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Ichor Holdings rated buy with 15% upside on margin gains and conservative 2027 EPS outlook.

Analyst Insights
30 Oct 2026, 13:19 WIB
Seeking Alpha
View Source
Bullish
Ichor Holdings rated buy with 15% upside on margin gains and conservative 2027 EPS outlook.

Ichor Holdings is rated a buy with a fair value of $49.60, about 15% above its current price of $43.08. The company showed margin improvement with a gross margin of 14.1% in Q2 2026 and aims for a long-term 20% margin. Risks include high customer concentration and supply chain issues. Investors should watch Q4 margin guidance and supply chain developments closely, as sustained margin gains are key to the positive outlook.

Ichor Holdings is noted here with a focus on its margin improvement, showing a gross margin of 14.1% in Q2 2026 and targeting a long-term 20% margin. For readers following the Technology sector, here is Pluang's market snapshot as of Oct 30, 2026 17:11 WIB: out of 150 priced US tech stocks, 33 rose and 115 fell. Notable movers include ATOM at USD 2.91 with a 1-day change of -12.08%, AEHR at USD 55.01 with a 1-day change of -10.13% and a near-even Pluang order activity split, and DELL at USD 429.50 with a 1-day change of -9.64% and predominantly sell orders.

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