Director Marc Haugen of Ichor Holdings LTD (NASDAQ: ICHR) executed an open-market sale of 19,875 shares on February 23, 2026, according to a recent SEC filing. The transaction price per share varied between $49.06 and $50.28, producing an average sale price of $49.71 and net proceeds of approximately $987,986. After the sale, Haugen's direct holding stands at 26,085 shares.
The timing of the disposition coincides with a pronounced rally in ICHR stock - the shares were trading near a 52-week high of $55.33 and have climbed about 184% year-to-date. A market analytics platform flagged the stock as appearing overvalued relative to its Fair Value and identified 18 key insights for the company, including expectations for net income growth in the current year. A Pro Research Report covering ICHR and more than 1,400 U.S. equities is available for investors seeking deeper analysis.
Operationally and financially, Ichor delivered results that outpaced consensus for the fourth quarter of 2025. The firm reported earnings per share of $0.01, beating an anticipated loss of $0.06. Quarterly revenue came in at $224 million, marginally above the $220.57 million analysts had expected. Management also provided robust guidance for the first quarter of 2026, projecting revenue of $250 million, plus or minus $10 million - a midpoint that is higher than a prior estimate of $240 million.
Analysts have adjusted their views following the financial release and guidance. Stifel raised its price target to $30 while keeping a Hold rating, and Needham increased its target to $48 and maintained a Buy rating. Those changes reflect how the company’s recent results and forward-looking revenue estimate have influenced broker assessments.
Context and implications
The insider sale is a discrete, reported event that coincides with an elevated stock price and improved near-term revenue visibility. Investors tracking insider flows often weigh such transactions alongside earnings trajectory and analyst commentary when assessing conviction among company insiders and external stakeholders.
Data integrity - All transaction details, financial results, guidance figures, and analyst actions reported here are drawn from the company’s disclosures and the related filing referenced above.