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Posted by
Two Blokes Jul 10 -
Filed in
Stock
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9 views
AI data center buildout and SME rebound should drive renewed demand for Ichor's fluid delivery subsystems, positioning it for a cyclical upside. 1Q25 results signal potential bottoming, with +21% YoY revenue growth and improving gross margin guidance of 15-16% for 2H25. Strong customer relationships with AMAT, LRCX, and ASML (73% of FY24 sales) expose Ichor to leading-edge SME growth, with stock performance divergence considered a mean-reverting opportunity.
