Ultra Clean Holdings, Inc. (NASDAQ:UCTT) Receives Consensus Rating of “Buy” from Brokerages

Ultra Clean Holdings, Inc. (NASDAQ:UCTT) has been assigned an average recommendation of “Buy” from the seven research firms that are covering the company, Marketbeat reports. One research analyst has rated the stock with a sell rating, four have given a buy rating and two have issued a strong buy rating on the company. The average 1 year price target among analysts that have covered the stock in the last year is $107.40.

Several equities research analysts recently issued reports on the stock. Needham & Company LLC raised their price objective on shares of Ultra Clean from $70.00 to $92.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Oppenheimer lifted their price target on shares of Ultra Clean from $100.00 to $115.00 and gave the company an “outperform” rating in a research report on Tuesday. Wall Street Zen upgraded shares of Ultra Clean from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Craig Hallum reiterated a “buy” rating and set a $100.00 price target on shares of Ultra Clean in a research report on Tuesday, February 24th. Finally, TD Cowen lifted their price target on shares of Ultra Clean from $70.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th.

Insider Buying and Selling at Ultra Clean

In related news, SVP Jamie J. Palfrey sold 8,691 shares of Ultra Clean stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $79.72, for a total value of $692,846.52. Following the completion of the transaction, the senior vice president owned 16,446 shares in the company, valued at approximately $1,311,075.12. The trade was a 34.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Sheri Savage sold 15,766 shares of Ultra Clean stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $89.47, for a total transaction of $1,410,584.02. Following the completion of the transaction, the chief financial officer owned 50,710 shares of the company’s stock, valued at $4,537,023.70. This trade represents a 23.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 80,106 shares of company stock valued at $6,734,589. 1.80% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Foguth Wealth Management LLC. acquired a new position in shares of Ultra Clean in the first quarter valued at approximately $215,000. Liontrust Investment Partners LLP acquired a new position in shares of Ultra Clean in the first quarter valued at approximately $2,411,000. Bank of America Corp DE grew its holdings in shares of Ultra Clean by 502.4% in the first quarter. Bank of America Corp DE now owns 454,020 shares of the semiconductor company’s stock valued at $28,231,000 after purchasing an additional 378,648 shares in the last quarter. EverSource Wealth Advisors LLC lifted its stake in Ultra Clean by 37.3% in the first quarter. EverSource Wealth Advisors LLC now owns 721 shares of the semiconductor company’s stock worth $45,000 after acquiring an additional 196 shares during the last quarter. Finally, California State Teachers Retirement System lifted its stake in Ultra Clean by 24.3% in the first quarter. California State Teachers Retirement System now owns 51,643 shares of the semiconductor company’s stock worth $3,211,000 after acquiring an additional 10,084 shares during the last quarter. Institutional investors and hedge funds own 96.06% of the company’s stock.

More Ultra Clean News

Here are the key news stories impacting Ultra Clean this week:

• Positive Sentiment: Ultra Clean was highlighted for hitting a fresh high as semiconductor demand continues to build, reinforcing the bullish case for the stock. Ultra Clean Hits Fresh High As Semiconductor Demand Builds
• Positive Sentiment: Analysts and market commentary pointed to a higher fair value and richer assumptions for UCTT, suggesting expectations are improving after recent earnings-related strength. Why The Ultra Clean Holdings (UCTT) Story Is Shifting With Higher Fair Value And Richer Assumptions
• Positive Sentiment: Another valuation-focused article said the company’s AI-driven earnings beat and rising analyst optimism are helping support a stronger investment case. Ultra Clean Holdings (UCTT) Valuation After AI Driven Earnings Beat And Rising Analyst Optimism
• Positive Sentiment: Seeking Alpha initiated coverage with a Buy rating, citing secular wafer-fab-equipment expansion, discounted valuation versus peers, and a path toward $4 billion in annual revenue over time. Ultra Clean: H2 2026 Production Ramp Accelerates The Roadmap To $4B In Revenue
• Neutral Sentiment: The company disclosed two CFO stock sales under a pre-arranged 10b5-1 plan, which may raise some investor caution but does not necessarily signal a change in fundamentals. Insider Trade Details

Ultra Clean Price Performance

Ultra Clean stock opened at $90.90 on Thursday. Ultra Clean has a 12-month low of $19.51 and a 12-month high of $100.33. The stock has a market cap of $4.08 billion, a P/E ratio of -21.19, a PEG ratio of 1.29 and a beta of 1.94. The company has a 50-day moving average price of $79.85 and a 200 day moving average price of $55.82. The company has a current ratio of 3.07, a quick ratio of 1.72 and a debt-to-equity ratio of 0.86.

Ultra Clean (NASDAQ:UCTT) last released its quarterly earnings data on Tuesday, April 28th. The semiconductor company reported $0.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.27 by $0.04. Ultra Clean had a negative net margin of 9.38% and a positive return on equity of 4.28%. The firm had revenue of $533.70 million during the quarter, compared to analysts’ expectations of $525.28 million. During the same period last year, the business earned $0.28 earnings per share. Ultra Clean’s revenue was up 2.9% compared to the same quarter last year. Ultra Clean has set its Q2 2026 guidance at 0.440-0.600 EPS. Sell-side analysts anticipate that Ultra Clean will post 2.04 earnings per share for the current year.

About Ultra Clean

Ultra Clean Holdings, Inc is a global supplier of critical consumables and process tools for the semiconductor manufacturing industry. The company specializes in precision parts cleaning, chemical–mechanical planarization (CMP) slurries, surface conditioning pads, and specialty components used in wafer fabrication and advanced packaging. Ultra Clean also provides assembly and test hardware, tooling, and automated modules designed to support complex front-end and back-end processes in semiconductor fabs.

Ultra Clean’s product portfolio encompasses a range of cleaning systems and consumables aimed at particle and film removal, as well as CMP slurries and pads that are engineered for uniform material removal and planarization.