Shareholders of Ichor Holdings, Ltd. (NASDAQ:ICHR) will be pleased this week, given that the stock price is up 15% to US$32.52 following its latest quarterly results. The results don't look great, especially considering that statutory losses grew 14% toUS$0.08 per share. Revenues of US$211,139,000 did beat expectations by 3.9%, but it looks like a bit of a cold comfort. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

View our latest analysis for Ichor Holdings

Following the latest results, Ichor Holdings' seven analysts are now forecasting revenues of US$971.4m in 2025. This would be a solid 19% improvement in revenue compared to the last 12 months. Ichor Holdings is also expected to turn profitable, with statutory earnings of US$0.61 per share. In the lead-up to this report, the analysts had been modelling revenues of US$970.3m and earnings per share (EPS) of US$0.79 in 2025. The analysts seem to have become more bearish following the latest results. While there were no changes to revenue forecasts, there was a large cut to EPS estimates.

The consensus price target held steady at US$41.29, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Ichor Holdings, with the most bullish analyst valuing it at US$50.00 and the most bearish at US$34.00 per share. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Ichor Holdings shareholders.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Ichor Holdings' past performance and to peers in the same industry. It's clear from the latest estimates that Ichor Holdings' rate of growth is expected to accelerate meaningfully, with the forecast 15% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 4.6% p.a. over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 19% per year. It seems obvious that, while the future growth outlook is brighter than the recent past, Ichor Holdings is expected to grow slower than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Ichor Holdings going out to 2026, and you can see them free on our platform here..

Even so, be aware that Ichor Holdings is showing 1 warning sign in our investment analysis , you should know about...

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.