Recent discussions on X about Ichor Holdings (ICHR) have been ignited by the company's Q2 2025 earnings report, which revealed a mixed financial picture. Posts on the platform highlight that while the company surpassed revenue expectations with $240.3 million, it reported a net loss of $9.4 million, prompting varied reactions. The sentiment is further complicated by downward revisions in analyst price targets, with several firms adjusting their forecasts lower.
Additionally, there is notable concern on X regarding Ichor's Q3 adjusted EPS guidance, which fell below estimates, leading to a dip in share price as reported by users. Many are debating whether this reflects broader challenges in the semiconductor industry or company-specific issues. The conversation remains dynamic, with some expressing cautious optimism about long-term recovery while others focus on immediate headwinds.
Note: This discussion summary was generated from an AI condensation of post data.
Ichor Holdings Congressional Stock Trading
Members of Congress have traded $ICHR stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ICHR stock by members of Congress over the last 6 months:
- REPRESENTATIVE DEBBIE WASSERMAN SCHULTZ purchased up to $15,000 on 08/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Ichor Holdings Insider Trading Activity
Ichor Holdings insiders have traded $ICHR stock on the open market 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $ICHR stock by insiders over the last 6 months:
- THOMAS M ROHRS has made 0 purchases and 2 sales selling 125,000 shares for an estimated $4,014,842.
- JEFF ANDRESON (Chief Executive Officer) purchased 10,000 shares for an estimated $168,600
- JORGE TITINGER sold 3,000 shares for an estimated $96,120
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Ichor Holdings Hedge Fund Activity
We have seen 91 institutional investors add shares of Ichor Holdings stock to their portfolio, and 95 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AMERICAN CENTURY COMPANIES INC added 1,221,592 shares (+10313.1%) to their portfolio in Q1 2025, for an estimated $27,620,195
- WESTFIELD CAPITAL MANAGEMENT CO LP removed 792,879 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $17,926,994
- MACQUARIE GROUP LTD added 768,994 shares (+41.9%) to their portfolio in Q1 2025, for an estimated $17,386,954
- WELLINGTON MANAGEMENT GROUP LLP added 496,866 shares (+42.6%) to their portfolio in Q1 2025, for an estimated $11,234,140
- MILLENNIUM MANAGEMENT LLC removed 333,863 shares (-94.1%) from their portfolio in Q1 2025, for an estimated $7,548,642
- BANK OF NEW YORK MELLON CORP added 304,228 shares (+143.9%) to their portfolio in Q2 2025, for an estimated $5,975,037
- BLACKROCK, INC. removed 211,970 shares (-3.8%) from their portfolio in Q1 2025, for an estimated $4,792,641
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Ichor Holdings Analyst Ratings
Wall Street analysts have issued reports on $ICHR in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- DA Davidson issued a "Buy" rating on 08/06/2025
- Stifel issued a "Buy" rating on 08/05/2025
- B. Riley Securities issued a "Buy" rating on 07/11/2025
To track analyst ratings and price targets for Ichor Holdings, check out Quiver Quantitative's $ICHR forecast page.
Ichor Holdings Price Targets
Multiple analysts have issued price targets for $ICHR recently. We have seen 4 analysts offer price targets for $ICHR in the last 6 months, with a median target of $26.5.
Here are some recent targets:
- Thomas Diffely from DA Davidson set a target price of $35.0 on 08/06/2025
- Brian Chin from Stifel set a target price of $23.0 on 08/05/2025
- Edward Yang from Oppenheimer set a target price of $21.0 on 08/05/2025
- Craig Ellis from B. Riley Securities set a target price of $30.0 on 07/11/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
