1d +1.3%7d TT+1.8% -0.9%1d -3.0%7d VST+1.6% -0.5%1d -7.8%7d XYL+0.1% -0.5%1d +4.5%7d FFIV-0.1% +1.2%1d +3.0%7d EXTR-0.3% -0.3%1d +1.1%7d JCI-1.3% +0.7%1d -1.0%7d ON-2.5% -1.3%1d +0.3%7d TEL-3.0% -0.2%1d -2.2%7d CEG-4.0% -0.7%1d -6.6%7d ATEN-4.9% +3.6%1d +4.0%7d DLR-5.0% +0.8%1d -2.0%7d AIQ-5.6% +0.3%1d +0.4%7d GNRC-6.3% -0.6%1d -3.0%7d EQIX-8.0% +0.3%1d -3.1%7d SCCO-8.4% +0.8%1d -7.7%7d APH-9.9% +1.4%1d -6.6%7d FCX-10.2% +0.9%1d -6.3%7d FSLR-10.4% +0.4%1d -0.4%7d SMH-12.3% +0.7%1d -2.3%7d EME-13.8% -1.9%1d -10.3%7d PWR-13.9% -1.1%1d -13.5%7d ANET-15.3% +0.8%1d -2.6%7d CAT-15.4% -2.4%1d -6.0%7d WOLF-15.5% +1.3%1d -1.3%7d ETN-16.6% -0.8%1d -6.4%7d DELL-17.0% +0.8%1d +1.1%7d MU-18.1% +2.5%1d -0.1%7d LITE-19.3% +0.5%1d -8.3%7d GLW-19.9% -0.2%1d -6.3%7d TER-20.6% 0.0%1d -5.0%7d VRT-21.9% -0.7%1d -5.9%7d NOK-23.4% +3.3%1d -10.9%7d CRDO-24.0% -9.5%1d -13.2%7d CLSE-28.1% -3.4%1d -14.4%7d FIX-28.6% -9.3%1d -19.3%7d INTC-29.1% +1.7%1d -3.2%7d NBIS-29.9% -0.3%1d -4.1%7d MOD-30.9% -1.4%1d -10.4%7d OKLO-32.1% -2.4%1d -5.8%7d ICHR-35.0% +0.2%1d -9.9%7d OSS-35.6% 0.0%1d -0.7%7d CRWV-37.6% -2.5%1d -11.7%7d SMR-38.0% 0.0%1d -7.7%7d CBRS-46.0% +1.7%1d -12.9%7d BRUN-56.2% -3.3%1d -18.7%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 10 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. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 9 quarters · newest report Aug 3 · projection Oct 23

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 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

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
AAONACLSADMAAEISALNYAMKREAOSLESI +4 more
Sep 25 Scan Washout Turn Scan
AALAAONACLSAIAIPAKAMALNYAMKRE +4 more
Sep 23 Scan Washout Turn Scan
AAONAEISAIAIPAMKREAOSLAPLDBKKT +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.PAAMKRE +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