Lombard Odier Asset Management Europe Ltd Buys New Stake in Ultra Clean Holdings, Inc. $UCTT

Lombard Odier Asset Management Europe Ltd purchased a new position in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) in the 2nd quarter, Holdings Channel reports. The firm purchased 12,851 shares of the semiconductor company’s stock, valued at approximately $1,832,000.

Other institutional investors also recently made changes to their positions in the company. Quadrant Capital Group LLC boosted its stake in shares of Ultra Clean by 40.3% during the fourth quarter. Quadrant Capital Group LLC now owns 989 shares of the semiconductor company’s stock valued at $25,000 after acquiring an additional 284 shares during the last quarter. Danske Bank A S boosted its stake in shares of Ultra Clean by 450.0% during the 4th quarter. Danske Bank A S now owns 1,100 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 900 shares during the last quarter. Kilter Group LLC purchased a new stake in shares of Ultra Clean during the second quarter worth about $30,000. AdvisorNet Financial Inc acquired a new position in shares of Ultra Clean in the first quarter valued at approximately $34,000. Finally, Smartleaf Asset Management LLC lifted its stake in shares of Ultra Clean by 472.9% during the second quarter. Smartleaf Asset Management LLC now owns 1,713 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 1,414 shares during the period. 96.06% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have commented on UCTT. Weiss Ratings cut shares of Ultra Clean from a “sell (d)” rating to a “sell (d-)” rating in a research note on Friday, August 7th. UBS Group restated a “buy” rating on shares of Ultra Clean in a report on Tuesday, August 4th. TD Cowen lifted their price objective on Ultra Clean from $130.00 to $140.00 and gave the company a “buy” rating in a research report on Tuesday, August 4th. Zacks Research upgraded Ultra Clean from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 25th. Finally, Needham & Company LLC raised their price target on Ultra Clean from $92.00 to $125.00 and gave the stock a “buy” rating in a research note on Tuesday, August 4th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $129.00.

Insider Buying and Selling

In other news, CFO Sheri Savage sold 15,766 shares of the stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $89.47, for a total value of $1,410,584.02. Following the completion of the sale, the chief financial officer owned 50,710 shares of the company’s stock, valued at $4,537,023.70. This represents a 23.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Paul Yoonku Cho sold 944 shares of the firm’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $89.37, for a total transaction of $84,365.28. Following the completion of the transaction, the general counsel directly owned 22,941 shares in the company, valued at approximately $2,050,237.17. This represents a 3.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 31,131 shares of company stock worth $2,784,908. 1.80% of the stock is currently owned by corporate insiders.

Ultra Clean Stock Performance

Shares of NASDAQ:UCTT opened at $69.48 on Friday. The business has a 50-day moving average of $94.17 and a two-hundred day moving average of $81.04. The firm has a market capitalization of $3.11 billion, a PE ratio of -133.62, a P/E/G ratio of 0.80 and a beta of 1.88. The company has a debt-to-equity ratio of 0.84, a current ratio of 2.73 and a quick ratio of 1.25. Ultra Clean Holdings, Inc. has a 12 month low of $21.49 and a 12 month high of $144.22.

Ultra Clean (NASDAQ:UCTT) last released its quarterly earnings data on Monday, August 3rd. The semiconductor company reported $0.70 earnings per share for the quarter, beating the consensus estimate of $0.53 by $0.17. Ultra Clean had a positive return on equity of 6.99% and a negative net margin of 1.07%.The business had revenue of $644.90 million for the quarter, compared to analyst estimates of $587.65 million. During the same period in the previous year, the company posted $0.27 EPS. The company’s revenue was up 24.3% compared to the same quarter last year. Ultra Clean has set its Q3 2026 guidance at 0.830-1.030 EPS. As a group, research analysts forecast that Ultra Clean Holdings, Inc. will post 2.67 earnings per share for the current year.

Ultra Clean Profile

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.