Philip Ryan Barros Sr., Chief Executive Officer of Ichor Holdings (NASDAQ: ICHR), sold 21,000 shares of company stock on February 26, 2026, receiving approximately $979,230 for the transaction.
The shares were disposed of at a weighted average price of $46.63, with individual trade prices recorded between $45.99 and $47.24. After completing the sale, Barros holds 153,936 shares of Ichor Holdings directly.
Market pricing at the time of this report shows ICHR trading at $47.55. That level represents a 158% gain year-to-date and a 182% increase over the past six months.
Latest financials and guidance
Ichor’s fourth-quarter 2025 results beat projected levels on a couple of metrics. The company reported earnings per share of $0.01, versus a forecasted loss of $0.06. Revenue for the quarter was reported at $224 million, modestly above the expectation of $220.57 million. In another place within the company report, quarterly revenue was cited as $223.6 million.
Looking ahead, Ichor provided first-quarter revenue guidance of $250 million, plus or minus $10 million, which the company noted is above a prior preliminary outlook of at least $240 million. Management has also issued upbeat guidance for the full year.
Analyst reaction and valuation notes
Following the quarterly release, Needham increased its price target on Ichor to $48 from $36 and retained a Buy rating, citing expected growth. Stifel raised its price target to $30 from $25 and kept a Hold rating on the shares.
Independent analysis from InvestingPro indicates the stock looks overvalued relative to its Fair Value estimate. The platform notes additional ProTips and detailed financial metrics are available to subscribers seeking a deeper dive, including 14 further ProTips and a full valuation analysis.
Contextual note
The recent quarter was characterized by a modest beat on revenue and EPS relative to prior forecasts and by guidance that the company describes as strong for both the upcoming quarter and the full year. The reported quarterly revenue figures include both $224.0 million and $223.6 million references within company materials. The company and analysts have responded with upward adjustments to guidance and price targets.