Director Jorge Titinger of Ichor Holdings, LTD. (NASDAQ: ICHR) completed a sale of 1,200 company shares on February 23, 2026, at $50.11 per share, producing proceeds of $60,132. Following this transaction, Titinger directly holds 13,969 shares of Ichor.
The trade took place while ICHR was trading at $52.33, which is near the stock's 52-week high of $55.33 and comes after a year-to-date increase of 184% in the share price. According to InvestingPro, the stock currently appears overvalued when compared with its Fair Value analysis.
Company results and guidance
Ichor reported stronger-than-expected results for the fourth quarter of 2025. The company recorded earnings per share of $0.01, beating a forecasted loss of $0.06 per share. Revenue for the quarter came in at $224.0 million, modestly above the expectation of $220.57 million.
Management provided revenue guidance for the first quarter of 2026 projecting $250 million, which exceeds the company's earlier preliminary outlook of at least $240 million. Ichor's most recent quarterly filing also noted revenue of $223.6 million, described as the trough of the current cycle despite being lower on a sequential basis.
Analyst reactions
Following the quarterly disclosure and guidance update, several analyst firms revised their price targets for Ichor. Needham raised its target to $48 while maintaining a Buy rating. Stifel increased its target to $30 from $25 and kept a Hold rating. These changes were cited by the firms as reflecting optimism about Ichor's growth prospects.
Where to find more research
For investors seeking additional valuation and performance analysis, a comprehensive Pro Research Report for ICHR is available on InvestingPro, which also covers more than 1,400 U.S. equities.
Summary of the transaction and context
- Insider sale: 1,200 shares sold on February 23, 2026, at $50.11 each for $60,132.
- Post-sale holdings: Titinger retains direct ownership of 13,969 shares.
- Market context: ICHR trading at $52.33, near a 52-week high of $55.33 after a 184% YTD gain; InvestingPro flags the stock as appearing overvalued versus Fair Value.
Note: This article presents the transaction details, recent financial results and analyst actions as reported. Where additional data or proprietary research is referenced, readers may consult the original Pro Research Report on InvestingPro for deeper analysis.